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Skills

  • Operations management
  • Cash-flow report generation
  • Cost accounting
  • Strength in regulatory reporting
  • Public and private accounting
  • Foreign tax reporting
  • Computer literate
  • Certified Public Accountant (CPA)
  • Accounts payable
  • Understands foreign tax reporting

Work Experiences

  • Guided
  • Reduced process discrepancies by 8% by accurately maintaining performance reporting data systems.
  • Increased revenue by 14% by assisting with operations management, including sales and marketing efforts.
  • Reduced
  • By enhancing internal control systems and procedures, I was able to facilitate strong procedure and method results.
  • Kept track of trend forecasts and adjusted budgets and operational plans to keep the company agile and revenue growing.
  • Created a system database to improve resource utilization and reduce export costs by 8% through strategic management and contract analysis.
  • Solved
  • By transforming the production process and aligning sales targets to meet changing industry conditions, I was able to achieve an industry-leading profit increase.
  • Oversaw and directed capital improvement projects to expand the company's footprint and increase revenue.

Summaries

  • Well-versed in US GAAP, International Financial Reporting Standards (IFRS), and other statutory requirements.
  • Innovative
  • Knowledgeable Finance Executive with experience in childcare and development.
  • Within standard industry organizations, meticulous Finance Executive has been successful in revenue generation.
  • Team player looking to apply previous experience to a process position with a progressive organization.
  • Ready to provide Summit Group with excellent results.
  • Articulate
  • CPA with nearly three years of progressive public accounting experience serving high net worth individuals, C corporations, S corporations, partnerships, estates, and trusts.
  • Meet bank and customer service standards on a regular basis.
  • Problem-solving and creative decision-making are skills that a logical Finance Executive possesses.

Accomplishments

  • Negotiated a line of credit extension at more favorable terms, lowering interest rates and enhancing liquidity during growth periods.
  • Collaborated with IT and finance teams to integrate Asana, improving reporting capabilities and reducing financial reporting errors by 59%.
  • Managed risk assessments, identifying and mitigating 7 critical financial risks, protecting assets valued at $4.
  • Facilitated the successful refinancing of corporate debt, reducing interest rates by 84% and saving the company $11 annually.
  • Led a cross-functional team in reducing departmental costs by 18% through implementation of a cost control framework, saving the business $12 annually.
  • Integrated cutting-edge financial software Asana, driving a 26% improvement in data accuracy and real-time reporting.
  • Redesigned financial reporting processes, cutting month-end close time by 12 days and improving data accuracy by 19%.
  • Reduced audit preparation time by 82% through streamlining documentation processes and adopting advanced audit software.
  • Collaborated with team of 5 in the development of category.
  • Initiated a risk-reduction financial training for 17 employees, improving overall risk management and internal control adherence by 53%.

Affiliations

  • American Finance Association (AFA)
  • Association of Mergers and Acquisitions Advisors (AM&AA)
  • Certified Public Accountant (CPA) Society
  • Association for Financial Professionals (AFP)
  • International Association for Finance and Accounting Professionals (IAFAP)
  • Corporate Finance Institute (CFI)
  • Association of Corporate Treasurers (ACT)
  • National Association of Social Workers
  • Society of Human Resource Management
  • Finance Leaders Fellowship

Certifications

  • Certified Mergers & Acquisitions Advisor (CM&AA)
  • Certificate in Quantitative Finance (CQF)
  • Salesforce
  • Certified Internal Auditor (CIA)
  • CompTIA Security+
  • CompTIA A+ Technician
  • Accounting Data Analytics Certificate - method
  • Cisco Certified Internetwork Expert (CCIE)
  • Chartered Wealth Manager (CWM), certified by the American Academy of Financial Management (AAFM)
  • Certified Public Accountant (CPA)

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