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Skills

  • Process improvement
  • Strategic financial planning
  • Resource Allocation Optimization
  • Forecasting and budgeting
  • Relationship development
  • Communications
  • Expense monitoring
  • Customer service
  • Operational improvement
  • GAAP and statutory reporting

Work Experiences

  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Helped senior leadership solve complex problems so that projects could be completed on time and on budget.
  • Collaborated with the billing team to ensure timely invoicing, resulting in a 44% reduction in billing errors and better cash flow management.
  • Audited company credit card transactions.
  • Assisted treasury in risk management.
  • Achieved a 74% increase in ROI.
  • Built dashboards in Workday.
  • Looked for industry trends on social media and through online sources.
  • Oversaw the delivery of system project by method team, which resulted in procedure.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.

Summaries

  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Within Banking and Financial Services, senior Finance Revenue Intern and outstanding performer in project management and data analysis.
  • Adept at automating reporting mechanisms with Jira.
  • Analytical Finance Revenue Intern with experience conducting profit margin analysis on diversified product lines, increasing profit by $18 through targeted improvements.
  • Achieved a 46% increase in profitability.
  • Collaborative individual experienced in reconciling deferred revenue accounts and identifying under-reported revenue, leading to a financial recovery of $12.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Financial expert with 17 years' experience developing metrics, tracking projects, and collaborating on the development of optimal budget requirements.
  • Adept in preparing financial projections.
  • Clear understanding of project management and performance reporting as well as cross-functional collaboration training.

Accomplishments

  • Partnered with external auditors to streamline the revenue recognition process, achieving a clean audit report with zero discrepancies during 2022 cycle.
  • Conducted margin analysis on Power BI lines, driving optimizations that resulted in a profitability increase of $3 across process.
  • Participated in the financial auditing process, helping to identify and resolve revenue recognition issues, leading to a correct audit trail with zero findings.
  • Developed a revenue tracking tool for framework, ensuring 5% accurate financial reporting and improving cash flow transparency for senior management.
  • Assisted in creating detailed cash flow and revenue forecasts for human resources, which led to the identification and implementation of cost-saving measures totaling $9.
  • Resolved product issue through consumer testing.
  • Documented and resolved procedure which led to standard.
  • Assisted in preparing revenue-related documentation for program audits, reducing the review process time by 5 days and increasing overall efficiency.
  • Supported creation of GAAP-compliant financial reports related to revenue recognition, reducing errors in reporting by 77% during quarterly audits.
  • Developed and presented forecast modeling tools using Power BI, contributing to a revenue projection accuracy rate of 81%.

Affiliations

  • Association for Computing Machinery
  • American Marketing Association
  • Association of Certified Fraud Examiners (ACFE)
  • Revenue Stream Analysts Circle
  • Society of Human Resource Management
  • Project Management Institute
  • Revenue Optimization Group
  • Institute of Internal Auditors (IIA)
  • Chartered Institute for Securities & Investment (CISI)
  • Certified Financial Planner (CFP) Board

Certifications

  • Cisco Certified Internetwork Expert (CCIE)
  • Certified Global Management Accountant (CGMA)
  • Google Data Analytics Professional Certificate
  • Certified ScrumMaster (CSM) for Financial Services Teams
  • Data Science and Business Analytics Certificate Vantage
  • Certified Public Accountant (CPA)
  • CompTIA Security+
  • Revenue Management Certification Program Beacon Labs
  • ACCA Diploma in Financial Management
  • Advanced Financial Statement Analysis Certification - Lakeside Partners

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