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Work Background
Strata Information GroupSenior Consultant
Oct. 2021San Diego, California, United StatesHigher Education Consulting Services
Western Connecticut State UniversityBursar/IT Budget Manager
Apr. 2020 - Oct. 2021Danbury, Connecticut, United StatesStrategic Planning--Meet with key figures in the University to identify problems and roadblocks regarding receivables and cash flow, and systems-related issues. Operations and Compliance Management--Review and meet compliance requirements based on federal and state regulations pertaining to all industry standards (PCI, FERPA, TILA). Oversee individual projects, training, and customer service performance of departmental staff and student assistants. Determine and utilize key strengths of each resource to ensure that the department runs efficiently. Business Management--Streamline, maintain, and improve all aspects of student experience regarding accounting, collections, and federal- and state-level financial assistance. Supervise, maintain, investigate, and resolve delinquent accounts submitted for collections. Communications--Research and implement the most effective methods to communicate through the utilization of technology advancements. Manage and update department website. Identify and implement the most effective method of communication with students regarding federal, state, and institutional changes in bylaws and regulations related to student financial services. Cultivate a strong relationship with students, parents, faculty, and staff through one-on-one financial counseling, group presentations, and education financing workshops. Technology--Troubleshoot integration and operation errors regarding in-house and vendor-based applications. Maintain, audit, and improve Banner and TouchNet system set up to more appropriately fit business practices. TouchNet Ellucian's Banner power user.
Alchemy.usWorkday Student Financials Consultant
Nov. 2018 - Apr. 2020Greater New York City Area
New York State Organization of Bursars and Business Administrators (NYSOBBA)Director of Technology
Jun. 2016 - Nov. 2018New YorkWeb content management, presentation coordinator, UX optimization expert, and online technology solutions specialist.
New York State Organization of Bursars and Business Administrators (NYSOBBA)Regional Director
Jun. 2015 - Jun. 2016Mid-Hudson RegionMembership retention, policy review and modification, events planning, web management, newsletter review and editing
The College of New RochelleBursar/Director of Student Accounts and Collections
Oct. 2017 - Nov. 2018New Rochelle, New YorkStrategic Planning--Meet with key figures in the College to identify problems and roadblocks pertaining to receivables and cash flow, system-related issues, and deficiencies in prior administrations' policies and procedures. Operations and Compliance Management--Review and meet compliance requirements based on federal and state regulations pertaining to all industry standards (PCI, FERPA, TILA). Oversee individual projects, training, and customer service performance of departmental staff and student assistants. Determine and utilize key strengths of each resource to ensure that the department runs efficiently. Business Management--Streamline and improve all aspects of customer services pertaining to accounting, collections, and federal- and state-level financial assistance. Supervise, maintain, investigate, and resolve delinquent accounts submitted for collections. Perform best practice audits of interdepartmental interaction between Financial Affairs and schools. Communications--Research and implement the most effective methods to communicate through the utilization of technology advancements. Manage and update department website. Identify and implement the most effective method of communication with students regarding federal, state, and institutional changes in bylaws and regulations related to student financial services. Cultivate strong relations with students, parents, faculty, and staff through one-on-one financial counseling, group presentations, and education financing workshops. Technology--Troubleshoot integration and operation errors regarding in-house and vendor-based applications. Overhaul Banner and TouchNet system set up to more appropriately fit business practices. TouchNet, Argos, and Ellucian's Banner power user.
Rowan UniversityAssociate Bursar / Financial Operations Manager
Mar. 2016 - Oct. 2017Glassboro, New JerseyOperations Management--Oversee individual projects, training, and customer service performance of departmental staff and student assistants. Determine and utilize key strengths of each resource to make the office run at its best. Business Management--Streamline and improve all aspects of customer services pertaining to accounting, collections, and federal- and state-level financial assistance. Supervise, maintain, investigate, and resolve delinquent accounts submitted for collections. Communications--Research and implement the most effective methods to communicate through the utilization of technology advancements. Manage and update department website. Identify and implement the most effective method of communication with students regarding federal, state, and institutional changes in bylaws and regulations related to student financial services. Cultivate strong relations with students, parents, faculty, and staff through one-on-one financial counseling, group presentations, and education financing workshops. Technology--Troubleshoot integration and operation errors regarding in-house and vendor-based applications. TouchNet, Adirondack Housing, Automic Application Manager, and Banner power user.
State University of New York at Purchase CollegeAssistant Director
Jun. 2005 - Mar. 2016Purchase, NYOperations Management--Oversee individual projects, training, and customer service performance of departmental staff and student assistants. Determine and utilize key strengths of each resource to make the office run at its best. Business Management--Streamline and improve all aspects of customer services pertaining to accounting, collections, and federal- and state-level financial assistance. Supervise, maintain, investigate, and resolve delinquent accounts submitted for collections to the Office of the Attorney General. Communications--Research and implement the most effective methods to communicate through the utilization of technology advancements. Manage and update department website. Identify and implement the most effective method of communication with students regarding federal, state, and institutional changes in bylaws and regulations related to student financial services. Cultivate strong relations with students, parents, faculty, and staff through one-on-one financial counseling, group presentations, and education financing workshops. Technology--Troubleshoot programming errors regarding in-house and vendor-based applications. Spearheaded Electronic Bill Presentment and Payment systems migration to the Banner system and TouchNet. Implemented a home-grown, college-wide Electronic Bill Presentment and Payment system. Building Management--Monitor and maintain building operations and order necessary facilities and custodial staff to execute key functions to keep the building in top shape. Adhere to fire code standards. And ensure that health and safety guidelines are enforced at all times.
State University of New York at Purchase CollegeInstructor and Advisor
Sep. 2015 - Dec. 2015Purchase, NYAdvising first-year college students about diversity, social awareness, and college success.
State University of New York at Purchase CollegeWeb Content Manager/Study Abroad Coordinator
Jan. 2005 - Aug. 2008Purchase, NYBrought on to manage the Purchase College Study Abroad program through the School of Liberal Studies and Continuing Education. Maintained the School's website for timely updates. Provided customer service to students and parents (both current and prospective).
ChaseAccounts Representative
Dec. 2003 - Jan. 2005White Plains, NYProvided exceptional customer assistance, addressing questions and concerns promptly. Referred customers to sales department for investment opportunities. Monitored and balanced cashboxes, vaults, and ATM for monetary differences. Trained in fraud detection of checks, cash, and forged signatures and identification.
Gannett NewspapersFreelance Writer
May. 2003 - Dec. 2003Westchester County, New York, United States
The DispatchStaff Writer and Copyeditor
Sep. 2000 - May. 2003Purchase, New York, United States
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