Manages all aspects of Student Financial Accounts, including these responsibilities: determining student payment plan details; providing guidance regarding student invoices; setting and implementing student payment policies; supervising financial operation including fiscal controls, and managing the collections process as required.
Ensures staff are providing a student‐centered and customer-centered experience for those who engage with Student Financial Services. Conducts regular review and analyses of student receivables accounts.
Works closely and collaboratively with the Dean of the College, Financial Aid, Student Support, and Registrar's Offices on student success and retention.
Develop annual financially responsible budget and maintain spending within that budget. Maintain current knowledge of trends in student financial aid and student accounts.
Responsible for giving financial reports, analysis, insights, and recommendations to senior leadership, the College's President, and the Board of Trustees.
Ensures guidance to rules and compliance regulations set forth by the Department of Education.
Associate Dir, VA Education Benefits/Financial Aid
Excelsior University
Albany, NY
05.2017 - 03.2019
Oversees operations of the Veterans Educational benefits, ensuring that awards meet the requirements and guidelines set forth by the Veterans Administration
Ensures guidance to rules and regulations set forth by the Department of Education and the Department of Veterans Affairs
Coordinates and assists in the certification of Veterans Educational benefits for the college including counseling and preparing the VA claims for certification
Staff supervision
Oversees annual compliance survey for Veterans Education benefits
Assists with annual Federal Financial Aid audit (A-133)
Attendance to the annual NAVPA conferences
Provides initial information resource for all incoming students, transfers, and re-entering students with regard to VA benefits and continue to offer support up to and through graduation.
Assistant Dir, VA Education Benefits/Financial Aid
Excelsior University
Albany, NY
10.2012 - 05.2017
Assists in the operation of the Veterans Educational benefits, ensuring that awards meet the requirements and guidelines set forth by the Veterans Administration
Coordinates and assists in the certification of Veterans Educational benefits for the college including counseling and preparing the VA claims for certification
Ensures compliance with all Federal Title IV regulations when these VA benefits are awarded in conjunction with Federal Student Aid
Assists the Director of Veteran Affairs (VA) Educational Benefits in developing and maintaining policies and procedures for the administration of VA benefits at Excelsior College Provides initial information resource for all incoming students, transfers, and reentering students with regard to VA benefits and continue to offer support up to and through graduation
Attendance to the annual NAVPA conferences.
Bursar Specialist/3rd Party Billing Representative
Excelsior University
Albany, NY
02.2011 - 10.2012
Answer student phone calls in regards to their fiscal accounts
Monitor past due accounts
Works closely with the Department of Veterans Affairs so that students can use military benefits to pursue a college degree
Process student enrollments, course registrations, and exam registrations
Communicates directly with the Bursar and Assistant Bursar to maintain and develop ways to make the 3rd party billing run smoothly and efficiently.
Education
Bachelor of Arts - Psychology
University At Albany, SUNY
Albany, NY
05.2009
Bachelor of Arts - Communications
University At Albany, SUNY
Albany, NY
05.2009
Skills
Personnel Management
Operations Management
Policy and Procedure Implementation
Data Analysis
Accounts Receivable
Collections
Budget Management
Regulatory Compliance
Strategic Planning
Financial Reporting
Financial Analysis
Business Planning
Timeline
AVP, Student Financial Services and Bursar
Maria College
04.2019 - Current
Associate Dir, VA Education Benefits/Financial Aid
Excelsior University
05.2017 - 03.2019
Assistant Dir, VA Education Benefits/Financial Aid
Excelsior University
10.2012 - 05.2017
Bursar Specialist/3rd Party Billing Representative