Stephanie Dickinson
Whittier
Summary
Detail-oriented Data Systems Professional with extensive experience in optimizing record management processes in educational settings. Expertise in Aeries and SEIS for compliance and reporting, enhancing operational efficiency. Developed tracking tools and documentation that streamline workflows and support compliance requirements. Versatile in managing complex data systems across education and nonprofit sectors, ensuring effective service delivery.
Overview
2027
2027
years of professional experience
Work History
Instructional Assistant IV - Hospital/Home Instruction Program
East Whittier City School District
Whittier
01.2013 - Current
- Maintain confidential student, medical, and special education records requiring accuracy, discretion, follow-through, and compliance with FERPA, HIPAA awareness, and District procedures.
- Use Aeries, SEIS, and District systems to support student records, IEP documentation, progress monitoring, compliance documentation, and reporting requirements.
- Review, validate, organize, and maintain complex manual and electronic records to support student services, mandated documentation, parent communication, and continuity of instruction.
- Prepare documentation, correspondence, tracking records, and reports using Microsoft Excel, Word, Google Workspace, Mac, and Windows platforms while managing multiple priorities independently.
- District Support Assignments (2010-2014): Instructional Assistant II - Physical Education (Murphy Ranch, Leffingwell & Ceres); Instructional Assistant IV - Mild/Moderate Special Education (2011, Murphy Ranch & Scott Avenue); and Supervising Assistant, various assignments (2010-2013, Murphy Ranch, Leffingwell & Ceres).
- Developed broad District experience supporting student information, documentation, safety procedures, attendance support, student/family communication, school-site operations, and confidential records across multiple settings.
- Supervising Assistant - Breakfast Program (Murphy Ranch Elementary, 2023-Present): Coordinate daily breakfast program operations, supervise students, maintain a safe and organized environment, and support school-site operations through effective communication and teamwork.
Manager - Customer Service, Systems, Inventory & Accounts Payable
Columbia Aluminum Products
Commerce
01.1991 - 01.2004
- Managed Customer Service Department operations, serving as a trusted contact for customers and internal departments while providing accurate information, timely follow-up, problem resolution, order/account support, and customer retention for an assigned department of approximately 50 employees within a 150-employee company.
- Selected as a key internal systems lead and AS/400 programming resource during the company conversion from a legacy mainframe system to a new AS/400 enterprise platform.
- Partnered with management and programmers to design system functions, reporting requirements, inventory controls, customer service workflows, accounts payable processes, user procedures, and training tools that improved service accuracy, response time, and cross-department communication.
- Programmed, tested, validated, and supported AS/400 system processes related to customer service, inventory coordination, sales reporting, accounts payable workflow, and department reporting.
- Developed and maintained customer service reports, inventory analysis, sales reports, accounts payable tracking, operational trend reports, and management summaries using Microsoft Excel/spreadsheet reporting tools and the AS/400 enterprise system.
- Compiled, reviewed, reconciled, and analyzed customer, inventory, sales, and accounts payable data to ensure accuracy before submitting reports to management and other departments.
- Trained employees on legacy mainframe procedures and new AS/400 workflows while providing user support, troubleshooting, procedure development, and follow-up to improve system adoption, reporting accuracy, and cross-department accountability.
Receptionist / Data Analyst Support
National Economic Research Associates
Downtown Los Angeles
01.1990 - 01.1991
- Hired as receptionist and quickly selected to support data analysis, research reporting, and detailed information management based on accuracy, confidentiality, and ability to learn quickly.
- Entered, organized, reviewed, and maintained research-related data, reports, documentation, and files; created Excel tracking spreadsheets, generated reports/graphs, and handled sensitive information with discretion.
Council President | Council Treasurer | Financial Auditor
Whittier Area PTA Council
Whittier Area
- Provide executive leadership and operational support for 22 PTA units serving four school districts, including governance, compliance, financial procedures, board support, reporting expectations, and issue resolution.
- Created and standardized Excel-based budget templates, treasurer report templates, financial review tools, reconciliation worksheets, and reporting forms used by PTA leaders to improve consistency, accuracy, and compliance.
- Analyze budgets, financial reports, audits, bank reconciliations, tax documents, membership reports, bylaws, minutes, supporting records, and compliance requirements to promote accountability.
- Develop training materials, procedures, reporting tools, manuals, forms, and guidance for presidents, treasurers, auditors, and executive boards while building strong working relationships with administrators and community partners.
Financial Reviewer
Thirty-Third District PTA
Los Angeles County Region
- Reviewed financial reports, budgets, reconciliations, spreadsheets, receipts, bank records, and supporting documentation for PTA units to identify discrepancies and support accountability, compliance, and accurate financial reporting.
President | First Vice President | Board Member
Meals on Wheels Whittier
Whittier
- Lead nonprofit board operations, policy and procedure development, financial oversight, personnel coordination, meeting preparation, technology/office operations, community relationships, and organizational decision-making.
- Review budgets, financial reports, banking matters, expense documentation, operational reports, client service information, and confidential board matters requiring discretion, documentation, and follow-through.
- Develop procedures, workflow improvements, organizational forms, communication processes, and board materials to strengthen accountability, reporting, and operational efficiency.
Board Member | Vice President, Philanthropy
National Charity League, Inc. - Whittier Chapter
Whittier
- Coordinated philanthropy operations, volunteer support, calendar planning, digital communication procedures, community partnerships, board-level reporting, training materials, and standardized processes to enhance organizational efficiency.
- Utilized online calendars, digital records, forms, and spreadsheet-style tracking tools to organize participation, maintain accurate information, communicate requirements, and facilitate planning across multiple events and deadlines.
Education
Bachelor of Science - Special Education Moderate To Severe
Grand Canyon University
Phoenix06-2028
Mainframe Programming / AS/400 Coursework -
Cerritos College
Norwalk, CA1997
Skills
- Data reporting
- Financial reporting
- Report development
- Excel reporting
- Data validation checks
- Formulas & reconciliation
- Data workflows
- Microsoft Word & Office Suite
- Google Workspace
- Systems & Technology
- AS/400 programming
- Strong problem solver
- Highly organized and detail-oriented
- Process improvement
- Process improvement
CSEA HUMAN RESOURCES & LABOR RELATIONS RELATED EXPERIENCE
- Serve as a CSEA steward supporting classified employees with procedure awareness, contract-related questions, workplace communication, representation preparation, documentation, and confidential employee concerns.
- Maintain professionalism and discretion when handling sensitive workplace matters, personnel-related conversations, documentation, and communication with staff, site leadership, and District representatives.
EDUCATION & PROFESSIONAL DEVELOPMENT
Professional Development: Mandated Reporter | CPR/First Aid | HIPAA | FERPA | Student Records | CSEA Steward | PTA Financial Review | Nonprofit Governance
Timeline
Instructional Assistant IV - Hospital/Home Instruction Program
East Whittier City School District
01.2013 - Current
Manager - Customer Service, Systems, Inventory & Accounts Payable
Columbia Aluminum Products
01.1991 - 01.2004
Receptionist / Data Analyst Support
National Economic Research Associates
01.1990 - 01.1991
Council President | Council Treasurer | Financial Auditor
Whittier Area PTA Council
Financial Reviewer
Thirty-Third District PTA
President | First Vice President | Board Member
Meals on Wheels Whittier
Board Member | Vice President, Philanthropy
National Charity League, Inc. - Whittier Chapter
Bachelor of Science - Special Education Moderate To Severe
Grand Canyon University
Mainframe Programming / AS/400 Coursework -
Cerritos College