Seasoned Public and Charter School Business Director with over 22 years of experience in financial planning, personnel management, and operational services. Communicates effectively with stakeholders, ensuring alignment and collaboration. Delivers strong budgetary control and drives financial analysis and strategy for school district success.
Work History
Financial Consultant, School Business
2 Years 7 Months
JSD Consulting, LLC | 01.2024 - Current
Analyze financial data to provide actionable insights for clients' budgetary needs.
Develop detailed financial models to forecast client revenue and expenses accurately.
Advise clients on risk management strategies to enhance fund balance and reporting compliance.
Advise initiatives to streamline financial reporting processes, improving accuracy and timeliness.
Business Manager / Board Secretary
4 Years 3 Months
Woodland Hills School District | 05.2022 - Current
Manage all state reporting, including annual financial report, budget, federal programs accounting, and capital projects for food service.
Prepare and implement the annual budget, ensuring that all departments and school buildings adhered to budgeted expenses.
Oversee business department personnel and operations, ensuring compliance across accounts payable, accounts receivable, payroll, purchasing, federal programs, asset inventory, and tax collection.
Work with local and state auditors for the annual review and development of Annual Financial Report and Schedule of Federal Assets Report without material findings.
Prepare and submit all documentation for debt service compliance to EMMA and other agencies.
Supervise department directors for personnel, transportation, facilities, food service, safety and security, and technology.
Negotiate contracts with multiple bargaining unions to secure favorable terms for the district.
Raised district general fund balance through strategic planning, debt service refunding, and expenditure curtailment.
Director of Fiscal and School Services
3 Years 9 Months
Moon Area School District | 08.2018 - 05.2022
Managed all state reporting including Annual Financial Report, budget, ESSER funds, Title funds, and capital projects. Prepared and implemented the annual budget.
Oversaw business department personnel in accounts payable, accounts receivable, payroll, purchasing, federal programs, asset inventory, and tax collection to ensure efficient operations.
Prepare monthly financial statements for the Board of Directors.
Work with local and state auditors for annual review and development of Annual Financial Report and Schedule of Federal Assets Report without material findings.
Prepare and submit all documentation for debt service compliance to EMMA and other agencies.
Supervised department directors of HR/personnel, transportation, facilities, food service, safety and security, and technology.
Negotiated contracts with multiple bargaining unions to align terms with district objectives.
Invest district funds following Act 10 compliance for best rate of return and interest income.
Increased district general fund balance to over 20% through strategic planning, debt service refunding, and targeted expenditure curtailment.
Business Manager/Director of Transportation
5 Years 8 Months
Uniontown Area School District | 11.2012 - 07.2018
Budget preparation and implementation
Annual Financial Reporting
Contract negotiations
Prepared correspondence, accounting and financial documents, and presentations for analysis by Board of Directors and administration, enhancing decision-making processes
Monitored accounts payable, accounts receivable, payroll, personnel, federal programs, tax collection, asset inventory, and purchasing, ensuring financial accuracy and compliance
Managed transportation services for the district
Served as liaison for foster care and homeless services
Food Service Administrator
Supervise student registration, attendance and truancy, and safety committee
Administered security protocols for state applications
Financial information system and student information system administrator
Received federal and local audit reports with no material weaknesses or deficiencies
Maintained a positive fund balance through careful budgeting and expenditure control
Negotiated contracts with various union divisions, securing favorable terms and fostering collaborative labor relations
Lowered truancy rate by 30% with implementation of new policies, procedures, and laws.
Assistant Business Manager/Federal Programs Coordinator/Food Service Manager
3 Months
Uniontown Area School District | 08.2012 - 11.2012
Assisted in budget preparation and implementation to ensure financial alignment with organizational goals
Assist with budget preparation and implementation
Assist with Annual Financial Reporting
Developed, implemented, maintained, reported on, and audited federal programs to ensure compliance with regulations
Audit entries, fund balancing, board treasurer reports, accounts receivable
Bank reconciliations and other financial reporting to Board of Directors
Payroll and personnel record maintenance
Monitored food service program and financial aspects of student activities to optimize resource allocation
Business Manager
7 Years 11 Months
Turkeyfoot Valley Area School District | 09.2004 - 08.2012
Increased fund balance from a $200,000 loss to over a $1 million surplus during tenure.
Developed and maintained payroll and personnel records to ensure accurate employee compensation and compliance
Prepared annual financial reports to provide stakeholders with a comprehensive overview of financial status
Financial reporting to local, state, and federal agencies
Performed monthly bank reconciliations to ensure accuracy of financial records. and other financial reporting to Board of Directors
Monitored financial aspects of federal programs, student activities, and food service to ensure proper fund allocation and regulatory compliance
Develop and maintain payroll and personnel records
Education
Master of Science - Education And School Business Leadership
Wilkes University | Wilkes-Barre | 05-2017
Bachelor of Science - Accounting and Finance
Waynesburg University | Waynesburg | 05-1992
Skills
Financial model development
Financial reporting
Fiscal coordination
Financial reconciliation
Internal and External Auditing
Contract Negotiation
Payroll Management
Account management
Transportation Management
Personnel management
Financial Information System Management
Affiliations
Member of Pennsylvania Association of School Business Officials (PASBO) 22 years
Member of Pennsylvania Association of Federal Program Coordinators (PAFPC) 6 years
Certification
Letter of Qualification for Hire as Superintendent
Timeline
Financial Consultant, School Business
JSD Consulting, LLC
01.2024 - CurrentRead More
Business Manager / Board Secretary
Woodland Hills School District
05.2022 - CurrentRead More
Director of Fiscal and School Services
Moon Area School District
08.2018 - 05.2022Read More
Business Manager/Director of Transportation
Uniontown Area School District
11.2012 - 07.2018Read More
Assistant Business Manager/Federal Programs Coordinator/Food Service Manager
Uniontown Area School District
08.2012 - 11.2012Read More
Business Manager
Turkeyfoot Valley Area School District
09.2004 - 08.2012Read More
Wilkes University
Master of Science from Education And School Business Leadership