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Skills

  • Phone Inquiry Resolution
  • Email Automation for Customer Support
  • Sorting and labeling
  • Financial record auditing
  • Strategic planning
  • Accounts receivable tracking
  • Process equipment
  • Email inbox management
  • Communications
  • Billing discrepancy resolution

Work Experiences

  • Assisted with producing financial policy documentation, ensuring all procedures were updated and in compliance with university statutes.
  • Collaborated with the IT department to transition financial office workflow to framework, which led to a 81% decrease in processing time.
  • Organized physical files and digitized records so that authorized team members could update and retrieve them quickly.
  • Tracked and recorded expenses and reconciled accounts to keep accurate, current, and compliant financial records.
  • Analyzed account receivables worth $6.
  • Collaborated with financial aid office.
  • Collected over $6 in tuition fees each term.
  • Kept track of how much metric supplies were being used and contacted vendors to place new orders.
  • Addressed student concerns effectively.
  • Accelerated the processing time for financial aid requests by implementing a streamlined procedure that reduced response times by 51% days.

Summaries

  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Achieved 20% accuracy in reconciling student accounts.
  • Bursar Office Assistant with 3 years of successful strategic planning and process improvement experience.
  • Analyzed payment trends.
  • Within Miscellaneous, senior Bursar Office Assistant and outstanding performer in project management and data analysis.
  • Professional who is well-organized and attentive, with experience in administrative support.
  • Clear understanding of risk assessment and stakeholder engagement as well as cross-functional collaboration training.
  • Knowledgeable in the use of common office equipment and system software.
  • Costs were consistently reduced while profits were increased.
  • Individual with budget management who is active and well-educated.

Accomplishments

  • Extended proactive support to students with delinquent accounts, achieving a 39% reduction in payment delays across three years.
  • Maintained and updated over 11 financial records, including tuition and refunds for the academic year, ensuring full compliance with standard regulations.
  • Assisted with reconciling over 11 student accounts, reducing outstanding balances by 26% within the past year.
  • Led a special project focused on updating over 17 student account records, resolving inconsistencies faced over the previous one year.
  • Resolved product issue through consumer testing.
  • Resolved discrepancies in student billing records, reducing outstanding balances and minimizing collection delays.
  • Processed and verified payments for 4 students, ensuring accurate records for the 2016 fiscal year.
  • Documented and resolved procedure which led to method.
  • Advised students and parents on payment plans, achieving a 74% enrollment in customized payment plans.
  • Maintained accurate documentation of tuition adjustments and financial aid disbursements, reducing clerical errors by 72%.

Affiliations

  • Volunteer Role in Organizational Treasury Support for Nonprofits
  • Association for Computing Machinery
  • Association of Bursars and Business Administrators (ABBA)
  • Freemason
  • National Association of College and University Business Officers (NACUBO)
  • Local Campus Finance Committee Member
  • Membership in Academic Financial Systems Collaborative (AFSC)
  • Project Management Institute
  • Certificate in Conflict Resolution for Financial Discrepancies
  • Participation in Austin Financial Counselling Workshops

Certifications

  • Certified Student Accounts Specialist (CSAS) - Harbor & Co.
  • Certified Public Accountant
  • Tuition Assistance Handling Specialist - Ironclad Systems
  • CompTIA Network+
  • Cisco Certified Internetwork Expert (CCIE)
  • Certified Bursar Professional (CBP) - Vantage
  • Financial Accounting for Non-Financial Managers Certificate - Cedar Works
  • Cisco Certified Network Associate (CCNA)
  • Student Financial Services Officer (SFSO) Certification - Brightline
  • SHRM Certified Professional (SHRM-CP)

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