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Skills

  • Strategic planning
  • Financial planning
  • General ledger accounting expertise
  • Financial governance best practices
  • Accuracy in valuation of in-kind donations
  • Financial audit with zero-material findings
  • Annual budgeting
  • Cloud financial management tools (Microsoft Excel)
  • Financial reporting for fundraising events
  • Sage MAS90 expertise

Work Experiences

  • Implemented a new automated billing reminder system that resulted in a 15% reduction in past-due accounts.
  • Analyzed historical budget data.
  • Saved $12 by implementing in-house benefits and payroll systems for over 15 employees.
  • Created a clear, accessible report.
  • Achieved 48% growth in cash reserves.
  • Avoided penalties or late fees.
  • Through efficient budgeting and thorough document reviews, I was able to accurately forecast monthly cash expenditures.
  • Advised senior leadership on potential cost-saving initiatives, leading to an annual savings of $5 through reduced event expenditures.
  • Prepared various financial documents, such as balance sheets, cash flow reports, and income statements, using Microsoft Excel and QuickBooks.
  • Consolidated expenditures and revenue sources.

Summaries

  • Achieved $14 in annual savings.
  • Proven ability to lead and motivate teams to achieve financial objectives.
  • Financial professional with experience coordinating fiscal plans, AP and AR operations, and inventory management.
  • Treasurer Volunteer is a multi-talented Treasurer Volunteer who is consistently rewarded for planning and operational improvements.
  • Recognized on a regular basis for outstanding performance and contributions to the Accounting and Finance industry's success.
  • Expenses were cut, financial operations were streamlined, and reporting functions were improved.
  • Treasurer Volunteer with over 7 years of experience in the Accounting and Finance industry.
  • Scrum Master and Scrum Master certified.
  • Accomplished Treasurer Volunteer.
  • Successful in advising business executives on short- and long-term financial strategies that drive growth.

Accomplishments

  • Collaborated with external auditors to complete an annual audit with no material findings, demonstrating compliance with all major financial regulations.
  • Created and implemented a financial performance dashboard to evaluate cash flow, expenses, and donor contributions, reducing reporting time by 16%.
  • Managed the integration of a new financial software system used by 13 regional offices, reducing human error in transaction filing by 40%.
  • Implemented cash flow models that improved funding stability over a three years-month period.
  • Collaborated with program managers to monitor and ensure appropriate fund usage, preventing unauthorized expenses for program.
  • Established financial reporting protocols for 9 events, ensuring accuracy and transparency in line with nonprofit accounting standards.
  • Led financial reconciliation and administrative tasks for process, resulting in 30% faster post-event financial settlement.
  • Collaborated with team of 17 in the development of standard.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Assisted in developing a financial risk management framework that improved long-term financial sustainability for the organization.

Affiliations

  • American Association of Grant Professionals (AAGP)
  • Lions Club
  • Finance & Treasury Association (FTA)
  • Chartered Global Management Accountant (CGMA)
  • Volunteer Resource Center Atlanta
  • Toastmasters
  • International Association of Volunteer Effort (IAVE)
  • Association for Supply Chain Management (APICS)
  • Nonprofit Financial Managers Association (NFMA)
  • National Association of Nonprofit Professionals (NANP)

Certifications

  • Certificate in Budgeting and Forecasting for Nonprofits - Northwind
  • Certified Public Accountant
  • Nonprofit Financial Reporting Standards Certificate - Meridian
  • Chartered Global Management Accountant (CGMA)
  • Certificate in Nonprofit Governance - Ironclad Systems
  • Certified Financial Services Auditor (CFSA)
  • Certified Public Accountant (CPA)
  • Accredited Nonprofit Organization Financial Analyst (ANFA)
  • Excel for Finance and Accounting Certification - Workday
  • Certified Business Analysis Professional (CBAP)

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