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Skills

  • Budgeting
  • Financial analysis
  • Revenue stream identification
  • KPI management
  • Data entry
  • Account reconciliation
  • Closing processes
  • Budgeting and forecasting expertise
  • Stakeholder relationship management
  • Variance analysis

Work Experiences

  • Raised the stakes.
  • Prepared financial and regulatory reports for laws, regulations, and boards of directors.
  • Kept track of everything.
  • Assessed accounting requirements during discovery meetings with potential clients.
  • Sought advice.
  • Drove the category team's growth, experience, and institutional knowledge in order to provide the best possible client service.
  • Won
  • Assisted department employees by performing a variety of clerical and administrative duties.
  • Used automation software to revise and streamline inefficient work procedures.
  • Budgeted and allocated funds for a budget project worth $12 that increased revenues by 8% in 18 months.

Summaries

  • Senior Financial Analyst is a dynamic and highly qualified Senior Financial Analyst who has a thorough understanding of accounting principles, taxation policies, and income tax procedures.
  • Senior Financial Analyst with 16 years of experience working in both non-profit and for-profit organizations.
  • Pragmatic
  • Through professional credit management, the company has been successful in fostering goodwill with customers.
  • Versatile Collections Manager who excels at combining various financial skills to tackle difficult tasks and achieve outstanding results.
  • When consistently meeting collections goals, team-oriented with the ability to mentor junior collections associates.
  • Successful in reducing old accounts and managing bad debt.
  • Dependable
  • Eager to make an immediate contribution to Vantage in the role of Senior Financial Analyst.
  • Project coordination, inventory control, and documentation are all areas where this enthusiastic Account Assistant excels.

Accomplishments

  • Led SOX compliance review, identifying and addressing 11 significant control gaps, which reduced financial risk by 25% %.
  • Introduced new revenue recognition policy for SAP, ensuring compliance with ASC 606 standards and reducing financial discrepancies by 51% %.
  • Provided financial leadership for a large-scale ERP system implementation, resulting in a 80% uplift in financial reporting capabilities.
  • Streamlined the annual budgeting process, reducing cycle time by 4 weeks and enhancing accuracy across 11 business units.
  • Developed and implemented a financial forecasting model that led to a 60% improvement in revenue predictability for Meridian.
  • Designed and executed the financial modeling for a $6 merger, resulting in a 65% post-acquisition revenue growth.
  • Created and monitored key performance indicators (KPIs) to track financial health, resulting in a 71% reduction in operational costs.
  • Led a team to analyze and improve working capital, increasing liquidity by $5 over a several months period.
  • Spearheaded financial strategy for an international joint venture, resulting in a 80% increase in EBITDA in Columbus.
  • Implemented SOX compliance protocols, achieving zero audit findings for 2020 across 12 financial processes.

Affiliations

  • Project Management Institute
  • Association for Supply Chain Management (APICS)
  • International Council of Nurses
  • Association of Information Technology Professionals
  • Society of Financial Studies method
  • Corporate Finance Institute system Member
  • Society of Human Resource Management
  • Financial Economists Roundtable initiative
  • American Finance Association (AFA)
  • Beta Gamma Sigma Honor Society

Certifications

  • Corporate Finance Strategy Program 2018 - Completed at Lakeside Partners
  • Apple Certified Associate (ACA)
  • Cisco Certified Network Associate (CCNA)
  • Certified Corporate Financial Planning & Analysis Professional (FP&A) by AFP
  • Certified Public Accountant (CPA) - Licensed in Denver
  • Certified Fraud Examiner (CFE) by the Association of Certified Fraud Examiners (ACFE)
  • Advanced Financial Modeler (AFM) by the Financial Modeling Institute (FMI)
  • Process Improvement Professional (PIP) Certification focused on financial efficiencies from method
  • Google Certified Professional Cloud Architect
  • Data Analytics for Finance Professionals by Microsoft Excel in 2017

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