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About the Role

Success Academy is seeking a Financial Aid Manager to guide scholars and families through the financial aid and college financing process, ensuring informed and financially sustainable college choices. This role involves managing a high-volume caseload, utilizing digital platforms and AI-enabled tools, and partnering with school staff to integrate financial aid into the college application process.

Responsibilities

• Guide scholars and families through FAFSA, TAP, CSS Profile, verification, and institutional financial aid requirements.
• Deliver structured financial aid lessons and workshops.
• Meet with families to review award letters, explain aid types, and support affordability planning.
• Communicate proactively with families and School Leaders.
• Analyze financial aid packages, identifying discrepancies, risks, and affordability concerns.
• Support affordability decision-making with clear comparisons and sustainability assessments.
• Manage financial aid appeals with strong documentation and communication.
• Maintain high quality standards for financial aid deliverables and documentation.
• Execute a sequenced financial aid calendar with accuracy and urgency.
• Track all deliverables in real time using dashboards and CAP’s centralized digital platform.
• Manage a high-volume workflow with disciplined organization and strong follow-through.
• Document all interactions for accuracy, transparency, and audit-ready records.
• Partner with School-Based Leaders to align on scholar needs and intervention plans.
• Collaborate with CAP Associates to integrate financial aid deliverables into the college application process.
• Provide classroom coverage for CAP Associates as needed.
• Maintain continuity across college and financial aid deliverables when providing coverage.
• Use AI-enabled tools to increase efficiency, accuracy, and scalability.
• Refine workflows as AI capabilities expand.
• Share insights and trends to strengthen consistency and improve scholar outcomes.

Requirements

• Bachelor’s degree required.
• 3–5 years of experience in a fast-paced, high-expectation environment involving complex case management, family or client support, advising, operations, or other deadline-driven work.
• Direct experience in financial aid, college access, college advising, student services, or a related field is preferred.
• Knowledge of FAFSA, TAP, CSS Profile, verification, institutional financial aid requirements, scholarships, loans, and financial aid appeals is strongly preferred.
• Strong analytical skills.
• Demonstrated ability to manage a high-volume caseload or workflow, maintain persistent follow-through, and meet non-negotiable deadlines.
• Strong communication and relationship-management skills.
• Resourceful problem solver.
• Highly organized and detail-oriented.
• Proficiency using digital platforms, dashboards, and AI-enabled tools.
• Ability to deliver lessons, facilitate workshops, and provide classroom or scholar-facing coverage.
• Maturity, discretion, and sound judgment.
• Self-starter with a strong bias toward action.
• Mission-driven, with a commitment to expanding college access and supporting financially sustainable college outcomes.

Skills

• Financial aid management
• College financing
• FAFSA
• TAP
• CSS Profile
• Verification
• Institutional financial aid forms
• Scholarships
• Loans
• Appeals
• Data analysis
• Digital platform management
• AI-enabled tools
• Communication
• Relationship management
• Problem-solving
• Organization
• Attention to detail

Location

• New York
• Florida

Work Type

• Full-time

Experience Level

• 3-5 years

Education Level

• Bachelor's degree

Salary/Compensations

• $70,000—$80,000 USD

Benefits

• Full benefits program
• Opportunities for professional growth

About the Company

• Success Academy is a network of public charter schools committed to reimagining public education and providing rigorous, whole-child education. They have grown rapidly, with 59 schools serving over 20,000 students, and are expanding to Florida. Their College Access & Preparedness (CAP) team ensures scholars are admitted and thrive in four-year colleges, achieving 100% college acceptance for the past eight years.
• The CAP team focuses on disciplined execution, strong data systems, and AI-enabled processes to ensure accuracy, efficiency, and visibility. They aim to help every scholar gain admission to and succeed in college.

Equal Opportunity

• Success Academy Charter Schools is an equal opportunity employer and actively encourages applications from people of all backgrounds.
• We are an equal opportunity employer and value diversity at our organization. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We actively seek applications from people of all backgrounds to strengthen our community and the perspectives needed to flourish in a multicultural world.