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Skills

  • Interpersonal communication
  • ATX Total Accounting Office proficiency
  • Staff development
  • Superior attention to detail
  • US GAAP principles
  • Certified Public Accountant (CPA)
  • Bookkeeping
  • Risk Assessment
  • Budget development
  • SPSS/STATA/SAS software proficient

Work Experiences

  • Collaborated with project management to ensure that budgets were met.
  • Generated financial statements and assisted with account closing procedures each month.
  • Was in charge of forecasting, operations, accounting close, and reporting for a $240 million prescription drug rebate revenue program.
  • Analyzed and researched reporting issues to improve accounting operations procedures.
  • Proposed budgetary changes in order to boost the company's profits.
  • Prepared financial pages for senior management to review.
  • Went to customers' homes to collect payments in person.
  • Created 6 months reports that were used to make important decisions.
  • Created a fiscal budget and established expense tracking procedures.
  • Looked over collection reports to see how far collections had progressed and how much money was still owed.

Summaries

  • In fast-paced, demanding environments, talented Financial Assistant is highly effective at managing a high volume of collections calls.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Certified Public Accountant with extensive experience in general accounting's full life cycle.
  • Excellent interpersonal and conflict resolution skills.
  • Customer-focused CPA with over seven years of experience at a Big Five accounting firm.
  • Financial Assistant is a multi-talented Financial Assistant who is consistently rewarded for planning and operational improvements.
  • Both business and personal credit are areas where I excel.
  • Mandarin and Spanish are both fluent.
  • Strengths in quality assurance and stakeholder engagement backed up by Accounting and Finance training.
  • Financial Assistant is a hardworking individual who is familiar with scripted interactions and collection guidelines.

Accomplishments

  • Took ownership of accounts receivable management and reduced aged debtors by $17 after conducting a review of payment terms and improving collection processes.
  • Led team in implementation of new accounting software, training team members and streamlining reporting processes, which ultimately improved departmental efficiency by 37%.
  • Prepared comprehensive monthly financial reports, delivering critical insights to senior leadership that informed successful cost-saving strategies, resulting in a 60% reduction in operational expenses.
  • Collaborated with team of 4 in the development of method.
  • Forecasted currency exchange fluctuations and created hedging strategies that reduced foreign currency losses by $14, contributing to a more financially stable procurement process.
  • Initiated a reconciliatory process for multi-currency transactions, reducing currency mismatch errors by 65% and improving accuracy in monthly financial statements.
  • Developed a new financial reporting template that reduced manual data entry by 48% and improved accuracy in the financial reporting process.
  • Received the Outstanding Service Award in 2017.
  • Created bespoke financial reports for key stakeholders, leading to more efficient capital allocation and a 19% increase in project ROI for 2017.
  • Generated a 10% reduction in month-end close.

Affiliations

  • Lean Six Sigma Certification in Financial Processes
  • Institute of Management Accountants (IMA)
  • Government Finance Officers Association (GFOA)
  • Association for Computing Machinery
  • Association of Government Accountants (AGA)
  • International Association of Financial Management
  • Rotary International
  • Freemason
  • Association of Information Technology Professionals
  • Certified Payroll Professional (CPP), American Payroll Association

Certifications

  • Certified Accounting Technician (CAT) – Brightline
  • Chartered Financial Analyst (CFA®) – CFA Institute
  • Intermediate Financial Accounting (IFA) Certification - program
  • ServSafe
  • Certified Information Systems Auditor (CISA) - process
  • Certified Protection Officer (CPO)
  • Project Management Professional (PMP)
  • First Aid/CPR Certified
  • CompTIA Network+
  • Financial Risk Manager (FRM) - Global Association of Risk Professionals (GARP)

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