[Wyewood] Application for Exchequer

[Debra Greywolf]

We have received an application for Baronial Exchequer. If  you have any questions or comments about this applicant, please send a message to myself or Their Excellencies. Sara Bonneville has been both a baronial and kingdom exchequer in the past. Her modern resume is provided below.


Sara L. Bonneville



OBJECTIVE:    A challenging position which will effectively use my experience in school district finance and budget management, and offer opportunities for continued professional growth.


SUMMARY OF QUALIFICATIONS and SKILLS

o   B.A. degree in Business Administration.
o   19+ years experience in school district accounting, budget and financial reporting.
o   WASBO Certification as School Business Specialist and School Business Official.
o   Skills and experience include:
o   Staff management, problem solving and innovative thinking;
o   Budget preparation including enrollment projection, revenue forecast and F-195 reporting;
o   Expertise with state formula funding and ability to navigate F-203 model changes;
o   Understanding of state and federal accounting, budget and financial reporting requirements, including GAAP and GASB pronouncements;
o   Knowledge of purchasing and bid law, public works and prevailing wage requirements;
o   Proficiency with various financial management, spreadsheet, presentation, data base, word processing and reporting software.
o   Accomplishments include:
o   Revision of district Business and ASB Procedure, Technical and Account Code manuals;
o   Successful crosswalk of account codes during conversion of financial management software;
o   Implementation of internal review process for high risk cash and procurement card control;
o   Preparation of initial Comprehensive Annual Report (CAFR).


PROFESSIONAL EXPERIENCE

  Seattle Public Schools
          Schools Budget Manager                                                    May 2015 thru present
            Report directly to school district Budget Director.  Duties include: preparation and maintenance of district school funding allocation model, supervision of staff of five (5) schools budget analysts, participation in annual school funding workgroup discussions, various analysis of schools funding issues as requested/required.

Port Townsend School District
          Director of Finance & Business Ops (Business Manager)   August 2012 thru April 2015
            Duties included supervision of accounts payable and cash receipts.  Directly responsible for all other General Ledger functions, cash management and reconciliations, grant claims, purchasing approvals and bid law. Prepared and presented monthly board financial report, analyzed monthly school, department, grant and categorical program reports.  Prepared enrollment and revenue forecasts and annual budget for General, Capital, Debt Service, ASB and Transportation Vehicle Funds.  Prepared and submitted state revenue estimate (F-203), budget report (F-195), and annual financial statement (F-196).  Liaison with State Auditor’s Office.  Maintained district account code and procedure manuals.  Risk management liaison.  Additional analysis, reporting, and training as needed.

  Clover Park School District
          Budget Manager                                                        April, 2004 thru July 2012
            Duties included: supervise staff accountants, monthly board budget report, state revenue and budget reports (F-203, F-195), enrollment and revenue forecasts, salary and benefit estimates, fund balance projection, revise/update technical and procedure manuals, staff training as needed.

______________________________ Sara L. Bonneville   ______________________________
(page 2)

  Clover Park School District (continued)
          Accounting & Treasury Supervisor                       August, 1999 thru March, 2004
            Duties included: monthly financial reporting and reconciliation, weekly cash and investment reports, prepare annual financial statements (F-196 and CAFR), annual SEFA, liaison with state auditors, review and revise internal control procedures as needed.
          Grants Accountant                      Fall 1998 (temp-to-hire) / Dec 1998 thru August, 1999
            Duties included: reconcile and post monthly Apportionment, monthly reports and claims on all grant/categorical programs, compile annual SEFA, coordinate annual Impact Aid survey application.


OTHER PROFESSIONAL EXPERIENCE

          Temporary Employment - Accountemps; Pace; Accountants on Call     1997 thru 1998
            Included budget and financial statement preparation for Tacoma Housing Authority.
          Accountant/Bookkeeper - Market Data Research Corporation      1994 thru 1997
          Temporary Employment - (various)          1992 thru 1993
          System Supervisor & General Ledger Accountant - Tacoma Elks Lodge No. 174     1986 thru 1992
            Supervised 4 person staff; initiated computer accounting and desktop publishing.
          Accountant/Data Manager - Olsen & Associates, Inc           1984 thru 1986
            Developed billing and reporting capabilities of relational database system (dBase II).
          Licensing Revenue Auditor - State of Washington, Dept. of Licensing   1982 thru 1984
          Staff Accountant - Allen Nelson, Turner and Co., PS., CPA’s        1979 thru 1982
          Staff Accountant - McPherson & Hautzenrader, CPA’s                 1978 thru 1979


EDUCATION, HONORS AND AWARDS

            Washington Association of School Business Officials (WASBO):
                 Certified School Business Official (2004)
                  Certified School Business Specialist (2003) – Accounting and Financial Management
                  WASBO courses completed:     Accountant 210, Financial Analyst, Budget Analyst
            Federally Impacted Schools Educational Foundation: Impact Aid Business Official Certification
            University of Puget Sound: B. A. in Business Administration (Accounting) (1979)
                  University of Puget Sound Honors Program, University of Puget Sound Trustees Scholarship
                  Weyerhaeuser Foundation Scholarship
                  National Merit Letter of Commendation


AVAILABLE ON REQUEST:

·       Written References
·       Local Budget Summary  prepared for the Clover Park and Port Townsend School Districts
·       CAFR prepared for the Clover Park School District, fiscal years 2000 thru 2003




-Debra Greywolf (206-795-0447)