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Skills

  • Financial Process Redesign
  • Cross-functional collaboration
  • Variance analysis
  • Financial reporting and consolidation
  • Financing Options
  • Loan programs
  • Client relationship management
  • Credit services
  • Internal controls
  • Relationship management

Work Experiences

  • Achieved an annual ROI of 60%.
  • Was in charge of 2 process customers' payments and disbursements.
  • Achieved a 26% return on investment within 2020.
  • Trained and monitored Client Financial Management Analyst to ensure a smooth transition between international and domestic financial transactions.
  • Adhered to Six Sigma guidelines.
  • Advised senior management on capital allocation strategies.
  • Assisted in the preparation of SEC filings.
  • Tweaked the financial management system to make it more accurate and efficient.
  • Automated authenticated payment authorization papers.
  • Implemented internal controls and followed category financial management regulations.

Summaries

  • Achieved $17 in savings.
  • Achieved a 43% departmental productivity increase.
  • Uses spreadsheets, accounting, and financial management software with ease.
  • Analytical Client Financial Management Analyst successfully led efforts to reduce outstanding receivables by $2, optimizing cash recovery and improving client satisfaction.
  • Analyst with 13 years of experience evaluating and reporting on budget areas such as procurement and labor.
  • Financial Management Officer with 14 years of experience managing metric financial activities for initiative customers.
  • Achieved savings across program departments.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Automated reporting systems.
  • Achieved annual ROIs of up to 23%.

Accomplishments

  • Resolved product issue through consumer testing.
  • Led initiatives for continuous financial process improvements, reducing overhead expenses by 19% through automation and other efficiency gains.
  • Identified and implemented a cost-saving initiative for client services, leading to a 76% reduction in client chargebacks over 2017.
  • Prepared financial variance reports for corporate stakeholders, resulting in a more accurate financial picture and the adjustment of the forecast by 74%.
  • Assisted in the successful audit of 2019, ensuring compliance with all internal and external auditing requirements with zero findings.
  • Implemented a financial reporting tool that reduced manual accounting workload by 53% hours, increasing team productivity and accuracy in reporting.
  • Acted as a liaison between finance stakeholders and product teams to ensure successful budget alignment, reducing under-allocated funds by 28%.
  • Documented and resolved system which led to metric.
  • Analyzed risk-adjusted return on investment (ROI) for portfolio decisions, achieving an annual growth rate of 67% higher than market benchmarks.
  • Generated quarterly financial reports for board presentations, highlighting revenue opportunities and resulting in a 77% increase in budget allocation for new projects.

Affiliations

  • Institute of Internal Auditors (IIA)
  • Investment Management Consultants Association (IMCA)
  • National Association of Certified Valuators and Analysts (NACVA)
  • Financial Planning Standards Board (FPSB)
  • Chartered Financial Analyst Society of Portland
  • Association of Government Accountants (AGA)
  • Certified Financial Analyst Institute (CFA Institute)
  • Institute of Management Accountants (IMA)
  • Association of Corporate Treasurers (ACT)
  • American Marketing Association

Certifications

  • SOX Compliance Certification
  • CompTIA Security+
  • Certified Public Accountant
  • Financial Risk Manager (FRM)
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Reconciliation Specialist
  • CFA Institute Investment Foundations Program
  • Chartered Global Management Accountant (CGMA)
  • Budgeting and Forecasting Certificate metric
  • Economics for Business Certification

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