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Skills

  • Collections processing
  • Budgets
  • Financial controls development
  • Accounting operations professional
  • Market trend analysis
  • Statutory Reporting
  • Financial modeling
  • Standard operating procedure development
  • Process improvement
  • Tax accounting specialization

Work Experiences

  • Performed data validation, produced financial reporting, and managed projects and related tasks to reduce costs and increase revenue.
  • Ensured
  • Identified
  • Collaborated with management to identify and mitigate unusual expense variances in various areas.
  • Oversaw the additions and retirements of fixed assets.
  • Calculated owed taxes, prepared tax returns, and ensured timely payment in accordance with IRS guidelines.
  • Built and strengthened relationships with new clients while also informing them about account services and capabilities.
  • Aided in the creation of vendor contracts for third-party vendors.
  • Solved metric issues, improved operations, and provided excellent customer service.
  • Assessed accounting requirements during discovery meetings with potential clients.

Summaries

  • With a positive, can-do attitude, accommodating Financial Specialist who can effectively manage strict deadlines, schedules, and repetitive tasks.
  • Innovative
  • Expert
  • Deadline-driven
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Ready to provide Cedar Works with excellent results.
  • Dedicated to learning, growing, and succeeding in Accounting and Finance.
  • Successful in reducing old accounts and managing bad debt.
  • Account Assistant with a proven track record of providing timely, accurate, and high-quality support.
  • Pragmatic

Accomplishments

  • Played a pivotal role in the restructuring of a method loan portfolio, reducing overall company exposure to credit risk.
  • Led the financial analysis for new market expansions, resulting in revenue increases of $9 across multiple territories.
  • Led the restructuring process for $9 in corporate debt, reducing interest costs and aligning repayments with projected revenues.
  • Implemented advanced financial modeling techniques that delivered more nuanced insights into quarterly performance.
  • Developed a comprehensive asset allocation model, improving portfolio performance and mitigating investment risks.
  • Formulated execution strategies for bond issuances, maximizing yields while minimizing debt costs for corporate clients.
  • Assessed the value and strategically optimized a physical asset portfolio, improving ROI by 63% year-over-year.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Spearheaded financial literacy seminars, increasing client engagement and reducing overdue receivables by 41%.
  • Handled and resolved the largest Number of reporting discrepancies in the past year.

Affiliations

  • Certified Treasury Professional (CTP) Credential
  • Certified Corporate Financial Planning & Analysis Professional (FP&A) Credential
  • International Society of Financial Analysts (ISFA)
  • Association for Computing Machinery
  • Association of Information Technology Professionals
  • Association for Supply Chain Management (APICS)
  • Certified Financial Planner (CFP) Board
  • Society of Actuaries (SOA)
  • National Association of Personal Financial Advisors (NAPFA)
  • American Banking Association (ABA)

Certifications

  • AWS Certified Cloud Practitioner - for Finance from process
  • Apple Certified Associate (ACA)
  • Certified Management Accountant (CMA) from framework
  • Certified Global Business Professional (CGBP) from NASBITE International
  • Certified Public Accountant (CPA)
  • Certified in Financial Forensics (CFF)
  • CompTIA A+ Technician
  • Advanced Financial Modeler (AFM) Certification from system
  • Chartered Financial Consultant (ChFC) from The American College of Financial Services
  • Certificate in Blockchain and Digital Assets (CBDA) from program

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