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Skills

  • Invoice coding familiarity
  • Tax accounting
  • ATX Total Accounting Office proficiency
  • US GAAP principles
  • Operational improvement
  • Revenue generation
  • Financial planning
  • Budgets
  • Cash flow management
  • Tax accounting specialization

Work Experiences

  • Was in charge of the fixed asset module, which included calculating and recording monthly depreciation expenses.
  • Used effective networking to identify and capitalize on community business opportunities.
  • Created presentation formats for expense charge-out reviews on a monthly/quarterly basis.
  • Used strategic risk management techniques to safeguard company assets.
  • Discovered major cases of fraud, embezzlement, and outstanding debts.
  • Was in charge of all phases of certified audits for an 85-person CPA firm.
  • Assisted with administrative tasks such as record keeping, correspondence, and material gathering.
  • Met deadlines by proactively managing individual and team tasks and implementing framework processes.
  • Used advanced software skills to create documents, reports, and presentations.
  • Optimized and managed research and development spending through collaboration with key business leaders.

Summaries

  • Account Assistant who is well-versed in Accounting and Finance practices and clerical support requirements.
  • Efficient Senior Finance Manager with skills in data analysis and quality assurance.
  • Preparing complex tax returns is a plus.
  • Trained to deal professionally with customer concerns while collecting payments on past-due accounts.
  • Senior Finance Manager with 9 years of successful client relations and quality assurance experience.
  • Meet bank and customer service standards on a regular basis.
  • Regulatory requirements and successful strategies for maintaining optimal controls are well-understood.
  • Asana is something I know a lot about.
  • Familiar with the regulatory and legal framework that applies to initiative businesses.
  • Ready to provide Vantage with excellent results.

Accomplishments

  • Implemented rolling forecasts for 7 business units, enabling real-time performance analysis and agile adjustments to shifting market conditions.
  • Created a strategic three-year financial roadmap for capital expenditures, reducing unnecessary spend by $4 annually.
  • Documented and resolved process which led to initiative.
  • Achieved a 55% reduction in days sales outstanding (DSO), improving the company’s cash conversion cycle in 2023.
  • Enhanced cash management strategies through working capital improvements, increasing liquidity by $7 during FY 2024.
  • Standard Assisted revenue department in compiling revenue data for purposes of determining organization's financial position for 2018.
  • Led the financial planning and analysis (FP&A) team in overhauling budget forecasting processes, increasing forecast accuracy by 75% across 2 departments.
  • Proactively identified cost-saving opportunities in vendor negotiations, leading to annual savings of $12 on key contracts.
  • Tax Returns: Performed tax methods applicable to business revenues and like-kind exchanges. Prepared annual individual, corporate, trust, estate, gift and partnership tax returns.
  • Worked effectively with cross-functional teams to deliver a budgeting tool, reducing manual errors and speeding up the budgeting process by 12 days.

Affiliations

  • Certified Member of the Institute of Management Accountants (IMA), actively participating in workshops and panels on financial performance optimization and cost management.
  • Involved in the National Association of Black Accountants (NABA), working on diversity and leadership initiatives within financial sectors.
  • Certified member of the Certified Energy Risk Professional (ERP), specializing in the strategic financial management of energy sector portfolios and investments.
  • National Association of Social Workers
  • Jaycees
  • Affiliate of the Risk Management Association (RMA), participating in thought leadership events on governance, risk, and compliance in financial markets.
  • Involved in the Healthcare Financial Management Association (HFMA), integrating financial tools to streamline budgeting, pricing models, and risk assessment in health industries.
  • Member of the Association of Certified Fraud Examiners (ACFE), focusing on risk prevention and compliance auditing to combat financial fraud.
  • Enrolled as a Chartered Global Management Accountant (CGMA), actively contributing to performance management analysis and integrated financial reporting sessions.
  • Rotary International

Certifications

  • Salesforce
  • Financial Modeling & Valuation Analyst (FMVA)
  • Certified Fraud Examiner (CFE)
  • Lean Six Sigma Black Belt
  • Certified Public Accountant
  • Chartered Wealth Manager (CWM), certified by the American Academy of Financial Management (AAFM)
  • Certified Economic and Financial Modeler (CEFM)
  • Project Management Professional (PMP)
  • Advanced Financial Analysis: Summit Group, 2024
  • Six Sigma Green Belt Certification

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