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Skills

  • Financial reporting
  • Territory Sales Experience
  • Adobe Creative Suite proficiency
  • PeopleSoft knowledge
  • Excellent managerial techniques
  • Accounts payable
  • Communication techniques
  • Relationship building
  • Mutual funds
  • Collections regulatory guidelines

Work Experiences

  • Wrote the annual audit reports in their entirety, including all footnote disclosures.
  • Prepared accurate financial statements at the end of the quarter.
  • Maintained the general ledger's integrity, including the chart of accounts.
  • Was in charge of all phases of certified audits for an 85-person CPA firm.
  • Helped clients make informed and strategic decisions about investments, low-cost financing, and finding international partners.
  • Created and maintained customer accounts, including interactions, payments, and personal data.
  • Created customer management systems as well as other systems for reporting and tracking customer information.
  • Researched technical tax issues related to consulting projects ahead of time.
  • Updated the statements and mailed them out.
  • Reconstructed accounting records using checks and cash receipts from clients.

Summaries

  • Clients of all backgrounds and financial levels are well-served by her.
  • Dedicated to managing, coordinating, and facilitating audits that have been assigned to me.
  • Results-oriented, friendly, and capable of working under duress.
  • Excellent interpersonal and conflict resolution skills.
  • Finance Consultant with strong numerical skills and a thorough understanding of market trends and stock values.
  • Account Assistant who is well-versed in Accounting and Finance practices and clerical support requirements.
  • Certified Public Accountant with extensive experience in general accounting's full life cycle.
  • In fast-paced, demanding environments, talented Finance Consultant is highly effective at managing a high volume of collections calls.
  • Finance Consultant with 5 years of public accounting experience.
  • Prepared to contribute 12 years of in-depth experience to help Summit Group meet its objectives.

Accomplishments

  • Optimized pricing models, which improved gross margin by 25% without compromising competitiveness in key market segments.
  • Resolved product issue through consumer testing.
  • Advised on merger and acquisition transactions totaling $3 and conducted financial due diligence that mitigated potential risk exposure.
  • Received the Excellence Award in 2020.
  • Developed customized portfolio strategies, growing client assets under management by $13 over two years.
  • Increased sales 5% over 6 months.
  • Researched and implemented advanced financial scenario analysis tools, enabling better strategic decision-making during times of market volatility.
  • Collaborated with cross-functional teams to successfully introduce cost allocation strategies, saving $14 in operational expenses.
  • Provided tax advisory services that resulted in a 50% reduction in overall tax liabilities for clients across 18 sectors.
  • Collaborated with IT to implement a business intelligence software solution that reduced financial reporting time by 47%. Increased reporting accuracy significantly.

Affiliations

  • Institute of Management Accountants (IMA)
  • International Council of Nurses
  • Certified Financial Planner (CFP) Board
  • International Association of Administrative Professionals
  • Financial Management Association (FMA)
  • Environmental Finance Association
  • Chartered Institute for Securities & Investment (CISI)
  • Jaycees
  • American Marketing Association
  • Association of Chartered Certified Accountants (ACCA)

Certifications

  • Chartered Financial Analyst (CFA)
  • Certified Economic and Trade Analyst (CETA) Harbor & Co.
  • Certified Valuation Analyst (CVA)
  • Certified Risk Management Assurance (CRMA)
  • Chartered Market Technician (CMT)
  • Chartered Financial Consultant (ChFC)
  • Certified Public Accountant (CPA)
  • Certified International Investment Analyst (CIIA)
  • Certified Fund Specialist (CFS)
  • Certified International Tax Analyst (CITA)

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