• Execute assigned project scopes to meet client goals, including interviews with staff and leadership, file/documentation review, and process analysis. • Assess institutions’ adherence to federal, state, and institutional regulations and requirements. • Conduct a comprehensive evaluation of financial aid processes, policies, and financial controls. • Assess how student information systems are utilized, identify gaps, and recommend strategies to optimize efficiency and accuracy. • Ensure compliance and recommend improvements in student communications, enrollment management, and service delivery. • Evaluate office structure, interdepartmental collaboration, and workflow efficiencies. • Analyze institutional financial aid processing setups—including annual configurations, packaging rules, ISIR imports/exports, loan setup, Pell and Direct Loan reconciliation, and SAP processes. • Prepare comprehensive reports and debriefs summarizing findings and recommendations for institutional leadership. • Work as part of a team of specialists to deliver high-quality, consistent CAP assessments.