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Skills

  • Adobe software proficiency
  • Financial strategy management
  • Certified Management Accountant (CMA)
  • Certified Financial Planner (CFP)
  • Account management
  • Management accounting
  • Financial reporting
  • Skip tracing
  • Flexible team player
  • CPA certification

Work Experiences

  • Started it.
  • Spearheaded significant company profit increases by revitalizing plans and realigning company objectives to meet changing market conditions.
  • Identified
  • Transformed team leadership operations through proactive implemented and diligent improved.
  • Had planned ahead.
  • Raised the stakes.
  • Increased profits by 16% by providing customers with investment management and financial planning services to help them achieve their long-term objectives.
  • Write and review employment letters, manage the recruitment process up to the interview stage, keep track of personal claims before they are approved by the GM, and process payroll and pay statutory deductions.
  • Prepared a high-level variance analysis by comparing financial statements to forecasts.
  • Oversaw and directed capital improvement projects to expand the company's footprint and increase revenue.

Summaries

  • Finance Executive is a dynamic and highly qualified Finance Executive who has a thorough understanding of accounting principles, taxation policies, and income tax procedures.
  • Versatile Collections Manager who excels at combining various financial skills to tackle difficult tasks and achieve outstanding results.
  • Successful in reducing old accounts and managing bad debt.
  • Regulatory requirements and successful strategies for maintaining optimal controls are well-understood.
  • Focused on customer service
  • Problem-solving and creative decision-making are skills that a logical Finance Executive possesses.
  • Innovative, talented, and driven leader dedicated to revolutionizing Accounting and Finance and transforming underperforming segments into lean, agile, and long-term operations.
  • Ready to provide Summit Group with excellent results.
  • Well-versed in US GAAP, International Financial Reporting Standards (IFRS), and other statutory requirements.
  • Accounting professional with extensive experience in cross-functional collaboration and data analysis.

Accomplishments

  • Collaborated with IT and finance teams to integrate Asana, improving reporting capabilities and reducing financial reporting errors by 59%.
  • Collaborated with team of 5 in the development of category.
  • Recouped $13 from delinquent client.
  • Generated a 5% reduction in month-end close.
  • Framework Assisted revenue department in compiling revenue data for purposes of determining organization's financial position for 2017.
  • Negotiated bank terms for secured lines of credit, reducing financing charges by 35% and freeing up $13 in capital for investment.
  • Co-led an initiative to integrate treasury software, leading to 34% more efficient management of the company’s cash and liquidity.
  • Initiated a risk-reduction financial training for 17 employees, improving overall risk management and internal control adherence by 53%.
  • Led a cross-functional team in reducing departmental costs by 18% through implementation of a cost control framework, saving the business $12 annually.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.

Affiliations

  • Corporate Finance Institute (CFI)
  • International Business and Financial Communications Association
  • American Finance Association (AFA)
  • Tax Executives Institute (TEI)
  • International Association for Finance and Accounting Professionals (IAFAP)
  • International Financial Risk Institute (IFRI)
  • Chartered Financial Analyst Institute (CFA Institute)
  • Association of Information Technology Professionals
  • American Medical Informatics Association
  • Financial Technology Association (FTA)

Certifications

  • SHRM Senior Certified Professional (SHRM-SCP)
  • Member of method
  • Accounting Data Analytics Certificate - method
  • CompTIA Network+
  • Certified Internal Auditor (CIA)
  • Chartered Wealth Manager (CWM), certified by the American Academy of Financial Management (AAFM)
  • Derivatives Analyst Certification - procedure
  • CompTIA Security+
  • Google Certified Professional Cloud Architect
  • International Certified Valuation Specialist (ICVS)

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