Project Manager

• Aug 2022 - Present

Bookkeeper

• Sep 2021 - Sep 2022

Jr Financial Planner

• May 2020 - Aug 2021

Assisted up to 100 students and parents of students a month with their Financial forms to completion •Maintained a data entry spreadsheet of students to ensure zero error rate •Scheduled appointments between students and Senior Financial Planners for Financial Aid finalization •Trained newly hired employees on financial aid processes, procedures, and compliances •Cohesively worked in tandem alongside other departments to ensure successful Financial Aid completion for active students •Cross-trained with other departments for leadership and growth opportunities •Adept at reading a transcript form based on Title IV Funding (specific to students) to determine if any corrections needing to be made •Offered multiple communicative opportunities to ensure timely Financial Aid completion

Assistant Manager

• Mar 2009 - Sep 2019

Responsible for all distributable transactions of audible items, whether imported or exported throughout the company •Maintained proper customer and business relations within the company for its upward progressions •Responsible for the recording of various monetary transactions through the use of Microsoft Excel •Prepared invoices and billing for items necessary to the company’s progression Responsible for all distributable transactions of audible items, whether imported or exported throughout the company •Maintained proper customer and business relations within the company for its upward progressions •Responsible for the recording of various monetary transactions through the use of Microsoft Excel •Prepared invoices and billing for items necessary to the company’s progression