Financial Planning and Analysis

• Oversee daily activity of team of FA Officers and related operations to maximize achievement of individual and team objectives.
• Build and develop team of FA Officers; responsible for performance management and hiring of direct reports, including onboarding, training, development, cross-training of direct reports.
• Serve as a subject matter expert in financial aid.
• Provide complex problem resolution to team members and customers and when necessary, escalate highly unique or complex issues to the Director, as appropriate.
• Serve as a working manager and assist team when needed to reach the goals of the department, including file processing, awarding and resolving unpaid aid issues.
• Devise and execute new methods and strategies to reach challenging goals and persist until individual and team objectives are achieved.
• Keep abreast of and maintain strict adherence to all institutional, governmental and accreditation policies and regulations, and codes of conduct at all times.
• Foster and nurture inter and intra-departmental relationships within the organization to include effective and timely communications and problem resolution in addition to identifying and recommending process improvement opportunities.
• Assist in the development of process mapping/communication to assist in improving department efficiencies.
• Assist with the preparation and support of internal and external audits/visits during which financial aid records are reviewed.
• Possess a high level of integrity in all interactions with students and employees by showing a regard for both the stated expectation of the policy as well as its intent.
• Lead by example, demonstrating a sincere, positive, collaborative attitude towards completing tasks and achieving individual, team, and organizational goals.
• Apply fundamental awareness of the organizational culture and general knowledge of how to accomplish and complete tasks through appropriate and accurate channels.
• Demonstrate ability to explain and understand general reasoning behind key organizational policies, practices, and procedures, and assist new employees with their comprehension and demonstration of said policies, practices, and procedures.
• Demonstrate a comprehensive knowledge of the Office of Financial Aid.
• Work collaboratively with others regarding financial aid applications, awards, communication and disbursement of state and federal financial aid programs as well as calibrate workloads with other Managers throughout the quarter as needed.
• Remain current on financial aid rules, regulations and requirements in the delivery of student aid through membership and participation in professional financial aid organizations, training and reading industry updates.
• Provide exceptional customer service via multiple mediums (phone, email, chat), with a focus on single-source service and by adhering to pre-defined service standards.
• Responsible for the overall maintenance of all electronic financial aid records through accurate verification of information and data entry.

Manager, Financial Aid Processing – Awarding

Senior Manager, Financial Planning & Analysis

Director, FP&A

Senior FP&A Analyst

Operations & Strategic Planning Executive

Financial Analyst