Student Finances and Records
University at Buffalo, Buffalo, New York 14214
Phone (716) 829-3729
Relevant experience and detailed project assignments
in financial systems analysis,
budget management, revenue projections, and expenditure forecasting.
Financial Strategic Planning
UB Comprehensive Fee Proposal
This assignment involved the definition, analysis,
and implementation of a Comprehensive Fee
that would consolidate all current University fees. The proposal was researched, approved
by President Greiner, and implemented in the Fall 1998 semester.
Financial Project Definition,
Analysis, and Outline
Alternative Loan Request for Proposal
This new initiative is to develop a single
lender Alternative Loan program that provides cost
effect borrowing options for students. Financial contract advertising, vendor bids, project
specifications, and criteria evaluation are critical aspects of this project.
Loan Fund Revenue Projections
and Expenditure Planning
Health Profession Loans Collection Database
Established an historical collections
database containing fund revenues over a seven year
period. This information was critical in forecasting annual loan expenditures.
Financial Systems Analysis, Audit
$79M Federal Direct Loan Reconciliation Project
This involved developing and implementing financial
information systems to solve issues associated
with the Direct Loan Fund Reconciliation Project. Designing budget report requirements,
conducting audit reviews, and work flowcharts were crucial of this project.
Analysis and Tracking System
Department Expense Database
Developed an expenditure information system that details critical department costs
and enables thorough cost analysis.