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Skills

  • Financial close cycle optimization
  • Relationship development
  • Reporting familiarity
  • Board-Level Financial Presentations
  • Regulatory compliance
  • Cash handling expertise
  • Decision-making support for senior executives
  • Financial statement preparation
  • Metric equipment
  • FHA loan process background

Work Experiences

  • Advocated for changes in financial reporting.
  • Acted as the primary liaison with external auditors and regulatory bodies, resolving all inquiries and ensuring timely submission of financial reports with zero penalties.
  • Cleared $4 in mismatched entries.
  • Collaborated with cross-functional teams on mergers and acquisitions.
  • Reviewed more than 3 financial statements per three years.
  • Cited as best practices in industry benchmarking studies.
  • Met deadlines by proactively managing individual and team tasks and implementing method processes.
  • Conducted financial impact assessments for identifying potential risks in new business ventures, resulting in 83% greater accuracy in profitability forecasts.
  • Achieved 44% greater accuracy in profitability forecasts.
  • Applied ASC 606 guidance.

Summaries

  • Achieved recurring cost savings of 17 per annum.
  • Aligned financial strategies with corporate goals.
  • Dedicated Director of Financial Reporting with 11 years of administrative and operations management experience.
  • Achieved no material weaknesses over a 15-year period.
  • Adept in leading cross-functional teams.
  • Highly skilled at building and leading high-performance teams that focus on meeting and exceeding business goals.
  • To meet and exceed business financial goals, successfully optimizes frameworks and cultivates cohesive teams.
  • Director of Financial Reporting who has managed multimillion-dollar business operations for 3 years.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the procedure business.
  • Aligned subsidiary processes with SOX compliance standards.

Accomplishments

  • Led the preparation and review of quarterly and annual filings (10-K, 10-Q, 8-K), reducing filing discrepancies by 46% and improving transparency with investors.
  • Controlled all aspects of external audit reviews, reducing audit adjustment items by 37% and enhancing overall accuracy in financial reporting.
  • Played a pivotal role in transitioning the company's financial statements to IFRS compliance, identifying and rectifying reporting issues that led to a 46% improvement in compliance ratings.
  • Developed a comprehensive pension reporting system that automated annual statements, saving 4 man-hours per month and reducing errors by 45%.
  • Monitored and improved the financial reporting processes, resulting in a reduction in financial closing time by 5 days.
  • Oversaw the re-design and improvement of internal control systems, which significantly improved financial audit outcomes and reduced adjustments by 83%.
  • Negotiated and collaborated with external auditors, resulting in a 84% reduction in audit adjustment items during the year-end close.
  • Worked with tax teams to prepare and file compliance reports that resulted in a 46% reduction in tax penalties.
  • Conducted detailed variance analysis in financial reports, which identified cost-saving opportunities that contributed to 6 in profit retention.
  • Spearheaded the automation of SEC reporting processes, reducing man-hours required for filings from 6 hours to 2 hours per quarter.

Affiliations

  • Society of Human Resource Management
  • Contributor to the Financial Reporting Committee at program
  • Membership in Ohio Society of CPAs
  • National Association of Social Workers
  • American Institute of Certified Public Accountants (AICPA)
  • Active Member, Chartered Global Management Accountant (CGMA) Association
  • Association of Chartered Certified Accountants (ACCA)
  • Jaycees
  • Participating Member, ERP User Group for program
  • Association for Financial Professionals (AFP)

Certifications

  • Certified Sarbanes-Oxley Professional (CSOXP) – Northwind
  • Certified Information Systems Auditor (CISA) – Summit Group
  • CompTIA A+ Technician
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Corporate Governance Certification – program
  • Certified Anti-Money Laundering Specialist (CAMS) - Lakeside Partners
  • Apple Certified Associate (ACA)
  • Certified Government Financial Manager (CGFM) – initiative
  • Certified Public Accountant (CPA) - Georgia
  • IRS Enrolled Agent (EA) – Harbor & Co.

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