Director, Financial Aid and Scholarships (MPP III) (62870)

  • Pomona
  • Pomona, California
  • Apr 23, 2020
Full Time Accounting and Finance Administration and Management

Job Description

Description:
DIRECTOR OF FINANCIAL AID & SCHOLARSHIPS

Type of Appointment: Full - time, Management Personnel Plan III (MPP III)
Salary Range: Commensurate with Qualifications and Experience

Recruitment Closing Date: Open Until Filled
First Review: November 15, 2019

All candidates must submit the following in our Candidate Gateway, Applicant Tracking System. Please apply now below.

Required
1) An on-line application
2) A statement of interest and qualifications
3) A resume/vitae
4)The names, titles, addresses, telephone numbers, and email addresses of three individuals willing to serve as references. References will be contacted by the Search Committee.

DEPARTMENT:

Enrollment Management & Services advances the educational mission of the University by providing leadership for the University's enrollment planning and management efforts including the comprehensive services and programs that promote the recruitment, matriculation, financial support and academic success of students. Enrollment Management & Services, utilizing the PeopleSoft enterprise system, supplemental software applications, and comprehensive reporting systems supports the enrollment planning process with critical data for student, academic, and financial planning

PURPOSE OF POSITION:

The Office of Financial Aid & Scholarships provides student access to post-secondary education and supports the University's enrollment goals by administering and coordinating all student financial aid & scholarships programs at Cal Poly Pomona. Over sixty-two percent of students receive some type of financial aid that exceeds $132 million annually. Responsibilities of the Office of Financial Aid & Scholarships include: oversight of the application processing; analysis of financial information to determine financial need; the awarding of aid; the administration of multiple grant, loan, scho lar ship and work programs; planning, controlling and managing fund allocations; ensuring compliance with federal, st at e and University regulations ; and counseling and advising of students and their families regarding financial aid related issues. As an integral part of the Enrollment Management and Services Cluster, the Office plays an integral role in enrollment management and planning efforts and collaborates with other Enrollment Services offices in efficient and effective services and programs to both prospective and continuing students. Under the general direction of the Senior AVP for Enrollment Management & Services, the Director of Financial Aid & Scholarships oversees the administration of federal Title IV and state financial aid programs, and institutional scholarship s that support University enrollment goals and facilitates access and academic success for a culturally diverse student population. The Director is responsible for the development , implementation and the effective delivery of comprehensive programs and services including outreach, advising regarding financial aid and scholarship programs. The Director serves as the University's authori ty on financial aid and scholarship issues; provides management oversight for the timely and accurate processing of financial aid and scholarships; communicates and collabor ates with campus constituents and executive leadership; oversees program operations and on-going quality improvement initiatives; oversees the coll ection and analysis of aid-related data; and ensures compliance with federal, state, CSU and university policies and regulations. The Director of Financial Aid & Scholarships provides strategic direction, leadership and management to the Office of Financial Aid & Scholarships to support University enrollment goals and to facilitate access and academic success for a culturally diverse student population. The Director manages a budget in excess of $730,000 and a staff of 20+ professional and administrative staff and is responsible for the effective utilization of all fiscal and staffing resources.

RESPONSIBILITIES:
Management of federal, state, and institutional funds
*Serve as the University's authority on federal, state and university financial aid and scholarship programs, including the interpretation, implementation, and compliance with regulations, procedures and eligibility requirements.
* Establish and monitor award limits for all campus-based funds including State University Grant, Federal Work Study, Supplemental Educational Opportunity Grant, Perkins Loan, Athletic Grants, Study Abroad programs and University and external scholarships.
* Oversee reconciliation of funds in compliance with the specifications of each program.
* Direct the completion of year-end close out of the Direct Loan program.
* Manage the completion of the annual Data Base report to the CSU Chancellor's Office.
* Supervise the completion of the annual federal Fiscal Operations Report and Application to Participate (FISAP) report.
* Compute annual administrative cost allowance.
* Determine and execute appropriate levels of match, carry forward and carry back funds for all campus-based programs.
* Oversee the annual awarding of all campus-based scholarships, as well as the coordination of all outside scholarships.
* Establish and implement annual financial aid packaging and awarding strategies.
* Define the annual Cost of Attendance for all financial aid recipients.

Oversee the financial aid functional area
*Provide leadership, strategic direction and management of the Office of Financial Aid and Scholarships.
* Prepare for and respond to the annual A-133 audit process.
* Review, analyze, interpret, and implement all federal and state financial aid programs, as well as all laws, statutes and Coded Memoranda.
* Access and implement new technologies to enhance delivery of financial aid to students.

Personnel Management
* Direct the hiring, supervision, and evaluation of new and existing staff.
* Manage and mentor staff and empower managers and supervisors.
Develop and oversee training of new and existing staff
* Promote the development and productivity of professional and support staff within a supportive working environment.
* Monitor and evaluate the supervisory performance and duties of management team members.
* Establish, develop and continually assess the organizational structure of the systems within the Office of Financial Aid and Scholarships to achieve maximum efficiencies and effectiveness in meeting student and institutional needs and goals.
* Attend federal, state and professional financial aid information and training conferences.
*Review, read and disseminate literature distributed by government, donors and university systems to ensure professional expertise and career growth is maintained and enhanced.
* Foster a culture of service through current knowledge of best practices, setting clear expectations, business process review, training and development of staff, and continuous quality improvement to achieve efficient and effective services.

Administrative activities and planning
* Plan and implement short and long-range goals for the office, including those that support student access and the recruitment, retention and graduation goals of the University.
* Interact with the CSU Chancellor's Office.
* Represent Financial Aid on various campus committees and work with the campus in a collaborative fashion.
* Facilitate a financial aid presence at campus and community recruitment and outreach events.
* Communicate financial aid policy to the campus community.
* Provide relevant financial aid data and data analysis to campus constituents.
* Conduct assessment of program operations and direct the preparation of reports, analyzing immediate and long-range objectives and, on the basis of this information, plan and develop University policies and procedures for the Student Financial Aid and Scholarships.

Fiscal Accountability
* Develop and administer all financial aid and scholarship budgets and office administrative budgets.
* Responsible for effective fund management to maximize the utilization of funds and not exceed budget limits.
Monitor department expenditures, including salaries, travel, and supplies to ensure that budget shortfalls do not occur.
*Prepare reports for federal and state agencies, annual audits, and/or program reviews.
* Proactively forecast and negotiate department budget needs with the Senior Associate Vice President, Associate Provost and Provost prior to the beginning of each fiscal year.
* Regularly participate in the Budget Call process.
* Reconcile department budget with the Budget office within Student Financials and ensure resolution of discrepancies.
* Develop and implement an operational budget plan that will maximize the utilization of funds and not exceed budget limits.
Other duties as assigned.

REQUIRED SKILLS AND KNOWLEDGE:
* At least 5 years of successful experience overseeing financial aid programs and services with diverse financial aid portfolio.
*Strong organizational skills including evidence of analytical and planning skills and ability to manage competing demands, assess risks and determine priorities.
* Working knowledge of federal, state laws and statutes, ability to learn campus policies and implement measures to ensure university compliance.
* Familiarity with financial aid auditing processes and reporting requirements.
* Experience in planning, controlling and effective utilization of operational budgets and multiple funding sources.
* Working knowledge of scholarship awarding/reconciliation.
* Experience interpreting and developing policies.
* Proven ability to collaborate with and build working relationships with internal and external partners and constituencies.
* Knowledge of current issues impacting higher education and a commitment to access and student success.
* Experience with assessment and on-going quality improvement.
* Experience in monitoring and maintaining compliance with federal, state and institutional mandates and regulations.
* Ability to effectively lead, motivate and develop staff.
* Excellent interpersonal skills.
* Excellent communication (verbal, written, presentation) skills.
* Proficiency with MS Office Suite.

MINIMUM QUALIFICATIONS:
* Bachelor's degree.
* Five (5) years of progressively responsible experience in managing, leading, or directing a financial aid function.
* Management experience with a complex budget, including staffing and operating expenses.
*At least 5 years of successful experience overseeing financial aid programs and services with diverse financial aid portfolio.
* Experience in planning, controlling and effective utilization of operational budgets and multiple funding sources.
* Experience interpreting and developing policies.
* Experience with assessment and on-going quality improvement.
* Experience in monitoring and maintaining compliance with federal, state and institutional mandates and regulations.
* Strong organizational skills including evidence of analytical and planning skills and ability to manage competing demands, assess risks and determine priorities.
* Working knowledge of federal, state laws and statutes, ability to learn campus policies and implement measures to ensure university compliance.
* Familiarity with financial aid auditing processes and reporting requirements.
* Working knowledge of scholarship awarding/reconciliation.
* Proven ability to collaborate with and build working relationships with internal and external partners and constituencies.
* Ability to effectively lead, motivate and develop staff.
* Excellent interpersonal skills.
* Excellent communication (verbal, written, presentation) skills.
Knowledge of current issues impacting higher education and a commitment to access and student success

PREFERRED QUALIFICATIONS:
* Master's degree in a related field.
* Knowledge of California State University system financial aid policies, or other complex higher education systems.
* Experience with employees represented by collective bargaining.
* Familiarity with PeopleSoft.
* Experience analyzing data and identifying trends and other significant data reporting.
* Experience developing and administering comprehensive programs and training materials.

CONDITION OF EMPLOYMENT:
The person holding this position is considered a 'mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment. http://www.calstate.edu/eo/EO-1083.html

FIRST REVIEW OF APPLICATION DEADLINE:
For full consideration, applications must be received by 11:59pm on Friday November 15, 2019. The position will remain open until filled.

APPLICATION INFORMATION:
- The university application is online through the Employment Opportunities website https://cmshr.hr.cpp.edu/psp/HPOMPRDG/EMPLOYEE/HRMS/c/HRS_HRAM.HRS_CE.GBL?Page=HRS_CE_HM_PRE&Action=A&SiteId=2
- A statement of interest and qualifications
- A resume/vitae
- The names, titles, addresses, telephone numbers, and email addresses of three individuals willing to serve as references. References will be contacted by the Search Committee.

Please address all inquiries to jobs@cpp.edu and should you have any inquiries about the application submittal process, you may contact Employment Services at (909) 869-3160. Should you have any specific inquiry about the Director, Financial Aid & Scholarships, please contact Linda F. Taylor at (909) 869-2253.

California State Polytechnic University, Pomona is an Equal Opportunity, Affirmative Action Employer. The University seeks to recruit and retain a diverse workforce as a reflection of our commitment to serve the people of California, to maintain the excellence of the University, and to offer our students richly varied disciplines, perspectives and ways of knowing and learning. Cal Poly Pomona subscribes to all state and federal regulations and prohibits discrimination based on race, color, religion, national origin, sex, gender identity/gender expression, sexual orientation, marital status, pregnancy, age, disability, genetic information, medical condition, and covered veteran status. The University hires only individuals lawfully authorized to work in the United States. As required by the Clery Disclosure Act, the university's annual security report is available at http://www.cpp.edu/~police/annual-security-report.shtml.


Closing Date/Time: Open until filled

Job Address

Pomona, California 91768 United States View Map