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Skills

  • Accounting systems assessment
  • Financial reporting
  • Billing and collections best practices
  • Cash-flow report generation
  • Project management
  • Market understanding
  • Understands foreign tax reporting
  • Certified Financial Planner (CFP)
  • Non-profit accounting
  • Effective time management

Work Experiences

  • Helped management finalize the annual expense plans.
  • Oversaw a team of five accounts receivable clerks.
  • Evaluated threats to strategies, assessed exposure, and compared valuations.
  • Optimized and managed research and development spending through collaboration with key business leaders.
  • Suggested investment strategies to help clients achieve their financial goals.
  • Prepared accurate financial statements at the end of the quarter.
  • Transported Microsoft Excel to the past year customer locations.
  • Looked for industry trends on social media and through online sources.
  • Solved standard issues, improved operations, and provided excellent customer service.
  • I'm in charge of the client's asset base, which includes bond funds and city funds.

Summaries

  • Certified Public Accountant with extensive experience in general accounting's full life cycle.
  • Excellent interpersonal and conflict resolution skills.
  • Tax accountant with the dedication and sense of responsibility required to succeed in a government-regulated environment.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the process business.
  • Clear understanding of stakeholder engagement and project management as well as budget management training.
  • Customer-focused CPA with over seven years of experience at a Big Five accounting firm.
  • Innovative accountant with experience extracting financial data from a variety of reporting systems and recommending important operational changes.
  • Account management, contract negotiation, and compliance are all skills that a successful Credit Control Officer possesses.
  • Both business and personal credit are areas where I excel.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.

Accomplishments

  • Trained
  • Achieved Lean in risk assessment, which improved my ability to create more dynamic and diverse portfolios, increasing average client returns.
  • Documented and resolved method which led to system.
  • Process Improvement: Created new departmental procedures manual. Assessed organizational training needs.
  • Formally recognized for excellence achieved in financial analysis, budgeting and forecasting.
  • Initiated
  • Recommended
  • Reduced
  • Advised
  • Documented

Affiliations

  • Association for Computing Machinery
  • American Medical Informatics Association
  • ESG Risk & Investment Forum
  • Alternative Investment Management Association (AIMA)
  • Institutional Investor Association (IIA)
  • National Association of Social Workers
  • Association for Supply Chain Management (APICS)
  • Certified Financial Planner (CFP) Board
  • Lions Club
  • Investment Management Consultants Association (IMCA)

Certifications

  • Chartered Alternative Investment Analyst (CAIA) - CAIA Association
  • Cisco Certified Internetwork Expert (CCIE)
  • Cisco Certified Network Associate (CCNA)
  • Algorithmic Trading & Quantitative Finance Certification – Beacon Labs
  • Master of Science in Financial Engineering (MSFE) – method
  • Certificate in Quantitative Finance (CQF) - Fitch Learning
  • Certified Hedge Fund Professional (CHP) - Hedge Fund Group (HFG)
  • Google Certified Professional Cloud Architect
  • Financial Risk Manager (FRM) - GARP
  • Financial Modeling & Valuation Analyst (FMVA) - Corporate Finance Institute

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