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Le Roy Central School District - Present Treasurer Resume Example

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PRESENT TREASURER
Professional Summary
Skills
Self-trained and experienced in computer applications which include Excel, Lotus, Word, WordPerfect, Access, Microsoft office, and various tax return and research software
Affiliations
Member, New York State School Business Officials Association Member, New York State Society of Certified Public Accountants
Work History
01/2001
Le Roy Central School District – Le Roy, NY
  • to May 2001 School Business Administration (SBA) internship field experience Prepared five year building aid projection using printouts from NYSED and debt summary schedules Wrote district responses to employee grievances and counter-proposals for district team in teacher assistant negotiations Approved requisitions for purchasing and reviewed bids for new copier Prepared database spreadsheet containing school district directory Updated current food inventories and ordered additional food items needed for breakfasts and lunches Developed staffing plans based upon building square footage and required level of work Recruited and selected employee for school lunch manager position Prepared bus routes and analyzed for efficiency and overlapping.
09/1999
Le Roy Central School District – Le Roy, NY
  • to December 1999 School Business Administration (SBA) practicum field experience Performed entire payroll process from September through December for 240 school employees Developed and maintained daily/monthly cash-flow projection of $2 to $5 million and regularly invested monies Prepared monthly treasurer's reports for all eight cash accounts including general fund and presentation to the board of education Worked with board negotiations committee creating spreadsheets projecting annual salaries and effect of percentage increases, also helped draft new contract language Prepared all budget transfers and presentation to board of education Recommended and established insurance reserve for potential employee liability Supervised and prepared for the annual audit and assisted the auditors with the financial statement and management letter presentation to the Budget and Finance Committee Prepared spreadsheets analyzing data as requested by the superintendent, such as insurance analysis, utility analysis, maintenance overtime analysis and etc.
Present Treasurer, 09/1997
Le Roy Central School District – Le Roy, NY
  • Assist superintendent and board of education in the development of $13 to $14 million budget Prepare all budget transfers and presentations to board Prepare the monthly treasurer's reports for the board of education Prepare the semi-monthly general fund, cafeteria fund and federal fund warrants for board of education approval Supervise the accounts payable clerk and cafeteria manager Attend board meetings and community capital project meetings regularly, working with the community on the vote for a $25 million new high school building Maintain cashflow projection of $2 to $5 million and invest excess monies regularly Prepare the $5,300,000 tax warrant and STAR forms for $900,000 in State reimbursement Coordinate and assist with issues regarding the insurance agent, tax sheltered annuity agents, accountants, and attorneys on a regular basis Attend monthly local ASBO meetings and Genesee Area Healthcare Plan (designated board representative) (self-funded health insurance consortium through local BOCES) Assisted with development of contract language for negotiations Supervised head bus mechanic.
Senior Accountant, 11/1993
Battaglia, Andrews & Moag, P.C – Batavia, NY
  • As an experienced senior accountant, I have seven progressive years of experience in the Financial Services Division with two large regional public accounting firms.
  • In this capacity, I worked directly with clients on a daily basis.
  • My clients base consisted of a quasi-governmental entity, public school districts, a BOCES, nonprofit organizations, manufacturing companies, service companies and rental companies.
  • Coordinated, reviewed and supervised the execution and completion of audits among the audit team within specified time budgets and dollar budgets which enabled the client to obtain timely financial statements Prepared financial statements and footnotes in accordance with GAAP, GAAS, Government Auditing Standards and Circular OMB A-133 Supervised, developed, trained and evaluated ten staff accountants and five paraprofessionals Interfaced extensively with firm partners and top level client management Designed and instructed technical training programs for firm staff.
Senior Accountant, 09/1990
Bonadio & Company – Rochester, NY
  • Coordinated, reviewed and supervised the planning, execution and completion of audits among the audit team which enabled the clients to obtain timely financial statements.
  • Interviewed and evaluated potential new staff accountants.
Paraprofessional, 01/1990
Nacca & Company – Rochester, NY
  • Created general ledgers from business checkbooks and prepared compiled financial statements and quarterly payroll tax returns.
Superintendent, SUNY College at Brockport Brewster Central School District – Brockport, New York
Former Superintendent of Le, Roy Central School District – Brewster, NY
Director, Battaglia, Andrews & Moag, P.C – Batavia, New York
Interim Superintendent, Le Roy Central School District – Avon, NY
Partner, 08/2001
Bonadio & Company – Rochester Stafford, New York
Superintendent of Schools, Lyndonville Central School – Lyndonville, New York
  • Dear Mrs.
  • Tibbetts: Please accept my application for the position of School Business Administrator at Lyndonville Central School.
  • Enclosed you will find my resume and a list of references in support of my application.
  • My previous experience in school districts and public accounting and completion of the School Business Administration (SBA) Program at SUNY Brockport well qualify me for this position.
  • Currently, I am employed as the treasurer at Le Roy Central School.
  • In this capacity, I work directly with the board of education, the superintendent and with the school business administrator.
  • Because of this, I am very involved in the entire financial activity of the school, personnel issues and union issues.
  • I have prepared school budgets ($14 million) and all required attachments, made budget hearing presentations, supervised staff, filed all the required forms with New York State Education Department, presented items at board of education meetings and processed payroll.
  • I feel that my ongoing experience is giving me a very solid understanding of the school business administration position.
  • Just recently, I have completed my internship for the SBA program.
  • In my fifteen weeks as an intern at Le Roy Central School, I have prepared counterproposals in union negotiations, prepared a five-year building aid projection, updated the emergency evacuation plan to comply with the new SAVE legislation and various other projects.
  • At any time, I would enjoy discussing these projects with you.
  • Thank you for your time and consideration.
  • I am very interested in this position and would welcome the opportunity to come to your district for an interview.
  • You can contact me at work (716) 768-8133 or at home (716) 344-2258.
  • Sincerely, Lori J.
  • Prinz.
Education
Certificate of Advanced Study (C.A.S.) in School Business Administration: December 2001
State University of New York - Brockport, NY
Master of Science: Education, December 1999
Education
M.S.Ed: Educational Administration, Educational Administration
Bachelors of Science: June 1990
Rochester Institute of Technology - Rochester, NY
B.S: Business Administration Accounting, Business Administration Accounting
Associates: Applied Science, May 1987
Alfred State College - Alfred, NY
Applied Science
A.A.S: June 1990
Rochester Institute of Technology - Rochester, NY
Recognition of Academic Excellence *Recipient of Cortland Brovitz Scholarship
Permanent New York State Certification in School Business Administration: May 1987
Alfred State College - Alfred, NY
Worked on campus and was awarded "Employee of the Year"
New York State Certified Public Accountant: November 1994
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Resume Overview

Companies Worked For:

  • Le Roy Central School District
  • Battaglia, Andrews & Moag, P.C
  • Bonadio & Company
  • Nacca & Company
  • SUNY College at Brockport Brewster Central School District
  • Roy Central School District
  • Lyndonville Central School

School Attended

  • State University of New York
  • Rochester Institute of Technology
  • Alfred State College

Job Titles Held:

  • Present Treasurer
  • Senior Accountant
  • Paraprofessional
  • Superintendent
  • Former Superintendent of Le
  • Director
  • Interim Superintendent
  • Partner
  • Superintendent of Schools

Degrees

  • Certificate of Advanced Study (C.A.S.) in School Business Administration : December 2001
    Master of Science : Education , December 1999
    M.S.Ed : Educational Administration ,
    Bachelors of Science : June 1990
    B.S : Business Administration Accounting ,
    Associates : Applied Science , May 1987
    A.A.S : June 1990
    Permanent New York State Certification in School Business Administration : May 1987
    New York State Certified Public Accountant : November 1994

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