Wen Chen Email and Phone Number
Boston, MA, US
Wen Chen's Location
Boston, Massachusetts, United States, United States
Wen Chen's Contact Details
Wen Chen work email
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Wen Chen personal email
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Wen Chen phone numbers
About Wen Chen
Experienced professional in financial analysis, operations and student accounts receivable fields with a history of working in the higher education/non profit space. Skilled in Management, Staff Development, Microsoft Office, Budget Management, Forecasting, Financial Planning/Analysis and Public Speaking. Strong finance professional with a BS in Accounting from Ming Chuan University and a Master's degree with concentration in Marketing from University of Maine.
Wen Chen's Current Company Details
Tufts University School Of Medicine
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Sr Director Of Administration
Boston, MA, US
- Website:
- northeastern.edu
- Employees:
- 5
Wen Chen Work Experience Details
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Sr Director Of AdministrationTufts University School Of MedicineBoston, Ma, Us
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Director Of Finance & OperationsNortheastern University Nov 2019 - PresentBoston, Ma, UsFINANCIAL MANAGEMENT: - Oversee over $60 million budget for the global mobility division. Develop annual budget plans and projections for the division. Advise in multi-year financial scenario’s and quantitative analyses to optimize the strategic use of University funds. Retain constant awareness of the mobility units’ financial- Analyze expense and revenue trends to identify potential issues; Conduct profit/loss analysis for potential programs and new international sites- Maintain high expectations on timely invoice processing and reconciliation; Perform monthly revenue and expense year to date report and year end projection. Provide recommendation in area of potential savingsOPERATIONS:- Evaluate, recommend and implement process changes/improvements that yield operation efficiencies. Result: Identified process gaps. Implemented Sage Intacct as the new internal accounting system to improve reconciliation and reporting. Currently in the process of implementing a new budgeting tool for faculty led programs. - Standardized pro card application process and improved Concur report management. Result: 1st time in the N.U.In program history that expenses were properly reconciled and closeout within a month after programs ended. - Review contracts for all study abroad partners and faculty led program vendors- Member of the University Data Classification Program. Continue to learn and ensure data security - Lead on Global Mobility auditsHUMAN RESOURCES:- Provide leadership and supervise a team of Business Operations Associates. Oversee day to day operations for the Mobility Finance and Operations Team. Identify individual strengths and properly allocate workload to maximize results. Encourage professional development opportunities- Oversee and maintain compliance in faculty and program assistants hiring for all Faculty Led Programs. Verify and process Extra Compensation Requests; Conduct yearly performance evaluation, including but not limited to mid year review -
Assistant Director Of Finance And OperationsNortheastern University Sep 2018 - Nov 2019Boston, Ma, UsFINANCIAL MANAGEMENT:- Worked closely with Sr. Associate Director of Finance/Operations and the Central Finance Office to prepare new fiscal year operating budget proposals- In charge of monthly reconciliation. Created customized report to improve processOPERATIONS:- Supervised Program Operation Coordinators and managed day-to-day operations in Global Experience Office (GEO), including but not limited to verifying vendor contracts and invoices, ensuring timely invoice processing, monthly reconciliation between Banner Finance and QuickBooks- Implemented on-line study abroad flight deviation form. Improved the overall flight deviation - Revamped and redesigned the faculty led program budget template, included but not limited to currency exchange rate projection. Result: improved user experience, increased user adoption, and provide clear program overview snapshot option - Updated the Faculty Led programs withdrawal policy. Established a standard workflow to streamline communication and the withdrawal review between advising and finance teams- Utilized report functionality in Salesforce and streamlined the study abroad deposit reconciliation process.HUMAN RESOURCES:- Oversaw the faculty and program assistants hiring process for the Faculty Led programs. Primary responsibilities include managing application information, verifying salary/fringe, coordinating with the central HR and Office of Student Employment on I-9 and/or background check, completing the extra compensation process, confirming/processing meal stipends and end of the program student stipends, as well as coordinating with the central finance office and faculty on travel expenses and American Express card application and issues- Established positive work relationship and open communication within different functional areas in GEO, and with various departments on campus, such as Student Financial Services, Central Finance Office/ Accounts Payable, academic departments, etc.
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Student Accounts SupervisorNorth Shore Community College Nov 2014 - Sep 2018Danvers, Ma, Us- Hired, trained and supervised Student Accounts staff and was in charge of NSCC’s Student Account Receivables that included but not limited to maintaining fee assessment rules, monitoring daily reports, setting crucial deadlines and guidelines, managing the annual 1098-T process and counseling difficult student and/or family situations that require special attention or greater financial risk to the College- Managed and improved the Drop for Non Payment process. Established better reporting, streamlined communication between Student Financial Services and all other departments that were affected, incorporated social media, technology and marketing strategy to inform and communicate with students- Standardized monthly billing schedule for NSCC students. Established efficient timeline for final notices, monthly collection and state intercept referrals. Results: higher cash flow, lower receivables and fewer student disputes- Provided and encouraged professional development opportunities for staff. Identified talents and redistributed workload among Student Accounts staff. Results: able to better utilize individual's skillsets and improve the overall customer service and employee satisfaction. - Implemented a creative way to manage Early College, Gateway to College and special rate courses that were outside of the traditional tuition and fees billing structure. Results: eliminated miscommunication, improved the accuracy in bill and increased the overall customer experience in service- Implemented student electronic refund to allow faster and more secured refund option for NSCC students. Results: Reduced phone calls and moved the College forward to meet the modern expectations- Restructured and streamlined the outside scholarship and UPlan process -
Director Of Student AccountsMcphs University Jul 2014 - Oct 2014Boston, Ma, Us- Managed billing and the health insurance waiver processes for 3 campuses- Coordinated the bi-weekly E-Bill review and processing with the vendor- In charge of weekly refund review and processing- Updated and managed the communication related to direct deposit (student refunds)- Established a formal in-house payment plan procedure -
Director Of Student Financial ServicesWentworth Institute Of Technology Jan 2008 - Jul 2014Boston, Ma, UsSupervised WIT’s Student AR that included overseeing the day-to-day operations of Student Financial Services (SFS) within the Student Service Center, maintaining fee assessment rules, monitoring daily reports, setting billing due dates, class & housing cancellation dates, determining collections policies and final collection referral and setting guidelines, supervising annual 1098-T process. Counseled difficult student and/or family situations that required special attention or greater financial risk to the Institute. Collaborated with Financial Aid Department to review the regulations on the regular basis, evaluated and streamlined the processes that affect both Financial Aid and Student Financial Services. Managed Perkins Loan & Wentworth Institutional Loan portfolios and the outside placement of Accounts Receivable dollars that have been written off to Bad Debt. This included determining appropriate collection policies and monitoring all processes and procedures of this area. (Example: brought down the Perkins Loan cohort default rate from 15.9% to less than 10% within a year and a half. Maintain the Perkins Loan cohort default rate at less than 10% since). Coordinated with other departments within Wentworth and outside vendors on all office functions, most specifically, billing, laptop initiative and the accurate assessment of tuition, room and board fees. Other departments including, but not limited to the Controller's Office, College of Professional and Continuing Education, DTS (Division of Technology Services), academic departments, Student Affairs and Housing & Residential Life.Reviewed all billing related communication on a regular basis and make modifications when necessary. Assessed policies and procedures regularly, be creative and improve efficiency Worked closely with the Associate Director of SFS on hiring, developing, managing and evaluating the Student Financial Services (SFS) staff. Set staff expectations and monitor staff performance. -
Associate Director Of Student Financial ServicesWentworth Institute Of Technology Oct 2006 - Jan 2008Boston, Ma, UsMonitored day-to-day office operations. Supervised Student Financial Services Counselors, interviewed, hired and trained new employees. Monitored all tuition and housing related charges on the daily basis. Troubleshot the problems and pinpointed the unusual changes. Developed a streamlined process and a positive relationship with registrar and housing staff. Chair of the Wednesday Group (the group includes representatives from Student Financial Services, Financial Aid, Registrar and Admissions). Presented projects and plans to the Dean of Student Services. Coordinated with all outside loan lenders and the Controller’s Office; processed loan wire payments. Coordinated with all 3rd party billing sponsors to obtain the necessary paperwork. Processed invoices and developed a new billing schedule. Managed a student split and evaluated staff performanceReviewed/approved weekly refund requests. Ran weekly and month-end Balance Report. Compiled a comparison report for Account Receivable purposes.
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Student Financial Service CounselorWentworth Institute Of Technology May 2001 - Sep 2006Boston, Ma, Us
Wen Chen Skills
Higher Education
Student Financial Aid
Microsoft Office
Staff Development
Enrollment Management
Student Development
Higher Education Administration
Public Speaking
Nonprofits
Research
Management
Microsoft Excel
Student Recruiting
Academic Advising
Powerpoint
Nonprofit Organizations
Accounts Receivable
Budget Management
Cash Management
Student Account Receivables
Collections Management
Quickbooks
Office365
Salesforce
Time Management
Operational Excellence
Business Process Improvement
Collaborative Leadership
Analytical Skills
Budgets
Wen Chen Education Details
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University Of MaineMarketing -
Ming Chuan UniversityAccounting
Frequently Asked Questions about Wen Chen
What company does Wen Chen work for?
Wen Chen works for Tufts University School Of Medicine
What is Wen Chen's role at the current company?
Wen Chen's current role is Sr Director Of Administration.
What is Wen Chen's email address?
Wen Chen's email address is wc****@****ore.edu
What is Wen Chen's direct phone number?
Wen Chen's direct phone number is (617)-989*****
What schools did Wen Chen attend?
Wen Chen attended University Of Maine, Ming Chuan University.
What skills is Wen Chen known for?
Wen Chen has skills like Higher Education, Student Financial Aid, Microsoft Office, Staff Development, Enrollment Management, Student Development, Higher Education Administration, Public Speaking, Nonprofits, Research, Management, Microsoft Excel.
Who are Wen Chen's colleagues?
Wen Chen's colleagues are Cloie Dobias, Nora Roth, Aaditya Gupta, George Sarikas, Molly Smith, Phd, Garfield Duhaney, Yuhui Sha.
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