Nearly 10 years of Financial Analysis and IT experience in the United States Marine Corps and MyComputerCareer.edu combined. Supervisory and hands-on experience and expertise in over 25 Financial Analysis Programs. Obtainer of Government knowledge, Financial Codes/ Regulations, and Experienced policy analyst. Effective Communication Skills, and Strong Microsoft Office Skills. Secret Clearance.
Overview
9
9
years of professional experience
Work History
Senior Financial Planner/Counselor
MyComputerCareer
Morrisville, NC
02.2019 - 06.2023
Provide financial aid assistance to prospective and enrolled students.
Support the Director of Financial Planning and Financial Counselor Manager in maintaining Financial Aid Programs and compliance.
Assist Veterans in the completion of the VA Benefits Application
Ensure compliance and confidentiality with all federal, state, and internal policies and procedures
Provide clerical and supervisory support to both the Director of Financial Planning and the Financial Counselor Manager.
Counsel prospective students on financial aid eligibility and payment options
Work closely with other Financial Planners/Counselors and staff all working toward departmental goals.
Prepare, explain, and supply the applicant with appropriate documents to make an informed decision regarding financial aid.
Help students obtain funding through various programs available.
Assist parents and students in navigating the financial aid process, entrance counseling.
Download ISIRS and adjust numbers in Salesforce, if needed. Notify Admissions of the change.
Verify and audit the work of a Financial Planners/Counselors.
Clear common codes along with any verification needed.
Ensure confidentiality of all information is maintained.
Interpret, apply, and comply with all federal, state regulations.
Authorize to hold or release of funds and verify proof of education of potential students.
Update Salesforce with all of the students information and document all encounters with students.
United States Marine Corps, Headquarters Marine Corps
Quantico, VA
04.2014 - 04.2018
Second in command for the Separations Pay section of the Quantico Finance Office.
Supervise the vetting of all documentation for payments appropriated, auditing payments for mistakes and proper authorization for anything that needs to be fixed or is ready to be processed.
This covers documentation and financial reports and reconciliations of accounts for over 50,000 Marines in the Washington National Capital Region.
Follow strict guidelines, federal regulations and manuals for all financial processes.
Utilize multiple financial trackers daily for over 500 Marines, ensuring all fiscal accounts are reconciled accurately.
Manage records for a vast number of files, journals, and binders for tracking purposes-noted for accuracy and expediency in processing all records.
Close files and financial records on a weekly and monthly basis, encompassing on over 17 different record systems.
Continually analyze, assess and evaluate processes and initiate and develop efficiencies and utilize resources effectively.
Supervise over 25 Marines in the Financial division and personally conduct hands on work in all the financial aspects.
Conduct weekly training in the following areas: How to work up claims, payments, reviews, and all areas of financial analysis..
Utilize the following systems such as DTMS, 3270, and IATS.
Education
Information Technology And Security Administration
MyComputerCareer.com
Raleigh, NC
07.2020
Skills
Green Belt Lean Six Sigma, DOD Financial Management Certification, Computer Operator Certification, Heart Saver CPR and AED Certified, Recruit Training, Marine Combat Training, Basic Finance Technician, Leading Marines Course, Corporals Course, Martial Arts Training Program, LPI Linux Essentials Certification