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Skills

  • Accounting
  • Data-driven decision making
  • Financial Management
  • Revenue generation
  • Strategic planning
  • Budget administration
  • Data entry
  • Accounting management
  • Variance analysis
  • ERP software

Work Experiences

  • Am in charge of budgeting and reporting on the organization's program's responsibilities.
  • Was in charge of ensuring that monthly financial reporting packages were completed in a timely, accurate, and compliant manner.
  • Was in charge of corporate decision-making and planning, as well as monitoring and establishing policies and procedures to improve financial performance.
  • Accelerated decision-making.
  • Improved accuracy by using the most up-to-date billing software for the water department.
  • Implemented a new automated billing reminder system that resulted in a 15% reduction in past-due accounts.
  • Wrote three years treasury reports to help management make decisions.
  • Achieved a 68% increase in interest income for the fiscal year.
  • Improved communication strategies to increase the flow of financial information throughout the company.
  • Achieved 17% compliance with regulatory requirements.

Summaries

  • Excellent math, communication, and problem-solving skills.
  • Proven ability to lead and motivate teams to achieve financial objectives.
  • Honest financial advisor with experience in financial forecasting to identify revenue and expense trends.
  • Assisted in the development of strategies that resulted in increased revenue and organizational expansion.
  • Expert in all aspects of financial management, with a track record of developing strong standards, internal controls, and processes while reducing risk.
  • Committed to establishing strong standards, internal controls, and processes while reducing risk.
  • Focused financial professional eager to contribute to the Beacon Labs team as Treasurer.
  • Treasurer with more than 10 years of experience in the Accounting and Finance.
  • Exceptionally gifted at developing strong internal controls, guidelines, and procedures to support accounting functions like budgeting.
  • Ready to take on a new challenge and apply 8 years of financial experience to improve the financial health of the company?

Accomplishments

  • Reviewed and renegotiated banking agreements, delivering improved cash handling terms and saving 11 annually.
  • Engineered a cash concentration system that reduced idle cash levels across global accounts by 82%, improving working capital efficiency.
  • Developed a treasury performance dashboard in Asana, allowing senior leadership to track key liquidity metrics in real-time.
  • Developed metrics for foreign exchange risk monitoring, enabling the company to hedge over 18 in currency exposure efficiently.
  • Established bank reconciliation automation, reducing errors by 73% and improving accuracy of cash flow accounting.
  • Refinanced company debt to lower interest rates, reducing annual debt service by 12.
  • Constructed and executed a risk management framework, helping to safeguard company assets from interest rate volatility.
  • Collaborated with team of 14 in the development of category.
  • Documented and resolved framework which led to standard.
  • Recouped $11 from delinquent client.

Affiliations

  • International Association of Financial Engineers (IAFE) - Participated in discussions on treasury software integration
  • Association for Financial Professionals (AFP), Member since 2021
  • Project Management Institute
  • Association of Information Technology Professionals
  • Association for Operations Management (APICS) - Integrated supply chain cost reduction strategies
  • Risk Management Association (RMA) - Completed courses in FX risk mitigation
  • Institute of Management Accountants (IMA) - CMA certified since 2018
  • Corporate Treasury Network (CTN) - Delivered presentations on intercompany funding optimization
  • International Council of Nurses
  • Rotary International

Certifications

  • Bank Relationship Management and Strategy Course - procedure
  • Certified Treasury Professional (CTP) - Association for Financial Professionals (AFP)
  • CompTIA Network+
  • Certified Public Accountant (CPA)
  • Certified Public Accountant (CPA) - Ohio Board of Accountancy
  • Certified Business Analysis Professional (CBAP)
  • Certified Corporate Financial Planning & Analysis Professional (FP&A) - AFP
  • Business Intelligence Certification - Asana
  • ServSafe
  • Professional Risk Manager (PRM) - Professional Risk Managers International Association (PRMIA)

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