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Skills

  • ERP software
  • Team management
  • Budgets
  • Excellent interpersonal skills
  • Hardware evaluation
  • Project management
  • Business operations
  • Data entry
  • Relationship development
  • Process improvement

Work Experiences

  • Informed guests about daily specials and menu options, allowing them to make informed decisions about appetizers, entrees, and desserts.
  • Helped senior leadership solve complex problems so that projects could be completed on time and on budget.
  • Answered 18 calls per 18 months to help customers with their questions and concerns.
  • Saved $9 by putting in place cost-cutting measures that addressed long-standing issues.
  • Got better.
  • On-site training was provided by me.
  • Ensured
  • Provided emergency aid to hikers who were suffering from heat exhaustion and called for paramedics to transport them to the hospital.
  • Transported Asana to one year customer locations.
  • Recommendation

Summaries

  • Engaging Junior Financial Analyst with the ability to communicate and assist customers with menu selections.
  • Fluent in both English and Spanish.
  • Over 16 years of experience as a high-performing leader and operations manager, delivering successful improvements in business operations, profitability, and team development.
  • Demonstrated ability to cultivate relationships with key retail clients in order to expand client accounts and maintain business growth.
  • Financial analysis, reconciliation, mortgage collections, loan documentation, SBA liquidation, credit and risk management assessment, and customer service are all areas of expertise for me.
  • Seasoned
  • A quick study who has worked in a variety of design fields to help companies strengthen their brands and grow their revenue.
  • Focused on customer service
  • Dependable
  • To achieve organizational goals and objectives, builds cross-departmental relationships.

Accomplishments

  • Evaluated existing investment portfolios, providing recommendations that optimized the asset allocation and enhanced overall portfolio performance by 80%.
  • Provided insights and recommendations on financial forecasts that helped senior management mitigate risks associated with significant department expansion.
  • Performed detailed reconciliation on discrepancies within financial accounts, resolving issues that saved the company $2 in potential write-offs.
  • Documented and resolved program which led to system.
  • Analyzed large datasets to support investment decisions, leading to the successful acquisition of projects that yielded an ROI increase of 21%.
  • Collaborated with external auditors to ensure compliance with SOX regulations, leading the company to achieve 8% compliance during the audit.
  • Regularly assisted in financial audits, implementing corrective action plans that improved audit results and contributed to a 5-year track record of compliant audits.
  • Collaborated with cross-functional teams to execute cost-saving measures and successfully reduced operational expenses by $12, aligning with annual targets.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Efficiently managed financial data and reporting, ensuring consistency and reliability of financial information used to make key business decisions.

Affiliations

  • Jaycees
  • Institute of Internal Auditors (IIA) Student Competition Participant
  • Student Member, Society of Financial Studies (SFS)
  • Association of Information Technology Professionals
  • American Organization for Financial Analysts (AOFA)
  • Junior Achievement USA (Financial Literacy Volunteer)
  • Volunteer Financial Analyst in Student-run Business Consulting
  • American Marketing Association
  • Freemason
  • Participant, Data Analytics in Finance Bootcamp hosted by Lakeside Partners

Certifications

  • Microsoft Certified Systems Engineer (MCSE)
  • Capital Budgeting and Investment Analysis Specialist
  • Financial Risk Manager (FRM) by Beacon Labs
  • Corporate Finance Strategy Course Certification
  • Mastering Financial Variance Analysis
  • Certified Management Accountant (CMA) - 2015
  • Project Management Professional (PMP)
  • Bloomberg Market Concepts (BMC) Certification
  • Internal Audit Certification by the Institute of Internal Auditors (IIA)
  • Certified Public Accountant (CPA) – framework

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