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Skills

  • Human resources knowledge
  • CPA certification
  • Expert in customer relations
  • Financial statement preparation
  • Business operations
  • Recruitment strategies
  • Internal controls development
  • Financial strategy management
  • Project management
  • Cross-functional team leadership

Work Experiences

  • Increased profits by 9% by providing customers with investment management and financial planning services to help them achieve their long-term objectives.
  • Established and enforced revenue and expense controls to protect company assets.
  • Analyzed company credit exposure and worked proactively to renegotiate terms with suppliers, reducing outstanding debt by $13.
  • Assisted in securing SAP funding.
  • Reviewed and edited loan agreements to improve efficiency and accuracy.
  • Achieved savings of $18.
  • Introduced metric innovative technology and process improvement initiatives, which resulted in a $11 cost savings.
  • Achieved year-over-year improvement of 45% in profitability.
  • Met deadlines by proactively managing individual and team tasks and implementing procedure processes.
  • Automated financial reporting processes.

Summaries

  • Finance Officer who has managed multimillion-dollar business operations for 10 years.
  • Systematic financial executive with 7 years of experience in category finance.
  • Possessing the ability to translate financial metrics into actionable details, she is poised and sharp.
  • Outstanding performance in laying out strategic financial directions for business expansion.
  • Internal Audit Manager with in-depth knowledge of business processes, risk and control frameworks, and auditing standards.
  • Dedicated to learning, growing, and succeeding in Accounting and Finance.
  • Efficient Finance Officer with skills in vendor management and quality assurance.
  • Mandarin and Spanish are both fluent.
  • Finance Officer is a hardworking individual who is familiar with scripted interactions and collection guidelines.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.

Accomplishments

  • Collaborated with team of 14 in the development of program.
  • Competitive Analysis: Performed competitive analysis to make recommendations for future company growth.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Business Development: Initiated two key partnerships which resulted in procedure revenue growth.
  • Marketing: Implemented marketing strategies which resulted in category growth of customer base.
  • Consulted
  • Resolved
  • Protective Services: Applied safety procedures and policies as outlined in Department Safety Manual.
  • Achieved a $8 reduction in operational costs by overseeing the successful integration of automated financial controls and procedures.
  • Managed

Affiliations

  • Internal Revenue Service Enrolled Agent (EA) Certification
  • Society of Women Engineers
  • National Association of Social Workers
  • Global Association of Risk Professionals (GARP) Affiliation
  • Rotary International
  • International Accounting Standards Board (IASB) Educational Programs
  • American Marketing Association
  • Membership in the Association for Financial Professionals (AFP)
  • Certified Financial Planner (CFP) Professional Affiliation
  • Financial Executives International (FEI) Involvement

Certifications

  • Financial Risk Manager (FRM) 2020
  • Credit Risk Certification (CRC) – Risk Management Association
  • Associate Chartered Accountant (ACA) – 2023
  • Diploma in Corporate Finance (CFQ) 2024
  • Certified Internal Auditor (CIA) - 2023, Institute of Internal Auditors
  • Project Management Professional (PMP)
  • Cisco Certified Internetwork Expert (CCIE)
  • CompTIA Network+
  • Chartered Financial Analyst (CFA) – 2021
  • Certified Corporate Financial Planning & Analysis Professional (FPAC) – system

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