Experience

Strata Information Group

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

• Senior Consultant

  • Oct 2021 - Present

  Higher Education Consulting Services Higher Education Consulting Services



Western Connecticut State University

• United States
• Higher Education
• 400 - 500 Employee

• Bursar/IT Budget Manager

  • Apr 2020 - Oct 2021

  Strategic Planning--Meet with key figures in the University to identify problems and roadblocks regarding receivables and cash flow, and systems-related issues. Operations and Compliance Management--Review and meet compliance requirements based on federal and state regulations pertaining to all industry standards (PCI, FERPA, TILA). Oversee individual projects, training, and customer service performance of departmental staff and student assistants. Determine and utilize key strengths of each resource to ensure that the department runs efficiently. Business Management--Streamline, maintain, and improve all aspects of student experience regarding accounting, collections, and federal- and state-level financial assistance. Supervise, maintain, investigate, and resolve delinquent accounts submitted for collections. Communications--Research and implement the most effective methods to communicate through the utilization of technology advancements. Manage and update department website. Identify and implement the most effective method of communication with students regarding federal, state, and institutional changes in bylaws and regulations related to student financial services. Cultivate a strong relationship with students, parents, faculty, and staff through one-on-one financial counseling, group presentations, and education financing workshops. Technology--Troubleshoot integration and operation errors regarding in-house and vendor-based applications. Maintain, audit, and improve Banner and TouchNet system set up to more appropriately fit business practices. TouchNet Ellucian's Banner power user. Show less



Alchemy.us

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

• Workday Student Financials Consultant

  • Nov 2018 - Apr 2020



The College of New Rochelle

• United States
• Higher Education
• 200 - 300 Employee

• Bursar/Director of Student Accounts and Collections

  • Oct 2017 - Nov 2018

  Strategic Planning--Meet with key figures in the College to identify problems and roadblocks pertaining to receivables and cash flow, system-related issues, and deficiencies in prior administrations' policies and procedures. Operations and Compliance Management--Review and meet compliance requirements based on federal and state regulations pertaining to all industry standards (PCI, FERPA, TILA). Oversee individual projects, training, and customer service performance of departmental staff and student assistants. Determine and utilize key strengths of each resource to ensure that the department runs efficiently. Business Management--Streamline and improve all aspects of customer services pertaining to accounting, collections, and federal- and state-level financial assistance. Supervise, maintain, investigate, and resolve delinquent accounts submitted for collections. Perform best practice audits of interdepartmental interaction between Financial Affairs and schools. Communications--Research and implement the most effective methods to communicate through the utilization of technology advancements. Manage and update department website. Identify and implement the most effective method of communication with students regarding federal, state, and institutional changes in bylaws and regulations related to student financial services. Cultivate strong relations with students, parents, faculty, and staff through one-on-one financial counseling, group presentations, and education financing workshops. Technology--Troubleshoot integration and operation errors regarding in-house and vendor-based applications. Overhaul Banner and TouchNet system set up to more appropriately fit business practices. TouchNet, Argos, and Ellucian's Banner power user. Show less



New York State Organization of Bursars and Business Administrators (NYSOBBA)

• 1 - 100 Employee

• Director of Technology

  • Jun 2016 - Nov 2018

  Web content management, presentation coordinator, UX optimization expert, and online technology solutions specialist.

• Regional Director

  • Jun 2015 - Jun 2016

  Membership retention, policy review and modification, events planning, web management, newsletter review and editing



Rowan University

• Higher Education
• 700 & Above Employee

• Associate Bursar / Financial Operations Manager

  • Mar 2016 - Oct 2017

  Operations Management--Oversee individual projects, training, and customer service performance of departmental staff and student assistants. Determine and utilize key strengths of each resource to make the office run at its best. Business Management--Streamline and improve all aspects of customer services pertaining to accounting, collections, and federal- and state-level financial assistance. Supervise, maintain, investigate, and resolve delinquent accounts submitted for collections. Communications--Research and implement the most effective methods to communicate through the utilization of technology advancements. Manage and update department website. Identify and implement the most effective method of communication with students regarding federal, state, and institutional changes in bylaws and regulations related to student financial services. Cultivate strong relations with students, parents, faculty, and staff through one-on-one financial counseling, group presentations, and education financing workshops. Technology--Troubleshoot integration and operation errors regarding in-house and vendor-based applications. TouchNet, Adirondack Housing, Automic Application Manager, and Banner power user. Show less



Purchase College, SUNY

• United States
• Higher Education
• 500 - 600 Employee

• Assistant Director

  • Jun 2005 - Mar 2016

  Operations Management--Oversee individual projects, training, and customer service performance of departmental staff and student assistants. Determine and utilize key strengths of each resource to make the office run at its best.Business Management--Streamline and improve all aspects of customer services pertaining to accounting, collections, and federal- and state-level financial assistance. Supervise, maintain, investigate, and resolve delinquent accounts submitted for collections to the Office of the Attorney General.Communications--Research and implement the most effective methods to communicate through the utilization of technology advancements. Manage and update department website. Identify and implement the most effective method of communication with students regarding federal, state, and institutional changes in bylaws and regulations related to student financial services. Cultivate strong relations with students, parents, faculty, and staff through one-on-one financial counseling, group presentations, and education financing workshops.Technology--Troubleshoot programming errors regarding in-house and vendor-based applications. Spearheaded Electronic Bill Presentment and Payment systems migration to the Banner system and TouchNet. Implemented a home-grown, college-wide Electronic Bill Presentment and Payment system.Building Management--Monitor and maintain building operations and order necessary facilities and custodial staff to execute key functions to keep the building in top shape. Adhere to fire code standards. And ensure that health and safety guidelines are enforced at all times. Show less

• Instructor and Advisor

  • Sep 2015 - Dec 2015

  Advising first-year college students about diversity, social awareness, and college success.

• Web Content Manager/Study Abroad Coordinator

  • Jan 2005 - Aug 2008

  Brought on to manage the Purchase College Study Abroad program through the School of Liberal Studies and Continuing Education. Maintained the School's website for timely updates. Provided customer service to students and parents (both current and prospective).



Chase

• United States
• Financial Services
• 700 & Above Employee

• Accounts Representative

  • Dec 2003 - Jan 2005

  Provided exceptional customer assistance, addressing questions and concerns promptly. Referred customers to sales department for investment opportunities. Monitored and balanced cashboxes, vaults, and ATM for monetary differences. Trained in fraud detection of checks, cash, and forged signatures and identification. Provided exceptional customer assistance, addressing questions and concerns promptly. Referred customers to sales department for investment opportunities. Monitored and balanced cashboxes, vaults, and ATM for monetary differences. Trained in fraud detection of checks, cash, and forged signatures and identification.



Gannett Newspapers

• Newspaper Publishing
• 300 - 400 Employee

• Freelance Writer

  • May 2003 - Dec 2003



The Dispatch

• Purchase, New York, United States

• Staff Writer and Copyeditor

  • Sep 2000 - May 2003



Bagong Buhay

• Quezon City, National Capital Region, Philippines

• Staff Writer

  • Nov 1998 - May 1999