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Skills

  • Mail handling
  • Financial modeling
  • Financial statement preparation
  • Team management
  • Filing and data archiving
  • MS Office
  • Process automation
  • First Aid/CPR
  • Process improvement
  • Sorting and labeling

Work Experiences

  • Collaborated closely with compliance to streamline the budget forecasting process, resulting in more accurate ServiceNow-related revenue projections.
  • Administered monthly budget tracking and analysis, leading to a $11 underspending in operating expenses.
  • Achieved savings of approximately 26% in labor costs.
  • Achieved savings over one year.
  • Planned, scheduled, and organized business and social events, as well as meeting and travel calendars.
  • Achieved a 32% improvement in profit margins for 2023.
  • Oversaw the scheduling, preparation, and distribution of information for board and committee meetings.
  • Addressed all discrepancies.
  • Was in charge of data tracking, documentation, client correspondence, and office operations.
  • Achieved a 16% improvement in short-term investment returns.

Summaries

  • Analytically driven finance professional with proven success implementing expense tracking systems, reducing processing times by 71%. Excels at collaborating across departments to streamline budget forecasting and improve accuracy.
  • Meet and exceed business objectives while catering to a wide range of customer needs.
  • Adept in financial statement preparation.
  • Within Accounting and Finance, senior Special Finance Assistant and outstanding performer in team leadership and budget management.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Accomplished in performance analytics and monthly reporting, resulting in a 31% increase in savings through informed decision-making and data-driven insights. Skilled presenter and communicator with strong attention to detail.
  • Analytically driven finance professional.
  • Adept Special Finance Assistant.
  • Reviewing and assessing processes, as well as implementing continuous improvement initiatives to streamline office operations, is a strong suit.
  • Achieved a 53% reduction in payroll errors.

Accomplishments

  • Reviewed payroll for accuracy, ensuring compliance with labor regulations and reducing discrepancies by 58%.
  • Managed client relationships by providing insights on their financial health, leading to a 57% increase in revenue growth for key clients.
  • Implemented an enhanced expense tracking and reporting system, achieving 80% reduction in variance of budgeted vs. Actual costs.
  • Collaborated with team of 12 in the development of initiative.
  • Contributed to cross-departmental collaboration for accurate budgeting and forecasting, boosting forecasting accuracy by 33%.
  • Audited internal financial processes, resulting in an identified and corrected payable discrepancy of 2.
  • Processed and reconciled 3 invoices per month, maintaining an error rate of below 58% and ensuring timely payment.
  • Reduced invoice reconciliation errors by 69% through the introduction of an automated validation process, improving reporting timelines.
  • Developed an accounts receivable tracking system that reduced overdue accounts by 41% and improved cash flow consistency.
  • Developed and implemented internal controls for financial processes, reducing the error rate by 39% across all accounts.

Affiliations

  • Jaycees
  • National Contract Management Association (NCMA)
  • American Marketing Association
  • Rotary International
  • International Association for Contract & Commercial Management (IACCM)
  • Association of Information Technology Professionals
  • Toastmasters
  • Certified Payroll Professional (CPP) Program
  • European Financial Management Association (EFMA)
  • Certified Management Accountant (CMA)

Certifications

  • Finance and Investment Management Certification Northwind
  • Financial Modeling Certification HubSpot
  • Certified Fraud Examiner (CFE)
  • Advanced GAAP Certification Northwind
  • Salesforce
  • Certified Corporate Financial Planning & Analysis Professional (FP&A)
  • Google Certified Professional Cloud Architect
  • Certified Information Systems Auditor (CISA)
  • Certified Financial Reporting Professional (CFRP)
  • Apple Certified Associate (ACA)

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