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Skills

  • Regulatory compliance
  • Audit coordination
  • Relationship development
  • Advanced forecasting methods
  • Business operations
  • Cash Flow Forecasting
  • Fixed asset reporting familiarity
  • Expense tracking system implementation
  • Budgets
  • Peachtree proficiency

Work Experiences

  • Collected, verified, and documented data by reviewing method, procedure, and method documents.
  • Achieved optimal share pricing.
  • Used Power BI to analyze finances and create detailed forecasting reports.
  • Communicated critical operational improvements to improve performance using financial data from reports.
  • Prepare HubSpot for the coming days by sending detailed daily bank reports to program agency and closing the current day's finances.
  • Handled data, client communications, and filling procedures with the new and improved initiative system.
  • Devised effective emergency procedures in order to free up time for introducing new projects.
  • Reconciled account information and reported figures in the general ledger by comparing them to the bank account statement each month.
  • Achieved $8 in tax savings.
  • Aided the day staff by performing daily computer backups, virus scans, and software updates.

Summaries

  • QuickBooks, Oracle, and custom accounting software are among the software applications with which he is familiar.
  • With a commitment to efficiency, accuracy, and modernization, knowledgeable about Jira.
  • Bookkeeper with 14 years of experience working for program of businesses.
  • Deep knowledge of Asana and method financial recording.
  • Have a proven track record of creating accurate spreadsheets and delivering well-organized reports with Jira.
  • GAAP expert with general ledger experience
  • Accounting Clerk with 10 years of experience in initiative financial management and the use of Power BI.
  • Microsoft Excel is a skill that I've honed over the years.
  • Successful at keeping accounts up to date and accurate in order to maintain compliant financial records.
  • Worker who is meticulous and quick to learn and is dedicated to accuracy and efficiency.

Accomplishments

  • Tracked CAPEX and OPEX budgets using QuickBooks, contributing to a 16% reduction in capital spending over the past year.
  • Led a cross-functional finance reorganization project, optimizing workflows and improving departmental efficiency by 82%.
  • Reduced financial close cycle time by 70% through the implementation of automated accounting systems.
  • Forged cross-department collaboration initiatives that yielded a 78% improvement in financial accuracy and interdepartmental trust.
  • Conducted thorough risk assessments, identifying potential liabilities worth $7 and implementing mitigation plans.
  • Managed monthly, quarterly, and annual statement preparation, improving reporting timelines and accuracy by 54%.
  • Orchestrated multiple financial audits with zero non-compliant findings, showcasing integrity in financial reporting practices.
  • Implemented financial reporting systems that ensured full compliance with IFRS and US GAAP standards, reducing audit findings by 27%.
  • Headed financial planning initiatives that aligned $18 in corporate budgets with strategic growth objectives.
  • Implemented a continuous improvement process that slashed manual data entry time by 39% due to automation.

Affiliations

  • Certified Public Accountant (CPA), Arizona Chapter
  • Association of Information Technology Professionals
  • Financial Planning Association (FPA)
  • International Council of Nurses
  • National Association of Black Accountants (NABA)
  • Association of Chartered Certified Accountants (ACCA)
  • International Association of Business Communicators (IABC) – Financial Communications
  • Association of Certified Fraud Examiners (ACFE)
  • Association for Accounting Marketing (AAM)
  • Lions Club

Certifications

  • First Aid/CPR Certified
  • Taxation and Compliance Management Certificate – Summit Group
  • Institute of Finance and Management (IOFM) Accounts Payable Certification
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Fraud Examiner (CFE)
  • Certified Government Financial Manager (CGFM)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Apple Certified Associate (ACA)
  • Certified Merger & Acquisition Advisor (CM&AA)
  • Lean Six Sigma Black Belt – Financial Services

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