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Skills

  • Insurance billing
  • MS Office
  • Supervision
  • Administrative support
  • Excel expertise for complex financial modeling
  • Cost reduction strategies based on data-driven insights
  • Collaboration with research scientists for project funding
  • Data visualization and dashboard creation for financial insights
  • Proficient in program
  • Supplier relationship management

Work Experiences

  • Authored financial strategy whitepapers that were recognized by laboratory leadership, leading to Outstanding Service Award for innovation in financial management.
  • Assessed ongoing expenses.
  • Built and maintained solid relationships with external auditors and vendors to ensure compliance with all financial regulations and timely vendor payments.
  • Achieved cost efficiency for research materials.
  • Increased customer base by acquiring new customers and identifying needs so that relevant products could be delivered.
  • Conducted monthly interviews with an average of 7 loan applicants and provided expert financial advice on mortgage, educational, and personal loans.
  • Created streamlined budgets for research activities.
  • Developed an annual branch business plan for maximum profitability and effectiveness.
  • Created customized financial reports to support decision-making for the research and development department, subsequently reducing time spent on budget forecasting by 72%.
  • Increased branch revenue by streamlining daily operations.

Summaries

  • Program and category have a proven track record.
  • Ability to recognize system issues and integrate program solutions to achieve category.
  • Accomplished professional in capital expenditure budgeting.
  • Detail-oriented professional looking for a new challenge in a fast-paced environment with a growing company.
  • Increased sales, improved client retention, and expanded customer base in the past.
  • Exceptional at juggling multiple goals in order to maximize efficiency and influence positive outcomes.
  • Highly organized, foresightful, and adaptable to changing circumstances.
  • In a team setting, this friendly professional is known for fostering constructive and cooperative working relationships.
  • Adobe Creative Suite and Power BI experts with exceptional interpersonal skills.
  • Proficient in promoting metric by leveraging budget management and cross-functional collaboration knowledge.

Accomplishments

  • Successfully led a financial audit for a large research facility, improving compliance with regulatory and internal policies.
  • Designed a new accounting framework specific to laboratory operations, improving the allocation of resources and cost tracking.
  • Analyzed and recommended reductions in non-essential research project expenses, saving 60% while maintaining full operational capability.
  • Chaired weekly financial review meetings with department heads, driving a 45% improvement in budget adherence across the team.
  • Established an internal audit process that identified and corrected 6 areas of non-compliance within budget management procedures.
  • Implemented a financial monitoring system that reduced non-compliance issues in project budgets by 33%.
  • Partnered with external funding sources to secure $63,000 in additional funding for laboratory expansion, reducing dependency on internal resources by 23%.
  • Supervised the financial reconciliation of laboratory divisions, ensuring timely resolution of discrepancies and maintaining an accurate year-end close.
  • Built and mentored a multidisciplinary financial management team, achieving a year-on-year increase in cost savings and greater future forecast reliability.
  • Managed financial risk in multi-year clinical studies, ensuring compliance with institutional and governmental financial guidelines.

Affiliations

  • Participant, Healthcare and Science Facility Cost Control Workshop, Hosted by Meridian, 2023
  • Certified Financial Planner (CFP), Focus in Research Institutes Financial Analysis, 2023
  • Certified Research Financial Administrator (CRFA), Issued by initiative 2017
  • Member, Association of American Medical Colleges (AAMC) Financial and Administrative Community
  • Member, Clinical Laboratory Management Association (CLMA), Health Economics Committee framework
  • Participant, Research Grants Financial Management Course, Sponsored by method, 2020
  • Certified Financial Manager in Life Sciences (CFMLS), Awarded by metric, 2020
  • Member, American Society for Clinical Laboratory Science (ASCLS) – Financial Operations Interest Group
  • Certificate, Advanced Financial Management for Research Institutions, Awarded by process 2020
  • Participant, Laboratory Research Financial Management Seminars, Sponsored by system, 2017

Certifications

  • Cost Analysis and Financial Planning for Laboratory Facilities Certification
  • Oracle Primavera P6 Enterprise Project Portfolio Management Certification
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Management Accountant (CMA)
  • CompTIA Network+
  • Financial Planning and Analysis (FP&A) Certification
  • American Academy of Financial Management (AAFM)
  • Cisco Certified Internetwork Expert (CCIE)
  • Apple Certified Associate (ACA)
  • Certified Internal Auditor (CIA)

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