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Skills

  • Communications
  • Regulatory compliance
  • Cross-functional collaboration
  • General ledger accounting expertise
  • Project organization
  • Budgeting and forecasting
  • Proficient in Sage
  • Fixed asset reporting familiarity
  • Budgets
  • Audit coordination

Work Experiences

  • Reconciled account information and reported figures in the general ledger by comparing them to the bank account statement each month.
  • Handled data, client communications, and filling procedures with the new and improved procedure system.
  • Achieved results in 2018.
  • Processed $12 worth of two years payments with 4% accuracy.
  • Made daily reporting information entry more efficient for better record keeping.
  • Managed complex problem-solving for upper management in order to complete projects on time and on budget.
  • Processed payroll for 11 employees, including commissions, taxes, paid time off, and healthcare benefits each one year.
  • Checked data and information for accuracy in entry, calculations, and billing codes.
  • Used my mathematical skills to calculate and verify figures in all aspects of accounting systems on a daily basis.
  • Advised clients on risk management practices tailored to their individual financial portfolios, achieving an average client satisfaction increase of 84%.

Summaries

  • Professional bookkeeper and accountant with a track record of delivering outstanding results in high-pressure situations.
  • Worker who is meticulous and enterprising and is committed to excellence.
  • Accounts Payable Clerk who has worked with system accounts for 6 years.
  • Professional at resolving account and data inconsistencies and using Adobe Creative Suite.
  • Desire to apply process improvement knowledge, project management and data analysis abilities in a new Financial Services Technician position with a growing Accounting and Finance company.
  • Through open communication and clearly defined guidelines, skilled Financial Services Technician is highly effective at developing positive and productive working relationships with employees.
  • Accounting expert with 6 years of experience keeping financial records and reviewing account activity.
  • Personable with a strong commitment to achieving objectives, modernizing systems, and carefully managing initiative documentation.
  • Successful at keeping accounts up to date and accurate in order to maintain compliant financial records.
  • Quality assurance and client relations are being offered to a new metric opportunity.

Accomplishments

  • Developed a dashboard for real-time financial data visualization, improving reporting turnaround times by 70% for senior management.
  • Reduced auditing deficiencies by preparing and submitting compliance documentation for fiscal year 2016, identifying and correcting over $13 in discrepancies.
  • Worked closely with departmental heads to develop budgets, maintaining expenditure within a 65% variance of forecast for fiscal year 2019.
  • Monitored financial performance, delivering comprehensive reports that identified cost-saving opportunities and improved profitability by 30%.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Implemented new payroll management software, streamlining payroll operations and reducing processing time by 85%.
  • Assisted in the migration to automated accounting systems, which streamlined data entry and improved error detection by 61%.
  • Led project budget reviews, ensuring alignment with financial goals by restricting variance within 71% and reducing overspending.
  • Prepared and analyzed quarterly cash flow statements to optimize liquidity, ensuring that cash reserves met operational requirements in 2017.
  • Integrated payroll management with financial reporting tools, reducing discrepancies and improving audit transparency by 27%.

Affiliations

  • Jaycees
  • Government Finance Officers Association (GFOA)
  • Lions Club
  • Investment Management Consultants Association (IMCA)
  • Rotary International
  • American Institute of Certified Public Accountants (AICPA)
  • International Financial Management Association (IFMA)
  • American Medical Informatics Association
  • International Association for Accounting Education & Research (IAAER)
  • Chartered Financial Analyst (CFA) Institute

Certifications

  • Cisco Certified Internetwork Expert (CCIE)
  • Certified Anti-Money Laundering Specialist (CAMS)
  • System Financial Systems Professional Certification
  • Certified Public Accountant
  • Certified in Strategy and Competitive Analysis (CSCA)
  • Certified Global Business Professional (CGBP)
  • Financial Modeling & Valuation Analyst (FMVA)
  • Certified Management Accountant (CMA)
  • Financial Risk Manager (FRM)
  • Chartered Investment Manager (CIM)

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