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Skills

  • Financial Modeling and Scenario Analysis
  • Variance reporting
  • Team management
  • MS Office
  • Trend forecasting
  • Forecast automation using HubSpot
  • Operational improvement
  • First Aid/CPR
  • Evaluating capital projects
  • Cost monitoring

Work Experiences

  • Assessed an underperforming division’s financial plan.
  • Acted as the primary liaison between external auditors and internal accounting teams.
  • Conducted high-level market analyses.
  • Kept operations safe by keeping financial information confidential.
  • Acted as the primary liaison between external auditors and internal accounting teams for 2020 audit process, achieving successful compliance with no material findings.
  • Suggested debt structures after researching refinancing options and identifying cost-cutting opportunities.
  • Monthly variance reports were created to highlight significant variances, such as cash flow and capital expenditures.
  • Kept track of KPIs to figure out what was causing the unexpected variations.
  • Achieved 34% cost-savings.
  • Achieved a 33% increase in ROI.

Summaries

  • Financial Planning Analyst is a multi-talented Financial Planning Analyst who is consistently rewarded for planning and operational improvements.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Achieved results through effective planning.
  • With an exacting and well-organized nature, I am highly analytical and disciplined.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the procedure business.
  • Financial Planning Analyst with 18 years of experience identifying and evaluating information and recommending actions to help management make better decisions.
  • HubSpot and QuickBooks expertise.
  • Recognized on a regular basis for outstanding performance and contributions to the Accounting and Finance industry's success.
  • Collaborated with management teams.
  • Financial Planning Analyst with 14 years of successful workflow optimization and performance reporting experience.

Accomplishments

  • Collaborated with team of 11 in the development of category.
  • Issued quarterly financial reports that realigned company’s strategic objectives, contributing to a 65% increase in profitability.
  • Led comprehensive financial analysis for procedure, directly improving resource allocation by 18% and reducing overhead costs.
  • Partnered with cross-functional teams to integrate financial KPIs into business performance dashboards, improving transparency and accountability.
  • Resolved product issue through consumer testing.
  • Implemented strategic expense controls, resulting in a 32% improvement in EBITDA within 12 months across 18 departments.
  • Led expense reduction initiative, resulting in $10 in annual savings through renegotiated contracts and operational improvements.
  • Provided financial insights for new market entry strategies, identifying cost-saving opportunities that reduced expenditures by $14.
  • Built custom financial models that improved the company’s cash flow projections, leading to $3 in additional revenue over 12 quarters.
  • Created monthly financial dashboards using Asana, providing insights that enhanced executive decision-making and alignment with strategic goals.

Affiliations

  • Lions Club
  • International Council of Nurses
  • American Society of Safety Professionals
  • Rotary International
  • Professional Risk Managers' International Association (PRMIA)
  • American Marketing Association
  • Association of Chartered Certified Accountants (ACCA)
  • National Association of Personal Financial Advisors (NAPFA)
  • Freemason
  • Society of Actuaries (SOA)

Certifications

  • Professional Risk Manager (PRM)
  • First Aid/CPR Certified
  • Certified Management Accountant (CMA)
  • Certified Treasury Professional (CTP)
  • Chartered Global Management Accountant (CGMA) by Beacon Labs
  • Certified Financial Planning & Analysis Professional (FP&A)
  • Certified Public Accountant (CPA)
  • CompTIA Network+
  • CompTIA Security+
  • Tableau Desktop Specialist Certification

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