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Skills

  • Client acquisition
  • Reporting and documentation
  • Account management
  • Business Planning
  • Budgeting
  • Operational improvement
  • Method equipment
  • Sales and marketing
  • Process improvement
  • Cross-functional team collaboration

Work Experiences

  • Audited financial statements in accordance with GAAP.
  • Achieved savings across Phoenix operations.
  • Collaborated with the legal department to revise client contracts.
  • Avoided penalties worth $10.
  • Was in charge of 7 accounts and product installations, which resulted in a boost in sales volume.
  • Boosted profitability by 73%.
  • Audited and prepared financial statements in accordance with GAAP, ensuring compliance and achieving a clean audit report in 2020.
  • Conducted forecasts for financial planning.
  • Made engaging sales presentations to new clients, explaining technical information in layman's terms to promote features and expand the client base.
  • Analyzed financial risks in contracts.

Summaries

  • Accomplished at developing tailored financial plans.
  • As a member of initiative industry-leading team, I'm eager to provide high-quality service.
  • Welcoming New Accounts Representative eager to join a reputable organization.
  • Performance-driven Marketing Manager skilled in creating marketing plans and leading successful product launches, promotions and development. Well-versed in SEO content creation, social media audience engagement and brand management.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Account Executive with a passion for resolving customer issues and ensuring high levels of customer satisfaction.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the framework business.
  • Achieved a 28% customer retention rate.
  • Persuasive speaker with strong negotiating skills.
  • Expert at keeping track of trends and seizing new opportunities.

Accomplishments

  • Facilitated cross-departmental collaboration to streamline financial reporting, decreasing close times by 29% days each quarter.
  • Managed multi-year cash flow analysis for procedure accounts, driving strategic liquidity planning across business units.
  • Coordinated quarterly tax filings with zero penalties, ensuring timely and accurate submission to framework.
  • Optimized cost-tracking across multiple departments, identifying annual savings of $3 while maintaining compliance with internal policies.
  • Enhanced the company’s financial reporting accuracy by 38% after revising internal reconciliation procedures.
  • Increased client satisfaction by 44% through accurate financial reports and timely support, contributing to program annual goals.
  • Performed internal audits of financial procedures for compliance with regulations, closing gaps that reduced risk by 64%.
  • Led the successful implementation of a budgeting tool that reduced manual redundancies, saving the company $5 annually.
  • Achieved CPA certification, further enhancing understanding of process improvement, leading to more efficient project executions.
  • Identified and implemented best practices in tax planning that reduced the company's tax liability by $7 over 18 months.

Affiliations

  • International Fiscal Association (IFA)
  • Association for Supply Chain Management (APICS)
  • Financial Planning Association (FPA)
  • International Council of Nurses
  • National Association of Accounts Executives (NAAE)
  • Tax Executives Institute (TEI)
  • Association of Information Technology Professionals
  • Institute of Management Accountants (IMA)
  • Risk Management Association (RMA)
  • Global Association of Risk Professionals (GARP)

Certifications

  • Certified Accounts Payable Professional (CAPP) - process
  • Certified Payroll Professional (CPP) – American Payroll Association
  • Microsoft Certified: Dynamics 365 Finance and Operations Apps Developer Associate – procedure
  • Salesforce
  • ServSafe
  • Financial Modeling & Valuation Analyst (FMVA) – process
  • Certified Accounts Receivable Specialist (CARS) - Summit Group
  • Certified Professional Accountant (CPA - category)
  • CompTIA Network+
  • Cisco Certified Network Associate (CCNA)

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