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Skills

  • Process equipment
  • Change Management and Process Improvement
  • Customer satisfaction and engagement improvement
  • Relationship development
  • Team leadership and development
  • Risk mitigation techniques
  • Financial Software Implementation (Salesforce)
  • First Aid/CPR
  • Predictive Modeling for Payment Behaviors
  • Organization

Work Experiences

  • Collaborated with IT to enhance financial reporting tools.
  • Collaborated with IT to enhance financial reporting tools, improving the visibility of key data points and reducing account discrepancies by 84%.
  • Collaborated with the financial aid office to streamline financial processes, leading to 24% reduction in student holds due to payment issues.
  • Achieved a Excellence Award for framework operations.
  • Automated payment reminders.
  • Achieved results within the first 6 months.
  • Devised strategies to cut costs, modernize operations, and revamp procedures to improve the institution's operations.
  • Created an incentive program for early student payments, increasing the early payment adoption rate by 37% over three years.
  • Addressed financial hardship for students.
  • Increased school registrations by over 8% with improved promotional approaches, outreach strategies, and parent engagement plans.

Summaries

  • To ensure program success, cultivate long-term relationships with students and staff.
  • Dedicated to fostering financial literacy, establishing workshops that reduced default rates by 39% while increasing student awareness of financial responsibilities.
  • Achieved a 31% reduction in default rates.
  • Awarded President's Club for exceptional financial accountability.
  • Collaborative professional with significant experience partnering with financial aid teams to integrate financial solutions, resulting in 79% faster resolutions.
  • Created custom payment plans.
  • Director of Student Accounts is a goal-oriented Director of Student Accounts who is dedicated to improving administrative operations in order to reduce costs and improve procedures.
  • Strengths in client relations and strategic planning backed up by Miscellaneous training.
  • Created impactful solutions for outstanding accounts.
  • Aligned financial performance of student accounts with institutional priorities.

Accomplishments

  • Reduced bad debt expense by 83% by designing a more effective debt follow-up system for student accounts.
  • Analyzed student account data to develop tailored repayment plans that increased resolution rates by 20%.
  • Created a multi-year strategy to reduce delinquent accounts by 34%, improving net operating income and overall institutional cash management efforts.
  • Implemented student account management software which improved month-end reporting accuracy by 57%.
  • Oversaw reconciliation of 5 student accounts each semester, ensuring financial accuracy and minimizing errors to 52%.
  • Integrated third-party financial technology solutions that reduced student account reconciliation time by 14 hours per week.
  • Regularly presented data-driven insights to leadership on student account health, identifying opportunities to implement credit-worthy financial options for families.
  • Developed and implemented fiscal policies around student account management, aligning processes that resulted in 11-year consecutive growth in on-time payments.
  • Trained staff on new account reconciliation techniques, achieving 44% improvement in monthly close cycle.
  • Partnered with external collections agencies to recover over $11 in aging student account balances.

Affiliations

  • Presenter, National Symposium on Tuition Collection and Compliance
  • Society for College and University Planning (SCUP)
  • International Association of Administrative Professionals
  • Board Member, University Financial Services Leadership Council
  • Association of Higher Education Compliance Officers (AHECO)
  • Financial Management Association International (FMA)
  • University Risk Management and Insurance Association (URMIA)
  • Student Accounts Receivable Professionals Association (SARPA)
  • Council for the Advancement of Standards in Higher Education (CAS)
  • Association of Bursars and Business Administrators (ABBA)

Certifications

  • Google Certified Professional Cloud Architect
  • CompTIA Network+
  • Certified Public Accountant (CPA)
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Government Financial Manager (CGFM) by AGA
  • ServSafe
  • Salesforce
  • Certified Educational Business Administrator (CEBA) by Northwind
  • Project Management Professional (PMP)
  • Certified Business Analysis Professional (CBAP)

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