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Skills

Event Budgeting
Revenue generation
Recordkeeping and documentation
General ledger management
Financial reporting and analysis
Expense Reconciliation
Process improvement
Vendor negotiation
Financial planning
Strategic financial planning

Work Experiences

Created annual budget proposals.
Achieved a $10 surplus.
Coordinated variance reporting by managing 3 financial statement reviews in the past year.
Automated key financial metrics.
Collaborated with other executive board members to allocate funds to priority projects, ensuring alignment with organizational goals.
Collaborated with senior leadership.
Prepared various financial documents, such as balance sheets, cash flow reports, and income statements, using Microsoft Excel and QuickBooks.
Was in charge of managing outstanding balances by analyzing reports and determining collection statuses.
Ensured that corporate income tax returns were completed correctly and that the most advantageous tax codes were used.
Was in charge of treasury and cash management, which included overseeing bank reconciliation, credit card processing, and sales tax returns.

Summaries

Overall morale and productivity are boosted by experience in policy development and staff management procedures.
Corporate Controller with a track record of transforming organizations through transformational leadership.
Veteran Class Treasurer with 6 years of financial management experience working for a growing Meridian.
Highly organized and systematic, with a thorough knowledge of the Accounting and Finance.
Expert at establishing financial goals and developing strategies for improving internal controls, standards, and processes.
Veteran Class Treasurer with 6 years of financial management experience for a growing method organization.
Excellent math, communication, and problem-solving skills.
Class Treasurer expert with 8 years of experience working with Cedar Works businesses.
CPA and Lean certified.
Within Accounting and Finance, senior Class Treasurer and outstanding performer in vendor management and quality assurance.

Accomplishments

Tracked and reported over 15 financial transactions during the fiscal year with zero errors, leading to accolades from organizational board members.
Promoted transparency and accountability through the creation of a new policy for tracking and auditing student activities budgets.
Proactively identified areas for cost-saving within the treasury function, reducing unnecessary expenses by $212,000 without compromising service quality.
Used Microsoft Excel to develop inventory tracking spreadsheets.
Organized and implemented a comprehensive audit of previous financial records, identifying and correcting discrepancies from 2016 through 2019.
Launched financial literacy workshops for incoming treasurers, boosting financial management proficiency across all organizational teams.
Led the analysis and optimization of financial data entry workflows, reducing manual entry time by 18 hours per week and improving tracking accuracy.
Reduced operating costs by 84% through careful analysis of expenditure patterns and negotiation of more favorable vendor contracts.
Documented and resolved method which led to category.
Secured and processed vendor payments for 17 events, ensuring financial documentation and reconciliation adhered to organizational standards.

Affiliations

Association of School Business Officials (ASBO) International
Association for Supply Chain Management (APICS)
Project Management Institute
Student Investment Fund metric
Association of Financial Professionals (AFP)
Junior Achievement USA
Chartered Financial Analyst (CFA) Institute
Student Government Association (SGA) - Finance Committee
Association for Computing Machinery
National Association of College and University Business Officers (NACUBO)

Certifications

Financial Literacy & Money Management - standard
SHRM Certified Professional (SHRM-CP)
ServSafe
Financial Planning & Analysis Certification (FP&A) - [system]
CompTIA Network+
Cisco Certified Internetwork Expert (CCIE)
Principles of Charitable Fundraising - The Fund Raising School at method
Accounts Payable & Receivables Certification - NACM (National Association of Credit Management)
Certified Public Accountant (CPA) - Georgia Board of Accountancy
CompTIA A+ Technician

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