Financial Intelligence - Business Manager 08 License (Spring and Summer 2019)

I was able to gain practical experience through our current business office. I worked with our business manager to create budget presentations and have been given opportunities to work through the day-to-day practices of the job. I was able to apply my learning through the licensure work where I navigated through the intricacies of school finance, WUFAR accounting, bank reconciliation, membership and budget auditing preparation, budget forecasting, and DPI reporting.

Specific Experiences Include:

• Created annual budget reports and presentations, monthly board financial reports, long range facilities plans, cash flow calendars, student membership and open enrollment projections, referendum tax impact mill rate infographics, MOE impact projections and implications.
• Assisted with the 2019 Audit process and submitting DPI reports including budget, transportation, 1505, 1505-SE, and 3rd Friday reports.
• Assisted the business manager by pulling reports from skyward, creating and submitting journal entries, running payroll (in PAC), approving AP, and reconciling bank statements.
• Worked as an administrator in Infinite Campus to pull data reports for communications, enrollment, and assisted in creating the online registration process and creation of fees and lunch accounts.