Financial Planning and Analysis

• Works closely with students, and their families, to ensure student is properly funded for their education.
• Advises student about the different types of funding methods available, and provides information regarding all the procedures and requirements of a financial aid program.
• Makes an accurate assessment of a students financial aid need, and presents a financial aid plan to meet those needs.
• Tracks and monitors all financial aid package activity through completion.
• Accurate records are maintained in a timely manner, in accordance with regulations, statutes, and company policies.
• Builds rapport, and effectively communicates and counsels with enrolled and prospective students (and their families) about financial aid and other alternative methods of funding.
• Determines students title IV eligibility and awards federal, state, institutional and private sources of financial aid to students within appropriate guidelines and regulations.
• Utilizes electronic data exchange software to send and retrieve information from the Department of Education.
• Monitors financial aid advising to insure program and audit compliance with regulatory compliance.
• Maintains institutional regulatory compliance in all federal and state student assistance programs.
• Submits reports to federal and state agencies.
• Maintains files and databases; certifies student loan applications; maintains and utilizes computer-assisted financial aid management systems.
• Makes adjustments to over-under awards by determining the amount of aid to be canceled or repaid while ensuring accuracy in system data entry and processing, and contacting students regarding possible alternatives.
• Interviews and advises students in regard to educational financial planning.
• Maintains confidentiality of information exposed to in the course of business

Financial Aid Advisor – Higher Education

Financial Center Manager

Senior Quantitative Finance Analyst

Senior Managing Director, Transaction Financial Due Diligence

Manager, FP&A