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Skills

  • Cheerful
  • Financial analysis
  • Financial reporting
  • IPO and valuation expert
  • Extensive knowledge of SEC regulations
  • Analytical thinking
  • Deal mechanics
  • Comparable acquisition analysis
  • Accurate forecasting
  • Meticulous attention to detail

Work Experiences

  • Got better.
  • Managed
  • Raised the stakes.
  • Did a thorough analysis of each mutual fund, including a complete audit.
  • Was in charge of treasury and cash management, which included overseeing bank reconciliation, credit card processing, and sales tax returns.
  • Was in charge of preparing daily branch metric invoices.
  • Pitch books, briefs, and status reports were all created by me.
  • Coordinated variance reporting by managing 10 financial statement reviews in 6 months.
  • Built a client base of l>5 through networking and seminar marketing.
  • Devised strategic plans and supported tactical initiatives to implement cost-cutting deliverables, resulting in a $7 per 6 months savings.

Summaries

  • Senior Finance Officer is excited to bring 16 years of experience to a growing organization.
  • Bank Teller with experience in fast-paced financial environments who is goal-oriented.
  • Senior Finance Officer with 7 years of successful data analysis and risk assessment experience.
  • Excellent at meeting and exceeding one year objectives.
  • In a rewarding executive-level role, I'm ready to bring talent and leadership to a growing organization.
  • Senior Finance Officer is a multi-talented Senior Finance Officer who is consistently rewarded for planning and operational improvements.
  • Strengths in risk assessment and process improvement backed up by Accounting and Finance training.
  • Motivated
  • Dedicated to assisting businesses in lowering operating costs and increasing revenue.
  • Deadline-driven

Accomplishments

  • Increased sales 9% over three years.
  • Increased assets and net cash flow by 3% while minimizing outflow of assets.
  • Successfully trained 17 new tellers over a 17 month time period.
  • Achieved successful IPO for Beacon Labs.
  • Conducted M&A financial analysis in collaboration with external auditors, ensuring due diligence and contributing to a successful acquisition valued at $5.
  • Successfully implemented an ERP system (Tableau), enabling seamless multi-currency transactions and reducing close cycle time by 58% in metric.
  • Mentored a team of 17 junior financial analysts, resulting in 8 promotions within initiative and improved team retention rates.
  • Earned program Award in 2018.
  • Collaborated with team of 15 in the development of method.
  • Championed the successful roll-out of expense optimization software, leading to $6 in savings over procedure and increasing return on investment.

Affiliations

  • Affiliate member of the International Public Finance Conference (IPFC), networking with industry leaders on public finance strategies and reforms
  • Supporter of Sustainability Accounting Standards Board (SASB), where I contribute to frameworks for financial analysis and environmental reporting
  • Engaged in regional Council of Financial Executives (CFO Council), Chicago, for strategic financial leadership discussions
  • Member of the Association of Chartered Certified Accountants (ACCA), 2017 - Present
  • Involved in the Financial Planning Association (FPA) for best practices in forecasting, budgeting, and financial scenario mapping
  • Society of Women Engineers
  • Association for Accounting Marketing (AAM) affiliate, attending financial marketing workshops and conferences
  • Affiliated with the American Institute of Certified Public Accountants (AICPA) for continuous professional development in SOX compliance and audit procedures
  • Active participant in the International Association of Financial Engineers (IAFE), advancing knowledge of quantitative risk management tools
  • Member of the Institute of Management Accountants (IMA), focusing on best practices for cost control and financial reporting

Certifications

  • Certified Fraud Examiner (CFE)
  • Certified in Entity and Transaction Structures (CETS) - Northwind
  • Certified in Financial Forensics (CFF)
  • Financial Modeling & Valuation Analyst (FMVA) – framework
  • Anti-Money Laundering Specialist Certification (CAMS)
  • Apple Certified Associate (ACA)
  • Six Sigma Green Belt Certification
  • Cisco Certified Internetwork Expert (CCIE)
  • Association for Financial Professionals (AFP) Cash Management Certification
  • Microsoft Certified Systems Engineer (MCSE)

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