Summary
Overview
Work History
Education
Skills
Websites
Certification
Timeline
Generic

Carrie Hoover

Harrisburg,PA

Summary

Accounting and finance professional with expertise in accounts receivable, tax preparation, loan processing, and financial compliance. Skilled in invoicing, payment plan administration, collections, and Title IV aid disbursement with experience spanning higher education finance, mortgage lending, and tax services. Holds an MBA in Accounting and a Bachelor’s in Economics & Political Science. Adept at financial reporting, reconciliations, and audit readiness, with strong technical skills in Microsoft Excel (Advanced), SQL (Basic), and financial data analysis tools.

Overview

23
23
years of professional experience
1
1
Certification

Work History

Tax Preparer

Steve Hoover Bookkeeping & Tax Preparation
01.2023 - 01.2024
  • Prepared and filed individual federal and state income tax returns.
  • Reviewed client documentation to identify deductions, credits, and tax savings opportunities.
  • Ensured compliance with IRS and state tax regulations.

Business Analyst / Business Solutions Manager

PHEAA
Harrisburg, PA
01.2014 - 01.2022
  • Led projects improving financial data integrity and compliance in aid processing systems.
  • Analyzed large datasets to identify risks and recommend process improvements.

Associate Compliance Coordinator

PHEAA
Harrisburg, PA
01.2013 - 01.2014
  • Reviewed complex financial aid applications for regulatory compliance.
  • Responded to audit findings with corrective action plans.

Director of Financial Assistance

ECPI University
Newport News, VA
01.2008 - 01.2012
  • Managed student accounts, accounts receivable, and collections of past due payments.
  • Generated invoices and administered payment plans for students.
  • Posted Title IV federal aid disbursements to accounts, ensuring compliance with federal regulations.
  • Performed refund calculations for private and federal funds when students withdrew.
  • Maintained audit-ready documentation for regulatory reviews.

Mortgage Loan Processor

JPMorgan Chase
Virginia Beach, VA
01.2001 - 01.2006
  • Processed mortgage loan applications from submission through closing.
  • Verified borrower income, employment, assets, and credit reports.
  • Coordinated with underwriters, title companies, and clients to meet deadlines.
  • Ensured compliance with banking and mortgage lending regulations.

Education

MBA - Accounting

Saint Leo University
Saint Leo, FL

BA - Economics & Political Science

University of Pittsburgh
Pittsburgh, PA

Skills

  • Accounts receivable and collections
  • Tax compliance and preparation
  • Loan processing and documentation
  • Invoicing and payment management
  • Financial aid disbursement
  • Refund calculations and adjustments
  • Regulatory compliance support
  • Financial data analysis
  • Customer service in finance
  • Advanced Microsoft Excel
  • Power BI proficiency
  • Basic SQL skills
  • ERP systems expertise
  • Payment portal management
  • Process improvement strategies
  • Financial reporting tools expertise
  • Student information systems management

Certification

  • Certified SAFe Agile 5.0 Product Owner/Product Manager – Scaled Agile, Inc.
  • IT Leadership Certificate – Harrisburg University
  • Leadership Academy – PHEAA

Timeline

Tax Preparer

Steve Hoover Bookkeeping & Tax Preparation
01.2023 - 01.2024

Business Analyst / Business Solutions Manager

PHEAA
01.2014 - 01.2022

Associate Compliance Coordinator

PHEAA
01.2013 - 01.2014

Director of Financial Assistance

ECPI University
01.2008 - 01.2012

Mortgage Loan Processor

JPMorgan Chase
01.2001 - 01.2006

MBA - Accounting

Saint Leo University

BA - Economics & Political Science

University of Pittsburgh

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