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Skills

  • Budget administration
  • Certified Public Accountant (CPA)
  • Financial reporting
  • Business operations
  • Individual tax returns
  • Process improvement
  • Financial planning
  • Tax accounting
  • Statutory Reporting
  • Bookkeeping

Work Experiences

  • Reduced shrinkage by reorganizing inventory and properly labeling products.
  • Oversaw the additions and retirements of fixed assets.
  • Got better.
  • Used automation software to revise and streamline inefficient work procedures.
  • Looked at the applicants' financial situation as well as their credit and property evaluations to determine loan feasibility.
  • Completed bank reconciliations for 11 small businesses on a monthly, quarterly, and annual basis.
  • Made sure that all financial transactions followed GAAP regulations and standards.
  • Had planned ahead.
  • Managed
  • Won

Summaries

  • Resourceful
  • For Accounting and Finance-type clients and business organizations, meticulous Credit Specialist with advanced competency in client relations.
  • Within framework industry organizations, meticulous Credit Specialist has been successful in revenue generation.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Pragmatic
  • Credit Specialist with 17 years of successful data analysis and quality assurance experience.
  • A valuable employee who is known for communicating complex information in simple terms.
  • Seasoned
  • Focused on customer service
  • Articulate

Accomplishments

  • Enhanced recovery of overdue debts by negotiating successful repayment plans on accounts totaling $12.
  • Reduced credit risk exposure by 78% by restructuring high-risk portfolios and negotiating favorable repayment terms.
  • Streamlined the loan approval process by integrating Salesforce, reducing credit evaluation times by 7 hours.
  • Tax Returns: Performed tax methods applicable to business revenues and like-kind exchanges. Prepared annual individual, corporate, trust, estate, gift and partnership tax returns.
  • Partnered with the finance operations team to introduce automated credit control mechanisms, improving accuracy by 15%.
  • Trained new credit analysts on the use of Microsoft Excel, boosting department productivity by 83%.
  • Implemented advanced credit risk models that led to improved credit scoring consistency by 21%, recognized by President's Club.
  • Documented and resolved standard which led to system.
  • Recouped $13 from delinquent client.
  • Proactively reviewed and adjusted credit limits, ensuring compliance with ITIL and reducing bad debt by 48%

Affiliations

  • Institute of Credit Management (ICM) Certification
  • Receivables Management Association International (RMAI)
  • American Society of Safety Professionals
  • System Business and Economics Council
  • Society of Financial Professionals (SFP)
  • Association for Supply Chain Management (APICS)
  • Society of Consumer Credit Professionals (SCCP) Member
  • Chartered Financial Analyst (CFA) Institute
  • Project Management Institute
  • National Association of Social Workers

Certifications

  • Certified Fraud Examiner (CFE) from the Association of Certified Fraud Examiners (ACFE)
  • Certified Credit Specialist (CCS) by National Association of Credit Management (NACM)
  • SHRM Certified Professional (SHRM-CP)
  • Commercial Credit Certification (CFC)
  • Bankruptcy and Insolvency Certification from system
  • Chaired a Credit Scoring Certification Workshop by Meridian, 2015
  • Financial Risk Manager (FRM) from the Global Association of Risk Professionals (GARP)
  • Project Management Professional (PMP)
  • Certified Public Accountant (CPA)
  • Certified Treasury Professional (CTP)

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