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Skills

  • First Aid/CPR
  • Project organization
  • Financial software proficiency (QuickBooks)
  • Budget reduction initiatives
  • Leadership of financial teams
  • Complex data analysis
  • Analyzing investment opportunities
  • Financial forecasting accuracy improvement
  • Annual performance reviews
  • Big-picture financial strategy

Work Experiences

  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Saved $17 by putting in place cost-cutting measures that addressed long-standing issues.
  • Boosted gross margins by 35%.
  • Achieved a 29% boost in operational capacity.
  • Advised high-net-worth individuals on strategy.
  • Achieved a 46% increase in profitability.
  • Collaborated with the data analytics team to introduce a real-time dashboard that improved decision-making speed by 13 hours.
  • Analyzed future funding needs.
  • Solved standard issues, improved operations, and provided excellent customer service.
  • Collaborated with the finance and operations teams to automate quarterly reporting processes, reducing processing time by 12 hours per report.

Summaries

  • Collaborative Regional Financial Analyst who excels at partnering with sales and operations teams to assess and maximize the financial potential of regional opportunities by $2 annually.
  • Aligned regional performance with corporate financial goals.
  • Dedicated to learning, growing, and succeeding in Education and Training.
  • Assessed financial potential of regional opportunities.
  • Collaborated cross-functionally.
  • Accomplished Regional Financial Analyst recognized for maximizing cost efficiencies and implementing methodologies resulting in cost discrepancies being reduced by 60%.
  • Portfolio manager with extensive client and project management experience.
  • Championed predictive analytics tools.
  • Using excellent and current market knowledge, develops proposals to deliver solid data to potential clients.
  • Researching and advising on investments is a strong suit of mine.

Accomplishments

  • Trained 13 junior analysts on advanced Excel and ServiceNow, boosting accuracy in data analysis and reducing errors by 52% across reports.
  • Developed comprehensive financial scenarios to evaluate risk exposure and advised leadership, leading to an 66% increase in profitability in initiative.
  • Partnered with operations to redesign the cost allocation strategy, which improved resource utilization by 81% and optimized budget distribution.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Analyzed quarterly regional financial reports, highlighting inefficiencies, and recommended cost-saving initiatives that reduced operational expenses by 60% across Phoenix.
  • Facilitated regional training programs for financial teams, enhancing overall team capability by 16% in cost forecasting and budgeting analytics.
  • Established a standardized financial reporting system across 10 departments, improving consistency and reducing reporting discrepancies by 23%.
  • Spearheaded a regional benchmarking project, comparing financial performance across 12 regions and identifying key opportunities for cost optimization.
  • Created and implemented a cashflow monitoring tool that identified potential liquidity issues, resolving risks and maintaining smooth financial operations.
  • Conducted root cause analysis of process discrepancies, resolving issues and minimizing discrepancies by 55% across financial reports.

Affiliations

  • Project Management Institute
  • International Federation of Accountants (IFAC)
  • Financial Executives International (FEI) Membership
  • Association of Chartered Certified Accountants (ACCA)
  • Council on Economic and Financial Policy (CEFP)
  • Corporate Financial Strategy & Risk Management Group
  • Regional Financial Controller Leaderboard Group
  • Women in Finance Leadership Forum
  • Certified Management Accountant (CMA) Credential
  • International Council of Nurses

Certifications

  • Financial Planning & Analysis (FP&A) Certification
  • Salesforce
  • Certified Government Financial Manager (CGFM)
  • Google Certified Professional Cloud Architect
  • Certified Business Intelligence Professional (CBIP)
  • Cisco Certified Internetwork Expert (CCIE)
  • Certified Treasury Professional (CTP)
  • Enterprise Resource Planning (ERP) Certification
  • Six Sigma Green Belt Certification
  • Certified Management Accountant (CMA)

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