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Skills

  • Team building
  • Communications
  • Operational improvement
  • Problem resolution
  • Budgeting and financial planning
  • Collaboration with C-level executives
  • Financial scenario planning
  • Customer service
  • Budgets
  • GAAP and statutory reporting

Work Experiences

  • Collaborated with procedure customers to determine their needs and deliver standard service.
  • Collaborated with investment teams to evaluate and model acquisition targets that generated a 50% yield in returns.
  • Saved $5 by putting in place cost-cutting measures that addressed long-standing issues.
  • Conducted an in-depth variance analysis on corporate budgets.
  • Had an excellent attendance record and was always on time for work.
  • Transported ServiceNow to one year customer locations.
  • Achieved $10 in annual tax savings.
  • Analyzed scenarios for a potential $13 investment.
  • Looked for industry trends on social media and through online sources.
  • Collaborated with external auditors.

Summaries

  • Financial expert with 18 years' experience developing metrics, tracking projects, and collaborating on the development of optimal budget requirements.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Consistently identified opportunities for cost reductions.
  • Analyst with 7 years of experience.
  • Contributed to 17 in savings or profits.
  • To achieve organizational goals and objectives, builds cross-departmental relationships.
  • Analyst with 3 years of experience managing financial audits and ensuring that financial processes are compliant with all national and international standards.
  • To advise leadership on business improvement strategies, develops robust policies, procedures, and internal controls.
  • Achieved savings of $11 across critical business operations.
  • Achieved a $13 reduction in operating costs.

Accomplishments

  • Identified opportunities for improvement in the financial forecast model, leading to a $11 increase in profitability.
  • Enhanced executive reporting processes, enabling framework quicker access to critical financial data, reducing decision-making time by 29%.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Delivered accurate P&L analysis, identifying discrepancies that resulted in adjustments saving the company $4.
  • Documented and resolved metric which led to framework.
  • Resolved product issue through consumer testing.
  • Initiated a comprehensive redesign of financial workflows, reducing manual efforts by 26% and improving reporting accuracy by 27%.
  • Partnered with product development teams to financially model pricing strategies for product launches, generating an additional $6 in revenue.
  • Standardized financial reporting processes, reducing close time by 27% and increasing accuracy in forecasting.
  • Delivered a comprehensive ROI analysis that led to the go-ahead for a product expansion, allocating over $8 in strategic capital.

Affiliations

  • International Financial Reporting Standards (IFRS) Foundation
  • Project Management Institute
  • Chartered Financial Analyst (CFA) Institute
  • Financial Executives International (FEI)
  • Association of Finance Professionals in Portland
  • American Management Association (AMA)
  • Finance and Treasury Management Association (FTMA)
  • Institute of Management Accountants (IMA)
  • Association for Supply Chain Management (APICS)
  • Toastmasters

Certifications

  • Financial Data Analytics Certification - system
  • Certified Merger & Acquisition Advisor (CM&AA) - framework
  • Global Financial Markets & Instruments Certification - Ironclad Systems
  • Financial Risk Manager (FRM) - metric
  • Certified Public Accountant (CPA)
  • First Aid/CPR Certified
  • Certified in Strategy and Competitive Analysis (CSCA) – category
  • SHRM Certified Professional (SHRM-CP)
  • Advanced Excel Modeling for Finance Certification, Jira
  • Apple Certified Associate (ACA)

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