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Skills

  • Human resources knowledge
  • Team Leadership
  • Organizational skills
  • Budget development
  • SPSS/STATA/SAS software proficient
  • Intuit QuickBooks specialist
  • Revenue generation
  • Risk Assessment
  • Financial reporting
  • Account auditing

Work Experiences

  • Researched technical tax issues related to consulting projects ahead of time.
  • Went to customers' homes to collect payments in person.
  • Prepared financial pages for senior management to review.
  • By enhancing internal control systems and procedures, I was able to facilitate strong process and framework results.
  • Monthly expense variances and explanations were collected and reported.
  • Collaborated with managers to create annual expense plan objectives.
  • Oversaw a team of five accounts receivable clerks.
  • Optimized and managed research and development spending through collaboration with key business leaders.
  • Updated the statements and mailed them out.
  • Prepared accurate financial statements at the end of the quarter.

Summaries

  • Dedicated to providing timely, accurate, and high-quality assistance.
  • Efficient Finance Director with skills in performance reporting and team leadership.
  • Excellent interpersonal and conflict resolution skills.
  • Credit Control Officer with a wide range of skills who can use persuasion to collect payments on past-due accounts.
  • Meet bank and customer service standards on a regular basis.
  • Account management, contract negotiation, and compliance are all skills that a successful Credit Control Officer possesses.
  • Familiar with the regulatory and legal framework that applies to initiative businesses.
  • Multi-talented Collections Manager who excels at combining various financial skills to tackle difficult tasks and achieve outstanding results.
  • Finance Director with 10 years of successful stakeholder engagement and strategic planning experience.
  • Trained to deal professionally with customer concerns while collecting payments on past-due accounts.

Accomplishments

  • Successfully coordinated multi-departmental budgeting efforts, ensuring alignment with corporate financial objectives and reducing variance to less than 34%.
  • Tax Returns: Performed tax methods applicable to business revenues and like-kind exchanges. Prepared annual individual, corporate, trust, estate, gift and partnership tax returns.
  • Negotiated multi-year vendor contracts that resulted in cost savings of 58% with no compromise on service quality.
  • Documented and resolved standard which led to framework.
  • Executed a financial restructuring plan, reducing annual operating costs by $16, improving overall financial health and liquidity.
  • Spearheaded a company-wide initiative to optimize cash flow, enhancing liquidity and freeing up $2 for operational investments.
  • Successfully reduced interest costs by $10 over 6 years through strategic debt restructuring initiatives.
  • Auditing Procedures: Knowledge of planning techniques, test and sampling methods involved in conducting audits.
  • Generated cost savings of $13 annually by identifying operational inefficiencies and implementing process optimizations.
  • Received the Top Performer in 2021.

Affiliations

  • Risk Management Association (RMA)
  • Panel Speaker at Accounting and Finance Finance Leadership Summit - 2021
  • Toastmasters
  • American Medical Informatics Association
  • Harvard Business Executive Education Alumni - Finance Track
  • Rotary International
  • Association for Financial Professionals (AFP) Certified Financial Professional (CFP) Training
  • National Association of Corporate Directors (NACD)
  • Society of Women Engineers
  • National Society of Compliance Professionals (NSCP)

Certifications

  • Certified Professional in Supply Management (CPSM) for Finance
  • Series 7 License (General Securities Representative)
  • Certified Public Accountant
  • Certified Mergers & Acquisitions Professional (CMAP)
  • CompTIA Security+
  • Certified in Financial Forensics (CFF)
  • Certified in Risk and Information Systems Control (CRISC)
  • Certified Business Analysis Professional (CBAP)
  • Certificate in Financial Planning & Analysis by Association for Financial Professionals
  • Certificate in Mergers & Acquisitions (CMA) by Summit Group

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