Strategic higher education professional specializing in financial aid compliance and enrollment management. Demonstrated success in overseeing regulatory compliance and leading teams to optimize financial aid processes. Committed to continuous improvement and excellence in delivering student-centered services that align with institutional objectives.
Provided financial aid consulting to higher education clients on a variety of financial aid topics/challenges
Assisted clients in understanding complex financial aid regulations to ensure compliance.
Directed the financial aid department in an interim capacity, overseeing daily operations and staff leadership.
Provided oversight, direction, guidance, and coordination of the current financial aid projects and priorities
Evaluated efficiency of financial aid/student accounts department to identify areas for improvement
Developed and presented training sessions to enhance staff knowledge of financial aid processes.
Monitored compliance with financial aid regulations (e.g., Title IV aid) and updated policies in response to regulatory changes
Maintain working knowledge of all federal and state rules and regulations governing the administration of financial aid programs and services and manage specific financial aid programs like Return of Title IV Funds (R2T4), SAP, New Aid Setup, Reconciliations for Federal, State, and Institutional Awards
Conducted audits and quality assurance checks on financial aid processes to ensure regulatory compliance and operational integrity
Oversee Quality Control programs in fulfillment of accreditation requirements, and coordinate efforts with staff, faculty, and administration to apply corrective measures for issues and concerns
Higher Education Compliance Consultant
Rowan College at Burlington County
Marlton, NJ
05.2023 - 07.2024
Executed corrective action plans for federal and non-federal audits, ensuring compliance and addressing identified issues
Conducted compliance audits for appropriate administration of Title IV SFA programs and other institutional eligibility from admissions requirements to placement verification.
Maintained systems processes for federal compliance, ensuring accurate Return of Title IV refunds, SAP calculations, and reconciliation of federal and state funds.
Trained financial aid administrators across all campuses, enhancing knowledge and adherence to financial aid regulations
Generated, calculated and reviewed all aspects of financial aid eligibility policies and procedures
Prepared detailed reports outlining findings from investigations into potential violations of legal or regulatory requirements.
Provided advice on how best to maintain ongoing adherence to applicable laws and regulations throughout the organization.
Coordinated with various departments to develop effective risk management strategies.
AVP of Enrollment Management / Executive Director of Financial Aid
Fort Valley State University
Fort Valley, GA
09.2021 - 05.2023
Developed and executed innovative, data-driven enrollment plans to meet institutional enrollment goals for undergraduate and graduate students.
Analyzed enrollment trends, market data, and competitor activities to inform recruitment and retention strategies.
Collaborated with academic deans, faculty, and other university departments to align enrollment efforts with academic programs and institutional priorities.
Contributed to the university's overall strategic planning and resource allocation related to enrollment.
Contributed to Provost's Leadership Council, influencing strategic decision-making for academic, student, and enrollment affairs.
Provided direct leadership and supervision to the Directors of Admissions, Resident Life, and the Director of Student Services.
Fostered a collaborative, inclusive, high-performing, and student-centric culture within Enrollment Services.
Mentored and supported staff development, promoting professional growth and continuous improvement.
Ensured efficient and equitable admissions processes, from application to matriculation.
Monitored admissions funnel metrics and adjusted strategies to enhance yield.
Maintained compliance with all federal, state, and institutional admissions regulations.
Utilized enrollment data, analytics, and CRM systems to inform decision-making and measure effectiveness.
Prepared and presented regular reports on enrollment trends, outcomes, and strategic initiatives to university leadership.
Managed Enrollment Services budget, allocating resources across departments to support enrollment goals.
Identified and pursued opportunities for external funding or efficiency improvements.
Executive Director of Student Accounts Receivable Consultant
LaSalle University
Philadelphia, PA
03.2021 - 09.2021
Managed and coordinated all aspects of student accounts, including tuition payments, collections, refunds, and 1098-T forms.
Maintained and enforced compliance with federal, state, and institutional regulations regarding student accounts, including Title IV cash management regulations.
Oversaw collections process for outstanding student balances and implemented strategies to enhance recovery efforts.
Ensured the timely preparation and posting of financial aid transmittals, reconciliation to the general ledger, and drawdown of federal and state funds.
Established and maintained policies and procedures ensuring accurate, timely billing and student account processes.
Supervised and provided leadership for student accounts staff, including student accounts representatives and other support staff.
Worked with other university departments (e.g., enrollment management, student success) to improve efficiencies and enhance the student experience.
Provided financial budgeting, analysis, and compliance reports supporting effective decision-making.
Communicated effectively with students, faculty, staff, and external stakeholders regarding student accounts matters.
Executive Director of Student Accounts Receivable
Delaware State University
Dover, DE
05.2018 - 09.2021
Managed financial aid disbursements and ensured compliance with Title IV regulations.
Led billing and collection process for tuition and fees, improving accuracy and timeliness of transactions.
Developed and enforced policies for accurate and timely billing and collections, enhancing compliance and operational efficiency.
Oversaw student account activity, ensuring accuracy, and resolving any disputes.
Prepared reports and provided financial analysis related to student accounts.
Supervised and managed a team of student accounts professionals.
Worked with other university departments, such as financial aid, registrar, and enrollment management.
Provided exceptional customer service for students, parents, and staff, resolving inquiries and disputes effectively.
Managed the budget for the student accounts office.
Executive Director of Financial Aid
Chestnut Hill College
Philadelphia, PA
04.2015 - 05.2018
Collaborated with senior administrators on financial aid matters, addressing high-profile national issues and recommending effective solutions.
Oversaw funding management, packaging, and awarding of federal, state, and institutional funds, ensuring compliance with Return of IV refunds and SAP calculations.
Developed comprehensive reports on financial aid programs including FISAP, IPEDS, Gainful Employment, and PPA’s to inform decision-making.
Prepared and managed the Financial Aid Office's annual operating and scholarship budgets.
Led the process for A133, Program Reviews, and Internal Audits.
Conducted verification audits and donor scholarship commitments.
Created marketing materials for student financial aid programs and related brochures.
Led strategic planning initiatives to align college goals with community needs.
Coordinated high-level meetings with stakeholders to discuss college initiatives and progress.
Assessed potential collaboration opportunities to enhance organizational value and improve efficiency.
Informed board and committee about trends, issues and activities to facilitate policy-making.
Senior Financial Aid Administrator
Temple University
Philadelphia, PA
09.2013 - 03.2015
Determined eligibility, making awards, and disbursing financial aid funds in accordance with federal, state, and institutional guidelines.
Guided students and parents on financial aid options, application procedures, and debt management strategies to enhance understanding and accessibility.
Ensured compliance with federal and state regulations through effective audit management and timely preparation of required reports.
Supervised other financial aid staff, providing guidance, training, and performance management.
Collected, analyzed, and reported on financial aid data to inform decision-making and improve efficiency.
Managed and utilized financial aid management systems, including software updates and data analysis tools.
Developed and implemented financial aid policies and procedures.
Assisted students with completing applications, resolving issues, and navigating the financial aid process.
Liaised with admissions, billing, and enrollment services, responding to inquiries from students, parents, and stakeholders to facilitate communication and support services.
Director of Financial Aid
Johnson College
Scranton, PA
08.2010 - 08.2013
Managed all aspects of Financial Aid, overseeing A-133, SAP, R2T4 calculations, FISAP, IPEDS, and verification audits to ensure adherence to regulations.
Coordinated year-end reconciliation and closure of Title IV and State funding, ensuring accurate financial reporting and compliance.
Conducted compliance audits to ensure adherence to federal and state requirements, safeguarding institutional integrity and funding eligibility.
Facilitated effective communication between auditors, governmental agencies, and the institution.
Provided cross training to the Division of Student Affairs staff on Financial Aid regulation and processes.
Developed financial aid policies to enhance student accessibility and support.
Negotiated contracts with vendors providing services related to the management of student loans and other forms of assistance.
Coordinated audits conducted by internal or external auditors.
Developed policies and procedures related to awarding funds based on need or merit criteria.
Reviewed applications for accuracy prior to awarding funds.
Provided guidance and support to staff members regarding financial aid processes, procedures, policies and regulations.
Assistant Director of Financial Aid / Bursar
Bergen Community College
Paramus, NJ
10.2003 - 07.2010
Established best practices in financial aid and student accounts leadership to enhance student success and satisfaction.
Coordinated student loan processing communication between financial aid and student accounts to streamline student support.
Developed and maintained systems ensuring federal compliance, including Return of Title IV refunds.
Collaborated with the executive team to meet all institutional goals and mission.
Developed financial aid policies to enhance student access and support.
Trained staff on updated financial aid regulations and compliance requirements.
Assisted in creating promotional materials for financial aid awareness campaigns.
Enrollment Specialist of Admission/Recruiter/Financial Aid Advisor at Angelina CollegeEnrollment Specialist of Admission/Recruiter/Financial Aid Advisor at Angelina College
<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.