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Skills

  • Tax preparation
  • Contract negotiation/review/drafting
  • Time management skills
  • Excellent communication
  • Pet charting information
  • Cross-departmental collaboration
  • Positive learning process
  • Microsoft Office
  • Financial records and processing
  • Credit and collections

Work Experiences

  • Oversaw and analyzed financial audits in order to make recommendations for process improvements.
  • Implemented a new automated billing reminder system that resulted in a 11% reduction in past-due accounts.
  • Prepared financial reports and external audit documentation for system operations with annual revenue of more than $4.
  • Was in charge of all aspects of accounting operations, including payroll, financial reporting, payables, and receivables, by overseeing transactions related to the general ledger.
  • Internal controls were introduced to monitor critical areas of financial control, and program corrective actions were devised to address risks or deficiencies.
  • Oversaw the entry and processing of payroll data for 17 employees in accordance with company policies.
  • Achieved expansion in 2018.
  • Was able to effectively respond to customer requests via phone and email, as well as answer questions and inquiries.
  • Was in charge of managing outstanding balances by analyzing reports and determining collection statuses.
  • Devised strategic plans and supported tactical initiatives to implement cost-cutting deliverables, resulting in a $15 per the past year savings.

Summaries

  • Pragmatic
  • Highly effective in performance reporting, evaluating personnel performance, and putting in place top-notch strategies.
  • Dependable and courteous self-starter and team player seeking to apply previous experience to a method position with a forward-thinking organization.
  • Fluent in both English and Spanish.
  • Proven leader with a track record of building high-performing, capable accounting teams.
  • Customer service specialist with 4 years of standard experience who is dedicated and detail-oriented.
  • For future mailings and newsletters, the database has been updated with updated addresses and other alumni contact information.
  • To drive profitability and growth, skilled operations manager with solid experience managing all levels of multiple projects, including budgeting, inventory control, and administration.
  • Versatile
  • Vice President of Finance with 5 years of successful cross-functional collaboration and performance reporting experience.

Accomplishments

  • Managed corporate cash flow initiatives, which improved short-term liquidity by 3 and mitigated potential liquidity risks.
  • Developed and trained a team of 4 finance professionals, improving departmental performance by 73% and accelerating financial close timelines.
  • Negotiated favorable terms on a $15 credit line, resulting in a 77% reduction in financing costs over three years.
  • Built an automated financial reporting system, reducing the manual workload by 56% and improving report accuracy and timeliness.
  • Increased sales 15% over 6 months.
  • Reduced company weighted average cost of capital (WACC) by 62% through improved regulatory compliance and optimized capital structure.
  • Developed capital allocation strategies that improved the company’s gross margins by 38% over several months, contributing to overall growth.
  • Led transformational cost-saving initiatives, resulting in $2 in annual savings without negatively impacting employee engagement or productivity.
  • Led the adoption of financial technologies (e.g., Salesforce), automating account reconciliation and reducing error rates by 47%.
  • Identified financial gaps and opportunities through extensive analysis, boosting company profitability by $5 in just several months.

Affiliations

  • Institute of Management Accountants (IMA)
  • National Investor Relations Institute (NIRI)
  • Institute for Internal Auditors (IIA)
  • Financial Executives International (FEI)
  • American Marketing Association
  • Business Financial Management Association (BFMA)
  • Global Association of Risk Professionals (GARP)
  • American Medical Informatics Association
  • Financial Planning Association (FPA)
  • International Association of Financial Engineers (IAFE)

Certifications

  • CompTIA Security+
  • Salesforce
  • Financial Risk Manager (FRM) – Global Association of Risk Professionals (GARP) 2022
  • CompTIA Network+
  • Certified Financial Planner (CFP) - CFP Board, 2016
  • Project Management Professional (PMP) – Project Management Institute (PMI) 2019
  • Certified Public Accountant (CPA) - framework, 2019
  • Chartered Financial Analyst (CFA) - CFA Institute, 2020
  • Certified Business Analysis Professional (CBAP)
  • Six Sigma Green Belt Certification - Beacon Labs - 2016

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