Areas of Expertise

Analysis Organization Leadership Auditing Customer Service Accounting Policy/Procedure Training/Development Team Morale/Culture Database Software Knowledge Financial Aid Operations

Experience

ECMC Education,

Staff Accountant October 2019-July 2022

Processed weekly financial draws from the Department of Education

Prepared various reports for internal audit or supervisor review

Monitored the return of funds and recommend account adjustments as needed

Confirmed compliance with IRS rules

Reconciled bank statements and balancing the ledger for regular reports

Utilized computer programs for reporting, tracking, and monitoring transactions

Performing compliance audits for institutions that participate in student financial aid programs

Prepared monthly general and standard journal entries, income, and balance sheet statements

Resolved non-standard accounting transactions, and independently initiates appropriate corrections into accounting records

Verified college and/or component unit source documents for accuracy, completeness, authorization, and coding, as well as (as applicable) proper application of fees, refunds, collections, and discounts to verify general ledger balances, and identifies accounting system problems or risks/liabilities

ECMC Education,

Quality Assurance Specialist III August 2012 – July 2018

Audits Student Finance Support (SFS) quality, compliance, and observation samples

Scored samples for accuracy and ensuring compliance with federal, state, accreditation agency, and institutional policies and procedures.

Managed and monitored staff production to maximize quality, consistency, compliance, and efficiency of all operational activities.

Reviewed and monitored Title IV Financial Aid and Non-Title IV financing

Performed Lapse Days Review for potential findings for compliance purposes

Performed compliance monitoring reviews

Performed quality reporting and corrective action plans

Supplied reports and reviewed potential Title IV audit findings

Assist in preparing audit and program review response to outside agencies

Drive team efforts to maintain accurate and relevant documentation for training.

Student Finance Representative Rep II November 2010 – July 2012

Acted as an advocate on behalf of students and facilitate the prompt, effective resolution of all students related issues

Determined Title IV eligibility through an approved needs analysis Financial Aid software system for students requesting Financial Aid.

Applied federal, state, and institutional policies in evaluating and awarding federal assistance to applicants

Processed and disbursed all entitled Title IV funds based on eligibility

Maintained campus bad debt results within established budgetary goals and objectives

Subject Matter expert in COD processes in clearing rejects and originations submissions, editing, and training on all financial aid processes

Created initial origination training packet for team members

Trained new hire employees (basic financial aid knowledge & specific tasks to team)

Screening One,

Investigative Analyst May 2008 - April 2009

Analyzed criminal, credit, residential, and educational records.

Processed I-9 forms.

Verified workers compensation claims.

Performed investigations into private bankruptcies and liens.

Alliance Bernstein

Procurement Specialist September 2006 – August 2007

Completed orders for operational and promotional events from various departments

Supplier relations; Communicated daily with internal staff and suppliers in the execution of sales orders

Maintaining inventory

Purchasing goods needed for print and promotion

Reconcile and adjust inventory database using customized Microsoft Access

Education

Nova Southeastern University

MBA, Finance (not completed) 2008

University of South Florida

BA, Business Administration Finance 2004

Fluent Languages

English and French/Creole

Computer Skills and Software

Microsoft Office Suite SharePoint SQL QuickBooks Tableau Workday Campus Vue

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