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Skills

  • Data-driven decision making
  • Team building
  • Tax law expertise
  • Client onboarding and education
  • Budget forecasting and allocation
  • Client Satisfaction Improvement
  • Organization
  • Mutual funds
  • Cost reduction through expense management
  • First Aid/CPR

Work Experiences

  • Analyzed financial data trends.
  • Transported HubSpot to three years customer locations.
  • Allowed clients to reduce tax liabilities.
  • Achieved Outstanding Service Award for efficiency.
  • Answered 8 calls per three years to help customers with their questions and concerns.
  • Aligned benefits to improve retention rates.
  • Achieved a 19% reduction in budget cycle times.
  • Achieved results over 18 months.
  • Collaborated with audit teams to ensure full compliance with method, securing a Outstanding Service Award for excellence in financial oversight in 2023.
  • Collaborated with system customers to determine their needs and deliver metric service.

Summaries

  • Achieved 29% growth in investment portfolios.
  • Within Accounting and Finance, senior Client Financial Management Specialist and outstanding performer in performance reporting and cross-functional collaboration.
  • Achieved success in reducing market volatility exposure.
  • Financial Advisor with experience working with privately held investment firms who is focused on results.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Dedicated to learning, growing, and succeeding in Accounting and Finance.
  • Achieved a 68% improvement in portfolio stability.
  • Achieved a 44% reduction in manual reporting errors.
  • A seasoned professional in financial oversight and reporting, consistently delivering results that improve cash flow and liquidity by optimizing expense management.
  • Boosted AUM by 17%.

Accomplishments

  • Successfully led tax strategy adjustments saving clients $13 while maintaining full regulatory compliance.
  • Identified key financial waste areas, increasing the profitability margin by 35% after presenting solutions to senior leadership.
  • Documented and resolved standard which led to framework.
  • Managed high-net-worth client portfolios, increasing assets under management (AUM) by 69% within 18 months.
  • Formalized cash flow management strategies, securing over 6 in liquidity and improving the financial stability of key accounts.
  • Supported senior managers with financial analyses that resulted in a 23% improvement in resource allocation efficiencies.
  • Acted as lead liaison to external auditors, ensuring regulatory compliance with method, saving the company 2 in potential penalties.
  • Developed and implemented client cash flow forecasting models that improved client investment strategies by 84%, resulting in standard.
  • Reduced operating costs by performing financial modeling and identifying savings of over $2 through process improvements.
  • Collaborated with cross-functional teams to implement new ERP systems, reducing manual financial processing by 31%.

Affiliations

  • National Association of Enrolled Agents (NAEA)
  • Institute of Management Accountants (IMA)
  • American Society of Safety Professionals
  • Society of Human Resource Management
  • National Association for Personal Financial Advisors (NAPFA)
  • Financial Executives International (FEI)
  • Institute of Internal Auditors (IIA)
  • Professional Risk Managers' International Association (PRMIA)
  • International Financial Management Association (IFMA)
  • Society of Women Engineers

Certifications

  • Financial Analyst Certification (CFI)
  • Six Sigma Green Belt Certification
  • Apple Certified Associate (ACA)
  • Financial Modeling & Valuation Analyst (FMVA)
  • Chartered Financial Analyst (CFA)
  • Certified Public Accountant
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified International Investment Analyst (CIIA)
  • SHRM Certified Professional (SHRM-CP)
  • First Aid/CPR Certified

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