Operations and finance manager responsible for leading a diverse team across multiple specialty areas including budget, finance, and regulatory compliance. Directs and coordinates budgeting activities including budget formulation, monitoring, and presentation. Directs compilation of data used to prepare budgets and to justify fund requests. Coordinates appropriations for specific programs. Reviews operating budgets periodically to analyze trends affecting budget needs. Review monthly results… Show more Operations and finance manager responsible for leading a diverse team across multiple specialty areas including budget, finance, and regulatory compliance. Directs and coordinates budgeting activities including budget formulation, monitoring, and presentation. Directs compilation of data used to prepare budgets and to justify fund requests. Coordinates appropriations for specific programs. Reviews operating budgets periodically to analyze trends affecting budget needs. Review monthly results budgeted vs actuals, and provide financial reports to leadership. Guides financial decisions by establishing, monitoring, and enforcing policies and procedures. Show less

Reviewed and updated internal control and process documentationPerformed attribute testing and tests of internal controls over financial reporting, surrounding Accounts Payable, Accounts Receivable, Payroll, Purchasing, and Fixed AssetsInterviewed accounting and IT personnel to gain understanding of processes to support auditsCoordinated with cross-functional team to develop client document workspace using Microsoft SharePointCoordinated with cross-functional team to perform SAS… Show more Reviewed and updated internal control and process documentationPerformed attribute testing and tests of internal controls over financial reporting, surrounding Accounts Payable, Accounts Receivable, Payroll, Purchasing, and Fixed AssetsInterviewed accounting and IT personnel to gain understanding of processes to support auditsCoordinated with cross-functional team to develop client document workspace using Microsoft SharePointCoordinated with cross-functional team to perform SAS 70 AuditServed as a member of the internal audit team assisting various organizations with Sarbanes Oxley compliance Show less

The Loan Coordinator position reports directly to the Assistant Director of Financial Aid along with two other Loan Specialists. The position has a high level of computer knowledge vested in it by the Assistant Director of Financial Aid. The supervision that this position receives is moderateCoordinate with Financial Aid counselors to determine Federal Stafford Loan eligibility as well as the Private Loan Program Coordinate all loan programs including, but not limited to Direct Loans,… Show more The Loan Coordinator position reports directly to the Assistant Director of Financial Aid along with two other Loan Specialists. The position has a high level of computer knowledge vested in it by the Assistant Director of Financial Aid. The supervision that this position receives is moderateCoordinate with Financial Aid counselors to determine Federal Stafford Loan eligibility as well as the Private Loan Program Coordinate all loan programs including, but not limited to Direct Loans, Parent Plus loans, Private Loans, and the Gate Universal Loan program Cross-trained to respond to inquiries and processing actions regarding other loan programs within the Financial Aid Office, such as the School As Lender program and the Graduate Plus programReconcile and organize loan sale with lenders each semesterWork with various lenders to certify student loansTrain new employees on the loan process and programs Show less

Served as the front line between AU students and the Financial Aid office Identified and met the needs of AU students and parents while advising them on the financial aid process Managed the front desk operations including scheduling appointments, correspondence, and the supervision of student staffTrained new staff and students on the functions of the front deskSPECIALIZED SKILLSInternal Auditing, Reviewing / Updating Internal Controls and Process Documentation… Show more Served as the front line between AU students and the Financial Aid office Identified and met the needs of AU students and parents while advising them on the financial aid process Managed the front desk operations including scheduling appointments, correspondence, and the supervision of student staffTrained new staff and students on the functions of the front deskSPECIALIZED SKILLSInternal Auditing, Reviewing / Updating Internal Controls and Process Documentation, Microsoft Office Suite, Lotus Notes, and Datatel (Colleague Release 13 -17), Deltek Accounting Software, and Microsoft SharepointMembershipsInstitute of Internal Auditors Show less