Financial Analyst Office Manager

CONSTANCE HOPE KING-SAMUELS

**** ********* ****

Durham. NC 27712

Phone: 919-***-****

Email: *****@**.**.***

OBJECTIVE

A professional opportunity that will give me the pleasure of working with people who I can share my knowledge and passions. I would love to add hands on, personal touches to the right opportunity. While I would like to enhance an already a great position, I also am thrilled at the opportunity to learn and grow professionally with new and exciting experiences as well as gaining more knowledge. Over many years of diverse experiences in different work environments, I have learned that I truly love serving others while providing a high-quality product to those I work for and with. WORK HISTORY

April 2025

to

Present

Aug 2022

to

March 2025

Financial Analyst

Durham Public School Department of Finance

Durham, NC

As a Financial Analyst I diligently work with all parties to reconcile all banking transactions. Enter all checking maintenance, expenditure maintenance, make daily deposits, and all other accounting action items needed as assigned. Aid all stake holders to ensure accurate documentation provided to and from the Financial Department is turned in punctual and correct. Review and assist all schools and departments to ensure incoming and outgoing payments are accurate with appropriate documentation. Assist Purchasing, Budgeting, Accounts Payable and Payroll for each necessary item needing reconciling. Work diligently to ensure all local, state, and federal guidelines are adhered to throughout the district.

• Reconcile bank accounts

• Daily Deposits

• Check Maintenance

• Receipt Maintenance

• Expenditure Maintenance

• Creating and issuing checks

• Knowledge of all local, state, and federal financial laws and guidelines

• Updating SOP to accurately reflect best practices and procedures within the Finance Department

• Ensure proper receivables and payables are reflected appropriately with proper budget codes

• Budgeting corrections as required

• Federal, State, Local and Grant moneys issued to proper budget codes, schools, and departments

Payroll Technician

Durham Public School Department of Finance

Durham, NC

As a payroll technician I ensure paychecks are accurate and compliant with both state and federal tax laws. Payroll processing includes semimonthly, monthly and/or supplemental payrolls for all workers hourly and/or salaried. It also includes processing extra-duty payments as submitted and other duties as assigned by the Payroll Supervisor. Communication is a key component to this job with Human Resources Department, school administrators, school treasurers and employees.

• Analyze, interpret, and reconcile incoming payroll to ensure employees are paid correctly.

• Prepare calculations for over and under payments.

• Calculate and complete (installment), resignation and retirement payouts.

• Process retroactive pay and recoup over-payments.

• Research payroll discrepancies and respond to inquiries.

• Provide daily support to school treasurers and assist with trainings.

• Process payroll data on a timely basis to meet mandated deadlines.

• Work with the Budget Office to set up salaries in correct budget codes and to clear audit exceptions from DPI.

• Accurately key medical leave as submitted by the Leave Analyst.

• Set up new hires into the payroll system.

• Complete workups for and key in salary adjustments per EPA from Licensure.

• Reconcile leave records during and at year end.

• Follow proper steps to deactivate and/or close out employee records.

• Check email and voicemail to promptly respond to employees’ questions.

• Maintain courteous and professional open line of communications with all departments especially HR and Budget.

Nov 2021

to

July 2022

Nov 2016

To

Oct 2021

• Maintain proper security and confidentiality of all payroll information and records.

• Perform clerical duties-letters, filing, reorganizing, and cleaning out file cabinets.

• Perform daily tasks in AS400, Word, Excel.

• Reconcile errors on ORBITS monthly report

Administrative Assistant

Durham Public Schools Department of Student Support Services Durham, NC

Direct administrative support for the Senior Executive Director, multiple directors and coordinators who service the district, schools, students, families, and the community of Durham in various responsibilities including but not exclusively to social work, counseling, MTSS, Behavior Support, Long Term Suspensions, Alternative Suspension, Social and Emotional Learning, Mental Health, Due Process, McKinney Vento, Homebound School, and Hospital School.

• Coordinate administrative activities and retrieve, organize, and disseminate information.

• Act as a liaison for the department with other DPS Board of Education, administration, departments, schools, students, parents, community leaders, and partners.

• Assist with preparation of comprehensive reports, research and use PowerPoint, Excel, or other applications.

• Prepare materials for meetings, orientations, professional development, community, and school-based forums.

• Coordinates, schedules, and plans meeting and appointments.

• Maintain organized files to support departmental activities, finances, budgeting, payroll, contracts, MOA, and purchasing.

• Maintain considerable knowledge of the department areas to ensure positive rapport and demonstrate good interpersonal skills with school-based personnel, central services personnel, and community members.

• Attend meetings to select and report information needed to others.

• Reviews and ensures accuracy of outgoing correspondence, records, and/or reports of complex procedural or departmental activities.

• Prepares, complete and files necessary documents related to Extra Duty and/or Comp Time forms.

• Provide accurate personnel information to payroll on a timely manner.

• Maintain confidential files.

• Oversee meetings with room reservation, calendar invites, materials, and supplies.

• Extensive knowledge of the budget, budget codes and transfers for the department.

• All departmental purchasing, requisitions, purchase orders, warehouse orders, and travel packets.

• Plan departmental events and trainings

Program Technician/ Administrative Assistant

Durham Public Schools Department of Community Education and Family Engagement Durham, NC

Manages the personnel operations for Community Education Department which includes constant communication with new applicants, maintaining personnel files, hiring, and working as Human Resources Technician, finance, benefits, and payroll.

• Participates in the recruiting and initial screening of prospective personnel.

• Attends meetings to select and report information needed by program staff.

• Reviews and ensures accuracy of outgoing correspondence, records and or reports of complex procedural or program activities.

• Assists with the preparation of comprehensive reports based upon research and analysis of program and budget data of staff development goals and evaluates and reports these outcomes to appropriate personnel.

• Composes drafts of official minutes and records.

• Sets up and maintains files or storage of a large and varied number of subjects.

• Provides administrative support for Community Education, as necessary.

• Serves as the Human Resources Administrator for the Community Education and family Engagement Department.

• Processes recommendations to hire, resignations, promotions, terminations, transfers, and changes in positions.

• Always contact recommended candidates to gather all required documentation for employment and maintain all personnel files for State or Federal auditing as well adhere to all guidelines and deadlines.

• Process all documentation for payroll and benefits for the department employees in a timely manner.

• Answers routine inquiries and resolve routine/recurring issues independently.

• Updates HRMS information and retrieves employee applications as needed.

• Tracks the employment process and maintain accurate spreadsheets.

• Assists Managers, Program Specialists and Coordinators in securing employees, working with Jan 2016

To

Oct 2016

Jul 2006

to

Dec 2015

temporary agencies, and processing related paperwork.

• Process Changes and New Position Request Forms.

• Maintains accurate and current personnel information and professional development for each employee using EZCARE.

• Assists with ordering departmental and program supplies and reconciliation of all invoices.

• Assists with the coordination of Community Education professional development enters and maintains trainings into My Learning Plan.

• Assists with preparation of reports- research and use PowerPoint, Excel, or other applications.

• Maintains all confidential files for personnel and students.

• Oversees meetings and orientations room booking for Community Education.

• Performs other duties as assigned by the Coordinator of Extended Learning. I also serve as the Administrative Assistant to both Coordinators of Community Education

• Manage multi-level projects

• Develop Presentations to be presented to the school board, administrators, managers, and employees

• Maintain website, brochures, and fliers with yearly changes

• Coordinate Communication efforts between our office to staff, parents, administrators, school board as well state licensing department

• Develop and maintain many types of data pertaining to areas within our office that easily accessible and understandable to those in and outside of our department

• Plan and coordinate Community Events to share the good things happening in our programs as well as recruit for new employees.

• Maintain all agendas and minutes for departmental meeting

• Implement strategic plans for departmental goals and carry through on action items needs to accomplish these goals

• Help implement and maintain high standard of communication throughout our department and the school district

• Help implement and maintain high morale for staff

• Receive, document and filter communications to the coordinators to help direct people to the right areas within DPS so they only must focus on necessary communication and information throughout the day

• Schedule organize and coordinates meetings. Make sure everything is prepped and ready for each meeting.

Testing Technician

Durham Public Schools Department of Research and Accountability Durham, NC

Working with schools to ensure all state testing are administered in an appropriate and timely manner with all necessary testing materials for all students in all tested subjects then providing student scores as well data back to schools as quickly as possible.

• Support the state testing process

• Manage groups and users’ permissions on accountability portal and access to various systems and data libraries

• Manage data entry list providing testing information to and from district staff

• Order, account for, manage the secure receipt and storage of test materials

• Ensure that each school test coordinator receives, stores, and redistributes test booklets, manual and other testing materials to test administrators in a secure manner

• Develop a system of checkout and check-in for test materials assigned to each school

• Train Test Coordinators on all DPI policies and procedures for test administration

• Create training materials for DPS testing coordinator plus other staff needed for state testing

• Work in collaboration with Testing Coordinators, Principals, and Tech Champions to ensure complete readiness for state testing windows for a complete variety of mandated testing

• File and keep all documentation of school and individual reports as well as testing documents for auditing purposes

• Provide any needed support to schools and staff in preparation for, during, and after all testing windows

• Make school visits to ensure testing plans are accurately created, followed, and meets all local as well as state guidelines

• Constant updating of policies, procedures, mandates, and laws regarding DPI Assessments

• Run and maintain accurate reports for students, principals, and schools through various data systems.

PowerSchool Data Manager

Durham Public Schools, presently at Rogers- Herr Year-Round Middle School; previously Merrick-Moore Elementary School

Durham, NC 27704

I love working with staff, students, parents, and administration to keep data in NC WISE update to date and accurate at all times while making myself available to do other needed activities to make the school run most effectively. I was so much more than a Data Manager. I was support for all administrative staff in the building. My office was strategically placed across the hall from the principal to help with whatever needs arose plus help monitor actives and people while there actively engaged throughout the school.

• Assess for approval all state and local reports

• Data Entry

• Records Coordination; maintain all student and personnel files according to federal and state guidlines

• Hands on communication school wide

• Daily required updates

• School-wide Trainings for students, parents, and staff.

• Scheduling of all students, teachers, and staff

• Assessing Grades and Standardized Test

• Registration of students

• Constant Communication with Administration, Staff, Parents and Students regarding all federal, state, and local guidelines

• Extract Reports using excel, adobe, word, and power point to develop and share information

• Utilization of WhereBus for student and school wide transportation to assure all students arrive to and from school safely.

• Medical Administrator on daily basis as the school nurse is only in the school once a week.

• Connect Ed administration and updates for distribution of automated calls

• Communicate effectively with administration and staff on all required and requested data needed for the school to run effectively.

• Provide constant ongoing support with instructions on daily use of PowerSchool to all users.

• Provide constant updated materials of data as well as student and staff information on an as needed basis.

• Conduct instructional session to provide leadership, knowledge and instruction on how best use PowerSchool and data within

• Register and enroll all students, including proof of residency

• Responsible for much of the outgoing communication to parents, students, and staff

• Report to Student Assignment Completed Registration Process as well as other schools

• Communicate with Student Assignment regarding complete number count of students registered verses numbers need for capacity

• Connect students and their families with service inside as well as outside the school to help them be successful

• Support students and their families as we become aware of special circumstances as well as needs throughout the school year

• Maintain all agendas and minutes for Site Base, Staff, and specialty meetings

• Plan staff functions and help keep morale up within the school

• Plan and implement Open Houses throughout the year Apr 2006

to

Jun 2006

Administrative Support Secretary

Durham Public Schools, Carrington Middle School

Durham, NC 27712

Provide support for daily activities between staff, students, parents, and other administration.

• Plan and coordinated awards ceremony

• Coordination of communication to parents

• Support to administration and parents concerning ISS and Suspensions

• Data Entry

• Coordination of special events

• Help administrate special classes and pull-outs of students

• Compile data in usable formats for administration to use to share with parents, staff, and students

Aug 2000

to

March 2006

Instructional Assistant

Durham Public Schools, Club Blvd. Elementary School Durham, NC 27704

Provide collaborative instruction to students in literacy, math, handwriting, and writing groups on an ongoing basis.

• Clerical Support

• Instruction of Standard Course of Study

• Communication through classroom newsletter

• Preparation of group lesson plan

• Oversight of classroom management

• Oversight of students

• Communication with parents

• Mentor other Instructional Assistants

• Help write DPS Basing Guides in K-2 Literacy

•

Sep 1998

to

May 2000

Lead Teacher, Music

Aldersgate Preschool

Durham, NC 27712

Provide musical instruction to students through collaborative instruction with teachers.

• Communication of Music Instruction to parents monthly

• Lesson Plans

• Collaboration with staff

EDUCATION

Aug 1986

to

Jun 1989

Northern High School

Durham, NC 27712

MEMBERSHIPS

The Summit Church; Member, Sunday School Teacher, ServeRDU Project Coordinator, Servant to those in need

Homestead Heights Swim Association, President of Executive Board, Co-President Riverside Athletic Booster Club, Secretary

Riverside Choral Booster Club, Secretary

Homestead Heights Swim Team, Parent Rep.

SOFTWARE/SYSTEM SKILLS

Windows, Outlook, Wordpress, Photoshop, EZ Care, Applitrack, AS 400, HRMS, Access, Excel, Power Point, Word, Note Pad, Google Docs and Publisher

PowerSchool, NC WISE, and SIMS

Adobe

Quickbooks

REFERENCES

• Ciera Ojijo, Durham Public Schools, Senior Executive Director of Financial Services, (919) 802- 2222

• Dr. LaVerne Mattocks-Perry, Senior Executive Director of Student Support Services, (919) 287- 4193

• Mrs. Tracey Super-Edwards, Durham Public Schools, Community Education & Family Engagement Coordinator of Extended Learning, 919-***-**** Ext 22231

• Dr. Kecia Rogers, Durham Public Schools Assistant Superintendent of Middle Schools, 919-***-**** ext. 21444

Contact this candidate