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Skills

  • Operational cost reduction
  • ERP system implementation
  • Profit and Loss
  • Loan programs
  • Executive Financial Dashboards
  • Financial modeling
  • Cost allocation analysis
  • Cash flow optimization
  • Audit preparation
  • Financial reporting and consolidation

Work Experiences

  • Achieved a positive market value adjustment of $11.
  • Prevented the misappropriation, fraud, and waste of over $5 through automated.
  • Achieved a $18 improvement in working capital.
  • Used SAP to record, interpret, and communicate financial data and plans.
  • Achieved a 17% reduction in financial risk.
  • Adhered to Six Sigma guidelines.
  • Achieved results within 2023.
  • Provided 18 clients with services such as budgeting and financial planning.
  • Analyzed liquidity strategies.
  • Analyzed client profitability.

Summaries

  • Achieved $17 in savings.
  • Achieved a 62% reduction in regulatory discrepancies.
  • Accomplished Client Financial Management Analyst recognized for expertise in streamlining financial processes and automating reporting systems, reducing manual tasks by 22%, and improving decision-making speed.
  • Achieved a 43% departmental productivity increase.
  • Clear understanding of project management and budget management as well as project management training.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Adept at preparing SEC filings.
  • Boosted liquid capital by 32%.
  • Strengths in stakeholder engagement and project management backed up by Accounting and Finance training.
  • Achieved department cost savings.

Accomplishments

  • Analyzed key financial metrics and performance indicators, identifying trends that contributed to a 36% increase in operational efficiency.
  • Optimized cash flow management practices, reducing day sales outstanding (DSO) by 9 days, enhancing liquidity and operational flexibility.
  • Reduced operational financial reporting errors by automating reconciliation workflows, achieving a 68% error reduction in 2021.
  • Designed and implemented financial controls that improved revenue recognition timeliness, shortening the close process by 4 days.
  • Identified and implemented a cost-saving initiative for client services, leading to a 76% reduction in client chargebacks over 2017.
  • Analyzed risk-adjusted return on investment (ROI) for portfolio decisions, achieving an annual growth rate of 67% higher than market benchmarks.
  • Collaborated with team of 12 in the development of system.
  • Provided client-centric financial analysis that improved profitability for 14 high-net-worth clients, achieving ROI of 49% annually.
  • Implemented a financial reporting tool that reduced manual accounting workload by 53% hours, increasing team productivity and accuracy in reporting.
  • Reviewed and audited financial documentation, identifying discrepancies and recovering $15 erroneously recorded in the general ledger.

Affiliations

  • International Association for Accounting Education & Research (IAAER)
  • American Marketing Association
  • Lions Club
  • Chartered Financial Analyst Society of Portland
  • Certified Public Accountants Regulators Network
  • Financial Planning Association (FPA)
  • Institute for Financial Management Research (IFMR)
  • Association of Securities and Investment Professionals (ASIP)
  • Society of Financial Service Professionals (SFSP)
  • National Association of Financial Professionals (NAFP)

Certifications

  • CompTIA Network+
  • Advanced Financial Modeling Certification
  • First Aid/CPR Certified
  • Certified Public Accountant (CPA)
  • Certified Financial Planner (CFP)
  • CompTIA A+ Technician
  • Series 7 - General Securities Representative License
  • Lean Six Sigma Green Belt
  • Certified in Risk Management Assurance (CRMA)
  • Apple Certified Associate (ACA)

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