Assistant Director of Financial Aid

The OpportunityThe Harvard-Westlake Business Office consists of a small, highly efficient group of colleagues whose work impacts every school function daily. We develop and maintain systems and policies that benefit everyone in the community: faculty, staff, parents, our extended alumni family, and most importantly our students. We strive to make Harvard-Westlake the premier independent school in the nation.The Assistant Director of Financial Aid plays a key role in administering the school’s need-based financial aid program by supporting families from the application process through graduation. The office ensures accurate, consistent, and mission-aligned evaluations of need throughout a family’s time at the school.Working closely with the Director of Financial Aid and Admission colleagues, the Assistant Director manages application processing in Clarity, maintains data integrity across systems, and prepares and presents cases with clear and well-documented award recommendations. The ideal candidate combines excellent customer service with strong analytical skills, discretion, sound judgement and the ability to manage seasonal deadlines in a high-volume program (~350 awards annually with additional activity during the admission process).Key ResponsibilitiesFamily Support and CommunicationServe as a primary point of contact for prospective and current families, providing timely, empathetic, and clear guidance on financial aid policies, timelines, and documentationConduct family meetings to explain application requirements, decisions, and next steps while maintaining consistency and confidentialityDevelop and maintain communications (emails, checklists, FAQs, web content, webinar materials) to improve the family experienceApplication Processing and Evaluation (Clarity)Manage end-to-end financial aid application processing using Clarity, including document collection, verification, follow-up, and file completionReview and analyze financial documentation (tax returns, W-2s, 1099s, and business records) and identify discrepancies or missing informationApply school policy to evaluate financial need consistently, exercising sound judgment and documenting rationaleAward Preparation and Committee WorkPresent cases to the Financial Aid Committee and provide clear, mission-aligned award recommendationsMaintain accurate records and data integrity across Clarity and DidaxPartner with Admissions and the Business Office to align timelines, communications, and implementation of awardsReporting and Continuous ImprovementProduce routine and ad hoc reports (award totals, retention insights, budget utilization, cycle metrics)Identify process improvements to increase efficiency, accuracy, equity and quality of family serviceSupport annual cycle planning, including timelines, communications calendar, and webinarsTrip CoordinationReview submitted trips for budget accuracy, risk considerations, and policy complianceCoordinate financial aid support for student travel, ensuring alignment with school policiesSupport contract review and processing in partnership with the Business Office and trip organizersPartner with trip organizers and internal departments to support smooth execution and documentationQualificationsRequiredBachelor’s degree in finance, accounting, business administration, education, or a related field (or equivalent experience)Professional experience in financial aid, enrollment management, student finance, accounting, or a related fieldExceptional attention to detail, demonstrating a meticulous and highly precise approach to work in a high-volume environmentStrong analytical skills, with comfort reviewing financial documents and synthesizing information into clear summaries and recommendationsAdvanced proficiency in Excel, including regular data manipulation, analysis, and reportingExcellent written and verbal communication skills, with the ability to communicate complex information clearly and with empathyDemonstrated ability to manage multiple deadlines and priorities in a seasonal, deadline-driven environmentStrong customer service orientation and ability to work effectively with a wide range of stakeholders, including families, colleagues, and employees Proven ability to handle highly confidential information with discretion and professionalism PreferredExperience in an independent school or higher education settingFamiliarity with need-based financial aid philosophy and practicesExperience with Clarity or a comparable financial aid platform