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Skills

  • Relationship building and management
  • Team management
  • FHA loan process background
  • Capital project budgeting
  • Capital Investment Strategies
  • Sales professional
  • Human resources knowledge
  • Bank security expert
  • Staff management
  • Regulatory compliance

Work Experiences

  • Achieved 50% ROI in 2023.
  • Authored a detailed plan.
  • Conducted variance analyses.
  • Achieved a 24% increase in free cash flow year-over-year through improved financial modeling and liquidity management.
  • Authored a detailed plan that secured $8 in capital investment from procedure, facilitating rapid business expansion.
  • Achieved a 54% increase in net income year-over-year.
  • Coordinated with 18 departments.
  • Developed comprehensive internal controls.
  • Collaborated with IT to implement a budgeting and planning tool that reduced processing times by 5%, enhancing financial reporting speed.
  • Achieved a 46% increase in free cash flow.

Summaries

  • Financial administration, team leadership, and vendor management are all strengths.
  • Adept at developing income statements.
  • Director of Financial Planning is a multi-talented Director of Financial Planning who is consistently rewarded for planning and operational improvements.
  • Problem-solving and creative decision-making are skills that a logical Director of Financial Planning possesses.
  • Within Accounting and Finance, senior Director of Financial Planning and outstanding performer in cross-functional collaboration and budget management.
  • Achieved a 40% improvement in forecast accuracy.
  • To meet and exceed business financial goals, successfully optimizes frameworks and cultivates cohesive teams.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Accomplished in delivering corporate financial objectives.
  • With over 8 years of experience in sales and branch management, loan management, and general bank operations, I am a results-oriented self-motivator.

Accomplishments

  • Documented and resolved category which led to standard.
  • Achieved a 64% reduction in financial close cycle duration by automating manual processes using Asana.
  • Provided strategic financial leadership that improved capital allocation and generated 73% returns on investment for multiple high-stakes projects.
  • Resolved product issue through consumer testing.
  • Developed training workshops on advanced financial planning tools, significantly reducing forecasting errors and achieving 49% forecast accuracy improvements.
  • Led the integration of finance systems during a $10 corporate merger, ensuring seamless alignment of financial data across 5 departments.
  • Introduced a real-time forecasting tool that provided leadership with up-to-date KPIs, enabling quicker decision-making and reducing response times by 17%.
  • Delivered a comprehensive cost-benefit analysis for capital investment proposals, saving the company $16 in approved expenditure.
  • Reduced annual finance payroll costs by 44% by optimizing the team’s resource allocation and workload management.
  • Mentored a team of 3 junior financial analysts, helping them develop advanced budgeting and forecasting skills, which improved overall team efficiency by 73% in the past year.

Affiliations

  • Corporate Finance Institute Alumni Association
  • Financial Planning Association (FPA)
  • American Institute of Certified Public Accountants (AICPA)
  • Society of Human Resource Management
  • Professional Risk Managers' International Association (PRMIA)
  • American Society of Safety Professionals
  • Association for Computing Machinery
  • Private Directors Association (PDA)
  • International Association of Consultants, Valuators and Analysts (IACVA)
  • Certified Financial Planner (CFP) Board Membership

Certifications

  • Cisco Certified Internetwork Expert (CCIE)
  • Advanced Excel for Financial Modeling Certification (Lakeside Partners)
  • Financial Modeling & Valuation Analyst (FMVA)
  • Six Sigma Green Belt (Lean Finance Focus)
  • Certified in Financial Management (CFM)
  • Chartered Financial Analyst (CFA)
  • Strategic Financial Leadership Certificate Program
  • Certified Public Accountant
  • CompTIA A+ Technician
  • Certified Investment Management Analyst (CIMA)

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