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Skills

  • Financial reporting and analysis
  • Team management
  • Cost Variance Reduction
  • Business Development
  • Cash handling expertise
  • Data-driven decision making
  • Business intelligence tools (Jira)
  • Relationship development
  • MS Office
  • Team leadership and development

Work Experiences

  • Improved customer retention by 12% by resolving escalated customer issues.
  • Boosted overall margin by 75%.
  • Authored the forecast capturing 75%+ market growth insights.
  • Collaborated with cross-functional teams.
  • Developed KPIs and performance dashboards that aligned with operational goals, delivering 20% improvement in tracking key metrics.
  • Decreased approval times by 6%.
  • Hired, trained, and mentored 17 employees after recruiting, interviewing, and hiring them. I also implemented a mentoring program to encourage positive feedback and engagement.
  • Adopted cutting-edge BI tools.
  • Conducted detailed trend analyses that uncovered a 44% growth opportunity in a competitive market, driving strategic investment.
  • Used positive motivational techniques to engage employees in business processes.

Summaries

  • Objective Accounting and Finance leader who has led financial systems and programs to success.
  • Advanced critical strategic initiatives for Harbor & Co..
  • Financial administration, team leadership, and risk assessment are all strengths.
  • Highly skilled at building and leading high-performance teams that focus on meeting and exceeding business goals.
  • Dedicated to learning, growing, and succeeding in Accounting and Finance.
  • Knowledgeable Director of Financial Analysis with experience in childcare and development.
  • Well-organized, proactive, and able to adapt to changing circumstances.
  • A results-oriented professional with a talent for guiding organizations through complex M&A transactions with a value exceeding $18, strengthening market competitiveness.
  • Ambitious banker with extensive experience in bank leadership, fraud detection, and teller operations.
  • Adept at building detailed, scalable models.

Accomplishments

  • Created a capital budgeting process that improved investment return rates by 26% across major projects.
  • Developed financial risk mitigation strategies during economic downturns, helping the company avoid losses of $14.
  • Presented data-driven insights to senior leadership that resulted in a 22% improvement in profit margins across key product lines.
  • Designed and implemented a financial reporting structure that reduced month-end close time by 76%.
  • Successfully reduced financial reporting discrepancies by 66% through restructuring the audit process and improving data validation.
  • Developed and monitored KPIs for business units, delivering a 28% improvement in operational performance tracking.
  • Advised C-level executives with real-time financial analysis, allowing for more informed decisions that improved shareholder value by 38%.
  • Documented and resolved process which led to procedure.
  • Slashed unnecessary administrative spending by $58,000 through process reengineering and automation.
  • Fostered a collaborative environment between finance and other departments, resulting in a 77% reduction in financial discrepancies.

Affiliations

  • Corporate Finance Institute (CFI) Financial Modeling & Valuation Analyst Scrum Master
  • Harvard Business School Online - Financial Analysis for Senior Executives Program Graduate
  • Financial Management Association International (FMA) Membership
  • American Marketing Association
  • Chartered Financial Analyst (CFA) Institute Charterholder
  • ERP System Implementation Committee, Cross-Department Collaboration
  • Society of Human Resource Management
  • Involvement with the CFO Leadership Council
  • Global Reporting Initiative (GRI) - Sustainability Reporting Participant
  • American Medical Informatics Association

Certifications

  • Financial Data Management Professional - ServiceNow Jira
  • Lean Six Sigma Green Belt Summit Group
  • Certified Data Analyst - QuickBooks HubSpot
  • Certified Internal Auditor (CIA) – Institute of Internal Auditors (IIA)
  • Apple Certified Associate (ACA)
  • Certified Management Accountant (CMA) - Institute of Management Accountants
  • Salesforce
  • Cisco Certified Internetwork Expert (CCIE)
  • Advanced PowerPoint and Presentation Skills - metric
  • Certified Public Accountant (CPA) framework

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