CARLOS MARTINEZ, JR.

• Reporting to the Southwest College President, serve as Senior Operations Officer for a four campus college serving almost 36,000 students annually.
• Responsible for overseeing the areas of College Operations, Procurement, Budget, Construction, Facilities, Conference and Event Services, Campus Safety, Dining, and Auxiliary Operations to include Bookstore, Vending, Mail Services, and on campus print services.
• Supervise seven campus managers, Director of Procurement, a Sr. Student Accounts Representative, and a Director of Budget.
• Leads the development and management of the Division of Business and Finance strategic plan and worked collaboratively with the Division’s leadership to translate College directions into concrete goals and accomplishments.
• Coordinates and leads the development of goals and accomplishment efforts for the College, performs routine assessments to determine their progress, prepares and submits required documents on behalf of the President.
• Refined organizational structure to consolidate, streamline and delineate necessary functions.
• Developed quarterly business plans to evaluate cost projections.
• Led operational oversight and budgetary supervision for 4 campus locations.
• Negotiated and drafted contracts with business partners, clients and vendors.
• Led recruitment and development of strategic alliances to maximize utilization of existing talent and capabilities.
• Spearheaded third-party contract negotiations to obtain favorable pricing and scheduling parameters.
• Implemented COO Staffing Plan, clarified roles of members and introduced new processes to boost quality across all departments.
• Aligned organizational objectives with company mission, increasing revenue, profit and business growth by collaboratively developing integrated strategies.
• Spearheaded change management and strategic turnaround for company during significant restructuring and downsizing.
• Leads the development and management of the Division of Business and Finance strategic plan and worked collaboratively with the Division’s leadership to translate University directions into concrete goals and accomplishments.
• Plans and coordinates Operational and Finance materials for the Board of Trustees and Committee meetings. Prepares data and materials, presentations and speaking points for the College President for all Board of Trustee and committee meetings.
• Initiates projects and programs and coordinates their implementation in collaboration with appropriate leaders; works collaboratively with the College community to ensure integration with College goals and strategic initiatives.
• Represents the College President on College committees where issues and activities impact the College’s operations, as needed. Coordinates with key leads on special projects to facilitate the flow of information and review process.
• Provides analysis, advice and recommendations to the College President regarding the formulation of strategy and project implementation, as appropriate, and assists with solutions to problems by recommending approaches to be taken and methodologies to be used.
• Provides overall leadership on best practices and customer service initiatives. Prepares and disseminates internal and external communications that create an environment of transparency and trust among University students and employees.
• Serves as the SACS representative for the College and assists in the preparation and submission of required documents.

Student Business Services -

• Overall responsibility for the day-to-day operations of cash receipting, cashiering, student billing and loans and collections.
• Coordinates with the Financial Aid Office, Registrar’s Office, and other university departments, to ensure efficient and effective operations.
• Prepare financial reports for the university, A&M System, Coordinating Board, and federal agencies.
• Responsible for the leadership in planning, designing and implementation of activities in the Business Office, including Loans and Collections.
• Ensure compliance with rules and regulations applicable to public institutions of higher education.
• Develops and/or implements processes and procedures to maximize staff efficiencies.
• Direct and coordinate per accounting standards the accurate recording and reporting of all university revenue collected within the department.
• Direct and coordinate the billing, accounts receivables and housing functions of Banner.
• Establish and maintain cash controls for the university in accordance with system regulations.
• Supervise clearing accounts in FAMIS.
• Compile the tuition tables each semester.
• In conjunction with the Office if Student Financial Aid, ensure all disbursements of federal funds follow Department of Education Federal Regulations.
• Budget- Assist the Vice President for Financial Services with financial research and preparation of data for analysis including graphical and narrative presentations.
• Retrieves and assembles historical data to construct longitudinal analysis.
• Projects outcomes of alternative conditions, policies, and strategies.
• Collaborates with financial services, institutional research, and information technology staff to assure valid and reliable data are applied to analyses.
• Reviews and proofreads information for accuracy, completeness and conformance to specific needs as directed.
• Preparation and oversight of University Budget and supervises budget department staff.
• Provides budget reports and support to all auditors.
• Oversees the development and implementation of budget guidelines and financial policies and procedures.
• Monitors and analyzes departmental budget and works with staff or other account managers to address routine budget issues.
• Coordinates year-end budget roll-over requests and prepares consolidated reports for review, approval, and submission.
• Gathers and analyzes financial and statistical information to project, evaluate, and monitor the administrative functions of the University and in the preparation of Annual Financial Review (AFR) and the Legislative Appropriations Request (LAR).
• Develops and implements process to track changes to operating budgets during annual budget development.
• Coordinates, collects, and updates the schedule of known cost to be budgeted during the Annual Budget Process.
• Develops procedures to report uses of funds to remain in compliance with the University.

• Direct Supervisor of Financial Aid, Business Office, Career Services and Student Services Departments.
• Assist Campus Executive Director in the Management and Operations of Admissions and Educational Departments.
• Management of Campus Compliance regarding all accreditations. Oversaw Accreditation, State requirements, and other regulatory body requirements for campus with direction from Corporate Compliance.
• Increase student population via retention and enrollment.
• Insure on time accounts receivables and payables are processed.
• Prepare operational budget with assistance of Campus Executive Director.
• Ensure proper training of college personnel to ensure proper carry out of ACCSC/ FAA Regulations. Responsible for carryout and implementation of key initiatives passed down from Corporate Office.
• Focus on creating administrative operations that meet demands of the college while placing team in key positions to obtain quarterly benchmarks every quarter.
• Primary Department of Veterans Affairs liaison. Ensure that all VA students are certified on time and assist with VA questions from prospective and current students.
• Directs and supervises department components and personnel; international and exchange programs and agreements; contact and coordination with recruiting agents; student advisement; international student services.
• international events and community relations. SEVIS point of contact for AIM-Houston campus.

• Duties include managing and overseeing all financial aid and business office function of the 2 Corpus Christi campuses.
• FA initial packaging, re-enter/2nd year packaging, and electronic processing of the FAFSA and student loans, grant processing, coordination of Federal Work Study Program, coordination of non-title IV resources.
• Oversee communication between FA and Admission Department (i.e.
• Credit balance, out-of-balance accounts and withdrawal paperwork).
• Coordinate and conduct weekly FA training with my staff.
• Conduct file reviews as needed.
• Manage all student FA application and payment processes.
• Manage Veterans Affairs student’s certification process.
• Monitor past due funds, sponsor billing, month end, collections, withdrawal process, and credit balances.
• Develop and monitor accountability goals.
• Oversee communication between Financial Aid and all other departments.
• Participate and conduct daily/weekly accountability meetings.
• Communicate with Home Office regarding payment issues.
• Oversee procedures to insure Federal/State policies are being followed.
• Hire, train, motivate, and evaluate staff.
• Timely completion and submission of required reports.
• Ensure institutional compliance with financial and state aid laws, regulations and policies.

• Provided Financial Planning to families of prospective students and ensure that direct costs for education have been met for entire degree plan.
• Award and certify Direct Loans, Alternative Loans, and Federal Grants.
• Provide insight and training on changes retaining students and maintaining compliance.
• Work directly with Financial Aid Compliance, Department of Education, and built strong relations with all departments.
• Provided weekly and monthly financial reports and analysis to Director of Financial Aid.

• Assist all types of students and their parents with Student Finance paperwork and aid related questions, resolving financial aid problems, coordinating information with E-Finance staff, advising students regarding financial aid issues and monthly payments.
• Ensures accurate and timely data entry using various computer systems and software including ProSam, Power-Faids, ELM, Gateway, NSLDS, Oracle, AS-400 and People Soft.
• Organized and Lead all Pre-Registration Events for class starts that lead to the largest class start in school history.
• Processed all documents from event and insured delivery to e-Finance at corporate.
• Proven ability to set priorities to manage and complete complex responsibilities in a timely manner with a heavy workload that includes monthly deadlines, many interruptions, and a need to balance differing priorities.

• Provided Financial Planning to families of prospective students and ensure that direct costs for education have been met for entire degree plan.
• Award and certify William D.
• Ford Stafford Loans, Alternative Loans, Federal Grants and AiD Scholarships in accordance to the Title VI guidelines.
• Provide insight and training on changes retaining students and maintaining compliance.
• Work directly with Financial Aid Compliance, Department of Education, and Veterans Affairs and built strong relations with all departments.
• Provided weekly and monthly financial reports and analysis to Director of Financial Services.

• Acted as a primary liaison between key hospital accounts which have gross spending of more than $1.7MM/month; including pricing contracts, bad debt resolution, and inside sales on products.
• Lead the quality working team in developing new measures for outbound quality and technical improvement.
• Increased usage and service by 60% within territory for growing CARDINAL.com.
• Reduced Outstanding Day Sales from 48 to 15 days within territory region.
• Created and fostered positive and enduring customer relationships through dependability, constant customer focus and attention to detail.
• Provided weekly and monthly financial reports and analysis to management.