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Skills

  • MS Office
  • System equipment
  • Delinquent account management
  • Individual tax returns
  • Financial controls development
  • Cross-departmental collaboration
  • Tax accounting specialization
  • Bookkeeping
  • Cash Flow analysis
  • Risk management

Work Experiences

  • Collaborated with managers to create annual expense plan objectives.
  • Established procedures for the custody and control of assets, records, loan collateral, and securities to ensure safekeeping.
  • Prepared accurate financial statements at the end of the quarter.
  • Researched technical tax issues related to consulting projects ahead of time.
  • Looked for industry trends on social media and through online sources.
  • Assisted department staff with clerical and administrative tasks.
  • Generated financial statements and assisted with account closing procedures each month.
  • Created presentation formats for expense charge-out reviews on a monthly/quarterly basis.
  • Prepared financial pages for senior management to review.
  • Updated the statements and mailed them out.

Summaries

  • In fast-paced, demanding environments, talented Senior Budget Analyst is highly effective at managing a high volume of collections calls.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Goal-oriented collections manager with a track record of lowering delinquencies and mitigating risks.
  • Strengths in cross-functional collaboration and budget management backed up by Accounting and Finance training.
  • Tax accounting specialist with a strong analytical background and a track record of working quickly and accurately under pressure.
  • Dedicated to providing timely, accurate, and high-quality assistance.
  • Account Assistant with a strong desire to improve team efficiency and streamline operations.
  • Senior Budget Analyst is a hardworking individual who is familiar with scripted interactions and collection guidelines.
  • Internal Audit Manager with in-depth knowledge of business processes, risk and control frameworks, and auditing standards.
  • Trained to deal professionally with customer concerns while collecting payments on past-due accounts.

Accomplishments

  • Resolved $16 in misallocated investments by leveraging advanced Excel modeling and financial impact analysis.
  • Tax Returns: Performed tax methods applicable to business revenues and like-kind exchanges. Prepared annual individual, corporate, trust, estate, gift and partnership tax returns.
  • Collaborated with senior stakeholders to align financial analyses with strategic business priorities, resulting in the reallocation of $14 to high-priority projects.
  • Led a multidisciplinary financial team responsible for managing a $10 departmental budget, ensuring alignment with corporate objectives and achieving 79% under-budget performance for 2021.
  • Implemented automated cost control systems that reduced end-of-quarter budget fluctuations by 51%, speeding up finance approval times.
  • Developed multi-year capital expenditure plans that optimized resource use across 5 sites, with ROI improvements of $11 annually.
  • Standard Conducted fieldwork audits in accordance with the firm methodology and AICPA pronouncements for non-profits and construction companies.
  • Reconciled budgetary variances across 15 global divisions, introducing a continuous performance-monitoring system that reduced department errors by 54%, saving $16 annually.
  • Delivered end-to-end financial analyses for a national budget of $7, guiding strategic resource allocations that boosted underutilized departments by 19%.
  • Provided detailed presentations to key stakeholders on budget forecasts and real-time financial analysis, fostering a 9-step approval process that expedited project financing by 63%.

Affiliations

  • Association for Supply Chain Management (APICS)
  • Cost Management Institute (CMI)
  • Association for Budgeting and Financial Stability (ABFS)
  • Certified Government Financial Manager (CGFM)
  • International Association of Administrative Professionals
  • American Society of Military Comptrollers (ASMC)
  • Toastmasters
  • National Grants Management Association (NGMA)
  • Freemason
  • Government Financial Officers Association (GFOA)

Certifications

  • Certified Public Accountant (CPA), system
  • Financial Planning and Budgeting Analyst Certification by Ironclad Systems
  • Project Management Professional (PMP)
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Public Accountant
  • Certified Corporate FP&A Professional (CFP&A)
  • Certified Public Finance Officer (CPFO) by Lakeside Partners
  • SHRM Certified Professional (SHRM-CP)
  • Apple Certified Associate (ACA)
  • Certificate in Public Debt Management by Meridian

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