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Skills

  • GAAP familiarity
  • Budget proposal development
  • Customer service
  • MS Office
  • Advanced proficiency in metric
  • Report writing
  • Variance reporting
  • Organizational management principles
  • Compiling data
  • Cross-departmental collaboration

Work Experiences

  • Built dynamic financial models.
  • Analyzed historical financial data.
  • Achieved estimated time savings of 14 hours per month.
  • Answered 9 phone calls per 18 months to assist customers.
  • Analyzed overhead costs.
  • Co-developed a cost tracking tool that improved financial forecasting and saved over 16 man-hours annually.
  • Co-developed a cost tracking tool.
  • Checked the accuracy and data integrity of process reports.
  • Analyzed procurement initiatives to ensure spending met budgetary guidelines, preventing 35% of unapproved purchases.
  • Achieved cost savings of 15%.

Summaries

  • Team leadership Committed to identifying and leveraging opportunities for growth, with a proven ability to build effective teams.
  • Advanced knowledge of Microsoft Excel.
  • Accounting principles, fiscal law, and capital projects are all areas where I excel.
  • OSHA certified
  • Prepared to contribute 3+ years of Accounting and Finance experience and take on a new challenge with a growing team.
  • Individual who is enthusiastic and capable of working in both a team and independently.
  • Looking forward to taking on a new challenge with a successful team.
  • Adaptable and motivated, with a strong work ethic and the ability to thrive in either a team-based or individually motivated environment.
  • Performance reporting in process settings and performance reporting in quality assurance settings.
  • Achieved results through collaboration and corrective action.

Accomplishments

  • Provided critical support during the implementation of a new budget management system, reducing conversion time by 68% and improving user adoption.
  • Compiled and consolidated deficits from multiple departments, identifying corrective measures that resulted in decreasing organizational budget overruns by 64%.
  • Worked with internal auditing teams to reconcile discrepancies in financial statements, recovering a total of $18 in misallocated funds over 2022.
  • Efficiently analyzed grant budgets and expenditures, supporting programs that contributed to a 78% increase in successful fund allocation.
  • Evaluated budget requests from departments, ensuring alignment with financial targets and achieving a reduction of unnecessary expenditures by 26%.
  • Assisted senior financial analysts in capital project evaluations, helping ensure that projects stayed within 50% of the approved budget allocations.
  • Created presentations to explain budget variances to senior management, enhancing transparency and understanding of key financial trends by 44%.
  • Successfully reduced time spent on monthly budget reconciliation by the past year, enabling faster month-end close through automation and process simplification.
  • Collaborated with cross-functional teams to streamline budget reporting, reducing discrepancies by 66% through the integration of automated solutions.
  • Developed a customized budgeting tool using metric, enhancing department’s ability to review and project finance outcomes by 18%.

Affiliations

  • Contributed to the development of budgeting policies through category’s working group on financial transparency.
  • Active participant in the International Consortium of Government Financial Managers (ICGFM), focusing on international budget practices.
  • Certified in framework, providing technical proficiency in operating advanced financial tools tailored to budget analysis.
  • Attended the Atlanta Budget Planning Conference for in-depth training on cost-recovery initiative development and implementation.
  • Studied the Treasury and Security Markets through courses organized by the National Federation of Municipal Analysts (NFMA).
  • Involved in the Lean Six Sigma certification program to streamline financial processes and improve organizational efficiency.
  • Member of the American Association for Budget and Program Analysis (AABPA) since 2021.
  • Volunteered for Vantage as a community financial advisor, offering budget management assistance for lower-income households.
  • Member of the National Association of State Budget Officers (NASBO) for budget policy and management development.
  • Participated in the National Grants Management Association (NGMA) workshops focusing on federal budget compliance.

Certifications

  • Certified Treasury Professional (CTP) - Lakeside Partners
  • Microsoft Excel Expert Certification (MO-201) – Asana
  • Advanced Financial Modeling Certification - Harbor & Co.
  • First Aid/CPR
  • Certified Budget Analyst (CBA) - Summit Group
  • Certified Professional in Budgeting and Accounting (CPBA) – Cedar Works
  • PMI Professional in Business Analysis (PMI-PBA) – Vantage
  • Project Management Professional (PMP)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • CompTIA Network+

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