COURTNEY HOLT
Lubbock
Summary
Innovative and dependable team member with a positive attitude and passion for providing high-quality, detail-oriented results in reconciliation processes. Proven ability to identify organizational needs, collect, analyze, and validate data. Possesses excellent problem-solving, communication and interpersonal skills.
Overview
8
8
years of professional experience
Work History
Financial Analyst I
Texas Tech University Financial Aid & Scholarships
05.2018 - Current
- Process and manage $15 million in annual external revenue.
- Daily use of financial technology, reconciliation, and reporting processes.
- Perform complex financial and budget analyses to determine accuracy and completeness of student aid.
- Generate COGNOS reports and analyze data to provide strategic recommendations to upper administration.
- Monitor data for consistency across Banner, Scholarship Tracking System, and accounting systems through daily self-auditing practices.
- Verify student and financial data for Accounting Services by performing audits of monthly external revenue reconciliation reports.
- Conduct detailed financial analysis to identify and evaluate processes to pinpoint potential areas of improvement.
- Process daily, monthly, quarterly, and annual fund reconciliation and student data validation.
- Coordinate with TTU System (TTUS) Information Systems and EAS Teams to create, test, and implement a new scholarship system for use throughout the TTU System.
- Help facilitate training on the new scholarship system through solo training sessions with a wide variety of campus partners, ranging from support staff to Academic Deans and Managing Directors.
- Developed a Dynamic Form that students use to report their external aid to ensure proper awarding of other state, federal, and internal financial aid.
- Serve as primary contact for all academic and non-academic departments across Texas Tech system for scholarship establishment and set up all internal scholarships for awarding within Banner system,
- Work closely with other financial and accounting departments to ensure appropriate use of the Scholarship Tracking System per the guidelines set forth in the OP.
- Assist Director of Scholarships with day-to-day scholarship operations and special projects.
Advisor
Texas Tech University Financial Aid & Scholarships
09.2015 - 05.2018
- Built and maintained relationships with other internal departments and external donors for scholarship establishment, processing, and management.
- Assisted in scholarship set up processes within Banner system.
- Trained new and existing employees on internal best practices to improve customer service for student and donor
- interactions.
- Facilitated communication and collaboration between departments to ensure quality customer service for students and their families.
- Improved processes by recommending operational changes during team meetings.
- Provided leadership in student worker responsibilities to raise awareness of departmental and team needs and provided oversight to guarantee effective student staff performance.
- Created and delivered presentations to departmental staff on essential internal processes during staff meetings. Acted as a departmental and university representative at Texas Tech Roadshows across the state of Texas.
- Advised students and their families in one-on-one counseling on their financial aid record and options. All external awarding and reconciliation processes.
Lead Specialist
Texas Tech Financial Aid & Scholarships
07.2015 - 09.2015
- Listened and responded to student requests and provided accurate information and forwarded student concerns to proper channels when applicable.
- Attended training programs to deepen professional skillset and assisted upper management in processing and reconciliation duties.
- Developed and managed relationships with internal and external departmental colleagues and partners to facilitate personal, professional, and departmental growth.
- Processed, scanned, and indexed all external scholarship funding in support to the Chief Accountant position.
- Assisted in all scholarship set up processes in the Banner system.
Education
Master of Science - Forensic Investigation
Texas Tech University
Lubbock, TX01.2020
Bachelor of Arts - Psychology
Texas Tech University
Lubbock, TX08.2012
Skills
- Attention to Detail
- Reconciliation Proficiency
- Data Research and Analysis
- Superior Time Management
- Report Preparation and Presentation
- Excellent and Varied Customer Service
- Daily Account Validation
- Microsoft and TTU System Software Proficiency
- High-Volume and High-Stress Environments
- Adaptability and Dependability
Timeline
Financial Analyst I
Texas Tech University Financial Aid & Scholarships
05.2018 - Current
Advisor
Texas Tech University Financial Aid & Scholarships
09.2015 - 05.2018
Lead Specialist
Texas Tech Financial Aid & Scholarships
07.2015 - 09.2015
Master of Science - Forensic Investigation
Texas Tech University
Bachelor of Arts - Psychology
Texas Tech University
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