Financial Aid Consulting
Strategic and operational financial aid support built for compliance, efficiency, and institutional alignment.
Financial aid operations sit at the intersection of compliance, student experience, enrollment strategy, and institutional sustainability, requiring support that is both operationally practical and strategically aligned.
Financial aid offices are operating in an increasingly complex environment shaped by evolving regulations, staffing challenges, operational demands, and growing expectations from both students and institutional leadership. BPS partners directly with institutions to strengthen financial aid operations through assessment, compliance support, process improvement, interim leadership, systems optimization, and staff development. Our approach connects day-to-day operations with broader institutional priorities — helping financial aid teams build clarity, consistency, and sustainable operational capacity over time.
Financial Aid Consulting Offerings
Single Audit Support
Department of Education - Federal Student Aid Program Review Support
Assessment:
Consumer Information Assessment and Implementation Support
Endowed, Annual Gift and/or Foundation Scholarship Program Assessment
Financial Aid Compliance Assessment
Financial Aid Staffing and Business Operations Assessment
Financial Aid Communications Assessment
OBBBA Readiness Assessment
Compliance:
Federal Program Review Support
Financial Aid Compliance Training
Financial Aid Policy and Procedure Manual Development
Single Audit Support
Interim Staffing: Financial Aid Leadership, Systems/Data Analyst, & Processing Support
Institutional Awarding Optimization
Financial Aid Communications Plan Development
Financial Aid Organizational Redesign
Preferred Lender List Development & Support
System Support: (Banner, Colleague, PowerFAIDS, PeopleSoft, Anthology)
Awarding Strategy System Support
Annual Rollover and System Setup Activities
System Automation and Optimization
Designed by Enrollment Leaders.
Built for Enrollment Growth.
Our Approach
Analyze
Understand how financial aid strategy, operations, and systems are performing today.
Financial aid challenges rarely exist in isolation. Awarding strategy, staffing structure, compliance processes, communications, and systems all shape enrollment outcomes and operational effectiveness. We assess how these areas are functioning together, identifying gaps, inefficiencies, and opportunities for alignment across strategy and execution.
Our work can include compliance and operational assessments, scholarship program review, communications analysis, staffing and organizational evaluation, and system-level assessment across platforms like Banner, Colleague, PowerFAIDS, PeopleSoft, and Anthology.
Design
Build financial aid strategies and operational frameworks that support institutional goals.
Effective financial aid strategy requires more than policy changes or incremental adjustments. We help institutions design awarding strategies, operational structures, and financial aid frameworks that align enrollment goals, student access, and financial sustainability.
This work may include communications planning, organizational redesign, policy and procedure development, preferred lender processes, and system automation planning built around how teams actually work.
Implement
Put strategy into practice through operational support, system execution, and embedded partnership.
The value of a strategy is determined by whether it can be operationalized. We work alongside institutions to implement financial aid initiatives in ways that are practical, sustainable, and aligned with day-to-day operations.
Our support includes interim staffing, audit and program review support, federal compliance preparation, system setup and rollover activities, awarding strategy system configuration, workflow implementation, and operational process improvement that strengthens both staff effectiveness and the student experience.
Monitor & Refine
Strengthen long-term performance through training, optimization, and continuous refinement.
Financial aid strategy is not static. Institutional priorities shift, markets change, regulations evolve, and operational pressures increase over time. We help institutions continuously evaluate and refine their approach through analytics, awarding optimization, staff training, compliance support, and ongoing operational guidance.
Our goal is not simply to improve performance in the short term, but to help institutions build structures, systems, and internal capacity that hold over time.
Meet the Team
What makes BPS different is not just what we know, it’s where that knowledge comes from.
Our team is made up of former enrollment leaders, financial aid directors, CRM administrators, and operational strategists who understand how institutions actually function. We know the complexity of balancing enrollment goals, staffing realities, student expectations, and institutional priorities because we’ve worked inside those environments ourselves.
That perspective shapes every engagement.
Amanda Steele Middleton, University of Delaware
Explore Our Services
Strategic Enrollment Management Planning & Assessment
Align your enrollment strategy with institutional goals through data-informed planning and actionable insight. We help institutions assess performance, model future scenarios, and build integrated strategies that drive sustainable enrollment growth and financial health.
Market Research & Brand Strategy
Stand out in a competitive market with a brand grounded in data and shaped by insight. We help institutions understand demand, evaluate positioning, and develop strategies that attract and resonate with the right students.
Financial Aid Awarding Strategy
Leverage financial aid as a strategic driver of enrollment and revenue. We design and refine awarding strategies that improve yield, optimize discount rates, and support institutional goals.
Slate Implementation & Optimization
Transform your Slate CRM into a powerful engine for enrollment success. From implementation to advanced optimization, we help you streamline workflows, improve data visibility, and empower your team to work smarter.
Interim Staffing
Fill critical gaps and build long-term capability with experienced enrollment professionals. Whether providing interim leadership or developing your team’s skills, we help ensure continuity, stability, and growth.
Admissions & Recruitment Consulting
Strengthen your recruitment strategy and improve conversion across the enrollment funnel. We help institutions enhance outreach, streamline processes, and create more effective, student-centered admissions experiences.