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Skills

  • Analytical reasoning
  • Cross-departmental collaboration
  • Communications
  • Discrepancy identification and mitigation
  • Interpersonal communication
  • Method equipment
  • Data entry
  • Budgets
  • Relationship development
  • Invoice and payment processing

Work Experiences

  • Kept track of the company's finances by creating quarterly and annual balance sheets.
  • Achieved $15 savings through optimization.
  • Used financial software to assess balance sheet variances by monitoring, verifying, and approving invoices, as well as reviewing balances.
  • Compiled budget figures by looking over previous budgets, estimating income, and calculating expenses.
  • Double-checked ledger postings for accuracy and account balances.
  • Processed $17 worth of the past year payments with 3% accuracy.
  • Adjusted financial aid packages based on student circumstances.
  • Was in charge of a 2-employee team, as well as day-to-day accounting processes and financial accuracy.
  • Implemented new accounting, financial, and operational systems to maximize efficiency and recordkeeping accuracy.
  • Devised effective emergency procedures in order to free up time for introducing new projects.

Summaries

  • Professional accountant with 7 years of strategic planning, customer relationship management, and account reconciliation experience.
  • Accounts Payable Clerk who has worked with framework accounts for 15 years.
  • Accounts Payable Clerk with exceptional account management and time management abilities.
  • Professional who is well-organized, diligent, and focused.
  • Expert in the use of Power BI and ledger verification, as well as excellent customer service skills.
  • Known for achieving system by completing standard efficiently and managing initiative accounts.
  • Detail-oriented employee with a track record of resourcefulness and dependability.
  • Experienced accounting support professional with a track record of managing both routine and complex accounting needs.
  • Accounting expert with 18 years of experience keeping financial records and reviewing account activity.
  • Personable with a strong commitment to achieving objectives, modernizing systems, and carefully managing initiative documentation.

Accomplishments

  • Audited internal financial aid procedures, identifying weaknesses and implementing checks that resulted in a 76% reduction in compliance issues.
  • Trained and mentored junior staff in key financial aid processes, achieving a 63% improvement in overall team performance and efficiency.
  • Prepared comprehensive annual financial aid reports for 15 student cohorts, identifying discrepancies and making recommendations for future budget planning.
  • Provided one-on-one consultations with students to offer tailored guidance on financing options, improving clarity regarding loans and scholarships.
  • Managed the disbursement process for 15 scholarships, coordinating with multiple departments and external agencies to maintain compliance with funding requirements.
  • Used QuickBooks to automate recurring billing for student accounts, reducing manual errors and saving 11 hours per week in administrative overhead.
  • Spearheaded financial aid audit reviews, addressing over 6 flagged discrepancies that had been missed in previous reports.
  • Investigated audit discrepancies and resolved student account issues, recovering over 16 in misallocated funds for the university.
  • Analyzed student retention rates and their correlation to financial aid availability, recommending key adjustments to improve affordability outcomes.
  • Processed 17 institutional scholarship payments on time each semester, ensuring compliance with university and federal regulations.

Affiliations

  • Education Finance Council (EFC)
  • National Association of College Admission Counseling (NACAC)
  • Guidance and Student Counseling Association
  • National Council of Higher Education Resources (NCHER)
  • American Association of Community Colleges (AACC)
  • Association of American Colleges and Universities (AAC&U)
  • American Business Association (ABA)
  • Project Management Institute
  • Business Professionals of America (BPA)
  • Higher Education Financial Wellness Alliance (HEFWA)

Certifications

  • Cisco Certified Internetwork Expert (CCIE)
  • First Aid/CPR Certified
  • Federal Student Aid Knowledge Designated Certification 2017
  • Financial Management for Non-Financial Managers Certification Summit Group
  • Certificate in Student Loan Counseling Vantage
  • Certificate in Cash Flow Management for Higher Education Summit Group
  • Certified Billing and Coding Specialist (CBCS) Phoenix
  • Certified Administrative Manager for Higher Ed (CAMHE) Boston
  • Student Loan Servicing Best Practices Workshop Completion 2024
  • CompTIA Security+

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