Special Education Budget Analyst

Summary

Hard-working professional with extensive experience in office management and customer service. Flexible team player utilizing operational and organizational skills to achieve strategic goals and objectives. Proficient in Munis, basic accounting, budgeting, and financial organization. Experience

Special Education Department Budget Analyst 2022 - present Tulsa Public Schools • Tulsa, OK

• Responsible for budget revisions, requisitions, purchase orders, board agenda items and contract revisions.

• Collaborate with state and federal fiscal staff to monitor budget expenditures.

• Assist with internal and external audit deadlines.

• Assist with ensuring budget practices are in alignment with district and school board policies and procedures to support the integrity of the district.

• Responsible for maintaining grant funding records and monitor expenditures.

• Responsible for approving invoices and payments and reconciling accounts.

• Complete department employee monthly milage reimbursement submission for staff of 70 employees.

• Serve as a liaison between the Special Education department and the Finance department.

• Provide excellent customer service to both the administrators and staff of the special education department.

• Coordinate travel arrangements for department directors and attendees for multiple conferences nationwide throughout the year.

• Prepare accurate journal entries and requests authorization of purchases within the department.

• Excellent oral and communication skills to articulate needs of the department to the administration and school board.

• Work with a variety of vendors to provide the special education department with equipment, supplies, continuation education services and contract services to support the special education department team. Treasurer 2018 - 2022

Edison Preparatory High School • Tulsa, OK

• Oversaw the budget and financial operations of the high school.

• Performed total account operations for 90+ SAF accounts for high school and middle school treasure departments.

• Reconciled bank statements, managed cash flow and ensured the protection of the school’s funds.

• Ensured efficient handling of the financial resources for the school.

• Planned and kept track of budget; collected and deposited funds; wrote checks and provided financial reports.

• Advised weekly board of control meetings on use of school funds.

• Created weekly board meeting agenda items to be voted on.

• Proficient in Munis and utilized Munis for purchase order requests.

• Trained school staff in maintaining financial records, bookkeeping, etc.

• Trained sponsors in processes and procedures to obtain approval for purchase orders, fundraising expenses and obtain account balances.

• Completed fiscal year end responsibilities to close accounts in accordance with district year-end deadline.

Shelly Schlotfelt

************@*****.*** Tulsa, OK 74136 918-***-**** Front Office Manager 2017 - 2018

Edison Preparatory High School • Tulsa, OK

• Served as the first point of contact for all visitors and promoted the school’s image, values, and mission.

• Worked closely with principal, teachers, staff, students, and parents to provide administrative support and guidance.

• Provide excellent customer service to parents, visitors, and community partners to provide them with an exceptional experience while visiting the high school.

• Served as liaison with teachers, staff, students, visitors, and community partners directing each to the appropriate departments or areas of the school.

• Performed administrative duties such as, data entry, daily attendance record keeping, student enrollment, organizing student schedules, maintain files and completing demographics reports.

• Managed the school schedule and calendar.

• Maintained a safe and secure environment by ensuring district safety policy and procedures were followed within the school premises.

• Monitored the entrance and exit of students and visitors and regulated access to the school building.

• Kept high school records up to date and confidential.

• Handled all incoming and outgoing phone calls and responded to numerous emails per day.

• Multi-tasked and prioritized effectively to manage daily office operations. Office Manager 2011-2015

Eye Restoration Clinic • Tulsa, OK

• Served as first point of contact with all patients and provided excellent customer service to patients and their families.

• Oversaw the work of all office employees to ensure productivity and deadlines were met in accordance with company policy.

• Organized and improved office operations and procedures for office to run more effectively and efficiently.

• Managed office budget and kept accurate financial records.

• Obtained patient pre-authorizations from insurance companies.

• Served as physical liaison with referring physician’s office to ensure smooth patient transition for post- operative out-patient services.

• Educated patients and families in the process and procedure of receiving a prosthetic eye.

• Monitored office supplies and created excel spreadsheet to keep supply inventory records.

• Ensured that all items were invoiced and paid on time.

• Organized, updated, and filed confidential patient records.

• Trained new hires in operational process and procedures.

• Scheduled numerous patient appointments daily.

• Handled all incoming and outgoing phone calls and responded to emails daily.

• Scheduled meetings and appointments.

• Utilized excellent time management skills to multi-task and prioritize office. Business Owner 1995 - 1999

Tulsa Interiors • Tulsa, OK

• Acted as Creative Director providing clients with expertise in design, layout, lighting, painting, flooring, wall covering, etc.

• Acted as Director of Finance responsible for all financial transactions of business.

• Served as Director of Operations for Tulsa Interiors establishing office and handling all operational duties.

• Performed sales/marketing duties to acquire new clients in Tulsa market and surrounding areas.

• Completed contract negotiations with clients.

• Acted as project manager on client accounts for commercial and residential projects overseeing all aspects of project from beginning to completion.

• Developed and maintained relationships with vendors and contractors to utilize as subcontractors on projects.

• Collaborated with clients to partner with them in achieving their vision for their home or workplace environment.

• Utilized attention to detail skills to complete projects in accordance with client’s specific needs and requirements.

Corporate Flight Attendant 1994 - 1995

NORDAM • Tulsa, OK

• Provided excellent customer service to CEO, COO, CFO, Chief of Staff, Vice Presidents, General Counsel, Directors, employees, and clients of NORDAM aerospace company.

• Participated as part of aviation team with pilots and crew and followed flight safety protocol and attended preflight safety briefings.

• Responsible for passenger flight safety by educating passengers in, and adhering to, flight safety guidelines.

• Ensured passengers complied with federal regulations during flight.

• Ensured cabin and safety equipment met specified standards to each flight.

• Adhered to corporate confidentially while traveling with NORDAM administrators, employees and clients worldwide.

• Assisted with flight plans, travel itineraries and personal presentations.

• Responsible for ensuring catering and supplies including blankets, emergency equipment and other supplies on board were in adequate quantities for the trip and number of passengers.

• Maintained client passenger profile list and accommodated culturally specific needs of clients.

• Utilized excellent interpersonal and communication skills to interact with national and international clients at various administrative corporate levels.

• Coordinated with pilots, maintenance, and cleaning crews to ensure aircraft was impeccably clean and properly serviced.

• Utilized organizational skills to provide smooth travel from departure to and return from locations worldwide.

• Completed post-trip reports, catering reports and other required paperwork. Education

Oklahoma State University

Stillwater, OK

BBA: Marketing

Skills

Munis

Fiscal year-end closings

Microsoft Word

Microsoft Excel

General ledger accounting

Customer service

Efficient

Team player

Leadership

Strong verbal communication

Trustworthy

Time Management

Organization

Strategic planning

Team building

Contact this candidate