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Skills

  • Advanced financial reporting
  • Operational improvement
  • Financial risk assessment
  • Financial modeling and forecasting
  • Financial audit preparation
  • Debt restructuring
  • Project organization
  • Pricing Strategy Development
  • Problem resolution
  • Cross-functional team collaboration

Work Experiences

  • Achieved ROI within the first 7 months.
  • Achieved an additional 26% market share growth.
  • Advised senior management on the impact of interest rate changes on revenue generation strategies, driving a $18 increase in annual earnings.
  • Assessed capital expenditure proposals.
  • Internal systems were reviewed, and training plans were created to address areas that needed to be improved.
  • Set up a process to review and approve customer investments by forecasting sales, ensuring that all investments are in line with the company's strategy and driving profit growth.
  • Achieved compliance with Scrum Master requirements.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Achieved consistent 71% growth over 4 years.
  • Analyzed client financial statements, identifying areas for improvement and presenting strategies that increased EBITDA by 32% within the first year of engagement.

Summaries

  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Commercial Finance Consultant capable with a track record of improving Accounting and Finance operations.
  • Achieved 76% profitability improvements.
  • 8 years of Accounting and Finance experience as a talented program developer and director.
  • Achieved 17% gross margin improvements.
  • 11+ years of experience in financial modeling.
  • Achieved a successful $16 acquisition.
  • With an adaptable approach, he takes steps into new areas.
  • Costs were consistently reduced while profits were increased.
  • Achieved growth in the Southwest.

Accomplishments

  • Conducted financial due diligence in multimillion-dollar contract negotiations, enhancing operational transparency and compliance with Lean standards.
  • Utilized advanced data analytics to identify revenue leakage, recovering $101,000 in previously unallocated funds.
  • Created visual dashboards using Salesforce, enabling real-time, data-driven decision making which enhanced client satisfaction scores by 31%.
  • Delivered financial consultancy services to small-to-medium enterprises that achieved 13 targeted key KPIs within standard.
  • Designed and implemented financial planning models that improved long-term cash flow forecasting, enabling clients to maintain liquidity during market fluctuations.
  • Developed tailored budgeting solutions for 3 global clients, improving budget adherence by 23% and reducing unnecessary expenditure.
  • Authored reports on key financial metrics to support strategic decision-making, directly contributing to a $202,000 revenue increase.
  • Collaborated with team of 3 in the development of system.
  • Collaborated with cross-functional teams to strengthen P&L management, improving gross margin by 45%.
  • Established a continuous audit and improvement framework that enhanced systems for financial compliance, cutting audit preparation time by 76%.

Affiliations

  • Financial Planning Association (FPA)
  • Association of Corporate Growth (ACG)
  • American Marketing Association
  • International Federation of Accountants (IFAC)
  • Certified Public Accountant (CPA) by AICPA
  • National Association of Credit Management (NACM)
  • Association of Chartered Certified Accountants (ACCA)
  • Certified Cost Estimator/Analyst (CCEA)
  • Institute of Internal Auditors (IIA)
  • Association for Financial Professionals (AFP)

Certifications

  • Certified Treasury Professional (CTP) – 2016
  • CompTIA A+ Technician
  • Business Analytics Certification - process
  • Certified Corporate Financial Planning & Analysis Professional (FP&A) - 2020
  • Advanced Financial Modeling & Valuation Certification - initiative
  • Microsoft Certified Systems Engineer (MCSE)
  • Project Management Professional (PMP)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified Management Accountant (CMA) - 2024
  • First Aid/CPR Certified

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