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Skills

  • Budgeting process automation
  • Advanced proficiency in initiative
  • Business operations
  • Corporate governance and compliance
  • Problem resolution
  • Communications
  • Data-driven decision making
  • Risk assessment and mitigation
  • Operational improvement
  • Business Development

Work Experiences

  • Followed all of the financial rules and regulations that were in place.
  • Coached junior financial analysts.
  • Achieved results within 2024.
  • Advised senior leadership on strategic investment decisions.
  • Consulted with executive leadership on capital allocation strategies, which contributed to a 73% return on investment across 13 business units.
  • Assisted clients in planning and funding their retirements by assisting them in managing, customizing, and diversifying their portfolios using mutual funds and other options.
  • Achieved gains over a 2020 period.
  • Accelerated month-end close processes by 76%.
  • Built a robust treasury management system.
  • Learned about my clients' financial needs and provided support on an individual basis to address specific concerns.

Summaries

  • Financial Advisor with experience working with privately held investment firms who is focused on results.
  • Dedicated to learning, growing, and succeeding in Computers Software.
  • Accomplished finance professional with extensive experience.
  • Able to tailor financial models to suit business-specific needs.
  • Clear understanding of performance reporting and risk assessment as well as process improvement training.
  • Accomplished finance professional with extensive experience in designing scalable forecasting models, improving revenue projection accuracy for diverse organizations by 20%. Proven track record of driving financial success for high-impact global initiatives.
  • Achieved compliance within 8 months for a newly acquired subsidiary.
  • Advised senior leadership on strategic financial planning.
  • Advised on strategic investments.
  • Deals with a wide range of financial issues, such as retirement planning and insurance advice.

Accomplishments

  • Provided financial guidance on corporate restructuring, realizing operational cost reductions of $41% across multiple units.
  • Orchestrated the overhaul of corporate financial controls, achieving PMP compliance and reducing audit risk by 42%
  • Collaborated with team of 8 in the development of program.
  • Directed international expansion strategies and ensured financial feasibility, contributing to $11 in new market growth.
  • Partnered with the CFO and finance team, implementing strategic changes resulting in $5 savings over a period of 17 years.
  • Engineered a budgeting process that reduced preparation time by 77% across 7 business divisions.
  • Consulted on capital expenditure projects, delivering recommendations that saved $6 in operating costs over 11 years.
  • Implemented a financial data visualization platform integrating comprehensive performance analytics for procedure, resulting in 9% higher efficiency.
  • Supported executive leadership in capital allocation, contributing to a 62% return on invested capital across 11 global business segments.
  • Led financial due diligence efforts for acquisition targets and reduced M&A risks, yielding $7 in cost synergies post-close.

Affiliations

  • Association for Financial Professionals (AFP)
  • Association of Information Technology Professionals
  • Global Association of Risk Professionals (GARP)
  • Jaycees
  • Institute of Chartered Accountants in Atlanta
  • Appraisal Institute
  • Rotary International
  • International Association for Financial Planning (IAFP)
  • Risk Management Association (RMA)
  • National Investor Relations Institute (NIRI)

Certifications

  • Certified Business Analysis Professional (CBAP)
  • SHRM Certified Professional (SHRM-CP)
  • Certified Public Accountant (CPA)
  • Certified Corporate Financial Planning & Analysis Professional (FPAC)
  • Certified Management Accountant (CMA)
  • Certified Information Systems Auditor (CISA)
  • Digital Transformation in Financial Services for Executives (Harbor & Co.)
  • Institute of Management Accountants (IMA), CMA – Strategic Management
  • Financial Process Automation with Jira
  • CompTIA A+ Technician

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