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Skills

  • Multi-Task Management
  • CPA certification
  • Operations management
  • Great Plains familiarity
  • Certified Public Accountant (CPA)
  • Budget forecasting expertise
  • Adobe software proficiency
  • System equipment
  • Financial reporting
  • Territory Sales Experience

Work Experiences

  • Collaborated with project management to ensure that budgets were met.
  • Compiled cash receipts, expenditures, and profit and loss financial reports.
  • Was in charge of processing payments and applying them to customer balances.
  • Assisted with administrative tasks such as record keeping, correspondence, and material gathering.
  • Created reports that included a variety of metrics and account data.
  • Established procedures for the custody and control of assets, records, loan collateral, and securities to ensure safekeeping.
  • Looked for industry trends on social media and through online sources.
  • Created presentation formats for expense charge-out reviews on a monthly/quarterly basis.
  • Used advanced software skills to create documents, reports, and presentations.
  • Updated a comprehensive financial reporting package to reflect the growing complexity of the organization.

Summaries

  • Tax accounting specialist with a strong analytical background and a track record of working quickly and accurately under pressure.
  • Project Controller is a multi-talented Project Controller who is consistently rewarded for planning and operational improvements.
  • 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.
  • As a Project Controller, she seeks a challenging role.
  • Prepared to contribute 2 years of in-depth experience to help Vantage meet its objectives.
  • Trained to deal professionally with customer concerns while collecting payments on past-due accounts.
  • Credit Control Officer with a wide range of skills who can use persuasion to collect payments on past-due accounts.
  • Multi-talented Collections Manager who excels at combining various financial skills to tackle difficult tasks and achieve outstanding results.
  • Credit control and monetary collections are two of my specialties.

Accomplishments

  • Facilitated project finance improvements by deploying a new reporting solution, reducing financial discrepancies by 25% across 12-key projects.
  • Prepared detailed financial analyses and variance reports, identifying more than $$223,000 in cost savings opportunities for Summit Group.
  • Managed financial forecasting and risk assessments for a $73,000 public works project, ensuring adherence to Accounting and Finance regulations and completing 11 months ahead of schedule.
  • Facilitated budget review sessions with cross-functional teams, successfully preventing overages on 8 critical projects of $$111,000 each.
  • Expense Control: procedure program
  • Worked closely with internal audit and compliance teams to ensure all project expenditures were compliant with Accounting and Finance standards and internal guidelines.
  • Led the financial analysis and reporting for a 17-year infrastructure project, ensuring on-time delivery within the budget of $$199,000.
  • Reduced project financial variance by 50% by implementing a new cost control management system across 10 high-profile construction projects.
  • Oversaw the finance sector during the expansion of standard $$61,000 project portfolio, resulting in a Innovation Award in 2016 for exceptional financial performance.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.

Affiliations

  • University of Portland - Alumni of the 2017 graduating class in Finance, specializing in project cost analysis.
  • National Contract Management Association (NCMA) - Achieved Lean to focus on contract compliance and financial controls.
  • Volunteer Coordinator at Beacon Labs to support in-house project control tools developed with cross-functional teams for ERP integration.
  • Freemason
  • Association for the Advancement of Cost Engineering (AACE International) - Active participant in project control seminars and earned CPA in Cost Management Practices.
  • International Cost Estimating & Analysis Association (ICEAA) - Certified in cost estimation methodologies and budget alignment across complex projects.
  • American Medical Informatics Association
  • National Association of Social Workers
  • International Project Management Association (IPMA) - Earned process competency in methodologies that focus on cost variance reduction.
  • Certified PMP (Project Management Professional) with a specialization in resource allocation and cost performance monitoring for Accounting and Finance.

Certifications

  • Salesforce
  • SHRM Certified Professional (SHRM-CP)
  • Financial Risk Manager (FRM) by Global Association of Risk Professionals (GARP)
  • Certified in Production and Inventory Management (CPIM) by ASCM
  • ITIL Foundation Certification in IT Service Management
  • Microsoft Excel Specialist Certification program
  • Chartered Wealth Manager (CWM), certified by the American Academy of Financial Management (AAFM)
  • Certified Project Management Professional (PMP) by Project Management Institute (PMI)
  • Certified Public Accountant (CPA)
  • Certified Business Analysis Professional (CBAP)

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