Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Carol Lovejoy

Simi Valley

Summary

Finance professional with extensive experience in financial analysis and budgeting at Simi Valley Unified School District. Demonstrated success in developing internal controls and improving compliance measures. Strong project management capabilities combined with effective communication skills, driving strategic initiatives that optimize resource allocation and align with organizational objectives.

Overview

43
43
years of professional experience
1
1
Certification

Work History

Budget & Finance Supervisor

Simi Valley Unified School District
Simi Valley
11.2020 - Current
  • Led strategic planning, managing a decentralized budget of over $345 million to meet district goals.
  • Provided technical supervision and training for personnel handling department and site budgets.
  • Developed internal controls ensuring compliance with GAAP, GASB, and state education codes.
  • Prepared financial statements and variance analysis for board presentations and administrative review.
  • Conducted legislative research, communicating accounting standard updates to fiscal staff.
  • Authored procedural guidelines for the Budget and Finance Supervisor role.

Senior Accountant

Simi Valley Unified School District
Simi Valley
06.2014 - 11.2020
  • Oversaw accounting functions and coordinated year-end closing processes effectively.
  • Prepared financial and statistical reports for internal and external stakeholders.
  • Conducted cash flow projections to assist in budget development and control.
  • Interfaced with auditors, departments, and Ventura County Office of Education to ensure compliance.
  • Supervised accounting staff, providing training and authoring procedural guidelines.

Accounting Clerk II, Accounts Receivable

Simi Valley Unified School District
Simi Valley
01.2012 - 06.2014
  • Managed bank deposits and account coding for general and student body funds.
  • Filed Sales & Use Tax reports and prepared budget transfers.
  • Communicated policies and procedures to school office managers effectively.
  • Authored procedural guidelines for Accounts Receivable position to enhance clarity.

Accountant

EPRT Technologies
07.2008 - 01.2012
  • Managed accounts payable and receivable to ensure accurate financial tracking.
  • Handled customer service and bookkeeping utilizing QuickBooks for efficient operations.
  • Processed banking transactions for foreign and domestic accounts, maintaining compliance.
  • Oversaw inventory controls and reconciliations to enhance operational accuracy.

Administrative Assistant/Accountant

T. Daniel Lovejoy CPA
Simi Valley
01.1989 - 01.2002
  • Maintained accurate client records and prepared financial statements.
  • Performed reconciliations to ensure financial accuracy.
  • Managed appointment scheduling to optimize client support services.

Budget Analyst

Datatape Inc.
Pasadena
01.1983 - 01.1987
  • Managed program controls for government contracts, including Space Shuttle projects.
  • Developed budgets and analyzed cost performance for effective resource allocation.
  • Presented monthly reviews to stakeholders, highlighting financial performance and trends.

Education

School Business Finance Certificate -

California Association of School Business Officials
07.2025

School Business Management Certificate -

USC Rossier School of Education
06.2022

B.S. Business Administration - Accounting

California State University, Northridge

B.S. Business Administration - Finance

California State University, Northridge

Skills

  • Financial analysis and budgeting
  • Accounting principles and compliance
  • Project management and data interpretation

Accomplishments

  • - Designed and implemented a district-wide reporting methodology for SARC, ESSA, and COVID-related funding, ensuring timely and accurate submissions.
  • - Authored procedural manuals for three finance roles, improving onboarding and operational consistency.
  • - Spearheaded internal audit readiness initiatives, reducing compliance risk and improving transparency.

Certification

  • Notary Public - California, Ventura County

Timeline

Budget & Finance Supervisor

Simi Valley Unified School District
11.2020 - Current

Senior Accountant

Simi Valley Unified School District
06.2014 - 11.2020

Accounting Clerk II, Accounts Receivable

Simi Valley Unified School District
01.2012 - 06.2014

Accountant

EPRT Technologies
07.2008 - 01.2012

Administrative Assistant/Accountant

T. Daniel Lovejoy CPA
01.1989 - 01.2002

Budget Analyst

Datatape Inc.
01.1983 - 01.1987

School Business Finance Certificate -

California Association of School Business Officials

School Business Management Certificate -

USC Rossier School of Education

B.S. Business Administration - Accounting

California State University, Northridge

B.S. Business Administration - Finance

California State University, Northridge

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Carol Lovejoy