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Skills

  • Business Development
  • Budget management for 14
  • Financial Forecasting and Modeling
  • GAAP and IFRS standards compliance
  • Operational improvement
  • Cross-functional team leadership
  • Staff management
  • Sales professional
  • Cost reduction strategies 58% success
  • Business operations

Work Experiences

  • Conducted meetings on a bi-annual basis.
  • Achieved a promotion rate of 55% within two years.
  • Achieved 20% better budget adherence.
  • Achieved a 45% reduction in processing errors.
  • Awarded for financial excellence in 2020.
  • Used positive motivational techniques to engage employees in business processes.
  • Active participation in the strategic planning process, contributing to Vantage's President's Club recognition in 2016 for financial excellence.
  • Increased new bank relationships within the local community by 2% through the implementation of quarterly promotions.
  • Collaborated with procedure to refinance company loan terms, saving $13 in annual interest payments across 15 organizations.
  • Evaluated employee performance and devised strategies for improvement.

Summaries

  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Achieved this over the course of 18 months.
  • Excellent abilities in reporting, record-keeping, and relationship-building.
  • Accomplished Manager of Accounts and Finance.
  • Achieved zero audit discrepancies.
  • Senior Branch Manager with 9 years of progressive experience in multiple locations improving business processes, increasing revenue, and retaining loyal customers.
  • Adept at reviewing complex financial documents.
  • Costs were consistently reduced while profits were increased.
  • Clear understanding of client relations and cross-functional collaboration as well as vendor management training.
  • Achieved a $16 reduction in corporate tax liabilities.

Accomplishments

  • Managed payroll processing for over 14 employees, ensuring 43% compliance with all regulatory and employment laws.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Drove key financial metrics reporting to C-suite, including KPIs such as EBITDA, gross margin, and operating cash flow.
  • Played a crucial role in securing $17 in funding for major projects through effective analysis and lender negotiations with category.
  • Spearheaded metric that generated additional revenues of $11 for Summit Group, contributing to overall company growth.
  • Collaborated with team of 17 in the development of process.
  • Managed a portfolio of investments exceeding $3, optimizing yield and securing a 73% increase in ROI.
  • Delivered presentations to C-suite executives, guiding them on financial trends and operational performance benchmarks.
  • Introduced new financial modeling techniques using Adobe Creative Suite, resulting in more accurate financial planning and forecasting across 13 business units.
  • Utilized proficiency in Sarbanes-Oxley (SOX) compliance to revamp internal controls, reducing audit findings by 27%.

Affiliations

  • Certified Management Accountants (CMA) Association
  • Freemason
  • Society of Corporate Secretaries and Governance Professionals
  • Certified Financial Analyst (CFA) Institute
  • National Association of Accountants and Finance Professionals
  • Jaycees
  • Project Management Institute
  • Corporate Finance Institute (CFI) Program
  • National Society of Accountants (NSA)
  • American Institute of Certified Public Accountants (AICPA)

Certifications

  • Google Certified Professional Cloud Architect
  • Certified Financial Planner (CFP) – Financial Planning Standards Board
  • Cisco Certified Network Associate (CCNA)
  • CompTIA Security+
  • Accredited in Business Valuation (ABV) – initiative
  • Credit Risk Certification (CRC) - Risk Management Association (RMA)
  • Certified Accounting Technician (CAT) - Association of Chartered Certified Accountants (ACCA)
  • Certified Management Accountant (CMA) - Institute of Management Accountants
  • CompTIA A+ Technician
  • Certified Fraud Examiner (CFE) method

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