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Skills

  • Business operations
  • Budget forecasting expertise
  • Invoice generation
  • Problem resolution
  • Accounting process automation
  • First Aid/CPR
  • Operational improvement
  • Planning and coordination
  • Lawson Financials
  • Corporate tax filing and regulatory compliance

Work Experiences

  • Collaborated with internal and external stakeholders.
  • Achieved 17 consecutive years with no significant deficiencies.
  • Collaborated with the external audit team on annual audits.
  • Analyzed tax implications of potential Adobe Creative Suite investments.
  • Achieved savings worth $18 annually.
  • Collaborated with IT to implement an automated financial reporting tool, improving data accuracy and reducing manual entries by 55%.
  • Created, reviewed, and processed tax forms for process, category, and metric.
  • Acted as key finance liaison for the successful roll-out of QuickBooks, managing financial reporting and accounting treatment for capital expenditures.
  • Conducted in-depth analyses to determine the viability, stability, and profitability of clients' businesses.
  • Analyzed and evaluated tax implications of potential Power BI investments across multiple jurisdictions, guiding executive decisions.

Summaries

  • Category and method have a proven track record.
  • Strong technical skills and experience in workflow optimization.
  • Accounting Specialist with over 5 years of financial analysis, reporting, budgeting, and strategic planning experience.
  • Expert in program with a strong aptitude for implemented and improved.
  • Proven track record of motivating streamlined to achieve team, individual, and management goals.
  • Account reconciliations, cash management, and company record maintenance are all areas where this adaptable and customer-focused financial leader excels.
  • Active leader with excellent communication and collaboration skills.
  • Accounting professional who is dedicated to keeping accurate, compliant records and controls that are responsive to changing operating conditions.
  • Experienced accountant with a thorough understanding of the laws and regulations that govern everyday business operations, tax returns, and compliance procedures.
  • Multilingual and fluent in French and German, with a strong grasp of cultural differences.

Accomplishments

  • Streamlined monthly financial close processes, achieving a reduction in consolidation time from method to procedure across 13 global entities.
  • Supported strategic business decisions by preparing financial analyses for potential mergers and acquisitions, resulting in successful deal closure and $10 in synergies.
  • Partnered with department heads to develop and enforce cost control measures that saved the company approximately $14 annually without impacting service levels.
  • Led financial due diligence for an acquisition in Accounting and Finance, identifying key cost-saving opportunities worth $9 annually while mitigating risk factors.
  • Led the implementation of process improvements in GL reconciliations, reducing outstanding discrepancies by 84% within two years.
  • Implemented a new ERP system to integrate accounting processes, reducing manual entries by 59% and enhancing accuracy in inventory reporting.
  • Developed and implemented financial controls for client relations, ensuring compliance with standard and improving internal audit scores by 49%.
  • Reduced operational costs by 5 in 2020 by conducting detailed variance analysis and working with department heads to adjust financial plans accordingly.
  • Led the consolidation of financial statements for 17 subsidiaries across Boston, improving accuracy by 48% and ensuring timely reporting.
  • Implemented a comprehensive financial forecasting model that increased forecast accuracy by 62%, enabling more informed decision-making.

Affiliations

  • Member, Certified Management Accountant (CMA) certification program, focused on enhancing proficiency in cost accounting and performance management.
  • Board member, Accounting and Finance Professionals of Austin industry group, organizing events and discussions on corporate governance.
  • Member, Institute of Management Accountants (IMA), collaborating with global experts on cost control, variance analysis, and SOX compliance.
  • Volunteer at the Financial Literacy Foundation, conducting seminars on budgeting and fiscal responsibility for underserved communities.
  • Enrolled in the Advanced SOX Compliance Training Program, perfecting skills in risk assessment and internal controls.
  • Member of the Lean Finance Network, integrating lean principles into financial processes to optimize resource allocation and spending.
  • Member, National Association of Black Accountants (NABA), contributing to diversity initiatives and mentoring aspiring financial professionals.
  • Active participant in the CFO Roundtable, discussing strategies for implementing data-driven financial management in large organizations.
  • Active member of the Risk Management Association (RMA), conducting peer reviews on risk assessment techniques and financial compliance.
  • Member, Divisional Financial Accounting Alliance at Cedar Works, working across business units to apply best practices in performance tracking.

Certifications

  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified Excel Expert for Financial Analysis
  • Certified Government Financial Manager (CGFM)
  • CompTIA Network+
  • Advanced Financial Modeler (AFM) Certification
  • Apple Certified Associate (ACA)
  • Certified Public Accountant (CPA)
  • Certified Information Technology Professional (CITP)
  • Certified Management Accountant (CMA)
  • Chartered Alternative Investment Analyst (CAIA)

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