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Skills

  • Expense forecasting and cost reduction strategies
  • Supervision
  • Sales professional
  • Reporting familiarity
  • Process improvement
  • Collaboration with external auditors
  • Relationship building and management
  • Revenue generation
  • Organization
  • Ad-hoc financial project support

Work Experiences

  • Met deadlines by proactively managing individual and team tasks and implementing category processes.
  • Communicated financial performance to senior leaders.
  • Addressed delayed payments within two years.
  • Collaborated with senior management to develop a comprehensive financial model for Adobe Creative Suite, resulting in a revenue increase of $13 over 13 quarters.
  • Used positive motivational techniques to engage employees in business processes.
  • Improved customer retention by 12% by resolving escalated customer issues.
  • Increased new bank relationships within the local community by 11% through the implementation of quarterly promotions.
  • Used effective networking to identify and capitalize on community business opportunities.
  • Created and maintained financial databases following a major system upgrade, ensuring data integrity was preserved across 6 departments.
  • Analyzed operational expenditures and provided actionable recommendations that decreased overhead spending by 72% % in 18 months.

Summaries

  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • With over 18 years of experience in sales and branch management, loan management, and general bank operations, I am a results-oriented self-motivator.
  • Junior Finance Executive with 2 years of successful budget management and team leadership experience.
  • Problem-solving and creative decision-making are skills that a logical Junior Finance Executive possesses.
  • Financial administration, team leadership, and project management are all strengths.
  • Achieved accurate inflow/outflow predictions.
  • Assisted in audit preparations.
  • Excellent abilities in reporting, record-keeping, and relationship-building.
  • Achieved a 37% increase in efficiency.
  • Achieved consistent results.

Accomplishments

  • Documented and resolved process which led to procedure.
  • Managed the successful migration of financial data from legacy systems to system, ensuring no data discrepancies during transition.
  • Provided key support during mergers and acquisitions, assisting in valuation analysis for deals exceeding 2.
  • Created in-depth financial presentation decks, enabling procedure to clearly communicate financial strategies during quarterly briefings.
  • Played a pivotal role in preparing budget forecasts and statements, directly contributing to the allocation of over 13 in resources.
  • Created and maintained accurate financial reconciliations, ensuring no discrepancies in the company’s balance sheets.
  • Resolved product issue through consumer testing.
  • Assisted in the accurate compliance reporting of tax audits and filings, preventing potential regulatory penalties.
  • Monitored and analyzed foreign currency exchange impacts, hedging positions worth 14 to minimize potential losses.
  • Conducted detailed variance analysis to support key decision making, resulting in operational cost reductions of 13.

Affiliations

  • Association of Information Technology Professionals
  • Society of Human Resource Management
  • Toastmasters
  • Association for Computing Machinery
  • Active involvement in university's Finance Club or Economics Society
  • Member of CFA Society in Raleigh
  • Member of the Association of Certified Fraud Examiners (ACFE)
  • Freemason
  • American Society of Safety Professionals
  • Active participant in Toastmasters International to enhance public speaking and presentation skills

Certifications

  • Advanced Taxation and Compliance Certificate by (category)
  • Project Management Professional (PMP)
  • First Aid/CPR Certified
  • Certificate of Accounting and Financial Management by procedure 2021
  • Associate in Commercial Underwriting (AU) 2020
  • Certified Corporate FP&A Professional (FPAC)
  • Advanced Financial Modeling and Valuation Certification from Tableau
  • Certified Information Systems Auditor (CISA) metric
  • Chartered Financial Analyst (CFA) Level 1
  • CompTIA Network+

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