Brook Cleaver
School Corporation Treasurer
Kokomo,IN
Summary
Bachelor's Degree in Accounting from Indiana Wesleyan University with over 6 years as a Financial Director in a school corporation setting. Proficient in budgeting for operations, meeting all reporting functions, grant management, accounts payable. Skilled in managing priorities effectively, excelling in deadline-intensive situations.
Overview
32
32
years of professional experience
4
4
years of post-secondary education
Work History
School Corporation Treasurer
Tipton Community School Corporation
Tipton, IN
09.2022 - Current
- Serve as Corporation Treasurer
- Cash Management: Government fund accounting, manage receipts, expenditures as prescribed by law and Indiana SBOA (oversees $10 million+ in funds)
- Bank Reconciliation, cash flow projections as needed
- State/Federal Grant Management, review, generate monthly reports for monitoring
- Monitor requisitions, apply budget account codes for AP Clerk to process purchase orders
- Prepare annual wage and benefits projections
- Prepare annual budget and submit all forms in Gateway
- Payroll and Benefits oversight
- Invoicing and Collections
- Attend Monthly School Board Meetings and Special Meetings as directed by the Superintendent
- Prepare and compile information for SBOA audits
- Upload and monitor Gateway Monthly/Annual uploads
- Capital Assets Inventory Management
- Form 9 reporting of all revenue and expenses to DOE
- Prepare and submit SBOA AFR
- Construction Projects: assist in preparing for S&P Rating Calls, working with bond counsel on advertisements, working with financial advisor on uploading Gateway amortization schedules, monitoring bond proceeds
- Collective Bargaining Reporting: work in conjunction with payroll deputy to complete CB Report
- Attend IDOE & IASBO finance meetings as needed
- In-House Food Service Director - work in conjunction with Food Service Management Company FSD to complete all required duties, review and approve financials
Head of Finance
Kokomo-Howard County Public Library
Kokomo, Indiana
02.2022 - 09.2022
- Serve as Treasurer (bonded for receiving funds regarding corporation budget accounts)
- Cash Management: Manage all receipts and expenditures as prescribed by law and Indiana SBOA (oversees $8 million+ in funds)
- Approve requisitions for entry and purchase order generation by checking available appropriation and proper expenditure accounts
- Calculate insurance costs to the library and employees on an annual basis
- Prepare cash flow projections as needed
- Work with various departments regarding budget needs
- Budget: Prepare budget projections, prepare and submit annual budget, process budget forms through Indiana Gateway
- Human Resources: Review timesheets and prepare spreadsheet in conjunction with financial assistant, compile employee benefit programs and distribute benefit information to personnel, onboarding of new employees, oversee enrollment in Hoosier Start, oversees payroll
- Other: Supervise and manage the financial affairs of the library, prepare monthly financial reports, research financial data as requested by Director, serve as representative to the Compensation Committee, attend monthly board meetings and special meetings as directed by the Director
Director of Finance
Western School Corporation
Russiaville, Indiana
04.2018 - 01.2022
- Serve as Corporation Treasurer (bonded for receiving funds regarding corporation budget accounts)
- Cash Management: Manage all receipts and expenditures as prescribed by law and Indiana SBOA (oversees $25 million+ in funds)
- Bank Reconciliation and cash flow projections as needed
- Knowledgeable in use and functionality of Boyce School Financials and Spendbridge purchasing platform
- Management of grants: set up fund numbers, program/object code account numbers, and set appropriation for all grants, monitor the correct expenditure of grants, submit monthly reimbursement requests to agencies, oversee the overall accounting of each grant, and generate monthly reports to grant submitters for additional monitoring
- Prepare monthly transfers from education to operations fund per board resolution and prepaid meal to school lunch fund transfers
- Approve requisitions for entry and purchase order generation by checking available appropriation and proper expenditure accounts
- Calculate insurance costs to the corporation and employees on an annual basis, enter payroll deductions for insurance and annuity participation
- Work with various departments regarding budget needs and manage users in the accounting system
- Budget: Prepare annual corporation budget, budget projections, process budget forms through Indiana Gateway: Debt Service Worksheet, Current Year Financial Worksheet, Form 1, 2, 3, and 4B, assist with drafting Capital Projects Plan, Bus Replacement Plan for posting on school website, budget workshop with DLGF rep, submit budget to the DLGF
- Human Resources: Compile employee benefit programs and distribute benefit information to certified and classified personnel, maintain employee benefit files, onboarding of new employees, prepare employee retirement packets and meet with retirees, process all retiree insurance payments, oversee and enroll employees in 403(b) and 401(a) plans and connect employees with investment advisors as needed from time to time
- Other: Supervise and manage the financial affairs of the School Corporation
- Monitor the required percentage of the basic support tuition to be expended on regular and temporary teacher contract salaries each along with funding floor requirements as required by law
- Serve as representative to the Corporation Insurance, 403(b) and 401(a) Committee
- Attend Monthly School Board Meetings and Special Meetings as directed by the Superintendent
- Prepare the Annual Financial Report (Report Card) for Publication in August
- Prepare for audits from the State Board of Accounts and assist in response to SBOA for any ECA audits, supply information for remote audits as needed, load in Gateway
- Upload and monitor Gateway Monthly and Annual uploads by Corporation and ECAs
- Capital Assets Inventory - forward capital assets ledger forms as needed to departments for up-to-date tracking of capital assets, work with inventory vendor to update spreadsheets for annual updating of capital assets (needed for AFR)
- Supplemental Information Reporting to DOE
- Required upload of all expenses every month or 6 months to DOE Form 9 website and each Form 9 period report funds that are earmarked for future use and relevant projects
- SBOA AFR - upload expenditure and revenue data (correct any coding issues as necessary)
- Prepare Dollars to Classroom/Financial Condition reporting to School Board each January
- Construction Projects: assist in preparing for S&P Rating Calls, working with bond counsel on advertisements, working with financial advisor on uploading Gateway amortization schedules, monitoring bond proceeds, setting up pay apps for payment after inspection by facilities director or superintendent
- Monitor insurance claims, coordinate with all departments and accounts payable to insure vouchers and POs are marked accordingly, with assistance of departments and accounts payable gather documentation to send to insurance company for reimbursement
- Work in conjunction with accounts payable clerk to prepare 1099s annually
- Collective Bargaining Reporting: work in conjunction with payroll deputy to complete CB Report, upload Exclusive Rep Affidavit, Bargaining Status Form, and upload Teacher Contract after negotiations complete
- Attend IDOE & IASBO finance meetings
Recorder & Deputy Recorder
Howard County Government
Kokomo, Indiana
01.2008 - 03.2018
- Review financial data, develop office budgets based upon office needs/goals, presentations to board
- Oversee all collections, balance to books daily, and resolves issues with vendor payments
- Establish customer accounts, billing, collection of funds, determine the status of collections and the amounts of outstanding balances, consult with county attorney
- Prepare month end reconciliations, financial reports along with supporting documentation for submission to county auditor, issuing check for monthly collections to auditor for disbursement to appropriate funds, maintain documentation in organized format in preparation for annual audit by State Board of Accounts
- Review invoices, payment terms, and process claims for payment
- Seek quotes for equipment, products, or services
- Analyze incoming contract provisions for completeness and accuracy
- Establish and maintain relationships with elected officials, various vendors, and employees to ensure services are being provided efficiently and accurately to users of services (financial institutions, law firms, and title companies)
- Review of Indiana Codes applicable to office operations and interpretation to resolve issues
- Examine documentation submitted for recording to ensure compliance with Indiana Codes, prepare rejection notices as necessary, extensive data entry and records preservation
Paralegal
Various
Kokomo, Indiana
01.1993 - 01.2008
- Meet with clients and other professionals to discuss case details, schedule depositions, call upon witnesses to testify and issue subpoenas, attend hearings, draft proposed court orders based upon client position
- Gather and analyze research data, such as statutes, decisions, and legal articles, codes, and documents
- Prepare and process legal documents and papers, such as summonses, subpoenas, various discovery requests, complaints, petitions, draft settlement agreements, file pleadings with clerk/court, prepare and publicize legal notices as was required from time to time, maintain and organize files in paper and electronic format
- Prepare for mediation and trial by performing tasks such as reviewing documents received in response to discovery requests, and entering information on balance sheets such as pension valuation figures and other asset values, organizing exhibits and preparing trial binder
- Contact appraisers to arrange for appraisals of real estate and personal property in preparation for trial, obtain pension information, coordinate valuation of such, and arrange for expert testimony if required
Education
Bachelor's Degree - Accounting
INDIANA WESLEYAN UNIVERSITY
Kokomo, IN 08.2015 - 12.2017
Associate's Degree - Paralegal Studies
INTERNATIONAL BUSINESS COLLEGE
FT. WAYNE, IN 07.1992 - 10.1993
Skills
Accounting & financial management
Budgeting expertise
Internal controls
Forecasting accuracy
Team collaboration
Time management
Multitasking
Reliability
Professionalism
Qualifications Summary
- Bachelor's Degree in Accounting from Indiana Wesleyan University
- Nearly four (4) years of experience as financial director in a school corporation setting
- Enrolled in IASBO CBO Certification Program (majority of which is completed as of 02/22)
- Budgeting for operations, meeting all reporting functions, grant management, accounts payable, overseeing payroll, HR duties, all aspects of insurance enrollment, insurance rate sheet calculations, onboarding of new hires, etc.
- Manages priorities appropriately having worked in a variety of deadline intensive situations, organized and detail oriented
Timeline
School Corporation Treasurer
Tipton Community School Corporation
09.2022 - Current
Head of Finance
Kokomo-Howard County Public Library
02.2022 - 09.2022
Director of Finance
Western School Corporation
04.2018 - 01.2022
Bachelor's Degree - Accounting
INDIANA WESLEYAN UNIVERSITY
08.2015 - 12.2017
Recorder & Deputy Recorder
Howard County Government
01.2008 - 03.2018
Paralegal
Various
01.1993 - 01.2008
Associate's Degree - Paralegal Studies
INTERNATIONAL BUSINESS COLLEGE
07.1992 - 10.1993
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