Professional Summary
Works at the intersection of enterprise systems, institutional operations, ERP platforms, financial technology, systems integration, business-process modernization, consulting, communication, and organizational transformation. More than 20 years across higher education, enterprise technology, ERP implementation, systems integration, student financial systems, payment ecosystems, business operations, and technology consulting.
Core Areas of Expertise
ERP implementation · Systems integration · Business-process analysis · Business-process improvement · Digital transformation · Technology consulting · Vendor coordination · Cross-functional collaboration · Training · Documentation · Knowledge transfer · Technical writing · Editorial development · Project leadership
Applied Generative AI: Advanced prompting, custom GPT creation, AI-assisted research and analysis, agentic coding/workflows, documentation, requirements development, and cross-platform model evaluation using ChatGPT/Codex, Claude/Claude Code/Cowork, and Gemini/Spark.
Professional Experience
Strata Information Group — Senior Consultant
Oct 2021 – Present
- Enterprise technology consulting for higher-education institutions across Banner Accounts Receivable, TouchNet, and Workday Student Financials.
- Business and process analysis, systems integration, reporting, and client support engagements.
- Training, documentation, and knowledge transfer for student financial operations teams.
Howard University — TouchNet / Workday Implementation — Implementation Lead (Dec 2021 – Dec 2024)
Broward College — Banner / Workday / TouchNet Integration — Implementation Lead (Jan 2025 – Sep 2026)
Western Connecticut State University — Bursar / TouchNet Administrator / IT Budget Officer
Mar 2020 – Oct 2021
- Rebuilt tuition and fee assessment processes in response to COVID-related operational changes.
- Integrated Banner AR 1098-T reporting with TouchNet and implemented Automic Application Manager for nightly jobs and scheduled processing.
- Implemented ECSI Recovery Select and Adirondack Housing Director integrations with Banner and TouchNet.
- Developed WebFOCUS reporting for targeted student communication and strengthened TouchNet security and reconciliation procedures.
Alchemy.us — Workday Student Financials Consultant
Nov 2018 – Apr 2020
- Supported the broader Workday Student ERP implementation through functional configuration, legacy-process analysis, and conversion support for client teams.
- Served as subject-matter resource for Student Financials design and processing; led weekly workstream discussions and delivered hands-on training.
- Mentored associate consultants and supported the firm's Student Financials implementation methodology and documentation.
The College of New Rochelle — Bursar / Banner AR Project Manager / TouchNet Administrator
Oct 2017 – Nov 2018
- Managed the Banner AR rebuild in coordination with Registrar, Financial Aid, and Finance, serving as liaison between functional and technical teams.
- Implemented TouchNet, including eBill/eStatement and eDeposit for Admissions and Housing, and designed Argos dashboards and interfaces for reporting.
Rowan University — Financial Operations Manager / TouchNet Administrator
Mar 2016 – Oct 2017
- Improved TouchNet security and reconciliation procedures and expanded payment-plan flexibility.
- Implemented eDeposit workflows and automated Banner hold notifications in coordination with IT.
Purchase College – SUNY — Assistant Director / Technology and Operations Manager
Jun 2005 – Mar 2016
- Supported student billing, payments, refunds, and collections operations across Banner and TouchNet, including Attorney General collection reporting.
- Provided functional/technical coordination, staff training, financial counseling, and website management in support of business operations.
TouchNet / Banner Implementation — Implementation Project Lead (2011 – 2014)
Additional Professional Experience
InEducation Inc. — Part-Time Editor
Feb 2023 – Jan 2025
- Developmental editing for education-focused articles — restructuring, clarity, and research recommendations beyond grammar and punctuation.
Professional Leadership
NYSOBBA — New York State Organization of Bursars and Business Administrators
Leadership roles included Regional Director, Director of Technology, and Board Member | Jul 2015 – Nov 2018, Former
EDUCAUSE
Member | 2025 – Present
Education
- Master of Arts, Information Design — SUNY Polytechnic Institute (2013)
- Master of Science, Information Systems and Technology — Florida Institute of Technology (2010)
- Bachelor of Arts, Journalism / Web Journalism / Photojournalism — SUNY Purchase College (2003)
Certifications & Professional Development
Workday Student Financials · Workday Recruiting & Admissions · CompTIA Project+ · CompTIA A+ · CIW Web Design Specialist