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Skills

  • Budgets
  • Error rate reduction in financial reports
  • Cost savings through process optimization
  • Process improvement
  • Conflict resolution in financial records
  • Financial Literacy Education
  • Improvement of aid package accuracy
  • Emergency financial aid program development
  • First Aid/CPR
  • Loan management system implementation

Work Experiences

  • Authored and implemented a streamlined refund procedure for tuition overages, cutting processing delays by 21%.
  • Adjusted institutional loan offerings.
  • Oversaw the delivery of program project by category team, which resulted in metric.
  • Achieved results in 2023.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Conducted financial coaching sessions.
  • Conducted regular financial aid workshops.
  • Collaborated with external financial aid committees.
  • Coordinated cross-functional teams in resolving discrepancies in student aid records, reducing reporting errors by 26% during the 6 months audit period.
  • Achieved results over 6 months.

Summaries

  • Conducted data-driven enrollment trend analysis.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the metric business.
  • Financial Aid Manager is a goal-oriented Financial Aid Manager who is dedicated to improving administrative operations in order to reduce costs and improve procedures.
  • Financial Aid Manager with 9 years of successful vendor management and project management experience.
  • A highly accomplished Financial Aid Manager responsible for leading financial aid workshops that enhanced institutional efficiency and improved application completeness by 68%.
  • Achieved 18% growth in underrepresented group awards.
  • Delivered exceptional audit results.
  • Detail-oriented manager committed to compliance.
  • Decreased application processing time by 10 days.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.

Accomplishments

  • Designed a risk management strategy that minimized over-awarding incidents by 66%.
  • Provided one-on-one guidance to 4 students and families for FAFSA completion, resulting in a 75% increase in timely submissions.
  • Negotiated school-specific scholarship agreements with external donors, securing over $5 in additional grants.
  • Documented and resolved process which led to procedure.
  • Developed and conducted financial literacy workshops that supported 4 families, earning recognition such as Top Performer.
  • Reviewed and updated disbursement policies, reducing overpayment incidents by 5 and improving reconciliation processes.
  • Collaborated with cross-functional teams to initiate workshops between Financial Aid, Admissions, and Registrar offices, improving student financial services by 60% ratings.
  • Contributed to category’s student retention by adjusting scholarship policies and achieving a 33% increase in returning enrollments.
  • Developed a comprehensive student aid communication plan, improving response times by 51% and satisfaction ratings across the department.
  • Introduced a new allocation system that distributed funds to high-priority students, increasing retention rates by 46%.

Affiliations

  • National Education Finance Academy (NEFA)
  • Association for Supply Chain Management (APICS)
  • Education Finance Council (EFC)
  • Enrollment Management Association (EMA)
  • National Forum on Higher Education for the Public Good (NFHEPG)
  • American Financial Services Association (AFSA)
  • Coalition of State University Financial Aid Administrators (CSUFAA)
  • National Endowment for Financial Education (NEFE)
  • National College Access Network (NCAN)
  • International Association for Educational and Vocational Guidance (IAEVG)

Certifications

  • Financial Aid Professional Development Program - National Council of Higher Education Loan Programs (NCHELP)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified Management Accountant (CMA) - Institute of Management Accountants
  • Advanced Financial Aid Leadership Certification - National Association of Student Financial Aid Administrators (NASFAA)
  • Advanced Title IV Training - Federal Student Aid (FSA)
  • NACUBO Certified Higher Education Budget Manager - National Association for College and University Business Officers (NACUBO)
  • Microsoft Dynamics CRM for Financial Institutions Certification - ServiceNow
  • Certified Business Analysis Professional (CBAP)
  • Certified Higher Education Professional (CHEP) - Accrediting Council for Independent Colleges and Schools (ACICS)
  • Certified Fraud Examiner (CFE) – Association of Certified Fraud Examiners (ACFE)

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