Manage accounts and bookkeepers. Prepare as well as verify monthly & quarterly financial reports. Provide clients with video walkthroughs of financials. Meet with clients and provide guidance to meet their needs. Register clients with government agencies for payroll related services. Standardize tasks and delegate as well as train bookkeepers to create capacity for other tasks. Review and finalize annual financial statements for the tax department.

Uphold Financial Aid Officer (FAO) practices to ensure compliance of Title IV regulation. Manage, troubleshoot, and review complex financial aid potential problems and ensure distribution to accounts. Perform quality control for various processes related to packaging, verification & Conflict-code resolution. Responsible for calculating and reviewing Title IV (TIV) aid eligibility. Research and analysis of confidential information through federal sites.

Researched eligibility of potential/current students for financial aid by using Department of Education applications. Advised and managed student accounts while informing of their financial aid responsibilities/status, TIV funds history, and qualified grants/scholarships. Served as Department liaison between Financial Aid and Admissions for pre-enrollment.

Supervised employees while organizing schedules, running conflict resolution, and payroll. Reconciled banking information to produce monthly expense and inventory reports. Performed marketing advertisement campaign including but not limited to special events and print distribution. Ensured accuracy of leasing contracts and renter’s documentation while placing/tracking orders for distributors.

Built & taught curriculum for an Oral English course for advanced first year college students with a focus on conversational instruction. Managed and trained in New Teacher Orientation with a focus on improving teaching methods, teacher to student interaction, grading scale organization, and American/Chinese cultural analyses.