Management and Program Analyst with the Department of Education, specializing in compliance enhancement through data analysis and quality assurance. Demonstrated success in process optimization and problem resolution, resulting in substantial operational improvements. Expertise in budget forecasting and team collaboration, contributing to excellence in financial aid administration.
Overview
22
22
years of professional experience
Work History
Management & Program Analyst
Department of Education
Washington
05.2013 - Current
This is a federal job
Conducted thorough evaluations of assigned accounts, encompassing telephone call recordings, individual consumer accounts, vendor site system audits, and internal/external documentation to verify compliance with applicable laws, regulations, and procedures.
Execute Tier 1 and Tier 2 audit reviews alongside analysis events conducted by staff to ensure compliance with reporting requirements
Develops new plans or alters existing ones, providing management with project status reports to support monitoring objectives
Leads testing of new platforms to monitor vendors, including creation of requirements for scoring criteria to evaluate work performance
Assess and generate weekly, monthly, and quarterly reports to recognize trends and present observations and recommendations for needed remediation.
Leads weekly team huddles for staff to share expertise in vendor oversight, system navigation, and best practices for managing multiple reviews simultaneously
Supported inter-team relations to advance, instruct, and endorse transparency aimed at maximizing efficiency and effectiveness in findings, reporting, and communications
Assigned tasks as required
Directs initiatives in developing and training personnel on quality control review process
Assess, compile, and integrate data to guarantee compliance with established methods and procedures
Key in formulating and enacting quality descriptions and scoring for overseeing events and staff training on servicer’s website platforms
Delivers subject matter expertise (SME) guidance to staff and teams within vendor oversight, resulting in efficient and accurate work products.
Esteemed as Quality Control SME focused on monitoring event evaluations, achieving project deadline exceedance during periods of limited staff availability.
Exemplifies strong work ethic in quality control reviews, diverse projects, and submissions of enhancements and findings
Identified potential areas of improvement within existing processes and recommended solutions accordingly.
Monitored program performance after deployment; identified errors or discrepancies; provided troubleshooting assistance when needed.
Proposed cross-functional strategies to improve cross-company communication.
Performed quality assurance to assess data and validate results.
Provided technical guidance and support on management systems related issues to staff members.
Developed training materials to improve onboarding strategies and optimize company orientation protocol.
Performed quality assurance tests on newly developed programs prior to their release into production environments.
Maintained up-to-date knowledge of industry trends and best practices.
Updated and maintained databases with current information.
Assisted in the rollout of new products by providing training materials, conducting workshops, and responding to inquiries from users.
Regional Director of Financial Aid
American Career Institute
Silver Spring
06.2011 - 01.2013
Directed, managed, and supervised financial aid and business offices across three Maryland campuses to ensure compliance with company policies
Reviewed inefficiencies in structural and management processes
Crafted strategies and implemented seamless coordination among three Business Office Managers, financial aid, and various departments at each Maryland campus to ensure effective daily operations for cash flow support and accurate banking financials reporting to corporate
Facilitated advisory sessions with corporate executives and Campus Presidents on enhancing communication strategies across division
Managed various projects promoting operational continuity on a weekly basis, reducing instances of office closures for financial report preparation
Enabled management reports to demonstrate enhanced accountability from individual workers while providing a breakdown and forecast of financial expectations daily, weekly, and monthly.
Developed daily communication protocol bridging campuses and corporate offices to ensure clarity on ongoing matters and necessary expectations for all parties involved.
Recognized by corporate counterparts and company owners for significant accomplishment.
Compiled comprehensive weekly summaries of departmental activities and audit findings for designated financial aid offices
Conducted supplementary audits for business office managers to guarantee accurate and up-to-date documentation of account servicing between in-house and third-party services.
Engineered Excel system to analyze data and guarantee daily tracking of documented expectations, telephone inquiries, and written updates on student loan status
Supported program managers alongside Campus Presidents in generating individual reports and recognizing departmental strengths and weaknesses to develop proactive performance plans
Strengthened collaborative communication across functions and regions by establishing close partnerships with campus teams, regional teams, Bursar, Compliance & Training, Internal Audit, and associated groups.
Director of Financial
Sanford Brown Institute
Landover
03.2008 - 06.2011
Directed Title IV funds, agency funds, veteran benefits, scholarships, federal work-study program, and employee reimbursements for division at campus.
Managed four employees and 12 work-study students to enhance operational efficiency.
Oversaw financial aid computerized delivery systems, providing data to Campus Director for reporting to VP of School Relations.
Submitted written reports with recommendations for improvement regarding internal and external audits of financial aid compliance.
Collaborated with Program Managers across departments to ensure timely processing of student registrations and status changes.
Reported key department updates to corporate executives weekly, focusing on cash flow and employee statuses.
Monitored daily management reports and ensured accurate processing of Title IV Aid Programs including Federal Direct Loans and Pell Grants.
Developed motivational team environment through exercises aimed at enhancing customer service quality in community outreach.
Advised executive team on financial implications of business activities, strategic initiatives, and operational changes.
Provided training to staff members on proper accounting principles and best practices.
Maintained regular performance appraisals for subordinates through verbal, written and on-going review programs.
Checked payroll, vendor payments and other accounting disbursements for accuracy and compliance.
Assistant Director of Financial Aid
Lincoln Educational Services
Columbia
06.2006 - 03.2008
Administered comprehensive financial aid office and student outreach programs for Maryland.
Managed backend operations, overseeing five staff members for optimal performance.
Successfully led $4 million cash flow program, closing under projected budget by $1 million.
Developed analytical methods to identify and resolve unique issues within financial aid processes.
Ensured compliance with federal and state regulations during daily operations.
Supervised Federal Work Study Program and State Tolbert Grant Program effectively.
Conducted monthly submissions of Student Status Confirmation Report to National Student Loan Data System.
Assisted in hiring and evaluated employee performance through mid-year and annual reviews.
Advised students on their financial aid options, including grants, loans, scholarships, and work-study programs.
Audited student files to confirm accuracy and completion according to defined guidelines.
Gave workshop and other group presentations to inform students of options and educate on financial aid process.
Attended conferences and workshops related to emerging issues in higher education finance.
Conducted reviews of award packages for accuracy prior to awarding funds.
Participated in meetings with external stakeholders such as lenders or guarantors concerning student loan programs.
Processed financial aid documents and completed basic verification of information.
Coordinated training sessions for new employees regarding policies and procedures related to financial aid administration.
Assistant Director of Financial Aid
Tesst College of Technology
Baltimore
06.2003 - 06.2006
Coordinated financial aid file processing and trained staff as needed.
Supervised five financial aid personnel, providing counseling to students and parents.
Processed student financial aid files in compliance with federal and state regulations.
Managed calculations for Federal Return to Title IV Funds for withdrawing Title IV recipients.
Reviewed professional judgments by financial aid advisors regarding current year income and dependency overrides.
Oversaw cohort default prevention efforts during centralization to corporate office.
Monitored monthly lender reports, updating student contact information and sending correspondence.
Facilitated monthly meetings with Corporate Director to discuss cohort rates and skip trace implementation.
Gave workshop and other group presentations to inform students of options and educate on financial aid process.
Analyzed student data from multiple sources to determine eligibility for need-based awards.
Strategized and implemented methods for streamlining processes, controlling costs and modernizing operations.
Ensured that all required documentation is received prior to disbursing funds to students.
Evaluated scholarship applications according to established criteria and determined recipients based on merit or need.
Education
High school diploma or equivalent -
Suitland High School
District Heights, MD, United States
06.1991
Skills
Problem identification and resolution
Data analysis and reporting
Spreadsheet preparation and management
Guideline revision
Database administration
Quality assurance and control
Budget forecasting and planning
Process optimization
Statistical evaluation
Administrative support
Critical thinking skills
Financial aid expertise
Affiliations
NASFAA, National Association of Student Financial Aid Administrators, since 2006
DEDCMD, Delaware, District of Columbia, and Maryland Association of Student Financial Administrators, 11/01/01
References
References upon request.
Job Related Training
Attended seminars and training on a yearly basis since 1996.