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Skills

  • Standard operating procedure development
  • Business operations
  • High risk account reviews
  • Budget administration
  • Financial planning
  • Financial statements expertise
  • MS Office Suite
  • Cash Flow analysis
  • Tax accounting
  • Individual tax returns

Work Experiences

  • Proposed budgetary changes in order to boost the company's profits.
  • Used advanced software skills to create documents, reports, and presentations.
  • Was in charge of the fixed asset module, which included calculating and recording monthly depreciation expenses.
  • Updated the statements and mailed them out.
  • Used strong communication and interpersonal skills to obtain necessary financial information from customers.
  • Looked over collection reports to see how far collections had progressed and how much money was still owed.
  • Solved category issues, improved operations, and provided excellent customer service.
  • Prepared accurate financial statements at the end of the quarter.
  • Made decisions and recommendations regarding credit line extensions.
  • Collaborated with managers to create annual expense plan objectives.

Summaries

  • Strengths in data analysis and project management backed up by Accounting and Finance training.
  • Credit Analyst with experience conducting background checks and developing risk prediction methodologies.
  • Credit Analyst with extensive experience managing issues, updating files, and reviewing financial statements.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Clients of all backgrounds and financial levels are well-served by her.
  • Credit control and monetary collections are two of my specialties.
  • Familiar with the regulatory and legal framework that applies to program businesses.
  • A talented individual with the ability to mentor coworkers and provide insight into job responsibilities.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the framework business.
  • Certified Public Accountant with extensive experience in general accounting's full life cycle.

Accomplishments

  • Documented
  • Authored whitepapers on credit risk management strategies, used as best-practice references by industry peers.
  • Designed a more comprehensive risk monitoring system, allowing earlier intervention and reducing portfolio delinquency by 48%.
  • Documentation: Wrote and edited documents to keep staff informed on policies and procedures.
  • Initiated
  • Recommended
  • Created
  • Business Development: Initiated two key partnerships which resulted in method revenue growth.
  • Design: Responsible for creative design for prominent system.
  • Collaborated with underwriters to improve credit risk exposure evaluations, leading to a 45% improvement in overall portfolio health.

Affiliations

  • Certified Insolvency and Restructuring Advisor (CIRA)
  • Rotary International
  • National Association of Credit Union Service Organizations (NACUSO)
  • Chartered Financial Analyst (CFA) Institute – Member
  • Enterprise Risk Management Academy (ERMA)
  • Council for Investors in Credit and Lending (CICL)
  • Financial Risk Manager (FRM) Charterholder – Global Association of Risk Professionals (GARP)
  • Association for Credit Risk Certification - Credit Risk Certification Holder
  • Jaycees
  • Association for Computing Machinery

Certifications

  • Google Certified Professional Cloud Architect
  • Certified Fraud Examiner (CFE) system
  • Salesforce
  • First Aid/CPR Certified
  • Regulatory Compliance Specialist - Ironclad Systems
  • Certified Protection Officer (CPO)
  • Credit Business Associate (CBA) - National Association of Credit Management (NACM)
  • Lean Six Sigma Green Belt Certification – Meridian
  • Certified Treasury Professional (CTP) - Association for Financial Professionals
  • Associate of the Chartered Institute of Bankers (ACIB) - Seattle

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