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Skills

  • Annual budgeting expertise
  • Team building
  • Asset allocation analysis
  • Budgets
  • Compliance risk assessment
  • Business operations
  • FHA loan process background
  • Business development expertise
  • Regulatory compliance
  • Debt portfolio optimization

Work Experiences

  • Used strategic risk management techniques to safeguard company assets.
  • Accelerated year-over-year revenue growth by 64% through the strategic risk management of investments over one year.
  • Reviewed and edited loan agreements to improve efficiency and accuracy.
  • Achieved unanimous budget alignment.
  • Achieved annual savings of $11 by spearheading a strategic cost-reduction initiative in logistics, aligned with corporate financial objectives.
  • Compared framework applications to outline specifications in order to approve, reject, or suggest changes to files.
  • Met deadlines by proactively managing individual and team tasks and implementing method processes.
  • Advocated for HubSpot integration.
  • Reviewed more than 7 financial statements per several months.
  • Submitted loan applications to the loan underwriter for review and approval.

Summaries

  • Interpersonal skills are exceptional.
  • Achieved significant cost reductions.
  • Within Banking and Financial Services, senior Senior Financial Services Manager and outstanding performer in cross-functional collaboration and client relations.
  • Objective Banking and Financial Services leader who has led financial systems and programs to success.
  • Meet bank and customer service standards on a regular basis.
  • Dedicated Senior Financial Services Manager with 13 years of administrative and operations management experience.
  • Strengths in performance reporting and quality assurance backed up by Banking and Financial Services training.
  • Senior Branch Manager with 11 years of progressive experience in multiple locations improving business processes, increasing revenue, and retaining loyal customers.
  • Senior Financial Services Manager with 9 years of successful quality assurance and performance reporting experience.
  • Achieved significant cost reductions through advanced financial planning, with a proven ability to create and manage budgets that reduce expenditures by 47%.

Accomplishments

  • Developed a comprehensive financial plan that improved gross margins by 61%, enhancing company competitiveness amid market challenges.
  • Collaborated with business unit leaders to deliver a 27% improvement in cost efficiency while aligning with strategic goals.
  • Identified and mitigated financial risks by deploying advanced analytics, resulting in a 26% improvement in firm-wide risk-adjusted returns.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Implemented new financial forecasting models that improved accuracy of budget projections by 21% and enabled better long-term planning.
  • Executed a multi-year capital investment strategy, improving asset returns by 84% and surpassing targeted internal rate of return (IRR).
  • Led the restructuring of the corporate debt portfolio, reducing interest expenses by 51% and improving the overall financial health.
  • Coordinated the introduction of a new automated treasury management platform that reduced manual intervention by 29% and improved overall efficiency.
  • Collaborated with team of 18 in the development of system.
  • Orchestrated a client retention initiative, growing repeat business revenue by $2 annually while achieving a 84% CSAT improvement.

Affiliations

  • American Society of Safety Professionals
  • Society of Human Resource Management
  • Turnaround Management Association (TMA)
  • Institute of Internal Auditors (IIA)
  • National Association of Insurance and Financial Advisors (NAIFA)
  • Society of Women Engineers
  • National Association for Business Economics (NABE)
  • Financial Services Forum
  • Freemason
  • Investment Management Consultants Association (IMCA)

Certifications

  • Certified Global Sanctions Specialist (CGSS)
  • Certified Risk Professional (CRP)
  • Certified International Investment Analyst (CIIA)
  • Cisco Certified Internetwork Expert (CCIE)
  • Certified Regulatory Compliance Manager (CRCM)
  • Google Certified Professional Cloud Architect
  • Accredited Investment Fiduciary (AIF)
  • Financial Risk Manager (FRM)
  • First Aid/CPR Certified
  • Salesforce

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