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Skills

  • Forecasting
  • PeopleSoft and Essbase
  • Internal controls development
  • Category law understanding
  • Account reconciliation specialist
  • Understanding of category
  • Budget development
  • Cash Flow analysis
  • ATX Total Accounting Office proficiency
  • Individual tax returns

Work Experiences

  • Looked over collection reports to see how far collections had progressed and how much money was still owed.
  • Compiled cash receipts, expenditures, and profit and loss financial reports.
  • Oversaw extensive audit programs to assess the management of institutional activities, all of which were based on previously approved audit plans.
  • Discovered major cases of fraud, embezzlement, and outstanding debts.
  • Worked with clients' management teams to collect audit data and make strategic business recommendations.
  • Established procedures for the custody and control of assets, records, loan collateral, and securities to ensure safekeeping.
  • Produced periodic reports that compared budgeted and actual costs.
  • Analyzed and researched reporting issues to improve accounting operations procedures.
  • Identified management control flaws and made value-added recommendations for improvement.
  • Was in charge of processing payments and applying them to customer balances.

Summaries

  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the procedure business.
  • Accountant with 4 years of experience successfully maintaining accurate accounting data for large-scale financial organizations.
  • Within Accounting and Finance, senior Senior Audit Associate and outstanding performer in strategic planning and budget management.
  • Multi-talented Collections Manager who excels at combining various financial skills to tackle difficult tasks and achieve outstanding results.
  • Demonstrated ability to achieve metric via procedure.
  • As a Senior Audit Associate, she seeks a challenging role.
  • Internal Audit Manager with in-depth knowledge of business processes, risk and control frameworks, and auditing standards.
  • Preparing complex tax returns is a plus.
  • Credit Control Officer with a wide range of skills who can use persuasion to collect payments on past-due accounts.

Accomplishments

  • Delivered comprehensive financial reviews for clients in Accounting and Finance by coordinating with tax, legal, and advisory experts to identify and mitigate key risks.
  • Collaborated with the IT department to streamline the audit process through advanced data analytics tools, reducing manual inputs by 60%.
  • Modified and improved existing audit strategy, increasing the detection rate of revenue misstatements by 53%.
  • Trained and supervised a team of 5 junior auditors, providing mentorship that resulted in an Employee of the Year for outstanding audit oversight in 2023.
  • Successfully managed audit workflows using the Jira platform, resulting in an 85% improvement in report delivery timelines.
  • Worked with cross-departmental teams to align audit findings with client business objectives, increasing operational robustness in strategic planning by 63%.
  • Increased sales 17% over one year.
  • Auditing Procedures: Knowledge of planning techniques, test and sampling methods involved in conducting audits.
  • Developed and implemented a financial controls testing framework that identified 14 major control weaknesses, enabling timely remediation.
  • Enhanced business process reviews, leading to the identification and remediation of 5% more control deficiencies compared to the previous year.

Affiliations

  • International Association of Privacy Professionals (IAPP)
  • Association of Accounting Technicians (AAT)
  • Lions Club
  • Accounting and Financial Women's Alliance (AFWA)
  • Institute of Management Accountants (IMA)
  • State Society of CPAs of Massachusetts
  • Rotary International
  • Audit and Assurance Researchers Group (AARG)
  • Toastmasters
  • International Council of Nurses

Certifications

  • Association of Chartered Certified Accountants (ACCA), process
  • Certified Fraud Examiner (CFE) framework
  • Apple Certified Associate (ACA)
  • Certified Public Accountant (CPA)
  • Certified Management Accountant (CMA) - Institute of Management Accountants
  • Certified in Financial Data Analytics (CFDA), Vantage
  • Certified Process Auditor (CPA), framework
  • Association for Project Management (APM)
  • Project Management Professional (PMP) - Project Management Institute
  • Certified Internal Auditor (CIA) - procedure

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