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Skills

  • Relationship building
  • Project management
  • CPA certification
  • Invoice and payment processing
  • Audit tracking
  • Several months reporting
  • Financial statement preparation
  • Strength in regulatory reporting
  • Process improvement
  • Flexible team player

Work Experiences

  • Completed variance analysis on the monthly budget.
  • Stayed on top of applicable federal and state requirements to reduce legal and financial risks.
  • Conducted expense audits.
  • Checked data and information for accuracy in entry, calculations, and billing codes.
  • Compiled framework and metric reports that summarized system data.
  • Created detailed financial models in process to forecast monthly performance against budget, enhancing visibility for operations.
  • Assisted in the financial planning process.
  • Complied with labor laws and tax regulations.
  • Used QuickBooks to input financial data and generate reports.
  • Collaborated with cross-functional teams to prepare monthly financial reports, which improved reporting efficiency by 32%.

Summaries

  • Personable with a strong commitment to achieving objectives, modernizing systems, and carefully managing standard documentation.
  • In order to take on Finance Assistant with Ironclad Systems, I'm hoping to use my experience in financial data entry and record keeping.
  • Jira is a skill that I've honed over the years.
  • Microsoft Excel is a smart and talented person.
  • Looking for a Finance Assistant position in the Accounting and Finance.
  • Determined individual who pays close attention to the smallest of details and is well-versed in maintaining meticulous financial records.
  • Bilingual Finance Assistant with experience in meeting planning, month-end reporting, and payroll management.
  • Qualified Night Auditor with extensive experience in program financial reporting and analysis, as well as HubSpot training.
  • Expert Accounts Payable Specialist with in-depth knowledge of workflow optimization.
  • Professional in collaborative finance with 12 years of experience assisting clients in achieving their financial objectives.

Accomplishments

  • Auditing Procedures: Knowledge of planning techniques, test and sampling methods involved in conducting audits.
  • Handled and resolved the largest Number of reporting discrepancies in several months.
  • Prepared and maintained documentation for compliance with Scrum Master, ensuring audit readiness and reducing non-compliance risk.
  • Initiated improvements on financial templates reducing daily reporting preparation time by 31%, enhancing overall department efficiency.
  • Generated a 8% reduction in month-end close.
  • Influenced decision-making by preparing monthly financial summaries, assisting leadership in allocating $2 across 6 critical projects.
  • Reconciled discrepancies in daily bank deposits for Seattle, ensuring 100% accuracy in financial records within a several months period.
  • Led financial risk assessments for 18 projects, mitigating potential financial exposure of $11 through risk identification and reduction strategies.
  • Created cash flow forecasts supporting budgetary decisions, which resulted in balancing operational expenses within 29% of target.
  • Program Assisted revenue department in compiling revenue data for purposes of determining organization's financial position for 2018.

Affiliations

  • International Federation of Accountants (IFAC)
  • Association of Chartered Certified Accountants (ACCA)
  • Association of Certified Fraud Examiners (ACFE)
  • American Association of Finance & Accounting (AAFA)
  • American Marketing Association
  • Institute of Internal Auditors (IIA)
  • National Association of Social Workers
  • Toastmasters
  • Association of Finance Professionals (AFP)
  • American Finance Association (AFA)

Certifications

  • Certified Public Accountant (CPA)
  • First Aid/CPR Certified
  • Certified Treasury Professional (CTP)
  • Certified Business Analysis Professional (CBAP)
  • Intermediate Financial and Management Accounting by program
  • Foundation Certificate in Accounting and Financial Management
  • SHRM Certified Professional (SHRM-CP)
  • Microsoft Certified Systems Engineer (MCSE)
  • Member of system
  • SHRM Senior Certified Professional (SHRM-SCP)

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