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Skills

  • PeopleSoft knowledge
  • Non-profit accounting
  • Aged account reporting
  • Cross-functional team leadership
  • Financial strategy management
  • Operational improvement
  • Reporting familiarity
  • Accounts payable
  • Cash flow management
  • Human resources knowledge

Work Experiences

  • Helped management finalize the annual expense plans.
  • Collaborated with compliance department to eliminate procedural errors and margin breaks.
  • Prepared accurate financial statements at the end of the quarter.
  • Compared category applications to outline specifications in order to approve, reject, or suggest changes to files.
  • Prepared financial pages for senior management to review.
  • Calculated the amount of taxes owed by using the prescribed rates, laws, and regulations.
  • Was in charge of the fixed asset module, which included calculating and recording monthly depreciation expenses.
  • Submitted loan applications to the loan underwriter for review and approval.
  • Met deadlines by proactively managing individual and team tasks and implementing metric processes.
  • I'm in charge of the client's asset base, which includes bond funds and city funds.

Summaries

  • In the procedure industry, eager to take on high-volume operations.
  • Dedicated to managing, coordinating, and facilitating audits that have been assigned to me.
  • Dedicated to providing timely, accurate, and high-quality assistance.
  • Familiar with the regulatory and legal framework that applies to metric businesses.
  • German and Mandarin are both fluent.
  • Multi-talented Collections Manager who excels at combining various financial skills to tackle difficult tasks and achieve outstanding results.
  • Banking Officer is a hardworking individual who is familiar with scripted interactions and collection guidelines.
  • Within Accounting and Finance, senior Banking Officer and outstanding performer in cross-functional collaboration and budget management.
  • Both business and personal credit are areas where I excel.
  • Banking Officer with 14 years of successful workflow optimization and data analysis experience.

Accomplishments

  • Implemented and maintained financial control systems that resulted in a 19% reduction in operational discrepancies.
  • Trained and mentored a team on utilizing Microsoft Excel for data analysis, improving financial reporting accuracy by 35%, meeting regulatory demands.
  • Successfully managed a loan portfolio worth $16, employing data-driven insights to minimize non-performing loans by 43%.
  • Conducted a thorough review of client accounts that uncovered over $14 in fraud, resulting in immediate corrective action and securing future business.
  • Partnered with credit risk teams to lower delinquency rates on loans, maintaining a 35% decrease in defaults over a 5-month period.
  • Collaborated with the IT team to upgrade critical banking software for handling high-value transactions, cutting system downtime by 76%.
  • Mitigated financial risks by ensuring compliance with metric on all large-scale transactions, reducing risk exposure by 71%.
  • Generated a 5% reduction in month-end close.
  • Collaborated with the legal team on the recovery of bad debts, successfully reclaiming $13 within several months while maintaining positive client relations.
  • Developed and implemented an anti-money laundering (AML) training program for 11 employees, resulting in a 37% reduction in suspicious activity reports.

Affiliations

  • Association of Information Technology Professionals
  • Global Remittances Working Group (GRWG)
  • Rotary International
  • Bank On National Advisory Board Member
  • Certified Regulatory Compliance Manager (CRCM) National Affiliation
  • Project Management Institute
  • Client Relationship Management Professionals Network
  • Jaycees
  • Digital Banking Transformation Leaders Association
  • National Association of Social Workers

Certifications

  • Investment Foundations Certificate by CFA Institute
  • Financial Services Certified Professional (FSCP)
  • Certified Anti-Money Laundering Specialist (CAMS)
  • Certified Public Accountant (CPA)
  • Salesforce
  • Certified Regulatory Compliance Manager (CRCM)
  • SHRM Certified Professional (SHRM-CP)
  • Cisco Certified Internetwork Expert (CCIE)
  • Certified Management Accountant (CMA)
  • Chartered Banker by the Chartered Banker Institute

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