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Skills

  • MS Office
  • Team building
  • Equity and bond market expertise
  • Education funds
  • Budgeting and forecasting
  • Retirement needs
  • Savings accounts
  • Financial planning
  • Investment planning
  • Tax law expertise

Work Experiences

  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Completed consolidation within 4 months months.
  • Achieved $17 in surplus.
  • Transported Microsoft Excel to the past year customer locations.
  • Conducted risk assessments to evaluate and mitigate financial risks for the implementation of a new $7 investment initiative.
  • Conducted due diligence.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Assisted clients in planning and funding their retirements by assisting them in managing, customizing, and diversifying their portfolios using mutual funds and other options.
  • Provided requested financial data and reports to auditors, regulators, and investors, as well as prepared risk management analysis.
  • Authored comprehensive financial models.

Summaries

  • Determined planner and problem-solver with knowledge of marketing and sales tactics.
  • Consolidated reporting systems within 11 months month.
  • Collaborated with operational teams.
  • Delivered a 69% improvement in forecasting accuracy by leading a team of 8 junior financial analysts, fostering talent and implementing best practices in financial modeling.
  • Customer satisfaction is important to me, so I'm resourceful, hardworking, and passionate about it.
  • Aligned processes with standard.
  • Within Accounting and Finance, senior Senior Financial Specialist and outstanding performer in data analysis and strategic planning.
  • Accomplished financial specialist.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.

Accomplishments

  • Trained and mentored 4 junior analysts, improving the team's financial modeling proficiency and increasing forecast accuracy by 26%.
  • Partnered with external auditors to ensure compliance with method, resulting in a clean audit report for the 2022 fiscal year.
  • Discovered and resolved major revenue leakage issues, enhancing the company's revenue by $6 within 5 months months.
  • Presented detailed financial variance reports to management, leading to a $9 budget adjustment for the quarter.
  • Documented and resolved program which led to system.
  • Reduced the financial close process time by 33% through process optimization and the implementation of QuickBooks.
  • Led strategic financial planning and modeling for a $12 capital project, supporting its successful deployment within 14 months.
  • Led the financial analysis team that identified cost-cutting measures worth $8, increasing operational efficiency by 27% %.
  • Oversaw the successful consolidation of financial systems after a major acquisition, ensuring seamless process integration in under 14 months months.
  • Directed implementation of new ServiceNow, which automated financial reconciliations, saving 10 hours monthly in manual work.

Affiliations

  • European Financial Management Association (EFMA)
  • Certified Investment Management Analyst (CIMA)
  • International Association of Business Communicators (IABC)
  • National Society of Accountants (NSA)
  • Chartered Institute for Securities & Investment (CISI)
  • Lions Club
  • Professional Risk Managers' International Association (PRMIA)
  • Association for Supply Chain Management (APICS)
  • Association of Information Technology Professionals
  • Global Association of Risk Professionals (GARP)

Certifications

  • Chartered Financial Analyst (CFA) – system
  • Financial Risk Manager (FRM) - standard
  • Certified Public Accountant (CPA)
  • Society of Actuaries (SOA) – Seattle
  • CompTIA A+ Technician
  • Certified Business Analysis Professional (CBAP)
  • Credit Risk Certification (CRC) – Risk Management Association
  • Google Certified Professional Cloud Architect
  • First Aid/CPR Certified
  • Cisco Certified Internetwork Expert (CCIE)

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