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Skills

  • Collections processing
  • Understanding of medical terms
  • Fiscal budgeting
  • US GAAP principles
  • Cash Flow analysis
  • Accounting operations professional
  • Budget development
  • Risk Assessment
  • Patient contact
  • Debt management

Work Experiences

  • Collaborated with project management to ensure that budgets were met.
  • I'm in charge of the client's asset base, which includes bond funds and city funds.
  • Created presentation formats for expense charge-out reviews on a monthly/quarterly basis.
  • Processed 6 invoices and mailed documentation to clients each the past year.
  • Created and maintained customer accounts, including interactions, payments, and personal data.
  • Calculated the amount of taxes owed by using the prescribed rates, laws, and regulations.
  • Went to customers' homes to collect payments in person.
  • Monthly expense variances and explanations were collected and reported.
  • Collaborated with metric customers to determine their needs and deliver initiative service.
  • Proposed budgetary changes in order to boost the company's profits.

Summaries

  • Empathy, dependability, and enthusiasm for customer satisfaction.
  • Internal Audit Manager with in-depth knowledge of business processes, risk and control frameworks, and auditing standards.
  • Multi-talented Collections Manager who excels at combining various financial skills to tackle difficult tasks and achieve outstanding results.
  • Preparing complex tax returns is a plus.
  • A team player with a broad understanding of medical terminology and the ability to work effectively with a variety of personalities.
  • Dedicated to providing timely, accurate, and high-quality assistance.
  • Innovative accountant with experience extracting financial data from a variety of reporting systems and recommending important operational changes.
  • Eager to advance professionally by utilizing my communication and problem-solving skills.
  • Spanish and Mandarin are both fluent.
  • Account Assistant who is well-versed in Accounting and Finance practices and clerical support requirements.

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Optimized SKU profitability through variance analysis, leading to a 82% improvement in inventory turnover, reducing surplus stock by $13.
  • Received the Innovation Award in 2022.
  • Expense Control: metric initiative
  • Performed deep-dive assessments on distribution channel effectiveness, leading to a $17 enhancement in overall supply chain margins.
  • Provided strategic insight on competitor pricing trends for engineering, aiding in the implementation of new pricing models that elevated profit margins by 61%.
  • Generated a 9% reduction in month-end close.
  • Collaborated with sales and marketing teams to prepare forecasts, contributing to a 75% overall accuracy improvement in demand planning.
  • Introduced advanced profitability analysis techniques, optimizing resource allocation and driving a $7 uplift in portfolio revenue.
  • Implemented cost-benefit analyses for various business decisions, steering investments that yielded a 59% return on capital expenditures.

Affiliations

  • Association for Computing Machinery
  • Jaycees
  • American Marketing Association
  • Project Management Institute
  • Association of Professional Financial Analysts
  • Association for Corporate Growth (ACG)
  • Society for Industrial and Applied Mathematics (SIAM)
  • Association of Information Technology Professionals
  • Econometric Society
  • Commercial Finance Association (Secured Finance Network)

Certifications

  • Cisco Certified Network Associate (CCNA)
  • Cost Estimation Techniques (Coursera)
  • ServSafe
  • Member of metric
  • Certified Risk Management Assurance (CRMA)
  • Quantitative Finance Certificate from system
  • Certified Internal Auditor (CIA)
  • Microsoft Certified Systems Engineer (MCSE)
  • Advanced Cost Accounting Certification by initiative
  • CompTIA A+ Technician

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