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Skills

  • Financial modeling capability
  • Advanced bookkeeping skills
  • Account reconciliation processes
  • Corporate tax liability identification
  • Cash Flow analysis
  • Big Data analytics for finance
  • Hyperion Financial Management specialist
  • Risk management
  • Chartered Financial Analyst (CFA) certification
  • Advanced proficiency in framework

Work Experiences

  • Achieved a 37% improvement in operational efficiency.
  • Advised the C-suite on capital allocation strategies.
  • Authored detailed financial analysis reports.
  • Achieved a 57% reduction in reconciliation time.
  • Achieved annual savings of over $15.
  • Achieved zero audit findings during regulatory review.
  • Automated various recurring manual processes related to tax filings, reducing the overall time spent on tax compliance by 5 hours weekly.
  • Audited complex corporate accounts, identifying potential tax liabilities and providing strategies to save clients over $3 in taxes.
  • Compiled general ledger entries with 100% accuracy on a tight deadline.
  • Created a tax compliance strategy.

Summaries

  • Interpersonal, communication, and multitasking skills are exceptional.
  • Achieved improvements within three years for Boston office.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Achieved notable time savings.
  • Costs were consistently reduced while profits were increased.
  • Achieved results within the past year.
  • Achieved annual savings exceeding $10.
  • Detail-oriented with a broad understanding of cash and record management, as well as comprehensive account reconciliations.
  • Chartered Accountant with 7 years of successful data analysis and team leadership experience.
  • Budgets, payroll, invoicing, and all other general accounting functions are expertly managed by her.

Accomplishments

  • Identified potential indirect tax liabilities for cross-border transactions, saving the client approximately $225,000 over 6 years.
  • Implemented a new costing methodology that enabled more accurate pricing strategies, increasing gross margins by 60%.
  • Provided technical consultation to ensure seamless integration of financial systems during a corporate merger valued at $216,000.
  • Managed compliance for international tax regulations, ensuring 10 years of error-free submissions for a global client.
  • Provided strategic advisory for the acquisition of asset portfolios, ensuring a smooth transition and compliance with system.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Created a dynamic budget tracking system that improved cost transparency and reduced yearly budgeting errors by 22%.
  • Developed forecasting models to anticipate cash flow needs for Cedar Works, improving liquidity management substantially.
  • Partnered with business operations and financial teams across 2 locations to align audit reports with corporate goals.
  • Drove consistent compliance with CPA standards, achieving 13 years of zero discrepancies across all branches.

Affiliations

  • Committee Member, Government Finance Officers Association (GFOA)
  • Society of Human Resource Management
  • Volunteer, Financial Literacy Outreach Program by Ironclad Systems
  • Freemason
  • American Marketing Association
  • Fellow, Chartered Global Management Accountant (CGMA)
  • Jaycees
  • Contributor, Ohio Society of Certified Public Accountants Professional Network
  • National Association of Social Workers
  • Association for Computing Machinery

Certifications

  • Professional Tax Preparer Certification - category
  • Xero Advisor Certification - standard
  • ACCA Diploma in Accounting and Business
  • Six Sigma Green Belt Certification - Financial Services
  • Project Management Professional (PMP)
  • Certified Public Accountant
  • Microsoft Excel Expert Certification (2024)
  • Anti-Money Laundering (AML) Certification
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified in Financial Forensics (CFF)

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