Tamara Dick Email & Phone Number

Boston, Massachusetts, United States

• Oversee, create, and administer monthly, quarterly, annual policy acknowledgments and certifications for clients and employees.
• Coordinated new hire compliance policy training and maintained backup of all training performed.
• Assist policy owners on compliance policy updates and document changes to existing policies.
• Work with various business units to incorporate compliance requirements into business processes.
• Support the preparation and coordination of the SOC1 Audit and the Annual Compliance Review.
• Responsible for testing of internal compliance policies including transactional, periodic, and forensic tests.

Remote

• Conduct thorough testing of clients’ internal controls, ensuring compliance with regulatory standards and policies, including financial aid audits for higher education institutions.
• Travel to various client sites for audit completion and to deliver key findings, offering strategic improvements to their internal controls and compliance procedures.
• Draft audit reports, analyze financial data, and ensure timely project completion.
• Manage multiple client projects, ensuring adherence to the US Department of Education standards.
• Implemented a new audit process that streamlined testing of compliance policies, leading to increased audit efficiency.

• Work in a team environment to complete special project assignments.
• Used Critical thinking while completing Title IV Financial Aid Compliance Audits.
• Communicated professionally via email and phone to client requests and inquires.
• Traveled monthly to clients across the United States to complete audits and site visits.
• Used Excel daily to complete tasks and testing during audits.
• Used time management to ensure all project completed in an efficient manner.

• Advised students on all aspects of financial aid.
• Reviewed documents and student accounts to ensure accuracy.
• Became one of two people in charge of all email correspondence for the financial aid department.
• Worked in a team environment to collaborate ways to provide the best possible student experience.

Bachelor'S Degree, Accounting

Associate Of Arts - Aa, Social And Behavioral Science

Patisserie And Baking