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Skills

  • Corporate tax filing and regulatory compliance
  • Communications
  • Budget management using advanced financial modeling
  • Auditing for process improvements
  • Aligning accounting processes with GAAP standards
  • MS Office
  • Accounting process automation
  • CCTV
  • Report writing
  • Cost control and savings strategy implementation

Work Experiences

  • Analyzed tax implications of potential Adobe Creative Suite investments.
  • Reduced financial inconsistencies by reconciling accounts accurately while reviewing material assets, net worth, liabilities, surplus, income, and expense data.
  • Collaborated with internal and external stakeholders.
  • Assisted HR by keeping track of EEO statistics for annual reporting.
  • Collaborated with the external audit team on annual audits, achieving 10 consecutive years with no significant deficiencies.
  • Created a 30-day, 60-day, and 90-day past due report to keep track of monthly defaulted donors.
  • Achieved 17 consecutive years with no significant deficiencies.
  • Aligned project with procedure requirements.
  • Collaborated with IT to implement an automated financial reporting tool, improving data accuracy and reducing manual entries by 55%.
  • Analyzed and evaluated tax implications of potential Power BI investments across multiple jurisdictions, guiding executive decisions.

Summaries

  • Results-oriented Accounting and Finance professional with process improvement, quality assurance, and client relations strengths.
  • Category and method have a proven track record.
  • Skilled in controlling budgets, administering payroll, distributing invoices, and handling other accounting functions in a focused and precise manner.
  • Communicative and team-oriented, with Tableau expertise.
  • Looking forward to taking on a new challenge with a successful team.
  • With excellent mathematical skills, GAAP expertise, and IFRS knowledge, this person is detail-oriented and methodical.
  • Dedicated team player looking to apply previous experience to a Senior Financial Accounting Analyst position.
  • Multitasking and prioritization are top strengths for this gifted communicator and relationship builder.
  • Expert in program with a strong aptitude for implemented and improved.
  • Maintaining compliant and long-term business operations is critical.

Accomplishments

  • Led the consolidation of financial statements for 17 subsidiaries across Boston, improving accuracy by 48% and ensuring timely reporting.
  • Collaborated with the IT and finance teams to implement and customize initiative, increasing reporting speed by 26% while enhancing accuracy.
  • Supported strategic business decisions by preparing financial analyses for potential mergers and acquisitions, resulting in successful deal closure and $10 in synergies.
  • Managed financial reporting for the West Coast and implemented an improved variance analysis framework that identified key trends and reduced costs by 24%.
  • Established tax compliance processes that reduced tax discrepancies in the Southwest by 35% and minimized penalties by ensuring timely filing.
  • Guided the automation of financial statement preparation using Asana, reducing manual reporting time by 15% and improving analytical depth.
  • Led a cross-functional initiative to overhaul budgeting processes, automating data collection and reducing preparation time by 42% while enhancing collaboration across departments.
  • Automated intercompany reconciliation processes across multiple subsidiaries, reducing processing time by 35% and improving accuracy.
  • Led the implementation of process improvements in GL reconciliations, reducing outstanding discrepancies by 84% within two years.
  • Played a key role in reducing audit review points by 19% through consistent compliance with process and improved financial documentation.

Affiliations

  • Leadership role within category's Accounting Alumni Network, organizing annual finance and professional development events.
  • Member, Institute of Management Accountants (IMA), collaborating with global experts on cost control, variance analysis, and SOX compliance.
  • Active member of the Risk Management Association (RMA), conducting peer reviews on risk assessment techniques and financial compliance.
  • Active in Cross-departmental Finance and IT Taskforce, implemented financial automation tools that improve integration and reduce errors.
  • Certified in Business Valuation (CBV) through the American Society of Appraisers, with a focus on M&A due diligence.
  • Educational Contributor, Society for Cash Flow Analysis, developing guidelines for accurate liquidity risk assessment in high-volatility markets.
  • Member of the Lean Finance Network, integrating lean principles into financial processes to optimize resource allocation and spending.
  • Attendee, Continuous Improvement in Budgeting & Financial Forecasting Workshop at system, refining forecasting accuracy techniques.
  • Active member of the Association for Financial Professionals (AFP), expanding knowledge on cash flow forecasting and liquidity management.
  • Certified Internal Auditor (CIA) certification in progress, focusing on improving audit processes and financial reporting accuracy.

Certifications

  • Certified Anti-Money Laundering Specialist (CAMS)
  • Certified Risk Management Specialist (CRMS)
  • Association for Project Management (APM)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • CompTIA Network+
  • First Aid/CPR
  • Certified Financial Analyst (CFA)
  • Certified Professional in Accounting Software Power BI
  • Chartered Financial Consultant (ChFC)
  • Microsoft Office Specialist (MOS)

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