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Jessica
Claire
resumesample@example.com
(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
:
Professional Profile

Energetic professional, well-versed in business management and organizational administration. Hard-working, innovative, results-oriented Financial Aid & administrative professional with 13 years of diversified experience. Facilitator of regulatory updates and compliance. Effectively utilizes strong time management, and communication skills to achieve organizational objectives. Proven ability to learn new technology quickly. Reliable team player who thrives in a fast paced environment of change. Emphasizes process improvement to increase profits and customer satisfaction. Organized and diligent with a strong background in planning, budgeting and staffing. Brings strong presentation, analytical and problem solving skills. Self-starter with a positive, yet realistic disposition, who is driven to learn, improve and succeed with the ability to take the company or department to the next level.

Qualifications
  • Operations Management
  • Community Outreach
  • Staff Development
  • Performance tracking and Evaluation
  • Audit Preparation
  • Project Management
  • Record Keeping
  • Procedure Development
  • Account Reconciliation
  • Loan Origination and Grant Management
  • Program Evaluation
  • Tax Preparation
Education
Kaplan University, Online Chicago, Ill Expected in 2016 Master of Health Care Administration : Health Care Administration - GPA :
HA570-Health Care Ethics
HA515-Leadership In Health Care
North Carolina Central University Durham, N.C. Expected in 2001 Master of Public Administration : Public Administration - GPA :
PADG: 5300-Personnel Administration & Management
PADG: 5600-Quantitative Analysis & Program Evaluation
Shaw University Raleigh, N.C. Expected in 1998 Bachelor of Science : BUSINESS ADMINISTRATION AND MANAGEMENT - GPA :
ACC: ​241 / 242- Principles of Accounting I & II
BUS: 260 / 261- Micro & Macro Economics
Experience
Avalara Inc. - Tax Associate
Anywhere, AK, 11/2014 - Current

Interview clients to obtain a thorough picture of their financial situation. Prepare income taxes for individuals and small businesses. Review income, expenses, financial records, statements and expenditures for annual tax submission.  Uncover potential deductions and credits. Advise clients on healthcare penalties and against potential tax liabilities. Use specialized software to prepare and file tax returns with the federal and state government. Analyze individual and small business taxation. Ensure tax compliance while adhering to the latest tax regulations and standards.

Accomplishments:

  • Help clients receive the maximum refund benefit
  • Prepare accurate, multistate federal and state tax returns
  • Provide the best tax information, service and care
Louisiana Tech University - President, Board of Directors
Bossier City, LA, 09/2012 - Current

Advise, govern, guide decisions and help to achieve rational outcomes for community. Work with officers regularly for general promotion of homeowner's association. Serve as board secretary and general member. Meet monthly to make decisions, discuss residential issues, review contract bids and negotiate or employ local contractors. Oversee and resolve community concerns addressed by residents through the Association's Management Company (Priestley Mtg.). Assist with communication and inspections for (Hickswood Crossings Community). Work cohesively with board members and Property Manager on the organizations finances, budget, and financial/resource needs. Create and revise community by-laws, policies and procedures as needed. Design & circulate seasonal community newsletter.

Accomplishments:

  • Increased capital reserves
  • Evaluated & renewed community contracts
  • Transitioned to new property management company
Dartmouth College - Director of Financial Aid
Hanover, NH, 05/2007 - 11/2014

Served as primary administrator of student aid programs. Managed an office that handled scholarships, grants, work-study and loans. Managed a team of financial aid administrators. Ensured compliance with federal, state and institutional aid policies and procedures. Managed aid programs, workshops, brochures, publications, website, communications, document development and awarding. Counseled and advised students, parents, families and college tour groups. Provided leadership and oversight to the special circumstances, verification, professional judgment, scholarship and satisfactory academic progress respective committees. Integrated summer intern program. Submitted reports timely to include the FISAP. Managed $14 million dollars in student aid annually.

Accomplishments:

  • Implemented online financial aid system & auto packaging process
  • Led loan transition from (FFEL) to Direct Lending Program
  • Initiated internal file audit review process & UEH committee
  • Regulated staff meetings & managed departmental budgets
  • Accomplished three consecutive years of unqualified A-133 audits
  • Initiated frequent system of upgrades with IT personnel
NORTH CAROLINA CENTRAL UNIVERSITY - Interim Associate Director of Financial Aid
City, STATE, 07/2014 - 08/2014

Under short term contract to oversee and review verification records and procedures during registration and peak processing season. Served as an internal auditor for verification population of students. Locked records in Banner system that were complete, accurate and ready for packaging. Recommended status change or modification in FAA/CPS for conflicting information and follow up with appropriate (PA) Processing Assistant until resolved. Reviewed and approved supporting documentation for special circumstances related to verification. Circulated and managed daily reports for students in review. Worked with staff, students and parents on escalated matters as needed. Served as the supervisor for three staff persons affiliated with verification, document scanning, indexing and tracking.

Accomplishments:

  • Electronic student file accuracy
  • Process optimization
  • Resolve of conflicting data
BENNETT COLLEGE - Interim Director of Financial Aid
City, STATE, 09/2006 - 05/2007

Served as the interim administrator of all student aid programs. Developed and managed a team of financial aid administrators. Provided employees with guidance in handling difficult or complex problems or in resolving escalated complaints or disputes. Arranged for ongoing training for employees as needed. Evaluated job performance, conformance to regulations and recommended appropriate personnel action as needed. Managed $12 million in student aid programs. Processed federal direct subsidized, unsubsidized, parent plus, perkins and private loan programs. Counseled and advised students, parents and families. Supervised the verification team and administrative office support.

Accomplishments:

  • Simplified financial aid process
  • Created special circumstances & professional judgment committees
  • Reinstated scholarship committee
BENNETT COLLEGE - Assistant Director of Financial Aid
City, STATE, 03/2004 - 09/2006

Supported the Director of Financial Aid and managed $8 million in student loan programs consisting of FFEL stafford, perkins, parent plus and private loan volume. Managed financial aid team. Counseled and advised students, parents and families. Collaborated with faculty and staff on financial literacy programs and educational workshops.

Accomplishments:

  • Implemented seasonal scholarship newsletter
  • Led transition with banks from Direct lending to FFEL loan program
  • Prepared department for successful federal program review
  • Coordinated annual A-133 audit Created reconciliation committee
ST. AUGUSTINE'S COLLEGE - Scholarship Coordinator & Financial Aid Counselor
City, STATE, 09/2001 - 03/2004

Managed endowed, academic, athletic institutional and external scholarship programs. Counseled and advised students, parents and families. Coordinated scholarships with coaches, program managers, department chair personnel and admissions team. Managed case load of students for verification and awarding. Assisted with preparation of scholarship budget, conferences and workshops. Served as College Fund (UNCF) liason.

Accomplishments:

  • Implemented Scholarship Newsletter
  • Initiated campus-wide financial aid and scholarship bulletins
  • Created scholarship awarding timeline
  • Led scholarship reconciliation process with Advancement Officers
Affiliations
  • Shaw University National Alumni Association, Nov. 2013-Present
  • Alpha Kappa Alpha Sorority, Incorporated, Nov. 1997-Present
  • Board of Directors, HOA Member/Secretary, Dec. 2012-14, President Jan.2015-Present 
  • National Association of Professional Women (NAPW), Member, June 2013-Present
  • North Carolina Association of Financial Aid Administrators, (NCASFAA)-Member, Nov. 2001-Dec.2013
  • National Association of Financial Aid Administrators, (NASFAA), Member, June 2011-Dec. 2013
Professional Value Offered
  • Retention, Re-Admission & Enrollment Management Strategic Planning committee member
  • End of the Year Reconciliation & Compliance task force member
  • Financial and Fiscal SACS Accreditation Sub Committee Chair for Title IV aid & compliance evaluation
  • Software: PowerFaids, NSLDS, Opennet, EdConnect, COD, MS Office, Jenzabar Ex, JICS, Net Partner, Banner & Xtender

Professional Presentations:

  • Claire, K. (2006 - 2013). "Financial Aid Overview' Bennett College Open House
  • Claire, K. (2013, November). "Financial Literacy" Bennett College ACES Program
  • Claire, K. (2009, August). "Financial Aid Overview" Bennett College Faculty & Staff Institute
  • Claire, K. (2005-2009) "Financial Aid Seminar-Scholarships, Loans, Grants, & FWS" Bennett College

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Resume Overview

School Attended

  • Kaplan University, Online
  • North Carolina Central University
  • Shaw University

Job Titles Held:

  • Tax Associate
  • President, Board of Directors
  • Director of Financial Aid
  • Interim Associate Director of Financial Aid
  • Interim Director of Financial Aid
  • Assistant Director of Financial Aid
  • Scholarship Coordinator & Financial Aid Counselor

Degrees

  • Master of Health Care Administration
  • Master of Public Administration
  • Bachelor of Science

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