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Skills

  • Financial modeling for trade finance forecasting
  • Discrepancy resolution in trade finance documentation
  • MS Office
  • Budget forecasting
  • Export control laws and sanctions compliance
  • Guarantees issuance and negotiation
  • Client relationship management in trade finance
  • Data trending
  • Team building
  • Documentary collections (D/C)

Work Experiences

  • Achieved a 34% reduction in flagged operations.
  • Achieved a 40% decline in disputes.
  • Aggregated data and drafted insightful reports.
  • Administered the negotiation of export and import documentation, enabling a reduction in delays and expediting clearance in Boston by 9 days.
  • Achieved results by 2016.
  • Automated manual tracking processes.
  • Oversaw high-volume accounting operations with a 12-person team focused on efficient budget administration, AP/AR, and other financial management needs.
  • Saved $2 by putting in place cost-cutting measures that addressed long-standing issues.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Prepared and paid out sales commissions, monitored bi-weekly payroll, and generated sales tax reports for each operational jurisdiction.

Summaries

  • Achieved zero compliance errors.
  • Achieved faster document clearance by 2 days.
  • Achieved Outstanding Service Award for trade finance excellence.
  • Recognized on a regular basis for outstanding performance and contributions to the Accounting and Finance industry's success.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the standard business.
  • Achieved a 60% reduction in discrepancies.
  • Analytical thinker with expertise in supply chain finance and export/import operations, delivering structured solutions that reduced costs by $12 within 2020 while maintaining regulatory compliance.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Delivered improved trade terms.

Accomplishments

  • Provided strategic inputs in periodic trade finance reviews with executives, leading to the approval of $11 portfolio expansion.
  • Facilitated the negotiation of import/export payment terms, ensuring compliance with internal risk policies and client agreements.
  • Automated the SWIFT message reporting system for trade finance operations, reducing errors by 68% and improving response times.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Coordinated across multiple departments to implement a cross-border guarantee system, enhancing service capabilities by 39%.
  • Created a knowledge-sharing platform to streamline compliance with UCP600 and ISBP standards, reducing turnaround time for reviews by 22%.
  • Reviewed and processed letters of credit valuing $16, reducing errors by 48% through meticulous documentation review.
  • Conducted risk assessments on trade finance proposals, mitigating exposure by 67% through strategic review.
  • Improved communication on cross-border trade transactions, reducing delays by 68% for Asana turnaround.
  • Resolved product issue through consumer testing.

Affiliations

  • International Association for Trade Finance Professionals (IATFP)
  • Supply Chain Management Association (SCMA)
  • Financial Services Institute (FSI) Counselor for Trade Projects
  • American Marketing Association
  • Rotary International
  • Association for Supply Chain Management (APICS)
  • International Council of Nurses
  • Trade Finance Global Awards Judging Panelist
  • Jaycees
  • Project Management Institute

Certifications

  • Certified International Trade Professional (CITP) - Summit Group
  • Certified Treasury Professional (CTP)
  • Certified International Credit Professional - Phoenix
  • Certificate in International Trade and Finance (CITF)
  • Incoterms 2020 Certification – International Chamber of Commerce (ICC)
  • Advanced Certificate in Trade Finance (ACTF) - Meridian
  • CompTIA A+ Technician
  • Project Management Professional (PMP)
  • Apple Certified Associate (ACA)
  • CompTIA Network+

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