Higher Education
Beth Howk
Financial Systems Analyst
Edmond,OK
Summary
Experienced Bursar and Financial Systems Analyst with a demonstrated history of working in the higher education industry. Committed to optimizing systems performance for reduced operational costs and streamlined workflows. Simplified complex topics, processes, and reports for average users. Strong finance professional with a Master of Business Administration (MBA) focused in Leadership and Organizational Development from Oklahoma Christian University.
Overview
17
17
years of professional experience
6
6
years of post-secondary education
1
1
Certification
Work History
Financial Systems Analyst
University Of Oklahoma Health Sciences Center
3 2019 - Current
- Responsible for providing functionally oriented technical support and analysis as subject matter expert to support Student Financial Services.
- Serves as functional lead for Financial Aid (FA) and Student Financials (SF) modules systems.
- Responsible for maintaining, identifying, and implementing improved methods related to departmental business processes
- Developed custom financial reports to support management decision making
- Coordinate testing and setup for Campus Solutions ERP system patches, upgrades, and maintenance with Information Technology and end users
- Improved financial reporting accuracy by implementing new data validation processes
- Maintain or development documentation of business processes utilized within Campus Solutions ERP system
- Responsible for completing required annual and term based setup for Financial Aid and Bursar's Office within ERP system, including but not limited to, aid year; budgeting, packaging, and disbursement rules; tuition and fees, and 1098-T processing based upon institutional, state, and federal rules and regulations
- Schedules and runs recurring processes for Student Financial Services Department
- Provides support for non-ERP system products including but not limited to, Heartland ECSI, all Department of Education systems, TouchNet, and other third party vendors working with Student Financial Services department
- Provides training and assistance to office personnel in SFS of queries/SQL/SQR in ERP system to address specific needs and campus, state, and federal requests
- Performed internal system acceptance to deliver well-tested enhancements and meet business requirements
- Developed guides to describe and lay out logical operational steps
- Re-engineered existing processes to promote ease-of-use
- Analyzed existing procedures and recommended enhancements to solve business needs
- Demonstrated creativity and resourcefulness through development of innovative solutions
- Cultivated interpersonal skills by building positive relationships with others
- Worked well in team setting, providing support and guidance
Bursar
Oklahoma State University Institute of Technology
2011.01 - 2019.03
- Team Lead for Banner 8.0 and 9.0 Implementation of Account Receivable
- Write and run PopSelects within Banner for streamlining processes
- Write and schedule COGNOS reports for improving production of staff and for review by upper administration
- Co-created process for registering and accepting payment for all non- academic courses through Slate
- Implemented TouchNet U.Commerce and all updates for OSUIT
- Responsible for collecting, accounts, and depositing of all funds due to and received by University
- Responsible for disbursement of certain funds in accordance with Oklahoma Statutes, University policies, and Federal regulations
- Ensure billing receivable system is in compliance with University policies
- Ensure student loan disbursements were in compliance with US Dept of Education regulations, Federal laws, and State statutes
- Responsible for overall departmental operations and continued education and training of staff
- Responsible for fee assessment process for all tuition, fees, and charges
- Reconcile scholarship clearing accounts
- Reconcile student and company accounts
- Responsible for collection process of all accounts
- Implemented OTC Warrant Intercept program for accounts in collections
- Work with OSU A&M System Universities to improve processes at OSUIT
- Maintain working knowledge of SIS and FRS systems
- Maintain strong working relationship with entire OSU A&M Bursar group
- Used spreadsheets and databases to develop and maintain records.
- Compiled and analyzed data to produce reports.
- Fostered operational efficiency and compliance with university and federal policies through effective coordination of office activities.
Assistant Bursar
Oklahoma State University Institute of Technology
2010.01 - 2011.09
- Maintained accurate billings for sponsored students, scholarships, special arrangement students, and external billing
- Responsible for all student third party billing for roughly 100 companies each trimester
- Reconciled outstanding accounts
- Worked with Scholarship and Veteran Affairs Coordinator to properly credit student accounts for authorized amounts
- Streamlined account receivable process
- Processed financial aid returns to lenders and students as needed
- Prepared daily deposit
- Provided customer service to internal and external customers
- Provided supervision in Bursar’s absence
- Used spreadsheets and databases to develop and maintain records.
Front Office Manager
Holiday Inn Express & Suites
2009.01 - 2010.09
- Received and verified invoices and requisitions for goods and services
- Prepared, verified, and processed invoices to guests and their companies
- Prepared daily deposit and monthly revenue forecast
- Maintained general ledger for hotel, conference, and breakfast operations
- Worked in fast paced environment with new challenges daily
- Provided customer service to internal and external customers
- Prepared reports to assist business leaders with key decision making and strategic operational planning
- Reviewed client and staff feedback and made appropriate business adjustments to meet needs and address concerns
- Reconciled end-of-day reports to determine accurate billing and payment processing
IT Helpdesk Analyst
Oklahoma State University
2007.01 - 2009.01
- Answered support questions of varying degrees for OSU staff, faculty, students, and outside sources via phone, e-mail and in-person
- In depth comprehensive understanding of specific systems and applications used by OSU to provide clear answers to common and not-so-common questions
- Trained newly hired helpdesk support staff
- Emergency contact for support issues after helpdesk hours
- Created and maintained training and FAQ documentation
- Responsible for Active Directory and Macintosh computers
- Researched product and issue resolution tactics to address customer concerns
Education
MBA - Leadership And Organizational Development
Oklahoma Christian University
Edmond, OK 2014.01 - 2014.12
Bachelor of Science - Hotel and Restaurant Administration
Oklahoma State University
Stillwater 2003.08 - 2008.12
Skills
Accounting Principles
Certification
Certified Fraud Examiner
Interests
Account Reconciliation
Account Receivable
Invoicing
Student Affairs
Office Management
Financial Reporting
Collection Management
Cash Management
Data Analysis
Volunteering
Girl Scout Leader
Mentor a group of girls, help them gain new skills, and build lifelong friendships.
Girl Scout Service Unit Treasurer for North Edmond
Manage the financial aspects of a service unit, including ensuring compliance with financial policies and supporting troop financial management. Maintain accurate financial records and serve as a subject matter expert (SME) to assist troop volunteers with financial management questions.
Software
Microsoft Excel
Microsoft Office
Banner by Ellucian - AR Focused
PeopleSoft Campus Solutions
COGNOS - Report Writing
Affiliations
Association of Certified Fraud Examiners
College Business Management Institute by SACUBO
National Association of College and University Business Officers (NACUBO)
National Association of Student Financial Aid Administrators (NASFAA)
Timeline
MBA - Leadership And Organizational Development
Oklahoma Christian University
2014.01 - 2014.12
Bursar
Oklahoma State University Institute of Technology
2011.01 - 2019.03
Assistant Bursar
Oklahoma State University Institute of Technology
2010.01 - 2011.09
Front Office Manager
Holiday Inn Express & Suites
2009.01 - 2010.09
IT Helpdesk Analyst
Oklahoma State University
2007.01 - 2009.01
Bachelor of Science - Hotel and Restaurant Administration
Oklahoma State University
2003.08 - 2008.12
Financial Systems Analyst
University Of Oklahoma Health Sciences Center
3 2019 - Current
Certified Fraud Examiner
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