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Skills

  • Business development expertise
  • Sales professional
  • Supervision
  • Cash handling expertise
  • Organization
  • Relationship building and management
  • Fluent in Portuguese, utilized in method client interactions
  • Credit management and risk evaluation
  • Data-driven revenue growth strategies
  • Financial risk analysis and projection

Work Experiences

  • Delivered insights that led to a 25% improvement in profitability.
  • Compared process applications to outline specifications in order to approve, reject, or suggest changes to files.
  • Achieved annual cost savings of $8.
  • Achieved a 43% increase in pre-launch funding.
  • Reviewed more than 7 financial statements per the past year.
  • Achieved 79% better payment terms.
  • Adhered to annual financial goals.
  • Avoided potential fines of $16.
  • Awarded Excellence Award for streamlining the end-to-end accounts reconciliation process, reducing errors by 17%.
  • Achieved a 54% increase in collections.

Summaries

  • Adept at procurement negotiation.
  • Meet bank and customer service standards on a regular basis.
  • Within Insurance, senior Assistant Vice President of Accounts and outstanding performer in stakeholder engagement and risk assessment.
  • Achieved significant cost savings.
  • Versatile Assistant Vice President of Accounts with background in banking and finance. Consistently meet bank and customer service standards. Ready to tackle new challenges in position within Insurance where talents in team leadership and stakeholder engagement will be valuable.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • 3+ years’ experience in financial forecasting and modeling.
  • Dedicated Assistant Vice President of Accounts with 5 years of administrative and operations management experience.
  • Objective Insurance leader who has led financial systems and programs to success.
  • Strengths in strategic planning and budget management backed up by Insurance training.

Accomplishments

  • Resolved product issue through consumer testing.
  • Documented and resolved program which led to framework.
  • Researched and implemented tax-saving strategies under category, leading to savings of $6 and improved compliance.
  • Led due diligence efforts for 8 mergers and acquisitions, providing key analytics that drove successful integrations.
  • Co-led a transition to cloud-based accounting software (Microsoft Excel), resulting in a 56% increase in data accuracy.
  • Identified cost-saving opportunities through financial variance analysis, leading to a 35% reduction in overhead expenses.
  • Optimized financial reporting procedures, reducing human errors and increasing the efficiency of month-end close by 81%.
  • Streamlined critical business processes through the implementation of SAP, decreasing month-end closing time by 78%.
  • Revised cash management strategies that improved liquidity by 45% and enhanced investor confidence.
  • Generated analysis reports that helped the executive team save $14 by restructuring category.

Affiliations

  • National Association of Tax Professionals (NATP)
  • Rotary International
  • National Tax Association (NTA)
  • Lions Club
  • International Public Management Association for Human Resources (IPMA-HR)
  • Society of Women Engineers
  • Association of Information Technology Professionals
  • Women in Finance Networks (WiF) - Seattle
  • Toastmasters
  • American Marketing Association

Certifications

  • Taxation and Accounting Certification from Summit Group
  • Financial Modeling & Valuation Analyst (FMVA) by system
  • Master in Business Administration (MBA) procedure 2017
  • ServSafe
  • Six Sigma Green Belt (SSGB) Certification
  • Certified Financial Planner (CFP)
  • Certified Fraud Examiner (CFE)
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Public Accountant
  • Cisco Certified Network Associate (CCNA)

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