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Skills

  • Invoice reconciliation accuracy
  • Cost allocation and fund tracking methodologies
  • Multi-phase project accounting
  • New business development
  • Review of contracts
  • Cross-functional team collaboration
  • Financial trend analysis
  • Management of multi-currency transactions
  • Financial policy compliance
  • Database management

Work Experiences

  • Established long-term business growth by building relationships with customers and the community.
  • Initiated new product launch sales and marketing plans, including developing sales, distribution, and media strategies.
  • Cut costs by 18% through client and distributor price negotiations.
  • Cut 6 months spending by 7% by using Microsoft Excel to create effective budgets.
  • Organized promotional events and interacted with the community to increase sales volume.
  • Researched competitor products, services, and trends to target prospects in other territories.
  • Maintaining and applying current knowledge of sales, promotions, and policies regarding payments, exchanges, and security practices drove business success.
  • Hired, supervised, and coached 2 employees on sales strategies to maximize performance.
  • Worked hard to resolve one-of-a-kind and recurring complaints, as well as promote loyalty and improve operations.
  • Met sales and service targets of $17 by leveraging interpersonal communication skills and product knowledge to cultivate and secure new customer relationships.

Summaries

  • Recognized on a regular basis for outstanding performance and contributions to the Community and Public Service industry's success.
  • Expert in boosting revenue and sales while increasing productivity and customer satisfaction.
  • Manage 4+ accounts with a revenue of more than $14 per one year.
  • Adept at mitigating risk.
  • Adhered to internal policies.
  • Clear understanding of project management and process improvement as well as project management training.
  • Within Community and Public Service, senior Project Accounts Officer and outstanding performer in quality assurance and process improvement.
  • Analyzed financial trends.
  • Achieved results within 7 months.
  • Adeptly adapted procedures for compliance.

Accomplishments

  • Trained and mentored junior financial staff on best practices, enhancing team competency and reducing data entry errors by 46%.
  • Partnered effectively with internal and external auditors for an industry-standard audit, resulting in zero compliance violations.
  • Orchestrated on-schedule and accurate expense forecasts for a portfolio of projects worth $3, improving resource allocation.
  • Successfully managed end-to-end financial aspects for a portfolio of projects, maintaining budget variance within 47% of projections.
  • Reduced project spending by 26% through in-depth vendor contract analysis and renegotiations.
  • Automated monthly financial reporting processes, reducing reporting time by 26% and increasing data accuracy.
  • Monitored financial compliance for 3 multi-million-dollar projects, ensuring alignment with corporate governance and industry regulations.
  • Spearheaded a finance audit initiative, ensuring 100% compliance with all regulatory requirements while flagging discrepancies proactively.
  • Developed a system to track accounts receivable, reducing collection times by 81% and improving cash flow.
  • Collaborated with team of 4 in the development of procedure.

Affiliations

  • Member, The Institute of Internal Auditors (The IIA) – category
  • Chartered Institute of Management Accountants (CIMA)
  • Jaycees
  • Lean Six Sigma Green Belt from process
  • National Association of Accountants for Cooperatives (NAAC)
  • Advanced Membership, National Contract Management Association (NCMA)
  • Certified Public Accountant (CPA) licensed in Massachusetts
  • Certified Management Accountant (CMA) through initiative
  • Certification in Treasury and Risk Management through standard
  • American Marketing Association

Certifications

  • Financial Planning & Analysis (FP&A) Certification – Beacon Labs, 2016
  • Certified Financial Risk Manager (FRM) - initiative, 2017
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Financial Modeling and Valuation Analyst (FMVA) Certification – Ironclad Systems, 2015
  • Chartered Global Management Accountant (CGMA) - Vantage 2023
  • Certified Capital Budgeting Specialist (CCBS) – Northwind, 2020
  • Cisco Certified Network Associate (CCNA)
  • Certified Public Accountant
  • Google Certified Professional Cloud Architect
  • Project Management Professional (PMP)

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