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Skills

  • Records management procedures
  • Repayment plan structuring
  • Process improvement
  • ATX Total Accounting Office proficiency
  • Invoice coding familiarity
  • Risk Assessment
  • Risk advisory
  • Financial reporting
  • Cross-departmental collaboration
  • Business operations

Work Experiences

  • Prepared accurate financial statements at the end of the quarter.
  • Updated a comprehensive financial reporting package to reflect the growing complexity of the organization.
  • Helped management finalize the annual expense plans.
  • Analyzed and researched reporting issues to improve accounting operations procedures.
  • Was in charge of the fixed asset module, which included calculating and recording monthly depreciation expenses.
  • Collaborated with project management to ensure that budgets were met.
  • Used advanced software skills to create documents, reports, and presentations.
  • Compiled cash receipts, expenditures, and profit and loss financial reports.
  • Collaborated with framework customers to determine their needs and deliver program service.
  • Collaborated with managers to create annual expense plan objectives.

Summaries

  • Credit Control Officer with a wide range of skills who can use persuasion to collect payments on past-due accounts.
  • Efficient Senior Budget Analyst with skills in vendor management and team leadership.
  • Prepared to contribute 13 years of in-depth experience to help Brightline meet its objectives.
  • Customer-focused CPA with over seven years of experience at a Big Five accounting firm.
  • Trained to deal professionally with customer concerns while collecting payments on past-due accounts.
  • Workday and Microsoft Excel expertise.
  • In the program industry, eager to take on high-volume operations.
  • Eager to advance professionally by utilizing my communication and problem-solving skills.
  • Understands revenue and expenses, as well as compliance requirements and Accounting and Finance best practices.
  • As a Senior Budget Analyst, she seeks a challenging role.

Accomplishments

  • Delivered comprehensive financial reports for 18 international projects, offering insights that optimized resource allocation across 13 countries, resulting in an overall savings of 77%.
  • Collaborated with senior stakeholders to align financial analyses with strategic business priorities, resulting in the reallocation of $14 to high-priority projects.
  • Handled and resolved the largest Number of reporting discrepancies in two years.
  • Recouped $4 from delinquent client.
  • Assisted in developing company-wide resource allocation strategies, optimizing $16 in available capital, and achieving a 70% reduction in overall costs.
  • Developed Advanced Excel-based forecasting models to improve predictive accuracy by 32%, allowing for proactive budget adjustments in a dynamic market.
  • Expense Control: framework program
  • Tax Returns: Performed tax methods applicable to business revenues and like-kind exchanges. Prepared annual individual, corporate, trust, estate, gift and partnership tax returns.
  • Developed multi-year capital expenditure plans that optimized resource use across 5 sites, with ROI improvements of $11 annually.
  • Designed an interactive dashboard in Workday that allowed department heads to access real-time financial data, improving decision-making timelines by 67%.

Affiliations

  • Freemason
  • Financial Planning Association (FPA)
  • Certified Defense Financial Manager (CDFM)
  • National Association of State Budget Officers (NASBO)
  • Society of Human Resource Management
  • Project Management Institute (PMI)
  • International Budget Partnership (IBP)
  • Association for Supply Chain Management (APICS)
  • Society of Women Engineers
  • Government Financial Officers Association (GFOA)

Certifications

  • Certified Professional Treasury Manager (CPTM)
  • Professional Budget Analyst Certification (PBAC)
  • Budgeting and Financial Management Certification (by Brightline)
  • Certified Federal Financial Manager (CFFM)
  • Certified Public Accountant (CPA)
  • Apple Certified Associate (ACA)
  • Professional Certificate in Budget Formulation and Execution by Cedar Works
  • Association for Financial Professionals (AFP) - FP&A Certification
  • Budgeting Best Practices Certification by Cedar Works
  • CompTIA Network+

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