Experienced Associate Director with extensive knowledge in financial administration and compliance. Enjoys working independently as well as interdepartmentally, and with external constituents.
Overview
28
28
years of professional experience
Work History
Associate Director for Financial Aid
The College Of Saint Rose
07.2006 - Current
Administer and control federal, state, institutional financial aid funds from various programs.
Reconciliation of all federal and state financial aid programs
Managed daily data transfers with federal and state agencies.
Retain consultants to assist with forecasting aid trends and maximizing net tuition revenue.
Prepare statistical reports and assessments.
Work closely with accounting department to ensure accurate fund reporting and clean audit.
Prepare annual audit reports.
Work with Institutional Research to complete all required and non-required federal and state surveys.
Maintained compliance with higher education regulations while adapting to changes in legislation or best practices as needed.
Oversaw purchasing and organization of third-party vendors within financial aid department.
Reviewed proposed regulatory changes and evaluated potential impacts.
Collaborate with Information Technology to install and prepare for database upgrades.
Trained and mentored new employees.
Improved overall team efficiency by streamlining processes and implementing new collaboration tools.
Associate Bursar
The College Of Saint Rose
05.1996 - 06.2006
Conducted thorough audits of student accounts, identifying discrepancies and resolving issues promptly.
Continuously updated knowledge of institutional policies and procedures in order to provide accurate guidance and support to students navigating their financial obligations.
Managed student accounts for accuracy and timely updates, ensuring seamless financial transactions.
Maintained strict confidentiality when handling sensitive financial information for students and their families.
Assisted with onboarding of new employees.
Assisted in reconciliation of cash deposits from various campus sources, ensuring accurate accounting of funds received by the institution.
Compiled and analyzed data to produce reports.
Submit accounts to collection attorney
Education
Bachelor of Science - Business Management
Russell Sage College
Troy, NY
05.1994
The College of Saint Rose
Albany, NY
Skills
Database coordination
Process Improvement
Public Speaking
Report Generation
Financial Administration
Computer Skills - MS Office
Customer Service
Staff Training
Professional and Courteous
Needs Assessment
Extensive knowledge of Ellucian Banner and Argos Report Software