Locust Valley, New York, United States
• Oversee the Center’s financial functions and the daily operation of the finance department. • Compile annual budgets and quarterly reforecasts; prepare monthly financial reports to track progress against budget and forecast targets; provide analysis of results during monthly reviews with management. • Support monthly close by reviewing student volume reports, revenue recognition files, and working papers; provide guidance to accounting team on adjusting entries as required. • Maintain operational cash flow forecast and update on a weekly basis, including forecast of expected student receipts and outflows of key payments to the University, parent company, regional referral agents and vendors. • Review monthly commission and incentive payments to referral agents for accuracy; review intercompany transactions and recharges for accuracy. • Prepare quarterly financial summary of performance and present key findings to the Board of Directors. • Built and maintain the ongoing relationship with key partners within the University finance and enrollment services departments; ensure all Center invoices are paid timely; assist with University enrollment reconciliation efforts on a semesterly basis and support University billing with current reports of student registration records. • Built student volume projection model providing summary of historical actual student enrollments by term from the Center’s inception to present day and a forecast of expected enrollments based on corporate targets for new students plus forecasted enrollments of continuing students. • Manage the capital expenditure budget for the Center’s expansion and occupation of newly renovated office and classroom building; ensure timely payment of all invoices; assisted with scope reduction planning to achieve savings targets amidst the pandemic and lower expected enrollments. • Conduct annual pricing review of all products to ensure margin targets are achieved in the upcoming year.
• Built operational cash-flow forecast model for all business entities globally (15) which supports long term projections and short term planning: update projections weekly. • Provide variance analysis to VP of Finance comparing actuals to prior forecast, and updated projections versus prior forecast. Key participant in weekly cash-flow review meeting. Serve as team liaison, ensuring that operational decisions are executed. • Prepare cash-flow slides and supporting materials for weekly BOD conference call. • Assist in the preparation of the annual budget and quarterly reforecasts: forecast revenue for multiple products based on client data from Microsoft Dynamics GP, Salesforce.com, and inputs from the Sales Operations team; consolidate expenses for multiple departments and entities in multiple currencies; forecast collections based on latest billings data. • Perform variance analysis comparing revenue actuals to annual budget and quarterly forecasts. • Assist in the preparation of quarterly presentation materials to the CFO and BOD. • Responsible for calculation and obtaining appropriate approval of quarterly commissions and annual bonuses; Serve as subject matter expert to address questions and treatment of exceptional deals to understand impact. • Prepare report of attrition by client on a monthly basis including trailing 12 months of revenue and projected impact on current year revenue projections; communicate attrition trends to finance, accounting, and sales operations. • Work closely with Sales Operations regarding areas including bookings, incentive compensation, revenue projections, and impact of client attrition. • Ad hoc financial modeling and analysis as needed.
• Served as the primary advisor for a caseload of 150 students • Provided guidance in the selection of courses; review transcripts regularly to monitor academic progress • Coordinated support services offered between various departments • Delivered academic advisement to each student from initial registration through graduation with a focus on specific career interests • Connected students with the intellectual, cultural, and social life of the campus • Assisted students with understanding financial aid information • Concentrated efforts to achieve recruitment and retention goals • Analyzed data regarding student academic progress and retention to meet program goals
• Instructed weekly seminars for a class of 20 first-year students • Assisted students with making the transition from high school to college • Introduced and develop relevant academic skills-critical thinking, ethical reasoning, time management, exam preparation, and prioritization
• Directed and coordinated all aspects of 2 departmental programs-the Program for Academic Success and the Peer Tutoring Program; identified students in need of academic support • Supervised staff of up to 15 tutors to ensure proper delivery of services; achieved 95% satisfaction rate among students over the past two years • Streamlined administrative processes; achieved a 73% increase in the number of tutoring sessions in one year • Implemented training program following best practices in the field of academic support • Created specialized support plans for students considered to be “at-risk”; regularly achieved a retention rate above 90% for students on academic probation