-Manage all external scholarships and grant funds ($5.4M), working with donors, foundations, state and community agencies in the allocation of need-based and merit-based resources.-Counsel and award study abroad students enrolled in Wake Forest Programs and Affiliate programs in collaboration with the Center for International Global Programs and Studies and external host institutions. -Certify and reconcile state rosters including College Foundation of NC. Allocation of EFT's received from College Foundation of NC ($1.5M) per academic year.-Certifying Official for Veteran Affairs (Chapters 33, 35) ensuring eligibility requirements for students enrolled in undergraduate programs at Wake Forest University.-Perform need analysis, prepare financial aid packages, complete federal verification process, review Satisfactory Academic Progress, and Program of Study requirements.-Manage enrollment reports, process return of federal, state and institutional funds due to withdrawals.- Update National Clearinghouse and National Student Loan Database Systems with students' enrollment statuses.-Assessment of family's ability to contribute towards educational costs; calculation of the non-custodial parent's contribution in cases of divorce or separation through the application of institutional methodology provided by the CSS Profile.-Verification of FAFSA data elements to meet federal, state, and institutional compliance standards. Analysis of federal tax returns, corporate returns, and foreign tax returns verifying all sources of income.- Research and resolve citizenship issues reported on ISIR's; submit cases in the Systematic Alien Verification Entitlement System to verify students' eligibility for federal aid.-Member of Financial Aid Appeals Committee.-Attend conferences and workshops for professional development and student advocacy opportunities.- Experience with Datatel, Banner, PowerFaids Financial Aid Systems, Workday.

-Administration of federal, state, and institutional financial aid programs adhering to prescribed policies and procedures.-Independent management of the financial aid operation on the Princeton Campus, including undergraduate, graduate, and international students.-Coordinate and manage Financial Aid, Bursar, and Cashiering services to students and their families on the Princeton Campus.-Responsible for the financial awarding of first-time generation students meeting the income guidelines and helping to support the mission of the Educational Opportunity Program (EOP) on the Princeton Campus.-Assist the Lawrenceville team with the financial awarding of Fine and Performing Arts students.-Counsel students and parents on alternative options to meet the cost of higher education through sound financial planning strategies.-Monitor the spending policy for the Princeton and Lawrenceville endowed scholarships allocating available funds to eligible students meeting scholarship parameters.-Collaboration with University Advancement Office and Controller's Office in the administration of endowed and corporate funds ensuring fiscal accountability.-Represent the university at financial aid events, workshops, high school nights, and orientation sessions.-Manage reconciliation of return of federal Title IV funds, state and institutional adjustments in accordance with regulation and university policy for all student withdrawals.-Review of economic hardship appeals using professional judgment skills, equity, and objectivity.-Analysis of federal tax returns, assets and investments, and untaxed income resources to determine family's ability to contribute towards educational costs and to meet quality assurance verification requirements.-Training, mentoring, and supervision of graduate assistants assigned to the Office of Financial Aid on the Princeton Campus.-Supervision of a professional staff member on the Lawrenceville Campus.