Director, Financial Aid

Boston, Massachusetts
Jul 07, 2017
Institution Type
Four-Year Institution

The Director of Financial Aid will serve as a senior member of the Division of Enrollment Management team and will provide expertise in financial aid program management, strategic applications and fiscal oversight.  The incumbent will direct a comprehensive financial aid operation that includes federal, state and institutional aid programs of approximately $150 million annually.  The Director will provide leadership, vision and direction for the administrative and operational activities of a service-oriented Financial Aid office that is central to the university's strategic goals involving student recruitment and retention.  

Duties include, but are not limited to:

  • Provide leadership for and administration of the university's financial aid program, approximately $150million per year, including modeling and the development/delivery of financial aid packaging for all undergraduate, graduate and continuing education students from all sources ? federal, state, institution and private;
  • Strategically utilize scholarships, grants, loans and student employment to create comprehensive financial aid packages that will assist the university in meeting its recruitment and retention goals;
  • Provide senior leadership with financial aid data analysis and fiscal projections to help inform strategic goals and budget needs; prepare annual financial aid budget requests based on enrollment projections, the University's strategic goals and taking into consideration federal and state policy implications and fiscal changes; stay abreast of best practices in the industry to ensure UMass Boston remains competitive within the market;
  • Manage office operations, including operational and student financial aid budget, staff training and development and office and program policies and procedures; provide direct supervision over senior associate directors, associate directors and assistant director(s);
  • Ensure the university is in compliance with federal, state and accreditation agency regulations by researching, interpreting and applying state, federal and agency regulations, including Title IV program guidelines; work closely with Administration and Finance and the Controller's Office to ensure the university is compliant with program reconciliation and cash management requirements;
  • Oversee the preparation and submission of federal, state and agency reporting, such as Federal Application to Participate and Fiscal Operations Reports (FISAP), IPEDS, President's Report, Common Data Set, MOSFA Year-End Reconciliation, Gainful Employment and NCAA Division III Annual Report;
  • Serve as senior liaison for federal and state financial aid program audit (A-133) and federal and state program reviews;  reply to and dispute audit/program review findings, as appropriate;
  • Ensure the university's federal program participation agreement remains current and in effect by submitting updates regarding new programs, sites and six-year recertification; maintain a policy and procedures manual in accordance with federal regulations;
  • Oversee the Federal Work Study and campus student employment programs;
  • Participate as a university leader in key administrative committees and represent the university at professional meetings and organizations;
  • Perform other duties as assigned.       


Bachelor's Degree, Master's Degree preferred, and a minimum of seven-ten (7-10) years of progressively responsible experience in a high volume financial aid office required.  Demonstrated success managing financial aid operations at a large public or private university required.  Evidence of creativity and innovation within a strategic planning environment, including understanding of the integral role of financial aid in enrollment management required.  Demonstrated record of successful leadership, supervisory and administrative experience and strong fiscal management skills required.  Proven experience with integrated information systems, such as PeopleSoft or other appropriate student information systems in developing and implementing financial aid and scholarship programs and services required.  Experience generating and analyzing data that will contribute to reports required.  Ability to work weekends and/or evening hours, as needed.  Ability to travel locally and regionally as needed. 

  • Demonstrated knowledge of federal and state financial aid programs, regulations, policies and procedures;
  • Demonstrated knowledge and experience working collaboratively with administration, faculty and staff;
  • Expertise in facilitating organizational development and change;
  • Ability to be student oriented and customer service focused, with a demonstrated commitment to access and diversity;
  • Ability to hire, lead and support a dedicated team;
  • Ability to initiate and nurture collaborative partnerships;
  • Ability to manage and prioritize tasks, meet deadlines and oversee major projects from development to implementation;
  • Ability to work independently and see tasks through to completion in a timely fashion;
  • Ability to act with discretion and maintain confidentiality;
  • Ability to think strategically, exploring and helping to facilitate new models and efficiencies for higher education;
  • Demonstrated leadership ability;
  • Strong written and oral communication skills, including the ability to communicate successfully with a diverse student body and work force;
  • Strong interpersonal skills;
  • Strong research, quantitative, analytical and problem solving skills.

Additional Information:

The University of Massachusetts Boston is committed to providing a safe and secure environment that is supported by qualified employees for all of its students, faculty and staff to carry out the University's teaching, research and public service missions.  As a condition of employment, the University will conduct appropriate background check reviews.  For more information, please see the University of Massachusetts Boston campus policy and procedures for employee background reviews:

Application Instructions:

Please apply online with your resume, cover letter, and list of three professional work references.

  • Professional Union.
  • Full time. Benefited.
  • Unrestricted funding.
  • Grade 35, salary associated to Grade 36 (see link below for salary chart).

Closing date for applications:  July 20, 2017.

The University of Massachusetts Boston provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, gender identity or expression, age, sexual orientation, national origin, ancestry, disability, military status, or genetic information. In addition to federal law requirements, the University of Massachusetts Boston complies with applicable state and local laws governing nondiscrimination in employment in every location in which the university operates. This policy applies to all terms and conditions of employment. Among the procedures which may be used to select personnel to fill vacant positions are review of work experience, reference checks, and interviews. All appointments and promotions will be effective on a Sunday.

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