Carrie Schmidt Email & Phone Number

Rohnert Park, Ca, Us

Rohnert Park, Ca, Us

* In March 2020, transitioned a paper processing office to electronic resulting in approved efficiency, accuracy, cost savings, reduced storage, accessibility and better control.*Evaluating Foreign Nationals and Corporations for payment eligibility. *1042 Foreign Supplier Reporting.

Rohnert Park, Ca

•Manage the Accounts Payable department.•Oversees Accounts Payable Team in processing all invoices, vendor creation and maintenance, and payment processes. •Promote teamwork and effective communication through consistent Accounts Payable team meetings. •Reviews invoice entries for approval and appropriate coding (account, fund, department, program, class, and project). •Facilitate and resolve vendor and customer disputes, mentor staff in customer and vendor relations.•Provide audit support to the Accounting and Financial Reporting Offices. •Manages month-end and year-end Accounts Payable close for the University and its Auxiliaries.•Develops, implements, and maintains Accounts Payable policies and procedures to ensure compliance.•Utilize, create, and modify queries for internal controls to ensure payment accuracy. •Creates and implement training guides for efficiency and compliance.•Bank proficiency in issuing stop payments and researching payment status. •Processes wire payments.•ProCard upload and oversight.•Assist campus departments with ProCard vendor inquiries through utilizing Data Warehouse. •An administrator for Campus Marketplace account setup.•Responsible for preparation of 592 and 592B forms while adhering to State deadlines.•Responsible for preparation and processing of 1099 and 1099K while adhering to Federal deadlines.•Responsible for Accounts Payable system testing.•Facilitator of campus training sessions on Accounts Payable processes.

Rohnert Park, Ca

• Creates and modifies queries to resolve issues and identify areas of non-compliance.• Identifies, develops, implements, interprets, analyzes, researches policies and procedures necessary to ensure efficient and accurate processing and reporting. • Constructs annual financial aid cost of living budgets and reports figures to state and national agencies• Identifies using constructed queries problems and corrects or forwards to other staff to ensure compliance is within governmental rules and regulations.• Coordinates federal Satisfactory Academic Progress (SAP). • Administers the federal work-study program including overseeing campus work-study employment and work-study fund management. • Administers the Federal Teacher Education Assistance for College and Higher Education (TEACH) Grant program. • Responsible for completion and submission of the annual Financial aid Database Report (FADB) and Fiscal Operations Report and Application Participate (FISAP) reports.

Sonoma State University

• Working knowledge of federal, state and SSU regulations when performing verification, financial aid awarding, using professional judgment, processing Satisfactory Academic Progress appeals.• Understand application, eligibility and program requirements for federal and state programs. • Working knowledge and experience with California Student Aid Commission (CSAC) programs such as Cal Grant, Middle Class Scholarship, Dream Act. • Familiar in using WebGrants and assisting students through checking their CSAC application status.• Counsel and maintain communication with students, parents, staff, faculty and the community at large via e-mail, mail and telephone.• Coordination of Outside Resources (COSR) works as liaison with accounting to assure accuracy of financial aid awards taking into account outside resources which requires an understanding of program requirements.• Takes initiative and creates business processing guides to document office processing and procedures. • Ability to review and update assigned Business Process Guides to assure accuracy and improvements.• Ability to prioritize work responsibilities demonstrated by effectively using time management to structure high priority tasks and low priority tasks as time allows.• Participant of annual audits. • Proficient in using National Student Loan Data System (NSLDS) by assessing federal eligibility and assigning and/or processing transfer monitoring. • Ability to use Federal Student Aid (FSA) to access to view and/or send corrections to Free Application for Federal Student Aid (FAFSA) information. • Present financial related material to variety of populations including students, parents and families as well as professors.• Participant of Exception Processing Review Board (EPRB) on rotating schedule which requires ability to exercise judgment and decision making based on policy and producers

• Comprehend federal, state and SSU regulations relating to financial aid• Provide guidance to students, parents, staff, faculty and public-at-large on financial aid processes• Merge and distribute mail• Lead experience for student assistants including interviewing, hiring, scheduling, archiving project, submitting payroll• Process first level Satisfactory Academic Progress Appeals• Coordinate outreach opportunities between Financial Aid and other entities

• Mail distribution• Answering main phone line and email account.• Data entry and filing. • Guide students through the financial aid process.• Lead experience for student assistants including interviewing, hiring, scheduling, archiving project, submitting payroll

• Answer office main phone line and mail• Data entry and filing• Processed transcript requests• Processed loan deferment requests

Master'S Degree, Business Administration And Management, General

Bachelors Of Science, Business Administration And Accounting

Activities and Societies: Accounting Forum

Associate Of Arts (A.A.); Associates Of Science; Human Resources Management Certificate

Activities and Societies: Executive Cabinet member to Student Government Campus Activities Board member at large Legislative member.