Business & Financial Services Overview

  • We are proud of our tradition of providing service to our many diverse stakeholders.  Included in this tradition is the District's commitment to fiscal responsibility with the tax dollars we receive each year.  Balanced against being ever mindful of our fiscal responsibilities, is our Team's commitment to partner with stakeholders in providing the best educational opportunities for all students at Roosevelt School District.

    We appreciate your concern for the students of Roosevelt and your interest in the financial and economic condition of our schools.  We hope that you find this visit to our website both informative and helpful.

    For further information, visit our financial transparency page.

    RSD Awarded ASBO Certificate of Excellence in Financial Reporting for Outstanding Financial Reporting 2019

    The Roosevelt School District No. 66 has received ASBO’s Certificate of Excellence in Financial Reporting for the fiscal year ended 2019. This award represents a significant achievement and reflects your commitment to transparency and high-quality financial reporting.

    “The COE’s mission is to promote and recognize excellence in financial reporting, specifically through a district’s CAFR,” ASBO International Executive Director David Lewis says. “The CAFR informs stakeholders about the financial and economic state of the district, making it an important communications tool for building trust and engaging with the school community.”

    By participating in the COE program, school districts demonstrate their commitment to financial transparency. Applicants submit their CAFR for review by a team of financial professionals, who provide feedback to improve future documents. If the CAFR meets the requirements of the program, the document may receive the Certificate of Excellence. A district’s participation in the COE program can facilitate bond rating and continuing bond disclosure processes.


  • Karla Soto
    Chief Financial Officer

    Treena Bradley
    Finance Director

    Rosalie Soviero
    Office Manager

    Jeff Thomason
    Procurement Specialist

    Sherry Murphy
    Finance & Operations Specialist

    Julie Nino
    Grant/Budget Compliance Specialist

    Theresa S. Garcia
    Budget Compliance Specialist

    Nelida Avila
    Medicaid Coordinator

    Connie Urias
    Finance Analyst

    Margaret Romo
    Finance Analyst

    Courtney Johnson
    Finance Analyst

    Christina Garcia
    Fixed Assets/Courier

    Zurina Turrey
    Reproductions Operator/Warehouse Clerk

    Business and Finance Fax: 602.243.4891


    Elizabeth Bernal
    Senior Payroll Analyst

    Andrea Buechel
    Payroll Analyst

    Susana Marin
    Payroll Analyst

    Payroll Fax: 602.243.4892