Experience

Strata Information Group

• Sr. Consultant



Strata Information Group

• United States
• IT Services and IT Consulting
• 100 - 200 Employee

• Sr. Consultant (Financial Aid)

  • Feb 2005 - Present

  I held this position for 10 years, then worked with Ellucian (Banner) for 1 year before returning to Strata Information Group. I lead short and long term projects for colleges and universities aimed at improving processes and maximizing the institution’s investment in their ERP system, primarily in the Financial Aid department. Training is a key deliverable, with an institution's ability to continue and train others after the project is complete, as an indicator of success. Delivery of Financial Aid funds to students is a key process in any institution, which requries integration with other departments and processes. The ability to communicate effectively with those areas, and management at various levels, is key to the success of the project. As the project leader, I work with Financial Aid staff members, IT and other departments to identify opportunities to improve customer service and become more effective, and to devise a plan and design a solution to implement. As a hands on member of the Financial Aid team I have led a business process analysis session, provided business or technical training, assisted with interpreting regulations, written policies and/or procedures, created some programming code or updated system setup. My role is different each week, with each client, and I enjoy the challenge of dealing with the continually changing, unique pressures and constraints of each situation. Show less



Ellucian

• United States
• Higher Education
• 700 & Above Employee

• Sr. Business Analyst

  • Oct 2015 - Nov 2016

  As a business analyst, I track and analyze federal regulations and college/university business needs to determine how best to ensure regulatory compliance, and improve the Banner Financial Aid software product. Ellucian employs Agile methodology, using JIRA and Confluence as two of many software tools, and I use those daily in my work. Ellucian also provides many in house educational opportunities and I am currently working my way through coursework to improve my use and understanding of development methodologies, with a goal of certification through the Scrum Alliance and Project Management Institute. Show less



Central Oregon Community College

• United States
• Higher Education
• 400 - 500 Employee

• • Feb 2000 - Feb 2005

  Responsible for staff management (10 people), policies, development of procedures and continual process improvement. Succeeded in designing processes which reduced student/customer wait times from two months to two weeks. Led the team through the implementation and go-live year of a new system. Provided guidance in the development of industry standard processes such as test systems and disaster recovery practices.

• • Apr 1997 - Feb 2000

  Responsible for training and setup for all business units converting to institution wide software package. Served as project leader for Finance and Financial Aid sub-systems. Provided setup assistance and staff training for HR/Payroll and Student systems.



Bank of the Cascades now First Interstate

• Main Branch, Wall Street Bend, OR

• Main Branch Supervisor/Operations

  • Mar 1996 - Mar 1997

  Responsible for supervising all tellers and new accounts staff members (12 people) and working as part of the main branch management team. Assisted in identifying opportunities for staff members to advance in their careers within the bank. Responsible for supervising all tellers and new accounts staff members (12 people) and working as part of the main branch management team. Assisted in identifying opportunities for staff members to advance in their careers within the bank.



Cort Directions Inc

• United States
• Software Development

• Quality Control Analyst

  • Sep 1995 - Mar 1996

  Creating automated test scripts to execute prior to software releases, creating specifications for end of year federal payroll reporting Creating automated test scripts to execute prior to software releases, creating specifications for end of year federal payroll reporting



Continental Illinois National Bank and Trust

• Chicago

• IT/Private Banking/Commercial Lending

  • 1980 - 1995

  Continually progressed through career positions as a Programmer, Programmer Analyst, System Analyst and Project Lead in Information Technology. Supported multiple business units over a period of years including: Transfer of Funds, Interbank Balancing, Personal Banking, Private Banking and Commercial Banking. Served as Deposits team lead in designing and deploying a custom system developed in partnership with Fiserv. Promoted to Deposits Product Manager in Private Banking managing a team responsible for a multi-billion dollar portfolio; developed research models for setting daily bank rates, marketing ATM products, improving statement design, and overall look and feel of deposit products. Implemented, from the client side, the system developed with Fiserv. Show less