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Skills

  • Evaluating capital projects
  • Financial reporting systems integration
  • Communications
  • Records management procedures
  • Process equipment
  • Problem resolution
  • Forecast automation using HubSpot
  • Team building
  • Automation using Asana
  • Relationship development

Work Experiences

  • Completed reconciliations of 14 business accounts.
  • Achieved zero financial discrepancies.
  • Assessed an underperforming division’s financial plan.
  • Appraised current condition and estimated potential depreciation to value assets.
  • Conducted high-level market analyses and competitor benchmarking, driving strategic pricing adjustments that increased profit margins by 22%.
  • Automated financial reporting systems using Workday integration, reducing report preparation time by 37%.
  • Conducted high-level market analyses.
  • Used Tableau to create financial databases to assemble, verify, and back up data.
  • Completed quantitative analysis to define financial situations.
  • Achieved results without additional resources.

Summaries

  • Collaborated with key stakeholders to conduct market analysis and strategic pricing adjustments, increasing profit margins by 70%.
  • Achieved $10 in additional profit.
  • Costs were consistently reduced while profits were increased.
  • Achieved a $5 reduction in capital requirements.
  • Accomplished analyst with a focus on expense control and cost management strategies that consistently improve bottom-line performance by $18.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Collaborated with senior leadership to guide strategic financial decisions that led to $4 in additional profit through accurate revenue forecasting.
  • Committed to achieving desired outcomes with little or no supervision.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the procedure business.

Accomplishments

  • Performed in-depth variance analysis for 4 business units, uncovering $10 in missed cost-saving opportunities and optimizing future pricing models.
  • Implemented a revenue forecasting process that shortened budget cycles by 16 days and improved decision-making speed across senior leadership.
  • Developed a detailed P&L report system that improved the accuracy of financial monitoring and decision-making by 50%, recognized by senior leadership.
  • Conducted sensitivity analysis for capital expenditures, providing insights that led to optimal cash flow management and a 16% reduction in borrowing costs.
  • Provided critical financial oversight for system, resulting in President's Club recognition for excellence in cost control and budgeting.
  • Supported company stakeholders by providing real-time financial performance updates, resulting in timely corrective measures and a 29% increase in efficiency.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Presented detailed cost-benefit analyses for investment projects, resulting in a 33% improvement in ROI across 7 business sectors.
  • Took ownership of the financial close process, implementing new controls that reduced discrepancies by 28% and enhanced audit accuracy.
  • Led monthly financial review sessions, presenting to executives actionable data-driven insights that led to company-wide cost savings of 47%.

Affiliations

  • Institute of Financial Operations (IFO)
  • American Marketing Association
  • Certified Corporate Financial Planning and Analysis (FP&A) Professional
  • American Economic Association (AEA)
  • American Medical Informatics Association
  • Business Financial Planning and Analysis Network
  • International Federation of Accountants (IFAC)
  • Institute of Management Accountants (IMA)
  • Jaycees
  • Association of Chartered Certified Accountants (ACCA)

Certifications

  • CompTIA Network+
  • Certified Management Accountant (CMA)
  • Accredited in Business Valuation (ABV) by Vantage
  • Certified Treasury Professional (CTP)
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Operational Risk Professional (CORP)
  • Risk Management Certificate (RMC) from Ironclad Systems
  • Association for Financial Professionals (AFP) Financial Planning Certification
  • Chartered Financial Analyst (CFA)
  • ServSafe

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