Sr. Associate Director of Financial Aid

POSITION: Sr. Associate Director of Financial Aid & Data Analysis

DEPARTMENT: Financial Aid

REPORTS TO: Director of Financial Aid

WORK SCHEDULE: Hybrid work schedule (3 days in office; 2 days remote)

REQUIREMENTS: Bachelor's degree required. Minimum five years of related experience in financial aid administration; extensive knowledge of financial aid programs and regulations regarding Federal Pell Grants, Title IV Campus-Based programs, Pennsylvania State Grants and Direct Loans; substantial experience in financial aid counseling, packaging awards, reporting processes and financial aid computer systems desired. Powerfaids, Datatel/JRM knowledge is a requirement.

PRIMARY FUNCTION: Responsible for day to day operations, report generation; serve as second in command of the Financial Aid Office; ensure compliance with federal, state and institutional guidelines; implement and enforce policies, procedures and goals of the University; manage and maintain software upgrades; general database integrity and maintenance; direct supervision of other staff members.

DUTIES:

• Serve as part of a seven-person team responsible for training and the daily workflow of the office.

• Will be primary supervisory back-up in the absence of the director.

• Supervise and coordinate the work of other staff members, ie., Senior Financial Aid Counselors and/or technology administrator.

• Set up and programming of all Cost of Attendance Budgets, algorithms for awarding, selection sets, custom reports as needed.

• Oversee the Satisfactory Academic Progress process. Run reports to determine who needs warning letter, then completing the SAP Form.

• Create, follow, and maintain a daily, weekly, monthly and annual reporting calendar.

• Prepare all regularly scheduled reports related to institutional, state and federal programs and our student populations, including Student Level Detail Report, full-time spending reports, campus-based aid reports, disbursement reports, reports regarding our Adult & Graduate students, COPA reports, aid by grade level, SKORE, historical data and other reports as requested.

• Prepare other reports as assigned, including Institutional Research and Enrollment Management needs.

• Oversee and perform transfer of aid (disbursements) to individual accounts in conjunction with the Business Office and produce reports.

• Set up and maintenance of all software, automated packaging, Powerfaids upgrades, parameter roll and preparations for next year setup.

• Disbursements: weekly and the federal Pell grant originations and disbursements.

• Is knowledgeable about and abides by all NCAA rules and regulations to ensure compliance with departmental, university, conference and NCAA policies and regulations. Athletics reporting: both weekly and required by NCAA.

• Prepare reports required for annual FISAP, PHEAA review, and external and internal audits.

• Serve as Module Manager.

• Analyze and maintain database of all students; reconcile admitted student tracking and deposits and institutional aid advanced. Research discrepancies between databases and correct records accordingly.

• Responsible to prepare reports of institutional aid spending.

• Reporting for Institutional Research including AICUP, Factbook, NACUBO, PCHE, Princeton RDS and US News Report.

• Perform other related duties as assigned.