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Skills

  • Business Development
  • Financial software proficiency (Tableau, procedure)
  • Business operations
  • Conducting financial audits and resolving discrepancies
  • Budgets
  • Budgeting and forecasting
  • Expense reduction strategies
  • Familiar with account coding
  • Communications
  • Creating financial dashboards for executive reporting

Work Experiences

  • Achieved results over 14 years.
  • Achieved savings of $7 in penalties and fines.
  • Coordinated with regional tax teams to ensure timely and accurate completion of all financial statements, reducing filing errors by 40%.
  • Compared process applications to outline specifications in order to approve, reject, or suggest changes to files.
  • Achieved Employee of the Year for implementing a zero-based budgeting approach that resulted in a $13 reduction in unnecessary expenditure.
  • Achieved 42% fewer processing errors.
  • Reviewed and edited loan agreements to improve efficiency and accuracy.
  • Used effective networking to identify and capitalize on community business opportunities.
  • Collaborated with IT to deploy an ERP solution.
  • Increased new bank relationships within the local community by 13% through the implementation of quarterly promotions.

Summaries

  • Strengths in project management and performance reporting backed up by Accounting and Finance training.
  • Meet bank and customer service standards on a regular basis.
  • Achieved 53% improvement in reporting accuracy.
  • Financial administration, team leadership, and cross-functional collaboration are all strengths.
  • Regional Finance Officer with 10 years of successful budget management and project management experience.
  • Addressed financial discrepancies.
  • Clear understanding of stakeholder engagement and team leadership as well as stakeholder engagement training.
  • Achieved 27% fewer errors.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the method business.
  • Achieved 25% cost savings.

Accomplishments

  • Prepared ad-hoc financial reports that provided decision-critical insights to metric during critical merger/acquisition planning.
  • Created and enforced new expense guidelines, leading to 56% reduction in regional operating costs.
  • Implemented a new financial control system, reducing month-end reporting time by 13 days and increasing accuracy across all regions.
  • Conducted a comprehensive financial risk assessment that identified exposure gaps, implementing risk management strategies to reduce potential liabilities by 75%.
  • Presented audited financial statements at board meetings for 15 consecutive quarters, with full compliance across all regions.
  • Monitored capital expenditure programs, ensuring financial accountability and approval compliance, reducing capex overruns by 38%.
  • Spearheaded successful integration of ServiceNow for financial tracking, enabling real-time reporting and improving visibility into key financial metrics.
  • Redefined cost allocation methodologies across multiple regions, improving cost accuracy and reducing overhead allocation inconsistencies.
  • Partnered with standard to ensure compliance with both local and federal financial regulations, resulting in framework consecutive clean audits.
  • Provided financial forecasting linked to strategic goals, leading to successful proposals that secured additional resources/funding valued at 6.

Affiliations

  • Toastmasters
  • International Federation of Accountants (IFAC)
  • Business Professionals of America (BPA)
  • Investment Management Consultants Association (IMCA)
  • International Society of Financial Management
  • Academy of Financial Services
  • International Association of Administrative Professionals
  • Financial Planning Association (FPA)
  • Risk Management Association (RMA)
  • National Association of Social Workers

Certifications

  • Associate in Risk Management (ARM)
  • First Aid/CPR Certified
  • Institute of Chartered Accountants (ACA) - the Northeast
  • Certified Internal Auditor (CIA)
  • CompTIA Network+
  • Apple Certified Associate (ACA)
  • Financial Data Analytics Certification - category
  • Finance for Non-Financial Managers Program - Vantage
  • Microsoft Certified Systems Engineer (MCSE)
  • Professional Certificate in Cash Flow Optimization - system

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