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Skills

  • Audit coordination
  • Financial reporting and analysis
  • Process improvement
  • Cash Flow Monitoring
  • Strategic financial planning
  • General ledger management
  • Collaboration with cross-functional teams
  • Budget administration
  • Financial reporting
  • Financial forecasting

Work Experiences

  • Collaborated with external vendors.
  • Came in under budget by 50%.
  • Implemented a new automated billing reminder system that resulted in a 5% reduction in past-due accounts.
  • Through efficient budgeting and thorough document reviews, I was able to accurately forecast monthly cash expenditures.
  • Created annual budget proposals and presented them at program, with 100% approval from stakeholders due to clear financial forecasting.
  • Achieved 30% reductions in annual operational expenses.
  • Collaborated with other executive board members to allocate funds to priority projects, ensuring alignment with organizational goals.
  • Was in charge of treasury and cash management, which included overseeing bank reconciliation, credit card processing, and sales tax returns.
  • Created annual budget proposals.
  • Coordinated an annual fundraising event that raised $15 for program, demonstrating strong leadership in financial goal setting.

Summaries

  • Advanced knowledge of Salesforce.
  • Veteran Class Treasurer with 6 years of financial management experience working for a growing Meridian.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Class Treasurer with 5 years of successful data analysis and strategic planning experience.
  • Class Treasurer with 6 years of experience leading financial management activities at Harbor & Co. Companies.
  • Class Treasurer with 10 years of experience leading financial management activities at system organizations who is results-driven.
  • Clear understanding of process improvement and strategic planning as well as client relations training.
  • Class Treasurer expert with 8 years of experience working with Cedar Works businesses.
  • Successful in advising business executives on short- and long-term financial strategies that drive growth.

Accomplishments

  • Cross-communicated with project stakeholders to ensure all financial metrics were aligned with goals, enabling more strategic project funding decisions.
  • Implemented a real-time financial status dashboard, improving stakeholder communication and budget tracking across marketing.
  • Reduced accounting reconciliation time by 5 hours through the implementation of more efficient ledger management practices.
  • Documented and resolved method which led to category.
  • Developed a comprehensive financial reporting tool, which allowed for real-time budget monitoring and reduced errors in financial statements by 17%.
  • Promoted transparency and accountability through the creation of a new policy for tracking and auditing student activities budgets.
  • Successfully managed a $11 budget, ensuring transparent financial tracking and reporting while maintaining fiscal responsibility for Meridian.
  • Led the allocation process for a $5 scholarship fund, ensuring timely and equitable distribution to 14 deserving students.
  • Resolved product issue through consumer testing.
  • Mentored a team of 11 junior officers in advanced financial planning techniques, leading to a 31% increase in budget forecasting accuracy.

Affiliations

  • American Marketing Association
  • National Endowment for Financial Education (NEFE)
  • Association of Financial Professionals (AFP)
  • Association of School Business Officials (ASBO) International
  • Future Business Leaders of America (FBLA)
  • Honors Finance Society - initiative
  • International Council of Nurses
  • Certified Treasury Professional (CTP) Certification Program
  • American Medical Informatics Association
  • Budget Oversight Committee - procedure

Certifications

  • Apple Certified Associate (ACA)
  • Certified Nonprofit Accounting Professional (CNAP) - National Association of Nonprofit Accountants and Consultants (NPAC)
  • Salesforce
  • Cisco Certified Internetwork Expert (CCIE)
  • Project Management Professional (PMP)
  • CompTIA Network+
  • QuickBooks Online Certification - program
  • Certified Business Analysis Professional (CBAP)
  • Certified Public Accountant
  • First Aid/CPR Certified

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