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Skills

  • Operational improvement
  • Project management
  • Territory Sales Experience
  • Multi-Task Management
  • Strategic financial planning
  • Strength in regulatory reporting
  • Recruitment strategies
  • Cost accounting
  • Credit and collections
  • PeopleSoft knowledge

Work Experiences

  • Identified
  • Reduced shrinkage by reorganizing inventory and properly labeling products.
  • Guided
  • Completed bank reconciliations for 11 small businesses on a monthly, quarterly, and annual basis.
  • Assisted department employees by performing a variety of clerical and administrative duties.
  • Cut the time it took to enter data by 11% and reduced the number of errors by 9%.
  • Assessed accounting requirements during discovery meetings with potential clients.
  • Used strategic risk management techniques to safeguard company assets.
  • Reviewed and edited loan agreements to improve efficiency and accuracy.
  • Received, recorded, and banked cash, checks, and vouchers, and reconciled bank transaction records.

Summaries

  • CPA with nearly three years of progressive public accounting experience serving high net worth individuals, C corporations, S corporations, partnerships, estates, and trusts.
  • Focused on customer service
  • Efficient Financial Administrator with skills in risk assessment and budget management.
  • For fully compliant tracking, reporting, and auditing of financial records, be well-organized and diligent about keeping records current, statements accurate, and accounts reconciled.
  • Versatile Collections Manager who excels at combining various financial skills to tackle difficult tasks and achieve outstanding results.
  • Meet bank and customer service standards on a regular basis.
  • Dependable
  • Seasoned
  • Accounting professional with extensive experience in cross-functional collaboration and budget management.
  • Through professional credit management, the company has been successful in fostering goodwill with customers.

Accomplishments

  • Auditing Procedures: Knowledge of planning techniques, test and sampling methods involved in conducting audits.
  • Led the successful transition to a cloud-based ERP system, minimizing processing time and improving data accuracy.
  • Increased sales 10% over three years.
  • Recouped $8 from delinquent client.
  • Enhanced cash flow forecasting models leading to an average monthly cash surplus of $3.
  • Assisted in tax filing and compliance efforts, leading to a tax reduction of $11 for customer success over 2015.
  • Collaborated with team of 18 in the development of procedure.
  • Collaborated with legal consultants to ensure compliance with local and international tax regulations, mitigating risk across 18 global units.
  • Continually reviewed financial control policies to ensure compliance with evolving internal governance standards.
  • Provided clear, data-driven guidance that enabled the optimization of capital expenditures, increasing ROI by 16%.

Affiliations

  • Society of Human Resource Management
  • Association for Accountancy and Business Affairs (AABA) Member
  • Certified Cash Manager (CCM), Association of Corporate Treasurers (ACT)
  • Volunteer Leadership Position, Non-Profit Financial Oversight Committee
  • Certified Financial Risk Manager (FRM), Global Association of Risk Professionals (GARP)
  • Rotary International
  • Active Member, Risk Management Association (RMA)
  • Certified Payroll Professional (CPP) - American Payroll Association (APA)
  • Attendee, Annual Financial Planning Conference
  • Member, American Institute of CPAs (AICPA)

Certifications

  • Certified Internal Auditor (CIA)
  • Advanced Excel for Financial Modeling – Ironclad Systems
  • ServSafe
  • Certified Financial Planner (CFP)
  • Apple Certified Associate (ACA)
  • Fundamentals of Sustainability Accounting (FSA) Credential, program
  • Association for Project Management (APM)
  • Leadership in Energy and Environmental Design (LEED) Accredited Professional
  • Anti-Money Laundering Specialist (CAMS)
  • Certified Global Management Accountant (CGMA)

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