Senior Consultant

• Jun 2023 - Present

Senior IT Project Manager

• May 2022 - Jun 2023

Led cross-functional teams, including developers, engineers, and business analysts, to plan, build, test, and deploy large-scale technical projects, such as Celigo integrations from Salesforce to NetSuite and migration of ~40,000 orders to Salesforce CPQ, resulting in a more streamlined customer experience and successful business outcomes. Managed data integration and migration projects through the sprint planning cycle, including leading backlog refinements, retrospectives, and daily stand-ups, while identifying and mitigating project risks and dependencies across functional domain areas. Developed and implemented updated DevOps methodology to include bi-weekly Celigo deployments in line with Salesforce and NetSuite deployments, reducing risk and ensuring successful deployment to Production. Collaborated with Project Managers to implement and develop a process using Jira to improve internal communication and compliance, resulting in more effective change management throughout the project. Communicated regularly with all stakeholders, including executive leadership, to provide updates on project details, such as scope, strategy, and outcomes, while ensuring effective change management occurs throughout the project. Show less

Financial Aid Consultant

• Oct 2021 - Mar 2023

Director Of Financial Aid

• Dec 2017 - Nov 2021

Provide leadership for the management of the College’s financial aid program, overseeing the awarding, disbursement, and compliance of financial aid and student employment programs for approximately 2400 students and 150 student supervisorsLead the design and implementation of the $75 million annual institutional financial aid program resulting in continued increases in enrollment yield and percent need met while supporting internal strategic initiatives and maintaining federal compliance. This resulted in zero departmental findings in our annual federal audit.Responsible for the accurate maintenance of all financial aid data and maximizing the effective utilization of Ellucian Colleague, reducing manual staff work by approximately 9 hours a week. Work in cross functional teams to ensure relationships and testing for all Colleague releasesLiaison between Ellucian Financial Aid and Information Technology, responsible for the following successful launches; re-implementation Ellucian Colleague, the implementation Ellucian Colleague 4.4, the implementation of Entrinsik Informer, and the implementation of Scholarship UniverseServe as a change management steward in the Workday HCM and Workday Student implementation, creating trust and gaining buy in from constituents at all levels and reviewing for continuous process improvement with the most recent change streamlining the hiring process from two processes to one.Develop, review, and revise annual training documentation and presentations, including technical documentation, functional documentation, operational processes, and regulatory guidance. Build and manage relationships internally and externally, including executives and third party vendorsStrong technical knowledge in systems and integrations between systems, including Ellucian Colleague, Entrinsik Informer Reporting, Slate, Workday HCM, Workday Student, Scholarship Universe, and all Title IV systems and websites Show less

Associate Director of Financial Aid

• May 2011 - Dec 2017

Oversight of the day-to-day operations of the Financial Aid Office Work with the Director to develop strategic initiatives to support the College’s enrollment goals and implement these strategiesResponsible for the accurate maintenance of all financial aid data and maximizing the effective utilization of Ellucian Colleague Liaison between Financial Aid and Information Technology, responsible for the re-implementation Ellucian Colleague, the implementation Datatel Colleague 4.4, the implementation of Entrinsik Informer, and serving on the College Data Standards Committee.Ensure federal, state, and institutional compliance of all financial aid programsManage $3 million Federal Pell Grant programManage $21 million Direct Loan ProgramTrain staff on federal need analysis, verification, and awarding aid to incoming and returning studentsOversee quality assurance activities of the Financial Aid OfficeRepresent the office at Open Houses and other College events, and represent the College in financial aid professional organizations and events Show less

Workday and ERP Product Manager

• Oct 2021 - May 2022

Director of Student Financial Services

• Dec 2009 - May 2011

Total oversight of the College's financial aid and student accounts operations including federal Title IV, state and institutional aid, including an estimated annual financial volume of $100 million, for three campuses Responsible for maintaining full compliance with all federal and state regulations while supporting the enrollment management objectives of the college Supervises a staff of ten employees, and responsible for maintaining customer focused financial counseling, awarding, and processing strategies to support the College's enrollment of approximately 4000 students Responsible for the accurate maintenance of all financial aid and student account data and maximizing the effective utilization of the Colleague Student Information System Show less

Enrollment Services Officer

• Mar 2008 - Oct 2008

Manage and reconcile over $2 million in private loan funds Complete verification of student files at the institutional level Manage one support staff member and a rotating phone room staff of 4 Counsel students and their families on financial aid, enrollment, and billing issues Manage and reconcile over $2 million in private loan funds Complete verification of student files at the institutional level Manage one support staff member and a rotating phone room staff of 4 Counsel students and their families on financial aid, enrollment, and billing issues

Associate Director of Financial Aid

• Sep 2007 - Mar 2008

Manage and reconcile $2.0 million in Federal Grant fundsWork closely with the Enrollment Management Division in the recruitment and retention of studentsAssist in running packaging simulations in order to manage student financial aid budgetComplete verification and needs analysis of student files at both the federal and institutional levelResearch and understand changing federal regulation and trendsRun annual reports for the Office of Development, Office of the President and Student Advocacy OfficeCreate internal and external office communicationsLead presentations at University eventsProvide superior customer service to all members of the University community Show less

Assistant Director of Financial Aid

• Nov 2003 - Sep 2007

Manage and reconcile $2.0 million in federal grant fundsWork closely with the Enrollment Management Division in the recruitment and retention of studentsResearch and understand changing federal regulation and trendsReconcile funds with the Finance OfficeCreate internal and external office communicationsServe as liaison between the Financial Aid Office, Information Technology, and software vendors

Financial Aid Counselor / Senior Financial Aid Counselor

• Jan 2003 - Nov 2003

Manage and reconcile state grant and scholarship fundsProvide superior customer service to all members of the University CommunityVerify student files for financial aid eligibility

Financial Aid Assistant

• Apr 2001 - Dec 2002

Provide first contact customer service Assist with all aspects of scholarship program Maintain appointments for staff Assisted with special projects as needed Provide first contact customer service Assist with all aspects of scholarship program Maintain appointments for staff Assisted with special projects as needed