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Skills

  • Certified Public Accountant (CPA)
  • Schedule management
  • Fiscal budgeting
  • Superior attention to detail
  • Delinquent account management
  • Risk Assessment
  • Risk advisory
  • MS Office Suite
  • Repayment plan structuring
  • Financial planning

Work Experiences

  • Provided critical software expertise for programs such as Asana and QuickBooks across the office, including training, troubleshooting operations, optimizing usage, and developing optimal products.
  • Greeted visitors as they arrived, determined the nature and purpose of their visit, and directed them to the appropriate locations.
  • Gathered data and documents from sources that had previously been entered into the system.
  • Took and managed incoming and outgoing calls, as well as recording and distributing accurate messages to the office staff.
  • Coordinated catering for the annual staff development forum, distributed company-wide announcements, and booked conference rooms.
  • Responded to emails and other correspondence to facilitate communication and improve business processes.
  • Was always looking for ways to make daily operations, client communications, recordkeeping, and data entry more efficient.
  • Gathered statistical data to improve reports and presentations, and I coordinated employee appointments and meetings.
  • Researched method, framework, and process information to support implemented.
  • Handled inquiries, conducted research, and resolved issues relating to transactions and system.

Summaries

  • Portuguese and French are both fluent.
  • To meet challenging objectives, work well with little supervision.
  • Clients of all backgrounds and financial levels are well-served by her.
  • Financial Secretary with 15 years of successful cross-functional collaboration and performance reporting experience.
  • Certified Public Accountant with extensive experience in general accounting's full life cycle.
  • Dedicated to managing, coordinating, and facilitating audits that have been assigned to me.
  • Quality assurance and vendor management are tasks that I am uniquely qualified to perform.
  • In fast-paced, demanding environments, talented Financial Secretary is highly effective at managing a high volume of collections calls.
  • Account management, contract negotiation, and compliance are all skills that a successful Credit Control Officer possesses.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.

Accomplishments

  • Won
  • Streamlined
  • Developed a robust fraud detection system that reduced unauthorized transactions by 39% over the course of 2015.
  • Collaborated with project managers to monitor the financial health of 18 of key initiatives, ensuring they stayed within a pre-approved budget of $3.
  • Increased
  • Researched
  • Documentation: Wrote and edited documents to keep staff informed on policies and procedures.
  • Proposed
  • Advised
  • Prepared

Affiliations

  • International Association of Administrative Professionals
  • National Society of Accountants (NSA)
  • Global Association of Risk Professionals (GARP)
  • National Association of Tax Professionals (NATP)
  • Association for Computing Machinery
  • Freemason
  • American Institute of Certified Public Accountants (AICPA)
  • Accounting & Financial Women's Alliance (AFWA)
  • Tax Executives Institute (TEI)
  • Project Management Institute

Certifications

  • Certified Government Financial Manager (CGFM) - procedure
  • Certified Treasury Professional (CTP) - initiative
  • Certified Protection Officer (CPO)
  • Apple Certified Associate (ACA)
  • FDCPA
  • Accredited Business Accountant/Advisor (ABA) - system
  • Financial Modeling & Valuation Analyst (FMVA) - program
  • Salesforce
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified Nonprofit Accounting Professional (CNAP) Ironclad Systems

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