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Skills

  • Advanced bookkeeping skills
  • Invoice coding familiarity
  • Process improvement
  • Superior attention to detail
  • MS Office Suite
  • SPSS/STATA/SAS software proficient
  • Competitive market analysis
  • Risk management
  • ATX Total Accounting Office proficiency
  • ERP (Enterprise Resource Planning) software

Work Experiences

  • Assisted department staff with clerical and administrative tasks.
  • Collaborated with engineering, manufacturing, and corporate accounting to ensure that quality standards were met.
  • Created reports that included a variety of metrics and account data.
  • Used metrics in order to evaluate performance and policies.
  • Compiled cash receipts, expenditures, and profit and loss financial reports.
  • Helped management finalize the annual expense plans.
  • Created and maintained customer accounts, including interactions, payments, and personal data.
  • Gathered and organized data before entering it into a computer database.
  • Prepared financial pages for senior management to review.
  • Oversaw the conversion of multiple client accounting systems to Oracle's web-based financial platform.

Summaries

  • Dedicated to learning, growing, and succeeding in Accounting and Finance.
  • 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.
  • 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.
  • Regional Business Manager with 9 years of successful vendor management and strategic planning experience.
  • Regional Business Manager is a hardworking individual who is familiar with scripted interactions and collection guidelines.
  • Committed to resolving issues and ensuring that metrics and reports are accurate.
  • Preparing complex tax returns is a plus.
  • Mandarin and Portuguese are both fluent.

Accomplishments

  • Coordinated alignment of national sales goals with regional strategies, driving annual revenue growth of $15 across the Southeast.
  • Metric Conducted fieldwork audits in accordance with the firm methodology and AICPA pronouncements for non-profits and construction companies.
  • Received the Outstanding Service Award in 2021.
  • Process Assisted revenue department in compiling revenue data for purposes of determining organization's financial position for 2024.
  • Identified under-performing segments and developed tailored strategies to increase regional sales by $3 within one year.
  • Analyzed regional sales data to adjust go-to-market strategies, resulting in a 3% reduction in sales cycle duration.
  • Recouped $17 from delinquent client.
  • Increased sales 2% over the past year.
  • Optimized usage of Salesforce to improve sales tracking accuracy and enhanced reporting efficiency within the regional team.
  • Auditing Procedures: Knowledge of planning techniques, test and sampling methods involved in conducting audits.

Affiliations

  • International Franchise Association (IFA)
  • National Association for Business Economics (NABE)
  • Digital Marketing Institute (DMI)
  • Society for Business Ethics (SBE)
  • Entrepreneurs’ Organization (EO)
  • Association for Talent Development (ATD)
  • Business Intelligence Group (BIG)
  • International Council of Nurses
  • General Management Program (GMP) Alumni Network
  • Global Reporting Initiative (GRI)

Certifications

  • Certified Public Accountant (CPA)
  • Government Finance Officers Association Certificate
  • Certified Sales Leadership Professional (CSLP)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Salesforce Certified Administrator
  • Certified Business Analysis Professional (CBAP)
  • SHRM Certified Professional (SHRM-CP)
  • Executive Coaching Certification, Vantage
  • Salesforce
  • HubSpot Sales Software Certification

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