Mission Statement

Our mission is to ensure that all resources of the Okaloosa County School District are managed and accounted for in an effective and efficient manner; that all financial records are presented in a timely, accurate, and meaningful format; and that all staff members work toward continuous improvement and professional service. Please let us know how we can assist you!

Julie Perry, Chief Financial Officer

Phone: (850) 833-5840
Fax: (850) 833-7699

The Chief Financial Officer oversees the following departments:

Accounting & Financial Reporting
Budgeting & Financial Services
Payroll
Purchasing

Each of these departments may be accessed by clicking the appropriate link at the top of the page. Please see the "Department/Area Quick Links" on the department pages for additional information.

In addition, links to the following frequently requested items under the "Finance Quick Links," which can be found in the menu on the right:

Audit and Financial Information	Financial audits, operational audits, school internal funds audits, lottery funds reports, and school financial reports.
Budget Publications	All budget books published by the District, monthly budget amendments, monthly financial statements, school-adjusted enrollment information, and final annual budget summary reports for schools.
Finance Forms	Forms available for download that may be completed using Word, Excel, or Adobe; organized by Department/Area.
Fiscal Transparency	Links to information that may interest all stakeholders, including fiscal trends, financial efficiency, and Transparency Florida.
Internal Funds	Information pertaining to activity funds held at the school level.
School Budget Reports	Monthly reports for the current year and annual reports for the previous three years.
Technical Assistance Memos	All memorandums issued by the Finance Department from the fiscal year 2003-2004 to the present.
Travel	Information and forms for employee travel reimbursement.

Taxpayers, parents, and education advocates may submit budget questions to Lynda Bush, Director - Budgeting & Financial Services. These questions will be answered and posted on the "Budget - Frequently Asked Questions" webpage.

Chief Financial Officer's Staff

Julie Perry, Chief Financial Officer - (850) 833-5850
Cathy Boswell, Administrative Assistant II - (850) 833-5840

Finance

Welcome to Finance!