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Skills

  • Capital expenditure optimization
  • Team management
  • Advanced Microsoft Excel (Pivot Tables, VLOOKUP)
  • Corporate Goal Alignment
  • GAAP and statutory reporting
  • Budgeting and financial planning
  • Organization
  • Communications
  • Market trend analysis
  • Business Unit Profitability Analysis

Work Experiences

  • Analyzed cash holdings.
  • Consolidated the financials of multinational entities into a cohesive corporate report, standardizing practices across 6 subsidiaries.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Achieved 46% improved operational efficiency.
  • Analyzed scenarios for a potential $13 investment.
  • Analyzed key investment opportunities.
  • Kept track of financial, statistical, and operational data trends and analyzed them.
  • Assisted in the planning, coordination, and oversight of method projects.
  • Consolidated financials of multinational entities.
  • Looked for industry trends on social media and through online sources.

Summaries

  • Analyst experienced in cash flow optimization, successfully recommending solutions that increased liquidity by $10 and improved overall financial health.
  • Analyst with 7 years of experience.
  • Qualitative and quantitative analysis, contract management, and forecasting are all skills I have.
  • Achieved a 34% reduction in audit queries for the Seattle division by optimizing year-end closing processes and tightening controls.
  • Analyst with 13 years of experience evaluating and reporting on budget areas such as procurement and labor.
  • Achieved 59% return on investment.
  • Contributed to significant profit growth.
  • Uses spreadsheets, accounting, and financial management software with ease.
  • Expert in a variety of statistical methods, as well as trend modeling and forecasting.
  • Consistently identified opportunities for cost reductions.

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Developed and presented financial forecasts for framework, ensuring allocation of $5 in project funding and approval by the board.
  • Identified opportunities for improvement in the financial forecast model, leading to a $11 increase in profitability.
  • Developed and implemented dynamic pricing models to capitalize on market opportunities, growing annual revenue by 63%.
  • Created and maintained multi-year capital budgeting models for the initiative, contributing to securing $4 in new investment funding.
  • Spearheaded a working capital optimization initiative that resulted in a $14 reduction in working capital requirements and 50% improvement in cash conversion cycle.
  • Initiated a comprehensive redesign of financial workflows, reducing manual efforts by 26% and improving reporting accuracy by 27%.
  • Led a team of 5 analysts in the creation of quarterly investor presentations, increasing understanding and trust from shareholders.
  • Led cross-functional team to conduct financial efficiency study, saving 16% in operating costs through the identification and reform of inefficient workflows.
  • Enhanced executive reporting processes, enabling framework quicker access to critical financial data, reducing decision-making time by 29%.

Affiliations

  • American Marketing Association
  • Business Finance Group (BFG)
  • Lions Club
  • Toastmasters
  • International Association of Administrative Professionals
  • Global Association of Risk Professionals (GARP)
  • American Management Association (AMA)
  • Financial Planning Association (FPA)
  • Association of International Certified Professional Accountants (AICPA)
  • Association for Financial Professionals - Certified Treasury Professional (CTP)

Certifications

  • Investment Banking Certification - Corporate Finance Institute (CFI)
  • Certified Public Accountant (CPA)
  • Financial Data Analytics Certification - system
  • Microsoft Certified Systems Engineer (MCSE)
  • Derivatives and Risk Management Certification, Vantage
  • Certified Public Accountant (CPA) - initiative
  • Negotiation Mastery Certification - Brightline - Enhance Skills in Deal Structuring for M&A
  • Global Markets & Treasury Management Certification, initiative
  • CompTIA Security+
  • Applied Finance and Budgeting Certification, process

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