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Skills

  • Financial planning
  • Advanced bookkeeping skills
  • Tax accounting
  • ERP (Enterprise Resource Planning) software
  • PeopleSoft and Essbase
  • Process equipment
  • Business development expertise
  • Fiscal budgeting
  • Financial controls development
  • Reporting familiarity

Work Experiences

  • Increased new bank relationships within the local community by 18% through the implementation of quarterly promotions.
  • Created presentation formats for expense charge-out reviews on a monthly/quarterly basis.
  • Used advanced software skills to create documents, reports, and presentations.
  • Created reports that included a variety of metrics and account data.
  • Was in charge of all phases of certified audits for an 85-person CPA firm.
  • Reconstructed accounting records using checks and cash receipts from clients.
  • Created and maintained customer accounts, including interactions, payments, and personal data.
  • Looked over collection reports to see how far collections had progressed and how much money was still owed.
  • Prepared accurate financial statements at the end of the quarter.
  • Helped management finalize the annual expense plans.

Summaries

  • Accountant with 7 years of experience successfully maintaining accurate accounting data for large-scale financial organizations.
  • German and French are both fluent.
  • Financial Coordinator with 12 years of successful workflow optimization and process improvement experience.
  • Certified Public Accountant with extensive experience in general accounting's full life cycle.
  • Both business and personal credit are areas where I excel.
  • Preparing complex tax returns is a plus.
  • Ready to provide Lakeside Partners with excellent results.
  • Within Accounting and Finance, senior Financial Coordinator and outstanding performer in risk assessment and data analysis.
  • Objective Accounting and Finance leader who has led financial systems and programs to success.
  • Credit control and monetary collections are two of my specialties.

Accomplishments

  • Monitored
  • Process Improvement: Created new departmental procedures manual. Assessed organizational training needs.
  • Identified
  • Won
  • Reduced
  • Accounting Skills: Operated computers programmed with accounting software to record, store, and analyze information.
  • Created
  • Achieved 5% cost reduction by eliminating redundant processes.
  • Advised
  • Prepared

Affiliations

  • Freemason
  • Turnaround Management Association (TMA)
  • Lions Club
  • Accounting & Financial Women's Alliance (AFWA)
  • Chartered Financial Analyst Institute (CFA Institute)
  • National Grants Management Association (NGMA)
  • Financial Executives International (FEI)
  • Project Management Institute
  • American Society of Safety Professionals
  • Chartered Institute of Management Accountants (CIMA)

Certifications

  • Accredited Business Accountant/Advisor (ABA)
  • Certified Risk Management Assurance (CRMA)
  • Certified Internal Auditor (CIA)
  • CompTIA Security+
  • ServSafe
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Hedge Fund Professional (CHP)
  • Certified Government Financial Manager (CGFM)
  • Apple Certified Associate (ACA)
  • Cash Flow Management Certification

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