College Aid Services, LLC

Financial Planning and Analysis

• Execute assigned project scopes to meet client goals, including interviews with staff and leadership, file/documentation review, and process analysis.
• Assess institutions’ adherence to federal, state, and institutional regulations and requirements.
• Conduct a comprehensive evaluation of financial aid processes, policies, and financial controls.
• Assess how student information systems are utilized, identify gaps, and recommend strategies to optimize efficiency and accuracy.
• Ensure compliance and recommend improvements in student communications, enrollment management, and service delivery.
• Evaluate office structure, interdepartmental collaboration, and workflow efficiencies.
• Analyze institutional financial aid processing setups—including annual configurations, packaging rules, ISIR imports/exports, loan setup, Pell and Direct Loan reconciliation, and SAP processes.
• Prepare comprehensive reports and debriefs summarizing findings and recommendations for institutional leadership.
• Work as part of a team of specialists to deliver high-quality, consistent CAP assessments.

CAP Assessment Consultant – Financial Aid