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Skills

  • Business Case Development
  • Ledger and balance sheet competency
  • Employee relations and conflict resolution
  • IPO and valuation expert
  • NCR Cash recycler
  • 16 WPM typing speed
  • Quickbooks
  • Financial policy development
  • Budget forecasting
  • Preparing financial statements

Work Experiences

  • Collaborated with 3 department heads to realign financial controls, resulting in a $17 reduction in operating expenses at Portland.
  • Achieved a net cost reduction of $18.
  • Achieved $5 in savings.
  • Collaborated with 5 executives to develop an annual budget and keep track of actual versus projected expenses.
  • Adjusted financial strategies.
  • Achieved category.
  • Devised strategic plans and supported tactical initiatives to implement cost-cutting deliverables, resulting in a $6 per two years savings.
  • Ensured that corporate income tax returns were completed correctly and that the most advantageous tax codes were used.
  • Accelerated project initiation by 32%.
  • Created policies to ensure that regulatory guidelines, such as the Sarbanes-Oxley Act, were followed.

Summaries

  • Excellent ability to communicate, make decisions, and plan.
  • Advanced knowledge of Asana.
  • Maintain a high level of integrity and accuracy while providing professional and courteous customer service.
  • Customer-focused banking professional with a background in institutional business development and project management in the financial services industry.
  • Cost Controller who is detail-oriented and has a track record of providing transformative leadership to growing organizations.
  • Dedicated to learning, growing, and succeeding in Banking and Financial Services.
  • Banking professional with 7 years of experience providing sophisticated money managers with value-added risk management solutions.
  • Committed to establishing strong standards, internal controls, and processes while reducing risk.
  • Cost Controller with more than 3 years of experience in the Banking and Financial Services.
  • Successful in advising business executives on short- and long-term financial strategies that drive growth.

Accomplishments

  • Collaborated with team of 3 in the development of initiative.
  • Brought about method through category.
  • Documented and resolved system which led to method.
  • Balanced daily cash drawers and vaults totaling an average of $5.
  • Integrated
  • Proposed
  • Consulted
  • Collaborated with department heads to reconfigure operational budgeting processes, ultimately decreasing costs by 53% while improving departmental output.
  • Resolved
  • Created

Affiliations

  • Toastmasters
  • American Marketing Association
  • Rotary International
  • Association for Supply Chain Management (APICS)
  • Attendee of Annual Controllers Leadership Forum, specializing in cost discrepancy resolution, Austin, 2020
  • Committee Member for Cost Control at the Construction Management Association of America (CMAA)
  • Society of Women Engineers
  • Certified Management Accountant (CMA) designation since 2016
  • Enrolled in Advanced Budget Forecasting Program by the American Planning Association (APA)
  • Certified Project Manager (CPM) with extensive experience in budget approval acceleration, certified 2018

Certifications

  • Certified Management Accountant (CMA) - Columbus
  • CompTIA Network+
  • Cisco Certified Internetwork Expert (CCIE)
  • Lean Six Sigma Black Belt (LSSBB) - Lakeside Partners
  • Certified Public Accountant (CPA)
  • Apple Certified Associate (ACA)
  • Certified Construction Cost Engineer (CCCE) - AACE International
  • Certified Business Analysis Professional (CBAP)
  • Certified Fraud Examiner (CFE) - process
  • Microsoft Certified Systems Engineer (MCSE)

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