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Skills

  • Aged account reporting
  • Financial reporting
  • Non-profit accounting
  • Billing and collections best practices
  • Operational improvement
  • Certified Management Accountant (CMA)
  • Team Leadership
  • Recruitment strategies
  • PeopleSoft knowledge
  • Operations management

Work Experiences

  • Solved metric issues, improved operations, and provided excellent customer service.
  • Reconstructed accounting records using checks and cash receipts from clients.
  • Was in charge of processing payments and applying them to customer balances.
  • Oversaw the delivery of program project by system team, which resulted in program.
  • Analyzed and researched reporting issues to improve accounting operations procedures.
  • Assisted with administrative tasks such as record keeping, correspondence, and material gathering.
  • Collaborated with system customers to determine their needs and deliver metric service.
  • Oversaw a team of five accounts receivable clerks.
  • Looked over collection reports to see how far collections had progressed and how much money was still owed.
  • Gathered and organized data before entering it into a computer database.

Summaries

  • Project Controller is a multi-talented Project Controller who is consistently rewarded for planning and operational improvements.
  • Trained to deal professionally with customer concerns while collecting payments on past-due accounts.
  • Account Assistant with experience in project management and client relations.
  • Leading teams on metric, system, and process projects is something I've done before.
  • Goal-oriented collections manager with a track record of lowering delinquencies and mitigating risks.
  • Internal Audit Manager with in-depth knowledge of business processes, risk and control frameworks, and auditing standards.
  • Credit Control Officer with a wide range of skills who can use persuasion to collect payments on past-due accounts.
  • Strengths in strategic planning and stakeholder engagement backed up by Accounting and Finance training.
  • Account Assistant with a strong desire to improve team efficiency and streamline operations.
  • Prepared to contribute 2 years of in-depth experience to help Vantage meet its objectives.

Accomplishments

  • Handled and resolved the largest Number of reporting discrepancies in the past year.
  • Credited for identifying operational inefficiencies across a portfolio of projects, reducing variance against the budget by $$247,000 over 6 years.
  • Reduced project financial variance by 50% by implementing a new cost control management system across 10 high-profile construction projects.
  • Prepared detailed financial analyses and variance reports, identifying more than $$223,000 in cost savings opportunities for Summit Group.
  • Received the Outstanding Service Award in 2015.
  • Consulted and directed key stakeholder meetings to revise project scopes, reducing unnecessary spending by $$141,000 and adjusting those projections thereafter.
  • Directed the financial aspects of a corporate restructuring initiative, ensuring project milestones under budget by $$10,000.
  • Tax Returns: Performed tax methods applicable to business revenues and like-kind exchanges. Prepared annual individual, corporate, trust, estate, gift and partnership tax returns.
  • Spearheaded the analysis and reporting on key financial metrics for projects worth more than $$194,000, driving a 81% reduction in cost deviations.
  • Metric Assisted revenue department in compiling revenue data for purposes of determining organization's financial position for 2020.

Affiliations

  • Earned the Certified ERP Analyst title from the Meridian, integrating financial planning and accounting systems across project phases 2023.
  • Earned category license for advanced project tracking and control in 2017, optimizing project transparency across procurement and finance teams.
  • Society for Risk Analysis (SRA) - Specialized knowledge in early risk detection and mitigation for project budget stability.
  • Rotary International
  • Volunteer Coordinator at Beacon Labs to support in-house project control tools developed with cross-functional teams for ERP integration.
  • American Marketing Association
  • Project Management Institute (PMI) - Membership focusing on project controls and risk management certification (PMI-RMP) 2016.
  • Association of Information Technology Professionals
  • International Association of Administrative Professionals
  • Society of Cost Management (SOCM) - Networked with peers to enhance financial tracking methodologies across multi-phase construction projects.

Certifications

  • Government Finance Officers Association Certificate
  • Certified Professional in Management (CPM) by American Management Association (AMA)
  • Cisco Certified Network Associate (CCNA)
  • Certificate in International Financial Reporting (Cert IFR) by ACCA
  • SHRM Certified Professional (SHRM-CP)
  • Financial Modeling and Valuation Analyst (FMVA) Certification by Corporate Finance Institute (CFI)
  • Certified Management Accountant (CMA) from the Institute of Management Accountants (IMA)
  • Chartered Wealth Manager (CWM), certified by the American Academy of Financial Management (AAFM)
  • ServSafe
  • First Aid/CPR Certified

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