Alvin R. McDaniel

*** ******* ****** *****: 516-***-****

Uniondale, NY 11553 Email: ad24en@r.postjobfree.com

Accounting Consultant - Engagement Director

Westbury Union Free School District Sept. 2023 – Present As the Accounting Consultant, at Westbury Union Free School District, my responsibilities include administering and enforcing the provisions and regulations of state and federal laws, the Commissioner of Education, and the Board of Education. I am tasked with establishing procedures for maintaining all financial records required by law and policy, ensuring compliance in all financial matters. Additionally, I assist the Superintendent in long-range budget development and direct the process of school funds to maximize benefits for the prudent expenditure of school dollars. In my previous role as Assistant Superintendent Finance and Operations, I had the following duties:

• Developing the annual budget, including administering a budget control system for the district, supervising the accounting of all income and expenditures, and assuming responsibility for the receipt and expenditure of school district funds.

• Supervising the Assistant Business Administrator for Operations in managing all bond and capital projects, including future projects.

• Supervising the Treasurer for the completion of monthly and annual financial reports and other statistical reports.

• Supervising the district's support services including finance, facilities, transportation, food service, and safety/security through the Assistant Business Administrator for Operations.

• Establishing procedures resulting in the effective operation of the Business Office.

• Acting as the Purchasing Agent in developing and administering the bidding and quotation program of the district.

• Planning, directing, and coordinating functions of all the Westbury Union Free School District's operations efforts.

• Developing and maintaining safety programs, policies, and procedures of the district.

• Supervising the Assistant Business Administrator for Operations in managing the district's construction, insurance, and energy programs.

• Assisting in contract negotiations.

• Coordinating district operations with other educational and municipal agencies.

• Overseeing and implementing professional development, supervision, and evaluation program for operations department staff.

• Creating and supporting a district office environment dedicated to continuous improvement.

• Fostering positive relations with all stakeholders through communication and customer service.

In my prior role as Assistant Business Administrator at Roosevelt Union Free School District (Feb. 2020 – Sept. 2023), I was responsible for:

• Assisting in the budget process by recommending the consolidation of budget requests and revenue sources to aid the budget.

• Providing advice and input in preparing long- and short-term financial plans for use by administrators and the Board regarding educational needs, population projections, plant development plans, staffing needs, investments, revenue projections, and energy performance.

• Supervising seven members of the business office staff in using data processing equipment for various administrative tasks.

• Conducting periodic inspections of maintenance, custodial, construction, food services, and transportation activities.

• Preparing financial and statistical reports for Federal and State authorities, the Board of Education, the Superintendent of Schools, etc.

• Establishing accounting records and procedures to conform to district policy and State and Federal requirements.

• Serving as Purchasing Agent and supervising the maintenance of personnel records.

• Maintaining records of receipts, expenditures, and bonded indebtedness.

• Coordinating inventory and insurance functions.

• Reviewing and creating new purchasing procedures and policies.

• Contributing member of the Districtwide School Safety Team, providing insights into lock- down and lock-out procedures.

• Collaborating with the Security Supervisor in recruiting, supervising, and evaluating security personnel.

• Working jointly with Nassau BOCES personnel to expand and maintain the district's technology network.

• Managing district insurance policies and employee life insurance regulation. In my prior role as Accountant at Hempstead Public Schools (Oct. 2017 – Feb. 2020), I was responsible for:

• Served as Deputy Treasurer, which included the signing of checks on multiple checks run each month, Primary Authorizer / Administrator on districts Bank of America and TD Bank accounts. Processing Cash Receipts on Finance Manager. Manage district's School Trust accounts.

• Served as Deputy Purchasing Agent, which included supporting the Purchasing Agent in the processing of requisitions, creation of contracts, and conduction of Request for Proposals.

• Served as Records Management / Access Officer, which included processing districts' FOIL requests and aiding residents and staff in accessing desired records.

• Provided oversight of district 403B plans by processing additions, deletions, and adjustments to district’s members and coordinated with OMNI fulfilling federal regulation requirements.

• Administered Employee Retirement System by processing monthly reporting and maintenance of district system, accessing and processing arrears and loan payments, and coordinating collections from appropriate employees.

• Served as the administrator of the Teacher Retirement Loan System by processing monthly reporting and maintenance of district TRS access.

• Processed Health and Welfare Billing consisting of the cost per student of district supplied Health and Welfare services to outside districts; billing outside districts appropriately; and processing Health and Welfare Invoices from other districts.

• Supervised Parentally Placed Billing by processing the cost per student of district supplied parentally placed services to outside districts; billing outside districts appropriately; and processing Parentally Placed Invoices from other districts.

• Maintained Foster Care Billing by processing the cost per student of district supplied Foster Care services to outside districts; billing outside districts appropriately; and processing Foster Care Invoices from other districts.

In my prior role as Accounting Clerk at Valley Stream Central High School District (Sept. 2010 – Oct. 2017), I was responsible for:

• Reviewed and approved statistical and data reports.

• Coordinated Transportation.

• Administered Health Benefits.

• Executed Bi-Monthly Check Run.

• Designed, created, and maintained various worksheets and workbooks in MS Excel.

• Interacted with vendors and village residents.

• Provided data entry and preparation of check warrants. CERTIFICATION

New York State School District Business Leader February 2020 EDUCATION:

• SDL/SBL Certification Program, LIU – Post (Anticipated Completion May 2024)

• Doctorate in Education, Hofstra University May 2023

• MS Education, LIU – Post, September 2019

• MS in Accountancy in Taxation, SUNY Old Westbury August 2017

• BA in Economics, SUNY Geneseo December 1988

OTHER FINANCE EXPERIENCE:

Senior Bookkeeper Wolfsohn Financial Services Feb. 2008 – Sept. 2010

• Supervised up to 5 Part-Time Clerical Staff and Seasonal Tax Preparers

• Maintained General Ledger; Prepared and entered journal entries for closings.

• Prepared and Evaluated Monthly Financial Statements.

• Reviewed and approved statistical and data reports.

• Designed, created and maintained various worksheets and workbooks in MS Excel.

• Prepared Quarterly Payroll Tax Forms, Quarterly Sales Tax Forms and Annual Personal Tax Forms Bookkeeper Cooper, Oher and Associates CPAs, LLC July 2007 – Jan. 2008

• Maintained General Ledger; Prepared and entered journal entries for closings.

• Prepared and Evaluated Monthly Financial Statements.

• Reviewed and approved statistical and data reports.

• Designed, created and maintained various worksheets and workbooks in MS Excel.

• Prepare Quarterly Payroll Tax Forms and Quarterly Sales Tax Forms Bookkeeper Rothman Therapeutic Services Sept. 2006 – July 2007

• Prepared bi-weekly payroll for 120 employees.

• Maintained General Ledger; Prepared and entered journal entries for closings.

• Prepared and Evaluated Monthly Financial Statements.

• Prepared and maintained all Accounts Receivable and Accounts Payable ledgers.

• Reviewed and approved statistical and data reports.

• Designed, created, and maintained various worksheets and workbooks in MS Excel. COMPUTER SKILLS:

• IBM-MAC/PC: nVision, Finance Manager, QuickBooks, Creative Solutions, Practice CS, Ultra Tax, ProSeries, Windows, MS OFFICE 365 (Word, Excel, Outlook, PowerPoint, OneDrive) Windows NT (Server, Workstation, TCP/IP, Enterprise, Exchange Server), MCP NT Server

• SYSTEMS: UNIX/STAR Hewlett Packard Mainframe, IBM AS400 (OS390), IBM RISC 6000, IBM System 36

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