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Click here or scroll down to respond to this candidateCandidate's Name
Pleasant Gap, Pennsylvania Street Address PHONE NUMBER AVAILABLEEMAIL AVAILABLEFinancial / Accounting DirectorStreet Address + years of success leading higher education and program development.Demonstrated success leading program and policy development for higher education institutions, including budgeting, finance, road mapping, strategic planning, and cross-functional team leadership. Talent for launching Financial Aid programs that are compliant with complex federal and state regulations. Expert team leader with a broad background in finance and educational funding, client relationship building, and organizational development.Highlights of ExpertiseStrategic Program DevelopmentRegulatory ComplianceOrganizational DevelopmentTeam Development and GrowthAccount Reconciliations and AnalysisBudget Administration / ManagementRoad Mapping and Strategic PlanningProcess Redesign / Change ManagementStaff Development ProgramsTeam Building and LeadershipCareer ExperienceShippensburg University, Shippensburg, PennsylvaniaLent direct support to the Director of Financial Aid for the management and general administration of student aid programs, particularly with regard to regulatory compliance through the administration of an efficient and effective delivery system.SENIOR ASSOCIATE DIRECTOR OF FINANCIAL AID (March 2020 to December 2020)Planned and administered all financial aid management systems. Directed the coordination of the Banner Financial Aid Suite, which included performing annual set up following updated packaging philosophies, writing test plans, testing upgrades, patches, enhancements, as well as packaging and disbursing financial aid. Entered support requests and interfaced with the Financial Aid software vendor as needed. Prepared automated process timeline and academic calendar for the Financial Aid Office for timely delivery of financial assistance to students. Assisted with other programming and systems as needed. Maintained official system documentation.Provided direct support for the daily office operations. Assumed administrative duties in the absence of the Director.Served as functional liaison to the Registrar, Grant Accounting, Student Accounts and Admission Offices to ensure compliance with Federal, State and University policies and regulations related to financial aid.Responsible for coordination and updates of the Policies and Practices manual.Express Employment Professionals, State College, PennsylvaniaAt the last assignment, worked in medical billing, coding, and customer service in the Revenue Cycle Department.At the first assignment, processed payrolls for over 100 clients in varying states using a software program (AS400) that I self-taught myself in a relatively short amount of time.GENERAL ACCOUNTANT (May 2019 to September 2019 & November 2019 to February 2020)Coded medical claims for billing and worked with customers who had outstanding balances after the insurance company paid.Performed general ledger entries, worked with assigned accounts payables, and conducted other various accounting functions as needed.Lock Haven University, Lock Haven, PennsylvaniaSpecially recruited to oversee departmental accounting and expense management functions for all aspects of Financial Aid operations and strategic planning.DIRECTOR OF FINANCIAL AID (September 2013 to September 2018)Managed departmental budgets, account reconciliations, and established best practices and policies for management of the Universitys Financial Aid. Directed and led cross-functional teams, program development, and establishment of new cost centers in accordance with new fund centers. Oversaw staff performance and aligned team operations with organizational goals.Received praise from auditors at the U.S. Department of Education leading to an expedited closure of program review.Achieved Outstanding Employee of the Quarter Award as a Director of Financial Aid at the Computer Learning Network.Awarded a 5% increase in 2017 and a 10% increase in 2018 in recognition of outstanding performance.Evans Consulting Group, Fort Collins, ColoradoManaged a 12-member team of financial aid staff for a New Jersey state university as a key advisor, cross-functional leader, and strategic planner.CONSULTANT (October 2012 to September 2013)Led formation of winning student financial aid policies and procedures in collaboration with senior leadership, including information gathering, road mapping, and analysis of existing policies. Developed and implemented content and process improvements, coordinated with clients to communicate business needs, and ensured total regulatory compliance of proposed solutions.Quickly overhauled existing policies in conformance with the Higher Education Reauthorization Act of 2010.DeVry University, Fort Washington, PennsylvaniaLed organizational development of new policies and procedures for the PHEAA State Grant and related programs.STUDENT FINANCE DIRECTOR (June 2012 to October 2012)Directed policy formation, including program development and analysis, requirements gathering, road mapping, and regulatory compliance with federal and state regulations.Successfully developed new policies and procedures to support processing and administration of Pennsylvania State Grant and Special Programs funding.Evans Consulting Group, Fort Collins, ColoradoManaged a 27-member staff at a community college with a focus on program development and implementation for integrity regulations.CONSULTANT (September 2010 to May 2012)Effectively trained over 200 financial aid staff members regarding financial aid policies and procedures.Additional ExperienceDirector of Financial Aid (2007 to 2010) Harrisburg Area Community College, Harrisburg, PADirector of Financial Aid (2003 to 2007) Computer Learning Network, Mechanicsburg, PAStudent Services Coordinator (2002 to 2003) Keystone Technical Institute, Harrisburg, PADirector of Finance (2000 to 2002) ITT Technical Institute, Mechanicsburg, PAEducation & CredentialsMaster of Business Administration (MBA)Lebanon Valley CollegeBachelor of Science (BS) in Real Estate, Emphasis in AccountingPennsylvania State University, University Park, PennsylvaniaTechnical ProficienciesWindows XP, MS Excel, MS Powerpoint, MS Word, MS Outlook, AS 400, EdExpress, Banner 8.15, PowerFAIDS, Jenzebar, NSLDS, COD, EApp, CB FISAP, FAA Access to CPS, VA ONCE, IPEDS, and NCAA Compliance Assistant. |
