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Skills

  • SOX Compliance
  • Budgets
  • Financial modeling
  • Accounting systems assessment
  • Business operations
  • SEM trend knowledge
  • Transformative leadership
  • Territory Sales Experience
  • Billing and collections best practices
  • Public and private accounting

Work Experiences

  • Collaborated with project management to ensure that budgets were met.
  • Looked over collection reports to see how far collections had progressed and how much money was still owed.
  • I'm in charge of the client's asset base, which includes bond funds and city funds.
  • Discovered major cases of fraud, embezzlement, and outstanding debts.
  • Prepared accurate financial statements at the end of the quarter.
  • Looked for industry trends on social media and through online sources.
  • Prepared financial pages for senior management to review.
  • Produced periodic reports that compared budgeted and actual costs.
  • Collaborated with managers to create annual expense plan objectives.
  • Oversaw a team of five accounts receivable clerks.

Summaries

  • Within Accounting and Finance, senior Experienced Associate and outstanding performer in quality assurance and data analysis.
  • Tax accounting specialist with a strong analytical background and a track record of working quickly and accurately under pressure.
  • Experienced Associate with 16 years of successful team leadership and budget management experience.
  • Innovative accountant with experience extracting financial data from a variety of reporting systems and recommending important operational changes.
  • Customer-focused CPA with over seven years of experience at a Big Five accounting firm.
  • In the system industry, eager to take on high-volume operations.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • For new and existing customers, leads routine operations and special projects.
  • Dedicated to learning, growing, and succeeding in Accounting and Finance.
  • Experienced Associate is a hardworking individual who is familiar with scripted interactions and collection guidelines.

Accomplishments

  • Generated a 12% reduction in month-end close.
  • Negotiated vendor agreements, resulting in a $14 reduction in annual service costs while maintaining the same quality standards.
  • Trained and mentored a team of 5 associates, improving individual performance metrics by 27%.
  • Directed and optimized the development cycle of HubSpot, reducing time-to-market by 28% and generating $10 in additional revenue.
  • Facilitated the smooth implementation of method, streamlining customer data access and saving 7 hours weekly on reporting.
  • Implemented cost-saving strategies that decreased operational overhead by $7 per quarter without sacrificing service levels.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Expense Control: program initiative
  • Managed a portfolio of strategic client accounts worth $8, growing account value by 83% over 2020.
  • Collaborated with senior executives to devise a sales expansion strategy, achieving a year-over-year revenue increase of 56%.

Affiliations

  • National Association of Corporate Directors (NACD) - Linked to educational forums in corporate governance since 2023
  • Toastmasters
  • Society of Human Resource Management
  • Society of Women Engineers
  • Jaycees
  • Association for Operations Management (APICS) - Provided key contributions to operational workflow improvements
  • Rotary International
  • Institute for Supply Management (ISM) - Engaged in discussions about global market expansion and trade compliance
  • Global Alliance for Project Managers (GAPM) - Competed in project management challenges and case study analyses
  • Society of Competitive Intelligence Professionals (SCIP) - Member participating in competitive market intelligence forums

Certifications

  • Certified Public Accountant
  • CompTIA A+ Technician
  • Certified Protection Officer (CPO)
  • CompTIA Security+
  • Chartered Financial Analyst (CFA) Level I - Ironclad Systems
  • Certified Public Accountant (CPA)
  • Microsoft Certified Systems Engineer (MCSE)
  • First Aid/CPR Certified
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Cisco Certified Internetwork Expert (CCIE)

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