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Skills

  • Territory Sales Experience
  • Certified Management Accountant (CMA)
  • Account management
  • Expert in customer relations
  • Team Leadership
  • Workflow planning
  • Non-profit accounting
  • General and tax accounting
  • Forecasting
  • Credit and collections

Work Experiences

  • Supervised and guided new employees, and I responded quickly to questions, which improved understanding of job responsibilities on client relations and cross-functional collaboration.
  • By automating client correspondence, record tracking, and data communications, I was able to improve office operations.
  • Compiled cash receipts, expenditures, and profit and loss financial reports.
  • Was in charge of forecasting, operations, accounting close, and reporting for a $240 million prescription drug rebate revenue program.
  • Organized corporate and office conferences for company employees and guests.
  • Prepared financial pages for senior management to review.
  • Established and developed a highly efficient and dependable administrative team by providing ongoing coaching and motivation and fostering career advancement.
  • Hired, managed, developed, and trained employees, as well as set and monitor goals, conduct performance reviews, and pay employees.
  • Discovered major cases of fraud, embezzlement, and outstanding debts.
  • Tracked and recorded expenses and reconciled accounts to keep accurate, current, and compliant financial records.

Summaries

  • 17 years of experience streamlining processes, managing talented team members, and performing team leadership by an educated professional.
  • Recruiting established talent in stakeholder engagement and risk assessment for Accounting Supervisor.
  • Account Assistant with a strong desire to improve team efficiency and streamline operations.
  • An unrivaled ability to contribute financial information to strategic plans and reviews while meeting accounting operational standards.
  • Jira is something I know a lot about.
  • Supporting corporate level officers and senior management personnel with demonstrated expertise in financial and operational leadership, organized and efficient Accounting Supervisor.
  • Excellent communicator and project manager with expertise in day-to-day operations, workflow improvements, and customer service.
  • Systematic and well-organized, with a keen eye for detail, mathematical prowess, and GAAP expertise.
  • Certified accountant with five years of experience providing audit, tax, and other financial services for a CPA firm.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.

Accomplishments

  • Developed cash flow forecasts that improved liquidity management and cash reserves by 83% over one year.
  • Implemented cost-saving measures that resulted in a 19% reduction in operating expenses without compromising service quality.
  • Managed the budget forecasting process for Phoenix-based operations, resulting in a 79% increase in operational efficiency.
  • Received the President's Club in 2022.
  • Initiated cross-training programs across the finance department, resulting in a 67% increase in schedule flexibility and overall team resilience.
  • Coordinated financial audits with external auditors, demonstrating compliance with regulatory standards and achieving a program.
  • Reduced month-end accounting close time by 51% through process redesign and implementation of automation tools.
  • Auditing Procedures: Knowledge of planning techniques, test and sampling methods involved in conducting audits.
  • Standardized financial reporting formats for 9 subsidiaries, improving consolidation speed by 43% and enhancing consistency.
  • Documented and resolved initiative which led to standard.

Affiliations

  • National Association of Social Workers
  • Association of Information Technology Professionals
  • Certified Bookkeepers Association (CBA)
  • American Accounting Association (AAA)
  • Institute of Management Accountants (IMA) - Certified Management Accountant (CMA) Program
  • International Council of Nurses
  • Advanced QuickBooks and Cloud Accounting Group
  • National Association of Tax Professionals (NATP)
  • Accounting & Auditing Committee for Cedar Works
  • Lions Club

Certifications

  • Certified Financial Manager (CFM)
  • FDCPA
  • Certified Budget Analyst (CBA)
  • Certified Fraud Examiner (CFE)
  • SHRM Certified Professional (SHRM-CP)
  • Certified Global Business Services Leader (GBLS)
  • Certified Public Accountant
  • Cisco Certified Network Associate (CCNA)
  • CompTIA A+ Technician
  • Microsoft Excel Specialist Certification (MOS)

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