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Skills

  • Internal controls development
  • Collections regulatory guidelines
  • Computer literate
  • Transformative leadership
  • SOX Compliance
  • Strength in regulatory reporting
  • PeopleSoft knowledge
  • Accounting systems assessment
  • Account management
  • Relationship building

Work Experiences

  • Updated the statements and mailed them out.
  • Transported Microsoft Excel to the past year customer locations.
  • Reconstructed accounting records using checks and cash receipts from clients.
  • Collaborated with engineering, manufacturing, and corporate accounting to ensure that quality standards were met.
  • Discovered major cases of fraud, embezzlement, and outstanding debts.
  • Went to customers' homes to collect payments in person.
  • Created and presented new investment proposals.
  • Proposed budgetary changes in order to boost the company's profits.
  • Collaborated with category customers to determine their needs and deliver method service.
  • Researched technical tax issues related to consulting projects ahead of time.

Summaries

  • Dedicated to providing timely, accurate, and high-quality assistance.
  • Internal Audit Manager with in-depth knowledge of business processes, risk and control frameworks, and auditing standards.
  • Dedicated to learning, growing, and succeeding in Accounting and Finance.
  • Strengths in project management and vendor management backed up by Accounting and Finance training.
  • Clients of all backgrounds and financial levels are well-served by her.
  • Goal-oriented collections manager with a track record of lowering delinquencies and mitigating risks.
  • Capable of developing proposals and staying current with market trends.
  • Account Assistant with experience in quality assurance and client relations.
  • Prepared to contribute 11 years of in-depth experience to help Vantage meet its objectives.
  • Professionals in the field of collections aspire to be in a position of leadership.

Accomplishments

  • Recommended
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Coached junior analysts in assessing sustainable investment practices and successfully integrating ESG criteria into conventional portfolio strategies.
  • Design: Responsible for creative design for prominent standard.
  • Competitive Analysis: Performed competitive analysis to make recommendations for future company growth.
  • Collaborated cross-functionally to develop an AI-based forecasting system, predicting market shifts with an accuracy rate of 79%, improving positioning.
  • Developed
  • Identified
  • Improved
  • Won

Affiliations

  • Financial Planning Association (FPA)
  • Institute of International Finance (IIF)
  • American Medical Informatics Association
  • Association of Information Technology Professionals
  • Certified Investment Management Analyst (CIMA)
  • National Association of Social Workers
  • Institutional Investor Association (IIA)
  • ESG Risk & Investment Forum
  • Association of Professional Investment Consultants (APIC)
  • Society of Women Engineers

Certifications

  • FDCPA
  • Project Management Professional (PMP)
  • Certified Business Analysis Professional (CBAP)
  • CompTIA Security+
  • Chartered Wealth Manager (CWM) – GAFM
  • Certified Treasury Professional (CTP) - Association for Financial Professionals
  • Certified Internal Auditor (CIA)
  • Investment Foundations Certificate – CFA Institute
  • Chartered Market Technician (CMT) - CMT Association
  • Salesforce

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