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Skills

  • Digital Financial Systems Management
  • Advanced Excel skills
  • Staff management
  • General ledger management
  • Strategic financial planning
  • Problem-solving
  • Budget administration
  • Pricing and costing
  • Event Budgeting
  • Cost reduction strategies

Work Experiences

  • Created a new payroll system that saved the accounting department over 14 hours per several months.
  • Achieved savings of $10 over the fiscal period.
  • Was in charge of treasury and cash management, which included overseeing bank reconciliation, credit card processing, and sales tax returns.
  • Contributed to future savings.
  • Achieved 30% reductions in annual operational expenses.
  • Prepared various financial documents, such as balance sheets, cash flow reports, and income statements, using Microsoft Excel and QuickBooks.
  • Created annual budget proposals and presented them at program, with 100% approval from stakeholders due to clear financial forecasting.
  • Ensured that corporate income tax returns were completed correctly and that the most advantageous tax codes were used.
  • Managed financial reporting processes such as team leadership and process improvement by updating and reviewing financial reporting packages.
  • Collaborated with external vendors.

Summaries

  • Advanced knowledge of Salesforce.
  • Corporate Controller with a track record of transforming organizations through transformational leadership.
  • Highly organized and systematic, with a thorough knowledge of the Accounting and Finance.
  • Dedicated Class Treasurer with over 12 years of financial management experience.
  • Financial operations such as accounting, reporting, and feasibility studies for capital projects and acquisitions are among her strong suits.
  • CPA and Lean certified.
  • Achieved institutional goals.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Class Treasurer with 5 years of successful data analysis and strategic planning experience.
  • Costs were consistently reduced while profits were increased.

Accomplishments

  • Launched financial literacy workshops for incoming treasurers, boosting financial management proficiency across all organizational teams.
  • Documented and resolved method which led to category.
  • Promoted transparency and accountability through the creation of a new policy for tracking and auditing student activities budgets.
  • Reduced accounting reconciliation time by 5 hours through the implementation of more efficient ledger management practices.
  • Secured and processed vendor payments for 17 events, ensuring financial documentation and reconciliation adhered to organizational standards.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Handled and processed over $99,000 in cash transactions, ensuring compliance with all organizational protocols and maintaining a 39% accuracy rate.
  • Developed a comprehensive financial reporting tool, which allowed for real-time budget monitoring and reduced errors in financial statements by 17%.
  • Proactively identified areas for cost-saving within the treasury function, reducing unnecessary expenses by $212,000 without compromising service quality.
  • Reduced operating costs by 84% through careful analysis of expenditure patterns and negotiation of more favorable vendor contracts.

Affiliations

  • Global Leadership Program - Treasurer
  • Young Entrepreneurs Club - Treasurer Role
  • International Association of Administrative Professionals
  • Institute of Management Accountants (IMA)
  • American Finance Association (AFA)
  • Society of Women Engineers
  • Rotary International
  • National Endowment for Financial Education (NEFE)
  • Society of Human Resource Management
  • American Marketing Association

Certifications

  • Certified Business Analysis Professional (CBAP)
  • Investment Management & Portfolio Analysis - method
  • QuickBooks Online Certification - program
  • Fundamentals of Accounting - system or method
  • Financial Risk Manager (FRM) - Global Association of Risk Professionals (GARP)
  • Project Financial Tracking & Risk Management - method
  • CompTIA Network+
  • ServSafe
  • Certified Internal Auditor (CIA) – Institute of Internal Auditors (IIA)
  • Accounting Fundamentals Certificate - process or category

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