Create client budgets and forecasts based on projected resident census and rates, staffing ratios, anticipated operational changes, and new business lines.Develop KPIs, analytics, and dashboards.Create workflow models, reporting templates, and instructions for core business processes.Support month-end close, financial reporting, and annual audit processes.

Handled budgeting, financial and operational analysis, contract review, grant-seeking, policy analysis, assessment, accreditation, and account management in support of academic leadership for undergraduate and graduate programs.Built budget and enrollment forecasting model for graduate programs based on historical enrollment patterns, including annual new starts, volume, and persistence, with customizable parameters for enrollment assumptions.Supervised administrative assistants who support divisional faculty. Tasks included hiring, training, and performance evaluation; compensation review; identifying growth opportunities for individual staff members; and identifying and prioritizing divisional or organizational work for staff to support.Participated in implementation of Workday as new university-wide information system, including initial rollout of HCM and Finance modules, preliminary planning for Student modules, and report writing team.Supported grant-seeking activity by faculty in conjunction with the Sponsored Programs Office. Helped structure project proposals and budgets and write narrative; compiled supporting data; and completed or supported outcomes and budget reporting for awarded grants.Project manager for School of Education's septennial accreditation reviews by PELSB (passed, 2019), and CAEP (passed, 2021). Tracked writing assignments and evidence collection; completed required assessment data analyses; and edited self-studies prior to submission.

Position history:Associate Director for Institutional Research, 2015 - Assistant Director for Strategic Support and Retention, 2012 - 2015Assistant Director for Enrollment, Marketing, and Retention, 2011 - 2012Research Analyst, 2009 - 2011Primary contact in Institutional Effectiveness for academic program review, including trends in credits taken, faculty teaching load, retention and graduation rates, employment and continuing education of undergraduate alumni, trends in transfer credits, etc. Create retention models for undergraduate and graduate enrollment to support enrollment forecasting. Provide financial aid analysis in conjunction with Finance and the Provost’s Office, including most external financial aid reporting, discount rates for new undergraduate and law students, trends in merit aid, and awarding from individual accounts. Design, administer, and analyze surveys of students, alumni, faculty and staff, and subpopulations as needed.Committee service includes Budget Advisory Committee, Benefits Advisory Committee, and Hamline University Staff Association Executive Committee. Co-presented at annual conferences of American Evaluation Association, and Association for Institutional Research in the Upper Midwest (both 2012).Relevant software skills include Microsoft Office (Excel and Access), Google Forms, Crystal Reports, and SPSS.

Wrote and edited self-study materials to accredit programs in medical assisting, surgical technology, medical laboratory technology, and early childhood education. Obtained and renewed licenses and program approvals for a fifteen-campus college system. Project lead for annual catalog production (involving six different catalogs), campus preparation activities for accreditation site visits, and responses to programmatic accreditors. Assembled, processed, and reported annual IPEDS and Campus Crime and Security surveys, and annual state reports for Illinois and Florida.

Designed and taught undergraduate courses in composition and literature. Developed course aims and teaching strategies, determined appropriate reading and writing assignments, and created syllabi with assignments and due dates. Delivered lectures and managed discussions.