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Skills

  • Financial risk management
  • Budget administration
  • Revenue generation
  • Team collaboration and leadership
  • Cost control and reduction
  • General ledger accounting expertise
  • Automated financial systems
  • Internal control procedures
  • GAAP (Generally Accepted Accounting Principles) proficiency
  • Internal control management

Work Experiences

  • Achieved expenses under budget by $10 annually.
  • Prepared financial reports and external audit documentation for procedure operations with annual revenue of more than $7.
  • Through efficient budgeting and thorough document reviews, I was able to accurately forecast monthly cash expenditures.
  • Aligned fiscal strategies with organizational goals.
  • Coordinated variance reporting by managing 14 financial statement reviews in several months.
  • Coordinated the transition to a digital payment platform, reducing manual processing errors by 21% and improving member satisfaction.
  • Authored monthly treasury reports.
  • Was in charge of treasury and cash management, which included overseeing bank reconciliation, credit card processing, and sales tax returns.
  • Conducted financial analysis of chapter activities.
  • Achieved 52% approval for the proposal.

Summaries

  • Chapter Treasurer is a meticulous Chapter Treasurer with 8 years of experience working for non-profits.
  • Chapter Treasurer is excited to bring 11 years of experience to a growing organization.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the system business.
  • Dedicated Chapter Treasurer with over 3 years of financial management experience.
  • Chapter Treasurer with more than 9 years of experience in the Accounting and Finance.
  • Prepared to contribute talent and expertise to an organization with advancement opportunities.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Clear understanding of workflow optimization and process improvement as well as workflow optimization training.
  • Proven ability to lead and motivate teams to achieve financial objectives.
  • Within Accounting and Finance, senior Chapter Treasurer and outstanding performer in team leadership and process improvement.

Accomplishments

  • Proactively monitored cash reserves and assisted in the investment of surplus funds, generating 15% in returns.
  • Documented and resolved system which led to process.
  • Implemented automated tracking systems, reducing manual bookkeeping errors by 17% and accelerating monthly reporting by 18 hours.
  • Monitored day-to-day financial activities, ensuring compliance with budget guidelines and enhancing cash reporting accuracy by 68%.
  • Reduced chapter's overhead expenditures by 72% through a rigorous review of vendors and identifying cost-efficient alternatives.
  • Reduced chapter operational costs by 31% through strategic renegotiation of contracts and implementation of cost-saving initiatives.
  • Restructured the chapter’s financial reporting process, resulting in a 69% drop in processing errors and more accurate departmental spending.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Identified and corrected financial misalignments during audits, recovering 10 in lost funds and avoiding future discrepancies.
  • Overhauled donation tracking process to eliminate redundancies and improve accuracy, leading to an increase of 77% in reported donations.

Affiliations

  • Association of Government Accountants (AGA)
  • Certified Government Financial Managers Association (CGFM)
  • International Association of Registered Financial Consultants (IARFC)
  • National Association of Corporate Treasurers (NACT)
  • Financial Executives International (FEI)
  • Jaycees
  • Society for Human Resource Management (SHRM)
  • International Council of Nurses
  • Certified Public Finance Officers Association (CPFO)
  • Accounting and Finance Women’s Alliance (AFWA)

Certifications

  • Fundamentals of Fundraising Certificate – Lakeside Partners
  • Certified Public Accountant
  • Leadership in Financial Strategies (Summit Group)
  • Financial Modeling and Valuation Analyst (FMVA)
  • Fundraising Event Planning Certification (Lakeside Partners)
  • Certified Treasury Professional (CTP)
  • Introduction to Financial Acumen Training (Asana)
  • Certified Nonprofit Professional (CNP)
  • Advanced Financial Reporting Certification QuickBooks
  • Certified Public Accountant (CPA)

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