JACQUELINE C PENSON

**** ******* ***** – Houston, TX 77048 – 281-***-**** adytro@r.postjobfree.com

OBJECTIVE

A Retired, consistently, accurate business and finance professional manager, that have applied years of experience to outstanding management of totals of millions of dollars, from salaries, contracts, consultants, grants, customer service, fundraiser. Working to ensure financial performance and projects flow and close out with outstanding results. Provided analysis for financial accounting control, savings, and annual closeouts, developing & reconciling organization budgets.

SKILLS & ABILITIES

Business & Administrative Leadership * Auditing of Inventory * Procurement * Analysis & Forecasting * Monthly, Quarterly & Year-End of Internal/External Budgeting control * Problem Solving * Cash handling & Daily/Weekly Depositing *Ethics & Policy Enforcement * Compliance Reporting * Data Entry * Customer Service *Asset Inventory and Reports * Medical Coding-CPC

TECHNICAL EXPERTISE

Microsoft Office Suites * Outlook * SAP/PeopleSoft Oracle system * Medical Business Office Professional POS/Cash Registers * Benefits Coordinator * OneSource * QuickBooks * Harris Solution/JR3

PROFESSIONAL EXPERIENCE

1/2022-4/2022 Intuit Turbo Tax – Tax Prep Assistant (Remote from Home)

Managing client’s income tax files, prepping the folders and assist with gathering documents, providing extensive customer services, assisting clients using webcam, smart look, workday payroll system, uploading information and send files to Tax Experts for completing taxes.

5/2020-9/2020 Pro-Vision Character Education (Contract Finance Coordinator)

Handle daily financial operation for the district, processing process and cut checks for vendors, contract employees and process emergency salary employee checks, work up contracts. Input of new employees to create human resources folders, input data into Harris School Solution for budgeting reconciliation, process payroll. Work daily with district Superintendent, CFO, Board Members, and other duties as assigned.

7/2015-6/2019 Business Manager, HISD/Booker T. Washington High School (Retired)

Managing daily and weekly budget activity, while keeping track of expenditure of accounts, which consist of main operating budget, salary, credit purchase, consultants. Title I, II, IV, and Grants. Providing exceptional performance and forecasting of internal and external of thousands of dollar budgeting, annual financial planning and reconciliation of accounting, relating to previous budget, and new budget for the next cycle year. Auditing, controlling payroll, input and approving. Cash deposits of fundraising. Overseeing of credit card and approving transactions, human resource administration, hiring of posting positions. Overseeing administration team of 15 support staff members and Secretary.

7/2013-7/2015 Business Manager, HISD/Gregory-Lincoln Education Center

6/2010-7/2012 Financial Business Supervisor, HISD/North Forest High School (Formerly NFISD)

Management of internal and external budgeting, tracking weekly and monthly budget activity. Processing weekly audits, input daily payroll of all staff, running weekly payroll reports to submit to district for payroll checks. Providing Customer Service while overseeing of weekly stadium games closing cash reports, preparing of cash deposits from stadium activities. Supply and chain ordering for campus instruction requirement, and stadium concession area. Hiring of administration and posting of positions. Overseeing administration team of 20 support staff members, cross training, and appraiser of support staff.

8/1983 – 5/2015 Business Manager/Office Manager/Administrative Assistant, Houston ISD

Budgeting, payroll, cash handling, data entry, customer service handling.

EDUCATION

11/2004-8/2008 B.S., Business Administration/Information Technology, University of Phoenix

3/2019-5/209 Medical Business Office Professional, Houston Community College System

CERTIFICATION: Bonded Notary Public/Signing Agent

Website: https://www.linkedin.com/in/jacqueline-penson

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