Financial Operations & Compliance Professional

CARRIE HOOVER

******.********@*****.*** 757-***-**** Harrisburg PA

Summary

Accounting and finance professional with expertise in accounts receivable, tax preparation, loan processing, and financial compliance. Skilled in invoicing, payment plan administration, collections, and Title IV aid disbursement with experience spanning higher education finance, mortgage lending, and tax services. Holds an MBA in Accounting and a Bachelor's in Economics & Political Science. Adept at financial reporting, reconciliations, and audit readiness, with strong technical skills in Microsoft Excel (Advanced), SQL (Basic), and financial data analysis tools.

Core Competencies

Accounts receivable and collections

Tax compliance and preparation

Loan processing and documentation

Invoicing and payment management

Financial aid disbursement

Refund calculations and adjustments

Regulatory compliance support

Financial data analysis

Customer service in finance

Advanced Microsoft Excel

Power BI proficiency

Basic SQL skills

ERP systems expertise

Payment portal management

Process improvement strategies

Financial reporting tools expertise

Student information systems management

Relevant Experience

Tax Preparer Steve Hoover Bookkeeping & Tax Preparation 01/2023 - 01/2024

Prepared and filed individual federal and state income tax returns.

Reviewed client documentation to identify deductions, credits, and tax savings opportunities.

Ensured compliance with IRS and state tax regulations.

Business Analyst / Business Solutions Manager PHEAA - Harrisburg, PA 01/2014 - 01/2022

Led projects improving financial data integrity and compliance in aid processing systems.

Analyzed large datasets to identify risks and recommend process improvements.

Associate Compliance Coordinator PHEAA - Harrisburg, PA 01/2013 - 01/2014

Reviewed complex financial aid applications for regulatory compliance.

Responded to audit findings with corrective action plans.

Director of Financial Assistance ECPI University - Newport News, VA 01/2008 - 01/2012

Managed student accounts, accounts receivable, and collections of past due payments.

Generated invoices and administered payment plans for students.

Posted Title IV federal aid disbursements to accounts, ensuring compliance with federal regulations.

Performed refund calculations for private and federal funds when students withdrew.

Maintained audit-ready documentation for regulatory reviews.

Mortgage Loan Processor JPMorgan Chase - Virginia Beach, VA 01/2001 - 01/2006

Processed mortgage loan applications from submission through closing.

Verified borrower income, employment, assets, and credit reports.

Coordinated with underwriters, title companies, and clients to meet deadlines.

Ensured compliance with banking and mortgage lending regulations.

Education

Saint Leo University Saint Leo, FL

MBA: Accounting

University of Pittsburgh Pittsburgh, PA

BA: Economics & Political Science

Websites, Portfolios, Profiles

https://www.linkedin.com/in/carrie-hoover-product-manager-leader/

Certifications

Certified SAFe Agile 5.0 Product Owner/Product Manager – Scaled Agile, Inc.

IT Leadership Certificate – Harrisburg University

Leadership Academy – PHEAA

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