Experience

Career Experience

Official employment titles, dates, and organizations are shown exactly as held. Where a title reflects a combined role with multiple functional components, or a project is nested under a broader role, that structure is preserved rather than simplified into a single generic label.

Strata Information Group

Oct 2021 – Present

Senior Consultant

Oct 2021 – Present

  • Enterprise consulting
  • Banner AR
  • TouchNet
  • Workday Student Financials
  • Argos
  • Automic Application Manager
  • Drupal
  • Business analysis
  • Systems integration
  • Reporting
  • Training
  • Documentation
  • Knowledge transfer
  • Student financial operations
  • Process analysis
  • Client support

Selected Client Engagements

InEducation Inc.

Feb 2023 – Jan 2025

Part-Time Editor

Concurrent assignment

Feb 2023 – Jan 2025

  • Developmental editing
  • Article restructuring
  • Grammar
  • Punctuation
  • Research recommendations
  • Content organization
  • Clarity
  • Educational value
  • Editorial quality

Western Connecticut State University

Mar 2020 – Oct 2021

Bursar / TouchNet Administrator / IT Budget Officer

Mar 2020 – Oct 2021

  • Banner AR modernization
  • TouchNet administration
  • Financial operations
  • Business-process redesign
  • Reporting
  • Reconciliation
  • Billing
  • Collections
  • Refunds
  • Third-party contracts
  • Payment plans
  • Systems integration
  • Rebuilt assessment processes in response to COVID-related operational changes
  • Integrated Banner AR 1098-T with TouchNet
  • Developed WebFOCUS reporting to identify student issues and support targeted communication
  • Increased TouchNet security
  • Improved reconciliation procedures
  • Implemented Automic Application Manager for nightly jobs and scheduled reporting/file processing
  • Implemented ECSI Recovery Select integration with Banner AR and TouchNet
  • Assisted Adirondack Housing Director integration with Banner and TouchNet
  • Expanded payment plan options
  • Trained staff on troubleshooting

Alchemy.us

Nov 2018 – Apr 2020

Workday Student Financials Consultant

Nov 2018 – Apr 2020

  • Workday Student implementation
  • Student Financials
  • System configuration
  • Legacy-process analysis
  • Conversion
  • Client consulting
  • Training
  • Documentation
  • Prototype development
  • Knowledge transfer
  • Workstream facilitation
  • Risk identification
  • Consultant mentoring
  • Methodology development
  • Interfacing with customer functional and technical teams
  • Supporting conversion from legacy processes
  • Supporting broader Workday Student ERP implementation
  • Delivering high-level and hands-on training
  • Acting as subject-matter resource for Student Financials design and processing
  • Monitoring client progress
  • Identifying project risks
  • Developing client-specific artifacts and prototypes
  • Leading weekly workstream discussions
  • Mentoring associate consultants
  • Supporting methodology development
  • Expanding training documentation

The College of New Rochelle

Oct 2017 – Nov 2018

Bursar / Banner AR Project Manager / TouchNet Administrator

Oct 2017 – Nov 2018

  • Banner AR rebuilding
  • ERP implementation
  • TouchNet
  • eBill / eStatement
  • eDeposit
  • Admissions payment integration
  • Housing payment integration
  • Argos
  • Reporting
  • Cross-functional coordination
  • Rebuilding Banner AR in coordination with Registrar, Financial Aid, and Finance
  • Acting as liaison between functional and technical teams
  • TouchNet implementation
  • Argos dashboards and interfaces

Rowan University

Mar 2016 – Oct 2017

Financial Operations Manager / TouchNet Administrator

Mar 2016 – Oct 2017

  • TouchNet
  • Payment security
  • Reconciliation
  • Payment plans
  • eDeposit
  • Banner
  • Workflow automation
  • Financial operations
  • Improved TouchNet security
  • Improved reconciliation procedures
  • Expanded payment-plan flexibility
  • Implemented eDeposit workflows
  • Automated Banner hold notifications with IT

Purchase College – SUNY

Jun 2005 – Mar 2016

Assistant Director / Technology and Operations Manager

Jun 2005 – Mar 2016

  • Student billing
  • Payments
  • Refunds
  • Collections
  • Banner
  • TouchNet
  • Automic
  • Reporting
  • Attorney General collection reporting
  • Technology projects
  • Functional / technical coordination
  • Training
  • Financial counseling
  • Website management
  • Business operations

TouchNet / Banner Implementation — Implementation Project Lead (2011 – 2014)

Instructor and Advisor

Concurrent assignment

Sep 2015 – Dec 2015