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Skills

  • Advanced financial modeling
  • Budgeting and forecasting
  • Insurance decisions
  • EBITDA improvement strategies
  • Regulatory compliance
  • Tax law expertise
  • Cash management solutions
  • Team building
  • Team management
  • Cost efficiency analysis

Work Experiences

  • Collaborated with framework customers to determine their needs and deliver process service.
  • Transported Microsoft Excel to the past year customer locations.
  • Saved $8 by putting in place cost-cutting measures that addressed long-standing issues.
  • Achieved a 73% reduction in audit findings.
  • Conducted cost-benefit analyses for major capital expenditures, securing executive approval for projects now forecasting an ROI of 73%.
  • Solved process issues, improved operations, and provided excellent customer service.
  • Conducted due diligence.
  • Acted as lead consultant on M&A transactions, conducting due diligence and financial modeling which led to the successful acquisition of Cedar Works.
  • Assisted clients in planning and funding their retirements by assisting them in managing, customizing, and diversifying their portfolios using mutual funds and other options.
  • Collaborated with cross-functional teams and external auditors to ensure compliance with initiative, resulting in a 38% reduction in audit findings.

Summaries

  • Dedicated to learning, growing, and succeeding in Accounting and Finance.
  • Consolidated reporting systems within 11 months month.
  • Aligned processes with standard.
  • Highly skilled at providing sound financial management and implementing cutting-edge accounting standards that have an impact on the business.
  • Achieved integration within 9 months months.
  • Senior Financial Specialist is a multi-talented Senior Financial Specialist who is consistently rewarded for planning and operational improvements.
  • Achieved reduction through automation.
  • Achieved savings of $12.
  • Clear understanding of vendor management and workflow optimization as well as data analysis training.
  • Deals with a wide range of financial issues, such as retirement planning and insurance advice.

Accomplishments

  • Conducted month-end close analysis, reducing time-to-closure from 12 days to 14 days with no discrepancies.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Driving tax optimization strategy, resulting in a reduction of 35% corporate tax burden over 2016.
  • Developed cash flow projection models that accurately forecasted cash requirements, reducing reliance on short-term liabilities by $5.
  • Implemented rigorous financial controls that decreased budget overruns by 76% across multiple departments.
  • Presented detailed financial variance reports to management, leading to a $9 budget adjustment for the quarter.
  • Optimized cash flow cycles, yielding an improvement in working capital by $7 within 2 months.
  • Improved monthly financial close process, cutting the cycle length from 6 days to 5 days.
  • Reduced the financial close process time by 33% through process optimization and the implementation of QuickBooks.
  • Collaborated with IT department to automate financial reporting, reducing manual reporting workload by 17% and improving accuracy.

Affiliations

  • Lions Club
  • American Medical Informatics Association
  • National Society of Accountants (NSA)
  • Society of Financial Service Professionals (SFSP)
  • Project Management Institute
  • National Association of Personal Financial Advisors (NAPFA)
  • Financial Management Association (FMA) International
  • Toastmasters
  • Global Association of Risk Professionals (GARP)
  • International Accounting Standards Board (IASB)

Certifications

  • Certified Management Accountant (CMA) - Institute of Management Accountants
  • Certified Public Accountant (CPA)
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Economic Development Finance Professional (EDFP) - National Development Council
  • Certificate in Corporate Finance – system
  • Business Analytics Certification – process
  • Certified in Financial Forensics (CFF) - category
  • Certified Business Analysis Professional (CBAP)
  • Certified Treasury Professional (CTP) - Association for Financial Professionals
  • Business Continuity Certified Planner (BCCP) – standard

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