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Skills

  • Strength in regulatory reporting
  • Aged account reporting
  • CPA certification
  • Identifying investment objectives
  • Public and private accounting
  • Financial reporting
  • Flexible team player
  • General and tax accounting
  • Risk management
  • Adobe Creative Suite proficiency

Work Experiences

  • Produced periodic reports that compared budgeted and actual costs.
  • Gathered and organized data before entering it into a computer database.
  • Analyzed and researched reporting issues to improve accounting operations procedures.
  • Analyzed monthly balance sheet accounts for corporate reporting.
  • Updated the statements and mailed them out.
  • Proposed budgetary changes in order to boost the company's profits.
  • Generated financial statements and assisted with account closing procedures each month.
  • Built and strengthened relationships with new clients while also informing them about account services and capabilities.
  • Was in charge of processing payments and applying them to customer balances.
  • Went to customers' homes to collect payments in person.

Summaries

  • Credit control and monetary collections are two of my specialties.
  • Spanish and Mandarin are both fluent.
  • Prepared to contribute 12 years of in-depth experience to help Summit Group meet its objectives.
  • Excellent organizational and communication skills.
  • Familiar with the regulatory and legal framework that applies to process businesses.
  • Innovative accountant with experience extracting financial data from a variety of reporting systems and recommending important operational changes.
  • 15 years of experience as a finance consultant.
  • Credit Control Officer with a wide range of skills who can use persuasion to collect payments on past-due accounts.
  • Account Assistant with a strong desire to improve team efficiency and streamline operations.
  • Eager to advance professionally by utilizing my communication and problem-solving skills.

Accomplishments

  • Collaborated with team of 8 in the development of system.
  • Provided fiscal guidance that enabled a client to secure $14 in financing, allowing expansion into procedure.
  • Analyzed 13 years of financial data and identified cost-cutting opportunities that reduced overhead expenses by 19%. Delivered results in Qprocedure.
  • Resolved product issue through consumer testing.
  • Recommended and implemented a working capital optimization strategy that improved the cash conversion cycle by 18 days in 12 divisions.
  • Developed customized portfolio strategies, growing client assets under management by $13 over two years.
  • Generated a 5% reduction in month-end close.
  • Developed comprehensive expense management protocols, reducing non-essential expenditures by 23% while maintaining operational effectiveness.
  • Contributed to the development of client ESG (Environmental, Social, and Governance) criteria compliance, qualifying for $8 in sustainable investment financing.
  • Framework Conducted fieldwork audits in accordance with the firm methodology and AICPA pronouncements for non-profits and construction companies.

Affiliations

  • Institute of Financial Operations (IFO)
  • National Association of Social Workers
  • European Financial Management Association (EFMA)
  • Mergers & Acquisitions Professionals Association (MAPA)
  • Environmental Finance Association
  • Lions Club
  • Association of Chartered Certified Accountants (ACCA)
  • Certified Financial Planner (CFP) Board
  • Chartered Institute for Securities & Investment (CISI)
  • International Fiscal Association (IFA)

Certifications

  • Certified Financial Analyst (CFA)
  • Chartered Market Technician (CMT)
  • Project Management Professional (PMP)
  • Certified Protection Officer (CPO)
  • Certified Valuation Analyst (CVA)
  • Salesforce
  • Microsoft Certified Systems Engineer (MCSE)
  • Google Certified Professional Cloud Architect
  • Certified Treasury Professional (CTP)
  • Cisco Certified Internetwork Expert (CCIE)

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