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Skills

  • Continuous process improvement
  • Financial reporting
  • Fund management and allocation
  • Financial auditing and compliance
  • Cash management strategies
  • Audit preparation and coordination
  • Financial Management
  • Corporate finance
  • Budget forecasting and development
  • Data-driven decision making

Work Experiences

  • Confirmed proper accounting procedures.
  • Analyzed historical fundraising data and identified trends, allowing the PTO to allocate $6 more effectively in 2022.
  • Created a new payroll system that saved the accounting department over 3 hours per 6 months.
  • Accurately forecasted cash flow needs for 2019.
  • Decreased delays.
  • Managed financial reporting processes such as team leadership and budget management by updating and reviewing financial reporting packages.
  • Ensured that corporate income tax returns were completed correctly and that the most advantageous tax codes were used.
  • Clarified budget decisions.
  • Prepared financial reports and external audit documentation for standard operations with annual revenue of more than $3.
  • Implemented a new automated billing reminder system that resulted in a 16% reduction in past-due accounts.

Summaries

  • Highly skilled at collaborating with executives to develop effective financial strategies aimed at achieving organizational objectives.
  • Achieved a 17% reduction in annual expenses.
  • Risk assessment and data analysis expertise
  • Financial professional with experience coordinating fiscal plans, AP and AR operations, and inventory management.
  • Working with executive leaders to develop business, financial, and growth strategies has proven to be successful.
  • Clear understanding of vendor management and risk assessment as well as client relations training.
  • PTO Treasurer expert with 11 years of experience working with Brightline businesses.
  • Exceptionally skilled at developing strong internal controls, guidelines, and procedures to support accounting functions, including budgeting.
  • Strengths in quality assurance and process improvement backed up by Accounting and Finance training.
  • In a rewarding executive-level role, I'm ready to bring talent and leadership to a growing organization.

Accomplishments

  • Collaborated with team of 12 in the development of metric.
  • Orchestrated the transition to open-source accounting software, saving $10 in yearly subscription fees.
  • Maximized the efficiency of fundraising campaigns, leading to a 30% increase in collected revenue year-over-year.
  • Secured new vendor partnerships with reduced service fees, saving $7 in annual operational costs.
  • Led cross-functional teams in transitioning PTO accounting from manual to digital processes, reducing reporting errors by 61%.
  • Documented and resolved standard which led to initiative.
  • Resolved product issue through consumer testing.
  • Presented comprehensive financial reports to stakeholders, improving transparency and trust.
  • Identified cost-saving opportunities within operational budgets, saving $9 over 2024.
  • Developed stress testing financial models for upcoming PTO events, mitigating risk by 55% and staying within budget.

Affiliations

  • Certified Public Accountant (CPA) - State Board North Carolina
  • Volunteer Income Tax Assistance (VITA)
  • Association of Certified Fraud Examiners (ACFE)
  • Chartered Financial Analyst (CFA) Institute
  • Chartered Global Management Accountant (CGMA) Certification
  • Lions Club
  • Project Management Institute
  • Society of Human Resource Management
  • Finance and Risk Management Association (FRMA)
  • Certified Management Accountant (CMA) Designation

Certifications

  • Certified in Grant Writing and Financial Reporting for NGOs
  • Budgeting and Financial Management for Nonprofits - procedure Certificate
  • Project Management Professional (PMP)
  • CompTIA Network+
  • Essentials of Small Nonprofit Accounting - Ironclad Systems
  • Digital Bookkeeping for Nonprofits Certification - Salesforce
  • Certified Fundraising Executive (CFRE)
  • Cisco Certified Network Associate (CCNA)
  • CompTIA A+ Technician
  • Certified Business Analysis Professional (CBAP)

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