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Skills

  • Risk advisory
  • Collections processing
  • Revenue generation
  • Debt management
  • Fiscal budgeting
  • Financial controls development
  • Standard operating procedure development
  • PeopleSoft and Essbase
  • Account auditing
  • Tax accounting

Work Experiences

  • Was in charge of all phases of certified audits for an 85-person CPA firm.
  • Checked the veracity of 16 articles on a weekly basis, communicated with journalists, and conducted interviews with subjects to gather information.
  • Fact-checked breaking news headlines by conducting background research, contacting experts or witnesses, and conferring with lawyers to comply with legal boundaries for sensitive stories.
  • Created reports that included a variety of metrics and account data.
  • I'm in charge of the client's asset base, which includes bond funds and city funds.
  • Helped management finalize the annual expense plans.
  • Went to customers' homes to collect payments in person.
  • Collaborated with engineering, manufacturing, and corporate accounting to ensure that quality standards were met.
  • Updated the statements and mailed them out.
  • Proposed budgetary changes in order to boost the company's profits.

Summaries

  • Successful in resolving collections issues, discrepancies, and late payments in a timely manner.
  • CPA with nearly three years of progressive public accounting experience serving high net worth individuals, C corporations, S corporations, partnerships, estates, and trusts.
  • Within framework industry organizations, meticulous Analyst Intern has been successful in revenue generation.
  • Excellent interpersonal and conflict resolution skills.
  • Efficient Analyst Intern with skills in process improvement and project management.
  • Experienced Analyst Intern eager to contribute 10 years of financial management experience to a process organization focused on growth.
  • Through professional credit management, the company has been successful in fostering goodwill with customers.
  • Seasoned
  • Pragmatic
  • Project coordination, inventory control, and documentation are all areas where this enthusiastic Account Assistant excels.

Accomplishments

  • Collaborated with team of 9 in the development of process.
  • Optimized data visualization processes using Microsoft Excel, reducing time to compile insights by 53%.
  • Utilized SQL to streamline weekly data reports, increasing efficiency of data extraction by 17% and saving method per week.
  • Assisted with budgetary review and preparation, supporting the alignment of financial forecasts which reduced variance by 71%.
  • Metric Conducted fieldwork audits in accordance with the firm methodology and AICPA pronouncements for non-profits and construction companies.
  • Analyzed competitor positioning across 6 industries, enabling sales teams to fine-tune pitches and increase win rate by 47%.
  • Analyzed budget and expenditure reports, providing data-driven recommendations that reduced operational overspend by 57% %.
  • Contributed to project proposals on 10 RFPs, substantiating recommendations with deep analysis of competitor movements.
  • Generated in-depth market analysis for Accounting and Finance, supporting strategic initiatives that led to a 81% increase in project success rate.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.

Affiliations

  • Association for Computing Machinery
  • American Statistical Association (ASA)
  • Python Developers Meetup - Denver
  • Society of Women Engineers
  • International Council of Nurses
  • Lambda Alpha International - The Honorary Land Economics Society
  • National Association for Business Economics (NABE)
  • Toastmasters
  • Freemason
  • Association for Finance Professionals (AFP)

Certifications

  • Introduction to SQL - procedure
  • FDCPA
  • Excel for Data Analysis - Tableau
  • Business Analytics and Data Mining Modeling - process
  • Certified Internal Auditor (CIA)
  • Apple Certified Associate (ACA)
  • Certified Business Analysis Professional (CBAP)
  • Certified Information Systems Auditor (CISA) 2015
  • CompTIA A+ Technician
  • SAS Certified Specialist: Base Programming Using SAS 9.4

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