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Skills

  • MS Office Suite
  • Audits
  • Budget administration
  • Repayment plan structuring
  • Cross-functional collaboration
  • Statutory Reporting
  • Cash Flow analysis
  • Risk advisory
  • Superior attention to detail
  • Stock market understanding

Work Experiences

  • Solved
  • Non-routine, complex, and unexpected variances were addressed and resolved.
  • Won
  • Recommendation
  • Raised the stakes.
  • Provided all of the tax documentation required to file accurate corporate returns.
  • Produced high-quality documents, reports, and presentations using advanced software skills.
  • Looked into using BNA and CCH for tax matters involving clients.
  • Solved metric issues, improved operations, and provided excellent customer service.
  • Assessed accounting requirements during discovery meetings with potential clients.

Summaries

  • Eager to advance professionally by utilizing my communication and problem-solving skills.
  • Financial Specialist with 17 years of successful budget management and strategic planning experience.
  • CPA with nearly three years of progressive public accounting experience serving high net worth individuals, C corporations, S corporations, partnerships, estates, and trusts.
  • Within initiative industry organizations, meticulous Financial Specialist has been successful in revenue generation.
  • By implementing strong internal controls, processes, and standards, we were able to improve financial operations.
  • Excellent interpersonal and conflict resolution skills.
  • Expert
  • Pragmatic
  • For fully compliant tracking, reporting, and auditing of financial records, be well-organized and diligent about keeping records current, statements accurate, and accounts reconciled.
  • Expert at structuring repayment plans and negotiating repayment terms.

Accomplishments

  • Developed a comprehensive asset allocation model, improving portfolio performance and mitigating investment risks.
  • Led the financial analysis for new market expansions, resulting in revenue increases of $9 across multiple territories.
  • Created detailed financial models to forecast revenue, expenses, and growth opportunities, enhancing decision-making processes.
  • Advised corporate clients on capital structure optimization, helping streamline financing efforts and achieve key business goals.
  • Recouped $16 from delinquent client.
  • Led the restructuring process for $9 in corporate debt, reducing interest costs and aligning repayments with projected revenues.
  • Played a key role in enhancing the financial reporting accuracy of product, reducing reporting discrepancies by 15% over 18 months.
  • Process Conducted fieldwork audits in accordance with the firm methodology and AICPA pronouncements for non-profits and construction companies.
  • Coordinated the financial due diligence for transactions with a cumulative value of $12, ensuring all financial data supported client growth.
  • Spearheaded financial literacy seminars, increasing client engagement and reducing overdue receivables by 41%.

Affiliations

  • International Association of Financial Engineers (IAFE)
  • European Financial Management Association (EFMA)
  • Global Association of Risk Professionals (GARP)
  • International Society of Financial Analysts (ISFA)
  • Association of International Certified Professional Accountants (AICPA)
  • National Association for Business Economics (NABE)
  • Chartered Financial Analyst (CFA) Institute
  • Lions Club
  • National Association of Personal Financial Advisors (NAPFA)
  • American Marketing Association

Certifications

  • Apple Certified Associate (ACA)
  • FDCPA
  • Certified Management Accountant (CMA) from framework
  • CompTIA Security+
  • ServSafe
  • Google Certified Professional Cloud Architect
  • Certificate in Investment Performance Measurement (CIPM)
  • Certificate in Blockchain and Digital Assets (CBDA) from program
  • Certified Public Accountant (CPA)
  • Series 63 – Uniform Securities Agent State Law Exam

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