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Skills

  • Administrative support
  • Process improvement
  • Operational improvement
  • Team building
  • Risk mitigation strategies
  • CCTV
  • Data reconciliation
  • Financial statement preparation
  • MS Office
  • Accounts payable

Work Experiences

  • Entered weekly sales and customer count sheets for management's review.
  • Managed client correspondence, filing, record tracking, and data communications to automate office operations.
  • Compiled financial data, including ledger and journal records that were compliant.
  • Used Jira to process end-of-day paperwork, verifying deposits and correcting errors.
  • Assisted in the transition from Microsoft Excel to Workday, transferring data and ensuring accuracy.
  • Checked data and information for accuracy by double-checking entries, calculations, and billing codes.
  • Was in charge of processing customer payments and setting up payment plans.
  • Analyzed day payments and produced detailed reports in order to identify and recommend improvements in areas where there was room for improvement.
  • Kept detailed records and receipts for nightly checks and vendor payments up to $9.
  • Reconciled bank statements and credit cards monthly.

Summaries

  • With training in metric techniques, skilled in process improvement.
  • People-oriented and dedicated to efficiency, financial modernization, and close procedure documentation management.
  • With training in risk assessment, I am knowledgeable about ServiceNow and ledger verification.
  • Dedicated to providing excellent customer service, timely payments, and thorough documentation.
  • 3 years of experience as a Night Auditor in workflow optimization.
  • Accounting Assistant with 3 years of experience in accurately and efficiently supporting offices.
  • Accounts Payable Clerk with 3 years of experience in account management in performance reporting.
  • Accounting Manager with extensive experience in workflow optimization and category financial matters.
  • Data analysis and workflow optimization are consistently accurate when entering data.
  • For fully compliant tracking, reporting, and auditing of financial records, be well-organized and diligent about keeping records current, statements accurate, and accounts reconciled.

Accomplishments

  • Enhanced the client invoicing process through rigorous process reviews and automation, increasing invoicing accuracy rate to 43%.
  • Implemented advanced cash application processes, shortening days sales outstanding (DSO) by 79% days and improving cash flow by $18.
  • Acted as the financial liaison during contract negotiations, securing more favorable terms for 15 contracts, protecting revenue streams of $2.
  • Analyzed customer financial data to assess creditworthiness, mitigating potential risks by reducing bad debt forecast by $13 per quarter.
  • Formulated risk mitigation strategies aligned with global financial regulations, decreasing exposure to regulatory fines by 7%.
  • Developed and presented weekly credit risk reviews to C-level executives, resulting in proactive actions that reduced the risk of revenue loss by $10.
  • Provided detailed financial forecasts and recommendations to leadership, enabling them to make informed business decisions that resulted in a 37% revenue increase.
  • Partnered with accounts receivable to manage escalations, reducing unresolved disputes by 67% and increasing cash flow by 10 within several months.
  • Conducted quarterly audits to ensure compliance with internal and external financial regulations, resulting in 3% reduction in errors across 2017.
  • Collaborated with the IT department to integrate an automated invoicing solution leading to a 56% improvement in on-time payments.

Affiliations

  • Board Member, Boston Small Business Finance Advisory Council, providing consultation in AR management
  • Certified in Financial Management (CFM) - 2016
  • Participant, Financial Executives International (FEI)
  • Certified Global Management Accountant (CGMA), 2019
  • Six Sigma Green Belt in Process Improvement, 2021
  • Finance Committee Chair, initiative, overseeing financial audits and compliance
  • Completion of ERP system proficiency certifications (e.g., Oracle, SAP, NetSuite)
  • Certified Credit and Collection Manager (CCCM), awarded by Harbor & Co., 2024
  • Member, National Society of Accountants (NSA)
  • Active member, Institute of Finance & Management (IOFM)

Certifications

  • Customer Relationship Management (CRM) Certification - Adobe Creative Suite
  • SHRM Certified Professional (SHRM-CP)
  • Certified Risk Management Specialist (CRMS) - standard
  • Chartered Financial Analyst (CFA®) – CFA Institute
  • Certified Credit Professional (CCP) - National Association of Credit Management (NACM)
  • Cisco Certified Internetwork Expert (CCIE)
  • Google Certified Professional Cloud Architect
  • Certified Corporate FP&A Professional (FPAC) - Association for Financial Professionals (AFP)
  • Microsoft Excel Advanced Certification – Microsoft
  • Six Sigma Green Belt Certification - system

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