Financial Services Director Resume Sample

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Liliana Corwin
632 Lucio Brook,  Detroit,  MI
+1 (555) 621 5778

Work Experience


Director of Financial Services
03/2018 - PRESENT
Chicago, IL
  • Serve as business unit's resident specialist in tax, audit or other specialty
  • Experience in public accounting
  • Upervisory experience
  • Strategic thinking and ability to present innovative solutions
  • Direct the coordination of all SFS-related software upgrades in concert with the IT Department
  • Direct the coordination of all SFS-related web application upgrades, ensuring regu
  • Five years of finance experience in a healthcare setting
  • Strong financial, planning and systems skills
Director of Student Financial Services
04/2013 - 09/2017
Detroit, MI
  • A high level of analytical, financial, quantitative, and interpersonal skills
  • Knowledge base to include financial analysis, project management, forecasting, policy review, and organizational effectiveness
  • Involve staff in the ongoing development and refinement of processes to award and deliver financial aid to students
  • Assess work-flow and adjust personnel as needed in order to meet deadlines and handle peak operating periods while delivering exceptional customer service
  • Communicate changes in policy, rules and regulations to all staff members
  • Read trade journals and Department of Education information on a frequent basis in order to stay abreast of changes in regulations and their effect on the SFS operations
  • Work closely with Student Financial Services team members in managing the collection efforts, particularly the more difficult accounts where options are limited
  • Review payment plans and procedures for all students on an annual basis and make changes as needed
Director, Financial Services
11/2006 - 03/2013
Detroit, MI
  • Communicate with parent/students on various methods and options for paying off the balance on their account
  • Design systems that accommodate the diversity of programs and delivery formats
  • Supervise, coordinate and implement the District’s budget process, including full development and implementation of the budget development tool
  • Direct the evaluation of budget requests to the budget development team for review
  • Manage the preparation of the annual general fund, District special fund and capital budgets, as well as adjustments throughout the fiscal year
  • Recommend and develop policies and procedures for the implementation of budgetary controls
  • Assist in development and implementation of student-based budgeting formula and maintain central office allocations on a specialized monitoring tool

Education


Central Washington University - Lynnwood Campus
2001 - 2006
Bachelor's Degree in Accounting

Professional Skills


  • Strong basic computer software (MS Office) skills as well as exposure to more concentrated financial aid/EDE software programs such as CARS or Campusvue
  • Strong problem-solving, operational and financial analysis skills with consistent attention to detail
  • Advanced excel skills and experience working with financial databases
  • Demonstrated leadership skills; is able to command the trust and respect of senior administrators and motivate others
  • Driving growth through world-class role model skills and personal coaching on the execution and orchestration of all Sales Excellence Standards including
  • Organizational skills for managing several processes and activities
  • Substantive and appropriate experience in finance, including experience in financial processes and controls

How to write Financial Services Director Resume

Financial Services Director role is responsible for finance, credit, training, integration, database, marketing, payroll, architecture, planning, reporting.
To write great resume for financial services director job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Financial Services Director Resume

The section contact information is important in your financial services director resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Financial Services Director Resume

The section work experience is an essential part of your financial services director resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous financial services director responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular financial services director position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Financial Services Director resume experience can include:

  • PC Skills: Knowledge of MS Outlook, Word, PowerPoint and Access and Excel or Access required
  • Supervise and train assigned staff including organizing, prioritizing, and scheduling work assignments
  • Experience developing and executing standard processes across a global organization
  • A proven track record in managing change and implementing large scale, global transformation
  • Approximately 8-10 years previous work experience in an accounting or finance environment required
  • Experience directly and indirectly managing a global, diverse team

Education on a Financial Services Director Resume

Make sure to make education a priority on your financial services director resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your financial services director experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Financial Services Director Resume

When listing skills on your financial services director resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical financial services director skills:

  • Four years supervisory experience in building and effectively leading fiscal operations and cross-functional teams
  • Demonstrated experience in executing financial management strategies and developing processes and systems for tracking, measuring and evaluating outcomes
  • Excellent understanding of the Mars culture and operating philosophy
  • Create a culture of world class customer experience, taking ownership for providing fair and honest resolutions to customer queries
  • Experience of operating in a global environment and ability to understand and interact with different cultures around the world
  • Experience setting up internal control systems

List of Typical Experience For a Financial Services Director Resume

1

Experience For Director of Financial Services Resume

  • Excellent collaboration and execution in partnership with the Specialist Team Unit Director to deliver against the district balanced scorecard
  • Works closely with sales and finance team, maintains effective employee relations
  • Driving the business through a high-level of involvement in the day-to-day operations including support to the Sales team in structuring transactions
  • Ensuring creation/maintenance of account specific Conditions of Satisfaction agreements for all district enterprise customers
  • Leading organizational change within the New York Region and specifically leading the way in our transformation to a cloud, devices and services company
  • Sales Readiness: Accountable for developing a District Sales Readiness Plan and ensuring that it is completed
2

Experience For Director of Student Financial Services Resume

  • Continually focus on training and development programs for the Accounting associates to cultivate the "brightest" and "best" talent within the industry
  • Adhere to all Student Funding requirements with regard to down payments, holds, document management, and relevant exception processes
  • Assist the Director of Finance with all Accounting related items
  • Manage, supervise, coordinate, and troubleshoot the transition of the District’s budget projection into the financial system
  • Coordinate the monitoring of the District’s position control system to ensure that all District employees are provided with a valid authorized position within the District’s operating budget and that the positions are maintained at the appropriate levels
  • Work closely with HRSS and Payroll to identify and troubleshoot payroll problems related to position control
  • Coordinate the implementation of internal control systems to ensure that budget allocations are not exceeded, and develop recommendations for immediate and long-term financial management
  • Coordinate with Human Resources, Technology Services, Payroll, and other departments to provide increased understanding of budget issues
  • Collaborate closely with IT staff to address financial system issues and needs on a District-wide basis to ensure operational efficacies; identify and develop system protocols; make recommendations for improvement
3

Experience For Director, Financial Services Resume

  • Manage information system support for the purpose of providing accuracy of data entered, ability to access system information and to retrieve information in a usable format
  • Support the Operation Reporting and Site-Based Financial Services Directors
  • Maintain succinct interpersonal communication with District personnel and Executive staff
  • Attend and actively participate in the Alameda County Office of Education’s Directors Committee
  • Present reports to the Board of Education and its committees as needed
  • Select, manage and evaluate a team of analysts focused on serving the budgeting and financial operational needs of the entire District; organize, provide leadership, guidance and supervision to staff as well as training and in-service activities; direct and assign work to assigned staff
  • Establish effective and ongoing communication with District administrators, representatives of county, state and federal agencies and others to obtain budget and funding information related to a variety of District-related program and services
  • Serve as a resource to District personnel for the purpose of providing information and guidance for budgetary operations and for utilizing tools to manage data; research solutions for the purpose of troubleshooting and problem solving regarding the use of information system tools
4

Experience For Financial Services Managing Director Resume

  • Represent the Executive Director of Budget in collaboration with the Financial Services Directors when absent at meetings and committees. Assist the Executive Director of Budget with various projects as needed
  • Communicate with other managers, personnel and outside organizations to coordinate activities and programs, resolve issues and conflicts and exchange information, address program problems with managers; document problems and recommend solutions
  • Provide cross-training to other staff members within the department
  • Promote the establishment and maintenance of a partnership between educational programs and business services
  • Manage and lead the Financial Services Budget and Accountant Resource Team
  • Plan, direct, or coordinate the activities of workers in financial services area
  • Thorough knowledge of invoice-to-cash principles with an entertainment company
5

Experience For Director Customer Financial Services Resume

  • Balancing the strategic and analytical attributes with marketing and management skills to develop and execute vision, business goals, strategies and plans required to enhance top line revenue growth
  • Provide industry leadership in Financial Services in the New York Region, be an ambassador for Financial Services customers, and advocate needs of Financial Services customers to internal marketing and product groups
  • Consistent application of account planning and opportunity management activities to optimize the alignment of sales and marketing resources
  • MSSP Execution Excellence: Field Leader of Microsoft solution selling fluency through coaching on all the specific MSSP deliverables, and the use of cost justified business proposals
  • Fostering One Microsoft approach and culture that leverages and optimizes ATU resources, STU resources, Services, Partner and other for all NY Metro EPG accounts
  • Customer Satisfaction Management: Role model delivery of customer satisfaction management plans with our client and insuring appropriate execution against those plans
6

Experience For Industry Managing Director Financial Services Resume

  • Annuity Penetration: Responsible for improving our annuity penetration by enabling increased adoption of Core CAL, Enterprise CAL, enterprise products, and servers
  • Microsoft Consulting and Premier Penetration: Identifying and implementing best practices in the area of selling relationship services through the integration of product sales and relationship services sales (Premier, ESP) in the district. Fostering strong collaboration with Microsoft’s services organization
  • Driving business discipline through consistent sales pipeline hygiene management in conjunction with Marketing and STU leadership team members
  • Consistent execution of account, territory, and district business planning practices
  • Annual sales optimization efforts and completion of the annual “Q1 Fast Start” requirements around customer segmentation, role taxonomy, commitments, BIF allocations, budgeting, etc
7

Experience For Senior Director, Financial Services Resume

  • Leadership and Talent Management: Driving our people leadership agenda to build/foster a diverse, respectful, collaborative, results driven and top performing organization
  • Travel at extensive levels
  • Capabilities and expectations include
  • Collaborative, trustworthy, and motivated
  • Achievement of geographic and capabilities growth as defined by the Firm
  • Assure that all Financial Aid and Collection activities are in compliance with Federal, State and EDMC rules and regulations
  • Hire, train, manage, and supervise Associate Directors of Financial Aid, Financial Aid Officers Student Accountants, and Campus Accountants as applicable. Maintain quality student service, and provide for professional development opportunities for staff
  • Ensure that new student planning activities support the matriculation of new students
8

Experience For Director of Operations, Financial Services Resume

  • Ensure that student payments are collected in a timely manner
  • Ensure the timely payment of federal financial aid
  • Coordinate interoffice business activities within Financial Services (data entry, planning, etc.), as well as between Financial Services and other AI departments
  • Achieve Paid Aid and Student A/R goals
  • Ensure accounts payable process and p-card management process are in compliance with EDMC rules and regulations
  • Design, establish and maintain an organizational structure and staffing to effectively accomplish the organization’s goals and objectives; overseeing recruitment, training, supervision and evaluation of staff
  • Oversee the overall operations of the Bursar’s Office which includes Student Financial Services, the Office of Cash Management, University Student Loans and Debt Management, Student Billing and Communications
  • Determine training needs for and make appropriate arrangements for provision of training
9

Experience For Senior Director Financial Services, Latam Resume

  • Develop, implement and monitor vision and strategic goals for the Bursar’s Office and reporting units
  • Develop and manage annual budgets for the Bursar’s Office, perform periodic cost and productivity analysis
  • Participate in and actively contribute to team meetings and strategy sessions
  • Attend industry and client conferences in order to broaden knowledge base and develop relationships
  • Participate in and add value in weekly team interactions and activities
  • Monitor hotel revenues and expenses and ensure the accurate recording in accordance with Wyndham's established guidelines. Investigate and critique variances to budget or to prior year and offer practical improvement methodologies to management
  • Analyze financial data and operations in order to assist and advise management in maintaining the hotels' financial objectives
  • Maintain compliance with Wyndham' standards and regulations to ensure safe and efficient operation of the hotel
  • Provide strategic vision and leadership benefiting the transformation and systems improvement efforts for PACCAR Financial and PACCAR Leasing’s global business
10

Experience For Director / Financial Services Resume

  • We provide extensive trainings, both on technical matters, as well on soft skills and project management, and access to the best technologies and innovative equipment
  • Define and implement a marketing plan that leverages Accenture’s High Performance brand positioning and measurably supports growth of our Banking business in NA
  • Design and develop FS solutions for Brightstar’s customers
  • Conduct frequent deal audits to ensure compliance
  • Strong experience in Customer Centric Solutions such as Robo Advisor Platforms, ETF Platforms, Analytics, Institutional Reporting, Customer Analytics & Insights

List of Typical Skills For a Financial Services Director Resume

1

Skills For Director of Financial Services Resume

  • Accounting Experience in hospital or not-for-profit setting
  • Considering leading standards (e.g. COSO, ERM), regulatory requirements and supervisory expectations
  • Designing risk metrics and reporting
  • Working knowledge of Family Education Rights and Privacy Act (FERPA)
  • Working familiarity as a user of complex database management systems
2

Skills For Director of Student Financial Services Resume

  • Training meetings throughout the country each quarter
  • Aligning risk appetite and tolerance with business strategies
  • Developing risk management governance programs that include policies and procedures
  • Advising on risk measurement tools,
  • Working closely with key business lines to understand the needs and characteristics of each targeted market
3

Skills For Director, Financial Services Resume

  • Lead external and internal multiple client groups working closely with sales, legal, training, onboarding and integration
  • Oversee the importing/exporting of disbursement files
  • Ensure procedures are implemented for importing/exporting processes through EDConnect and COD
  • Dedicated business, investment planning and marketing support (provided by firm/1st Global)
  • Work with the Training Department to communicate requirements for training sessions
  • Ensures Financial Services Producers are utilizing the menu selling process
  • Oversees completion and submission of all financing documents; and, ensures Financial Services Producers are using a deal checklist
4

Skills For Financial Services Managing Director Resume

  • Financial aid training programs, conferences, etc
  • Knowledge of EDMC policies pertaining to the provision of student financial aid
  • Administer a high level of customer service by assisting students through timely completion of financial aid documents
  • Maintain adequate staffing levels to ensure customer service and compliance in accordance with University
  • Work closely with third-party packaging servicers to resolve student account issues and create efficient process flows
  • Drive: SSA’s team sets ambitious goals and seeks professionals who are energetic, enjoy a fast pace environment and thrive in taking on responsibility
5

Skills For Director Customer Financial Services Resume

  • Proficiency in the MS Office Suite, including Excel and Access
  • A real team player capable and motivated by driving the collective business agenda
  • Payment of licensing and registration fees
  • Evaluates and recommends new/upgraded automated accounting and financial management systems
  • In client-facing interactions and proxy for Sales for all account related inquiries
  • 3) Employment equity for Aboriginal Banking in collaboration with Global Employment Strategies, and responsible for the Bank’s Aboriginal Relations
  • Participation and leadership in National Consulting expectations of standardization, integration, and collaboration
6

Skills For Industry Managing Director Financial Services Resume

  • Assist in preparation all financial reports in accordance with Wyndham's requirements meeting various due dates and deadlines, i.e.,
  • Directs or prepares all financial reports in accordance with Wyndham’s requirements meeting various due dates and deadlines, i.e.,
  • Oversees the sale of financing and insurance to customers
  • Responsible for improving sales and operations in the department
  • Assesses profitability to dealership of financing arrangements
  • Oversees training and supervision of Financial Services Producers
  • Ensures departmental compliance with lending laws and regulations
  • Computer operations (Word, Excel, PowerPoint), SunGuard’s Banner Systems
  • In depth knowledge of principles, practices, methodology, and procedures for the provision of student financial aid
7

Skills For Senior Director, Financial Services Resume

  • Developing and applying commercial credit risk methodologies including obligor and facility risk rating, Basel II PD/LGD/EAD models, allowance models, pricing models, etc.
  • Responsible for overseeing Accounts Receivable (A/R) balances and Day Sales Outstanding (DSO) metrics and meeting department goals
  • Knowledge of Argosy policies pertaining to the provision of student financial aid
  • Assist the Associate Vice President, and managing Financial Services Managers, and staff to achieve targeted key performance indicators, and customer service objectives
  • Maintain a working knowledge of federal, state and institutional policies governing federal student aid programs
  • Monitor students' progress in completing financial aid documents (i.e. FAFSA, Institutional Application, etc.) online, within established packaging timeframes
  • Identify and develop standard management information reports to measure overall financial services staff and manage performances
  • Research escalated issues and provides solutions to students and management
  • Advise students and employees on financial aid matters
8

Skills For Director of Operations, Financial Services Resume

  • Assist with the implementation of policies and procedures to service student and institutional needs
  • Work closely with all departments and institute processes for a successful team environment
  • Oversee the Pell origination and disbursement process through COD (Common Origination and Disbursement)
  • Attend special events such as Preview Days, special seminars, New Student Orientation, etc. to present information to parents and students regarding the financial aid available and the process involved
  • Plan, develop, coordinate, and direct student financial assistance programs and initiatives
  • Designing and implementing data classification and mapping models based on regulatory and business requirements, including providing requisite dashboards and reporting
  • Deep understanding of all Sales Excellence processes including: relationship management, opportunity management (MSSP), and business management (including pipeline management) and associated standard tools and resources (e.g, MS Sales, account planning, EA Workbook, Forecast Workbook)
  • Recruiting, Strategy Development and Business Development
9

Skills For Senior Director Financial Services, Latam Resume

  • Delivery/Engagement Management
  • Strategic Thinking - Ability to understand and integrate the Aboriginal market into the organization's direction and goals. Well-developed awareness of the impact of the Indian Act and other political and ethical concerns and their impact to the Bank’s decisions
  • Frequent travel is required and due to the remoteness of some Aboriginal markets, air travel is not always easy. Much time can be spent in airports waiting for connecting flights or due to delayed/rescheduled flights
  • Enterprise business experience required
  • Entrepreneurial spirit: We seek individuals who enjoy contributing to the growth of an organization and who show commitment to the success of their team
  • Problem solving skills: Individuals at SSA have well honed analytical skills coupled with business acumen to structure problems, deliver solutions and communicate insights
10

Skills For Director / Financial Services Resume

  • Investment philosophy in line with 1st Global’s philosophy
  • Five years’ related experience with a proven track record of increasing responsibility in successfully managing a large complex accounting office encompassing accounting, accounts receivable, business management
  • Experience in Financial Services Commercial Management roles, ideally in large multi-national companies
  • Three (3) years in a business development position
  • Five years of progressively responsible experience in financial and administrative operations management which includes budgeting, strategic and financial planning, financial reporting, and asset management strategies in a large organization

List of Typical Responsibilities For a Financial Services Director Resume

1

Responsibilities For Director of Financial Services Resume

  • Provides overall leadership and direction to account managers and account teams in planning and developing programs and services which are consistent with the client’s mission and strategic plans
  • Understanding a goal-oriented business model, ability to successfully attain desired objectives
  • Provides strategic counsel to the client on marketing programs, planning and resource needs
  • Works with account managers to ensure proper fiscal management of client’s budget. Has overall accountability for the development, management and evaluation of operating budget, and for achieving objectives while operating within budgeted expense targets
  • Ensures that the client and agency complies with all regulations, confidentiality issues and ethical standards within the profession and leads the team in a way consistent with the imre Way
  • Represent the entire range of company products and services to assigned customers, while leading the customer account planning cycle and ensuring assigned customers’ needs and expectations are met by the company
  • Coordinate the involvement of all cross functional resources, including support, service, and multi-level management resources, in order to meet account performance objectives and customers’ expectations
2

Responsibilities For Director of Student Financial Services Resume

  • Work with VMware marketing teams to present an industry point of view, as well as VMware’s value proposition to the industry
  • Administer cash management and reporting requirements of federal student aid funds
  • Monitor financial operations of the College including budget compliance
  • Coordinate the development of new financial systems and reporting formats
  • Coordinate and monitor internal accounting controls for the College
  • Work directly with College financial auditors for interim testing and year end audit
  • Formulate goals and participate in collective bargaining with all employee groups, except administrative
  • Implement and administer collective bargaining agreements
  • Retain selected existing clients relationships
3

Responsibilities For Director, Financial Services Resume

  • Assure that the SFS team is in compliance with Federal, State and EDMC rules and regulations
  • Develop objectives to achieve long range goals within the SFS budget, Prepare reports as necessary
  • Hire, train, manage and supervise Associate Directors of Student Financial Services, Assistant Directors of Financial Aid and Financial Aid Officers. Responsible for adequate training and development of all SFS staff, maintenance of planning Load as needed, and provide for self and staff professional and personal development
  • Coordinate interoffice functions within SFS (data entry, planning, etc.) as well as between SFS and other AI departments (Admissions, Student Services, Education, Student Accounting, Registrar, etc.)
  • Demonstrate proficiency in timely collections (for the entire SFS Office): -90% aid paid consistently by end of 5th week of term and 98% by end of 8th week of term
4

Responsibilities For Financial Services Managing Director Resume

  • Recommend policies and procedures relating to the financial and business practices of the College
  • Plan and recommend objectives, methods and resources for the short and long range financial operations of the College
  • Maintain asset capitalization system
  • Prepare periodic reports for the Board of Trustees and federal, state and local administrative and regulatory agencies
  • Plan and direct departmental goals, functions and improvements
  • Plan for human resource needs and organizational development
  • Hire, evaluate, discipline and develop departmental support staff
5

Responsibilities For Director Customer Financial Services Resume

  • Formulate and administer divisional and departmental rules and regulations
  • Manage the quarterly SAR write-offs, and oversee and follow-up on quarterly systematic write-offs to ensure posting by quarter end. Responsible for ensuring that write-off transactions are administered in compliance with regulations and guidelines set forth in the State Bad Debt Act
  • Manage the annual audit that includes reviewing related audit activities performed by other Business Operations staff to ensure compliance with federal, state and University policies and procedures
  • Administer and evaluate all systems involved with the collection of student and accounts receivable and student loan funds that require extensive knowledge about multiple vendor systems utilized by the federal and state governments and by the University
  • Provide support to the Administration and serve as liaison and facilitator for administrative and/or operational matters related to SFS’s Systems Management unit
  • Accountable to unit CFOs for the soundness of both the design and operating effectiveness of the MFS control environment
  • Financial Aid processing, administration, including: the processing, documentation and reporting required for financial aid services to medical students
  • Ensures the delivery of financial and service level commitments with each of our business partners, including stewardship of operating budget
  • Oversee the overall systems management and operations of the unit that includes major program development and development and maintenance of web applications
6

Responsibilities For Industry Managing Director Financial Services Resume

  • Ensures Financial Services Producers are AFIP Certified
  • Develops incentive programs in order to promote financial service products
  • Leads and provides direction and line manages a team of manager/non-manager direct reports, including talent development, driving engagement and performance management
  • Owns and is accountable for driving overall capability development, talent and succession management within the MFS NAM team, ensuring a healthy talent pipeline. Collaborates with counterparts in other segments to develop talent across the function
  • Partner with the NAM FLT to develop and nurture the Finance talent pipeline across the NAM businesses, including support of MFS experiences as a critical part of the Finance career path
  • A commitment to personal development, serving as a role model to those throughout the MFS NAM organization
  • Drive continuous improvement across financial operations in the region (both within and outside of the MFS organization). This includes
  • Provide industry leadership in Financial Services in the East Region, be an ambassador for Financial Services customers, and advocate needs of Financial Services customers to internal marketing and product groups
  • Fostering One Microsoft approach and culture that leverages and optimizes ATU resources, STU resources, Services and Partners
7

Responsibilities For Senior Director, Financial Services Resume

  • Annual sales optimization efforts and completion of the annual Q1 Fast Start requirements around customer segmentation, role taxonomy, commitments, BIF allocations, budgeting, etc
  • Leading organizational change within the Financial Services Organization and specifically leading the way in our transformation to a cloud, devices and services company
  • Department operations and oversight of the Financial Services for the SOM including, staffing, staff reviews, departmental budget, policies and procedures, assessment and improvement activities
  • Plan, organize and supervise Student Financial Services to administer federal, state, and institutional financial aid funds and services in accordance with all relevant regulations
  • Develop and administer, in conjunction with the Dean of Enrollment Management, financial aid budgets and packaging strategy, including the timeline for financial aid packaging/awards
8

Responsibilities For Director of Operations, Financial Services Resume

  • Work collaboratively with other College departments to strategically leverage financial aid toward achieving targeted enrollment goals as well as coordinate with Career Services regarding student employment
  • Oversee collection efforts and the handling of delinquent accounts, including account holds
  • Manage financial counseling and meet with families and students on an as-needed basis
  • Monitor compliance with FERPA as well as other state and local compliance agencies
  • Manages all aspects of the Financial Aid Electronic Data Exchange with the Department of Education, State reporting system and institutional Financial Aid Management system
  • Oversee the review of student account activity to ensure accurate assessment of tuition, fees and other charges as well as payments and credits towards those charges
  • Act as liaison for Student Financial Services in district, state, regional and national professional organizations
9

Responsibilities For Senior Director Financial Services, Latam Resume

  • In concert with IT department, continually automate processes and procedures to insure data integrity and expedient delivery of information to students
  • Remain current with financial aid regulations, technological innovations, and best-practice trends in financial aid and enrollment management as well as maintaining up-to-date working knowledge of VA benefits
  • Manage the Student Financial Services operating budget
  • Provide counseling for parents and students regarding payment options and payment plans with authority to negotiate special arrangements. When necessary, resolves problems and questions with students or parents regarding student finances. Contacts and initiates the settling of student account balances in escalated or special situations
  • Strong verbal and written communication skills as well as excellent interpersonal skills
10

Responsibilities For Director / Financial Services Resume

  • Strong people skills and be an agile thinker
  • Experience with and comfort around higher management
  • Excellent track record in line management
  • Manage engagements according to KPMG's financial and cost management policies
  • Oversee the IV Campus Associated Student Council’s financial transactions
  • Experience in a successful and established financial services organization with an exceptional track record of establishing and executing effective stakeholder matrix partnerships
  • Superior organizational skills and the ability to manage multiple projects concurrently

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