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Skills

  • Cross-functional team leadership
  • Trend forecasting
  • Audit coordination
  • Account reconciliation
  • Process improvement
  • Qualys Cloud Platform
  • Bookkeeping
  • Accounts payable / accounts receivable
  • Financial analysis
  • Policy development

Work Experiences

  • Provided extensive Salesforce training, imparting knowledge of best practices for data security and error reduction.
  • Double-checked customer orders and delivery times.
  • Make impromptu queries
  • Answered customer questions and addressed their concerns.
  • Eliminated inefficiencies, resulting in significant increases in asset utilization.
  • Used novel methods of sourcing for client newsrooms.
  • On-time delivery of all project deliverables
  • Maintain a high level of service by adhering to organizational guidelines.
  • Collected, organized, and entered data into a digital database.
  • Conduct risk analysis using an internal risk model and mitigate operational and technological risk for the client and custodian.

Summaries

  • Credit Control Officer with a wide range of skills who can use persuasion to collect payments on past-due accounts.
  • Eager to advance professionally by utilizing my communication and problem-solving skills.
  • Certified Public Accountant with extensive experience in general accounting's full life cycle.
  • Within Accounting and Finance, senior Analyst and outstanding performer in quality assurance and vendor management.
  • Preparing complex tax returns is a plus.
  • CPA certified
  • Familiar with the regulatory and legal framework that applies to process businesses.
  • Dedicated to learning, growing, and succeeding in Accounting and Finance.
  • Dedicated to providing timely, accurate, and high-quality assistance.
  • Goal-oriented collections manager with a track record of lowering delinquencies and mitigating risks.

Accomplishments

  • Expense Control: method framework
  • Delivered competitive analysis reports on program, driving a strategic realignment that resulted in market share growth of 73%.
  • Developed automated dashboards using Adobe Creative Suite to provide real-time updates, reducing report generation time by 50%.
  • Increased sales 2% over one year.
  • Received the President's Club in 2020.
  • Developed advanced Excel models that accelerated financial forecast processes, improving long-term budget accuracy by 21%.
  • Automated monthly financial reports, reducing preparation time by 6 hours per month and increasing accuracy by 30%.
  • Collaborated with cross-functional teams to design custom financial models using Tableau, leading to improved budget allocation by $163,000.
  • Developed financial models that contributed to a 57% cost reduction, enabling the company to hit revenue targets ahead of schedule.
  • Presented findings on customer acquisition costs at a quarterly board meeting, leading to a decision to reallocate resources that saved $190,000 annually.

Affiliations

  • Association for Information Systems (AIS)
  • Lions Club
  • Scrum Alliance
  • International Association of Commercial and Contract Managers (IACCM)
  • Financial Management Association (FMA)
  • American Statistical Association (ASA)
  • Jaycees
  • Data Science Association (DSA)
  • International Society for Bayesian Analysis (ISBA)
  • Global Association of Risk Professionals (GARP)

Certifications

  • CFA Institute Investment Foundations Certificate
  • Certified Financial Modeling Specialist Brightline
  • ServSafe
  • Oracle SQL Certified Associate 2020
  • Certified Public Accountant
  • Advanced Financial Modeler (AFM) metric
  • Certified Fraud Examiner (CFE)
  • Cisco Certified Network Associate (CCNA)
  • Microsoft Certified: Azure Data Engineer Associate
  • Government Finance Officers Association Certificate

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