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Director of Financial Planning

Loras College, Dubuque, IA

This listing has expired


Assumes leadership in the development and implementation of a comprehensive and student-focused financial aid program. Is responsible for the administration, award processing, disbursement and compliance reporting of federal, state, and private funds and the management of the financial planning staff.


Reasonable Accommodations Statement

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Essential Functions Statement(s)

  • Utilizes the breadth of longitudinal data, best practices within the field, and an informed sense of constituent needs, to contribute to the vision and direction of financial planning within the Enrollment Management team.
  • Develops policies and procedures which enhance the recruitment and retention of students through effective, highly visible, highly automated, and timely delivery of various financial aid services.
  • Prepares and oversees financial aid budgets.
  • Completes annual and ad-hoc audits and reconciliations.
  • Administers federal, state, institutional and private aid sources, including: scholarships, grants, and loans.
  • Submits annual FISAP.
  • Maintains close collaboration with Admissions, Registrar, Business Office, Advancement Office Information Technology, Institutional Research and other campus constituents.
  • Maintains positive relations with students, parents, faculty and staff.
  • Supports the mission and vision of the College and respects the College's Catholic tradition.
  • Performs related duties as assigned.


Competency Statement(s)

  • Accountability Ability to accept responsibility and account for his/her actions.
  • Analytical Ability to use data to inform decision-making.
  • Assertiveness Ability to act in a self-confident manner to facilitate completion of a work assignment or to defend a position or idea.
  • Communication, Oral & Written Ability to communicate effectively with others using the spoken word and to communicate in writing clearly and concisely.
  • Conflict Resolution Ability to deal with others in an antagonistic situation.
  • Customer Oriented Ability to take care of the customers' needs while following company procedures.
  • Diversity Oriented Ability to work effectively with people regardless of their age, gender, race, ethnicity, religion, or job type.
  • Ethical Ability to demonstrate conduct conforming to a set of values and accepted standards.
  • Financial Aptitude Ability to understand and explain economic and accounting information, prepare and manage budgets, and make sound long-term investment decisions.
  • Goal Oriented Ability to focus on a goal and obtain a pre-determined result.
  • Innovative Ability to look beyond the standard solutions.
  • Judgment Ability to formulate a sound decision using the available information.
  • Time Management Ability to utilize the available time to organize and complete work within given deadlines.
  • Working Under Pressure Ability to complete assigned tasks under stressful situations.

Minimum Requirements/Preferred Qualifications:

  • Bachelor's Degree required, Master's Degree preferred
  • Knowledge of federal and state Financial Aid regulations required.
  • Minimum of 5 years successful and progressive experience in college financial aid or other finance-related or data management experience, preferably in a private, not-for-profit educational institution.
  • Strong customer service aptitude and ability to motivate staff.
  • Confidence and experience in presenting to diverse audiences.
  • Ability for critical and logical thinking, good judgement, and problem solving.
  • Strong leadership and organizational skills.
  • Ability to present material related to financial aid and/or Loras College to various audiences.
  • Aptitude to effectively utilize technology, softwares and data processing systems. Prefer experience with Ellucian Colleague SIS.
  • Ability to effectively provide solutions for delivering quality service to students and families.
  • Ability to work independently and as part of a team.

Loras College is an equal opportunity employer.

This listing has expired

Job Details

ID 729633
Dubuque, IA
Positions 1
Full Time
Pay --
Banking/Mortgage/Financial Services
First Shift
Health Insurance
Dental Insurance
Life Insurance
Retirement Plan
Paid Vacation
Paid Sick Leave
Paid Holidays
Tuition Reimbursement

Preferred Candidates

Years of Experience 5-10 Years
Education Bachelors

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