Progressive-thinking analyst in the design and management of initiatives to implement new technologies, coordinate assessment of complex data, ensure regulatory compliance and promote client satisfaction. Creative and accountable manager of collaborative teams charged with generating timely, actionable and realistic plans within significant budgetary restraints to achieve targeted goals. Dynamic educator and orator experienced building specialized, comprehensive training programs for diverse constituents on complex subjects. Excellent communicator well versed in translating complex concepts and topics to promote clarity and understanding. Adept technology innovator and developer fluent in the administration, customization and programming of most web-based applications, client/server applications, and operating systems.

Core Qualifications

• Business Intelligence & Analytics
• Adapting & Integrating New Technologies
• Business Process Management & Metrics
• Ensuring Regulatory & Policy Compliance
• Project Management & Planning
• Strategic Account Planning & Marketing
• Building Consensus
• Consultative Sales & Generating New Business
• Resource Allocation & Personnel Management
• Training, Mentoring & Curriculum Development
• Usability Analysis & Quality Assurance Testing
• Web Development & Design

Experience

Technology Solutions Consultant, 2003 to 2009

Professional Services Department, American Student Assistance, Boston, Massachusetts
A non-profit student loan guaranty agency serving an international client base of higher education institutions.

Created client-focused guidance, custom solutions and project leadership on technology, regulatory and operational initiatives. Evaluated emerging trends, business processes and resource allocation using statistical data sources. Tracked new and pending legislation to assess potential impact to relevant constituencies. Evaluated, modeled and tested new technologies and their impact to reduce expenses and improve efficiency. Managed internal, client-facing project teams in an evolving Matrix organization. Researched, recommended and managed the adoption of new open-source and licensed technologies. Led industry-wide initiatives.

• Led the adoption and administration of a CRM database and application suite to manage and assess communication, training and consultation services supporting annual client volume in excess of $500M.
• Contributed to over $1.5B in new business by creating and conducting educational and professional development training programs in partnership with business development representatives.
• Implemented remote training and LMS solutions to meet client demands saving over $100k per year.
• Managed selection, implementation and development of enterprise-wide SharePoint site.
  

Of Note

Awarded multiple Excellence Awards for outstanding contributions to Mapping Your Future, a collaborative industry-wide organization promoting financial literacy.

Received Top-Performance Achievement and Performance Achievement Awards for exceeding team goals.

Requested to present at over 75 state, regional and national conferences and requested by over 50 clients to conduct trainings and consultations on regulatory, technology and process management issues.

Published advisory article on compliance with the Gramm-Leech-Bliley Act in the Student Aid Transcript (Vol. 17, No. 3, 2006), the National Association of Student Financial Aid Administrators’ award-winning magazine.

Assistant Director of Information Technology & Training, 1998 to 2003

Office of Scholarships & Financial Aid, University of Dayton, Dayton, Ohio
A Catholic, Marianist institution of higher education with a student population of over 10,500.

Served as a member of the departmental leadership team setting policies, managing budgets and addressing staffing issues. Responsible for departmental technology adoption, training, ERP-integration and budgeting. Provided data assessment and analysis for policy implementation and compliance. Developed, coordinated and conducted training sessions for departmental staff, divisional staff and students. Served as liaison to the School of Law. Counseled students and families on admissions and financial aid opportunities.

• Developed and maintained an ERP-integrated suite of web applications to provide real-time data access, manage workflows and provide assessment analytics for authorized users, students and staff.
• Designed and implemented a modular, comprehensive training program for new employees.
• Managed multiple project teams to develop and review policies and procedures to ensure regulatory compliance and coordinate the adoption of new technologies.
  

Of Note

Designed, developed and implemented an IIS web-based online financial aid award administration and notification system integrating enterprise data (using HTML, CSS, ASP, JavaScript, Microsoft Access and SQL).

Designed and developed an interactive, student-employment application system to administer the student employment process (using HTML, CSS, ASP, JavaScript, Microsoft Access and SQL).

Developed and maintained the Ohio Association of Student Financial Aid Administrators web site (using IIS, HTML, ASP, SQL, CSS and JavaScript).

Honored by the National Association of Financial Aid Administrators with the Committee of the Year Award in 2003 for service on the Research Committee.

Education & Training

Degrees

Juris Doctor, University of Dayton School of Law, Dayton, Ohio
(Outstanding Academic Achievement Award, Legislation)
Bachelor of Arts in History & Government, Muhlenberg College, Allentown, Pennsylvania

Additional Coursework, Training & Certification

Project Management Professional (PMP) Certification (in progress), Project Management Institute (PMI), Newtown Square, Pennsylvania
Project Management Professional Certification Training, Project Management Institute, Dayton/Miami Valley Chapter, Dayton, Ohio
Higher Education Administration, University of Dayton, Dayton, Ohio
Higher Education Administration, Wright State University, Dayton, Ohio
Secondary Education Certification - Social Studies, Millersville University, Millersville, Pennsylvania
Salesforce CRM Administrator Training, Salesforce.com, San Mateo, California
Visualforce Pages for Administrators Training, Salesforce.com, San Mateo, California
Mutual Gains Workshop, Mediation Works Incorporated, Boston, Massachusetts
Summer Study Abroad, Université de Poitiers, Poitiers, France