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Skills

  • Public speaking
  • Data Management
  • Profitability analysis
  • Budgeting and forecasting
  • Team leadership and development
  • Budget forecasting
  • Strategic and financial planning
  • Product testing
  • Clerical support
  • Interpersonal and written communication

Work Experiences

  • Oversaw high-volume accounting operations with a 2-person team focused on efficient budget administration, AP/AR, and other financial management needs.
  • Local, state, and federal agencies provided me with documents, clearances, certificates, and approvals.
  • Internal and regulatory financial reports, such as balance sheets and income statements, were prepared by me.
  • Implemented marketing strategies that resulted in a 12% increase in the number of customers.
  • Adhered to GAAP and IFRS standards.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Assessed financial process improvements.
  • Had an excellent attendance record and was always on time for work.
  • Advised executive leadership on cost control strategies.
  • Answered 13 calls per several months to help customers with their questions and concerns.

Summaries

  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Knowledgable in a variety of design and testing methodologies.
  • Working with Agile and Scrum methodologies to meet project milestones within specified timeframes is a strong suit.
  • Costs were consistently reduced while profits were increased.
  • Capable of handling detailed work in a systematic and organized manner.
  • Asana and Tableau are two of my strongest skills.
  • Dynamic communicator who consistently outperforms company goals and expectations.
  • Successfully revamped and strengthened controls, reorganized processes, and simplified procedures to increase accounting record efficiency and accuracy.
  • Well-qualified financial systems leader with a track record of managing internal accounting processes, strengthening controls, and optimizing systems for peak performance.

Accomplishments

  • Developed and implemented a robust payroll system for 17 employees, improving accuracy and processing times by 29%.
  • Developed a comprehensive financial analysis that identified key cost drivers, achieving a 10% improvement in EBITDA for Harbor & Co..
  • Streamlined tax compliance processes across multi-state operations, reducing tax reporting errors by 71% and minimizing audit risks.
  • Documented and resolved procedure which led to method.
  • Implemented an enhanced A/R (Accounts Receivable) collection process that reduced overdue accounts by 69%, improving company liquidity.
  • Reconciled balance sheets for multi-entity organizations, ensuring zero discrepancies through fast and accurate monthly closings.
  • Designed and executed internal financial controls that led to a 5-year history of incident-free financial audits.
  • Developed cash flow management strategies, increasing available liquidity by $17, which improved operational flexibility by reducing reliance on external financing.
  • Negotiated vendor contracts, leading to a savings of $2 annually, which was re-invested into growth initiatives for the department.
  • Collaborated with department heads to reallocate budgets, achieving a 46% reduction in forecasted expenses without negatively impacting critical business activities.

Affiliations

  • Association of Information Technology Professionals
  • National Society of Accountants (NSA)
  • Corporate Finance Institute (CFI) - FMVA® Certification
  • Association for Supply Chain Management (APICS)
  • Freemason
  • Financial Management Association International (FMA)
  • National Association of Tax Professionals (NATP)
  • Rotary International
  • Financial Planning Association (FPA)
  • Project Management Institute

Certifications

  • Certified Payroll Professional (CPP) from category
  • Professional in Human Resources (PHR) from HR Certification Institute (HRCI)
  • Certified Bookkeeper (CB) by the American Institute of Professional Bookkeepers (AIPB)
  • Cash Flow Manager Certification by Northwind
  • Financial Modeling & Valuation Analyst (FMVA) by Corporate Finance Institute (CFI)
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Business Analysis Professional (CBAP)
  • Advanced Excel for Financial Modeling Certification from Harbor & Co.
  • Salesforce
  • Finance Business Partnering Certification by Chartered Institute of Management Accountants (CIMA)

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