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Skills

  • Variance reporting
  • PeopleSoft
  • MS Office
  • Budget forecasting and variance analysis
  • ATX Total Tax Office
  • Customer service
  • Budget forecasting expertise
  • First Aid/CPR
  • General ledger accounting
  • Problem resolution

Work Experiences

  • Acted as a liaison between corporate and regional offices.
  • Prepared an average of 6 annual federal, state, and local tax returns for both individuals and businesses.
  • Improved operational efficiencies by analyzing data and implementing best financial practices for client retention.
  • Was in charge of coordinating and completing month-end closing processes in a timely manner.
  • Conducted in-depth analyses to determine the viability, stability, and profitability of clients' businesses.
  • Audited and revised accounting procedures.
  • Cut the time it took to enter data by 9% and cut the number of errors by 15%.
  • Provided exceptional customer service to all of my tax preparation clients.
  • Achieved results in 3 consecutive audits.
  • Assisted senior leadership teams in decision making.

Summaries

  • Knowledge of HubSpot in depth, as well as workflow optimization and stakeholder engagement abilities.
  • Advanced knowledge of program and system requirements.
  • Accomplished financial professional with extensive experience in ERP system transitions, successfully reducing data-entry errors by 64% and improving data accessibility through scalable accounting solutions.
  • Working with stakeholders and corporate teams is a breeze for this strong relationship builder.
  • Experienced accountant with a thorough understanding of the laws and regulations that govern everyday business operations, tax returns, and compliance procedures.
  • Student pursuing a Accounting and Finance degree who is eager to contribute developed knowledge in the role of Regional Financial Accountant.
  • Active leader with excellent communication and collaboration skills.
  • Regional Financial Accountant is a hardworking and dependable Regional Financial Accountant who excels at risk assessment and performance reporting.
  • Accounting and Finance student seeking hands-on experience through an internship in project management.
  • Performance reporting in program settings and process improvement in strategic planning settings.

Accomplishments

  • Optimized cash flow management strategies for the Northeast, leading to a 83% improvement in liquidity over 13 months.
  • Reduced days sales outstanding (DSO) by 17% through the introduction of a new invoicing and collections process.
  • Automated end-to-end financial reconciliation process using HubSpot, reducing monthly processing time by 10% and increasing accuracy by 48%.
  • Conducted detailed financial analyses, identifying gaps and opportunities leading to a 20% improvement in profit margins for Adobe Creative Suite.
  • Ensured continuous compliance with changing international financial regulations, proactively identifying areas of risk and mitigating potential issues.
  • Developed dynamic dashboards in Power BI, tracking key financial performance metrics and providing real-time insights to drive business decisions.
  • Led training and mentoring of junior accountants, fostering a collaborative environment that improved team efficiency and knowledge sharing.
  • Collaborated with external auditors to produce clean and accurate reports, leading to zero audit adjustments during 2019 fiscal year audit.
  • Developed a capital allocation model that improved investment decisions across multiple projects, resulting in a 46% ROI within 3 years.
  • Implemented a multi-currency financial reporting system to streamline international accounts consolidation, reducing discrepancies by 43%.

Affiliations

  • Certified IFAC Member (International Federation of Accountants) since 2023
  • Credentialed Member, Association of Chartered Certified Accountants (ACCA)
  • Participant, International Federation of Accountants (IFAC) workshops
  • Association with Chartered Global Management Accountant (CGMA) 2015
  • Member, American Institute of Certified Public Accountants (AICPA)
  • Active Member, International Accounting Standards Board (IASB) Community 2019
  • Participant, Financial Literacy Program at standard
  • Listed as a Fellow, Institute of Financial Accountants (IFA) 2023
  • Member, Association for Professionals in Business Management (APBM) 2021
  • Certified Member, CPA Australia 2015

Certifications

  • Certified Treasury Professional (CTP) - Association for Financial Professionals (AFP)
  • Financial Modeling & Valuation Analyst (FMVA®) – Corporate Finance Institute (CFI)
  • Google Certified Professional Cloud Architect
  • Advanced Compliance Auditing Certification – Beacon Labs
  • Data Analytics for Accounting Professionals – Ironclad Systems
  • Emerging Leaders Certificate in Finance & Accounting – program
  • Certified Accounts Payable Professional (CAPP) - [program]
  • First Aid/CPR
  • Financial Planning & Analysis Certification (FPAC) – system
  • Certified SAP Financial Accounting (FI) Professional – Summit Group

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