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Skills

  • Human resources knowledge
  • First Aid/CPR
  • Staff management
  • Balance sheet optimization
  • Budgets
  • MS Office
  • Business development expertise
  • Cross-functional collaboration
  • Sales professional
  • Team building

Work Experiences

  • Created financial scenarios for strategic decision-making.
  • Aligned KPIs with operational goals.
  • Designed a tax planning framework.
  • Delivered strategic investments faster.
  • Decreased approval times by 6%.
  • Authored the forecast that captured 64%+ market growth insights, which validated the expansion strategy into program.
  • Improved customer retention by 12% by resolving escalated customer issues.
  • Created financial scenarios for a strategic board decision on framework, influencing an $3 capital investment.
  • Chaired an annual budgeting process for a division with $18 in revenue, ensuring alignment with corporate strategy.
  • Collaborated with cross-functional teams.

Summaries

  • Well-organized, proactive, and able to adapt to changing circumstances.
  • Captured opportunities worth up to $11.
  • 14 years of experience in financial analysis.
  • Achieved 17% market growth.
  • Highly skilled at building and leading high-performance teams that focus on meeting and exceeding business goals.
  • Strengths in cross-functional collaboration and performance reporting backed up by Accounting and Finance training.
  • Dedicated to learning, growing, and succeeding in Accounting and Finance.
  • Consultative approach to financial planning, providing comprehensive scenario models for strategic board decisions that secured $15 in capital investment.
  • Knowledgeable Director of Financial Analysis with experience in childcare and development.
  • Dedicated Director of Financial Analysis with 17 years of administrative and operations management experience.

Accomplishments

  • Established quarterly performance reviews linking financial KPIs to business outcomes, yielding 36% better alignment with company strategy.
  • Led M&A financial due diligence for transactions worth $12, supporting Vantage's growth strategy.
  • Developed a tax planning strategy that saved the organization $3 in tax liabilities over 6 months.
  • Designed and implemented a financial reporting structure that reduced month-end close time by 76%.
  • Identified and eliminated cost variances across 17 departments, contributing to a 24% increase in expense efficiency.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Improved financial accuracy by implementing a rolling forecast methodology, enhancing adaptability and planning by 68%.
  • Initiated cost-reduction programs that decreased operational expenses by $2 annually without impacting service levels.
  • Integrated financial planning and analysis systems with Microsoft Excel, driving a 22% increase in the accuracy of financial projections.
  • Designed interactive dashboards for C-suite reporting, increasing visibility into financial performance by 65%.

Affiliations

  • Institute of Management Accountants (IMA) Membership
  • ERP System Implementation Committee, Cross-Department Collaboration
  • Beta Gamma Sigma Honor Society (Business and Finance)
  • Freemason
  • Society of Human Resource Management
  • International Association of Administrative Professionals
  • Member of Finance Leaders Fellowship Program, category
  • American Marketing Association
  • National Investor Relations Institute (NIRI) Member since 2018
  • Committee Member, Global Debt Restructuring Think Tank in 2018

Certifications

  • Financial Risk Manager (FRM) - Global Association of Risk Professionals (GARP)
  • Certified Public Accountant (CPA)
  • Microsoft Certified Systems Engineer (MCSE)
  • Project Management Professional (PMP) – Project Management Institute (PMI)
  • Certificate in Quantitative Finance (CQF)
  • ServSafe
  • Certified Information Systems Auditor (CISA) - standard
  • Certified Specialist in Asset Management (CSAM) - Meridian
  • Chartered Global Management Accountant (CGMA) - process
  • Certified Financial Planner (CFP)

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