Financial Aid & Bursar

Process FAFSA data (ISIRs), manage verification for selected students (tax transcripts, household size documentation), package awards balancing federal, state, and institutional aid. Navigate Title IV compliance, R2T4 calculations for withdrawals, and SAP monitoring. The FAFSA simplification act just reshuffled everything — new formula, new timelines, new parent contribution calculations. Your team processes thousands of awards with regulatory precision under enrollment deadline pressure.

Award institutional scholarships and merit aid to shape the incoming class within the discount rate budget. Model financial aid leveraging: how much merit aid is needed to enroll each student? Balance access (need-based aid) against enrollment management (merit aid to attract high-ability students who might otherwise go elsewhere). Manage scholarship renewals, GPA requirements, and appeals. Track net tuition revenue per student — the number the CFO actually cares about.