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Skills

  • Relationship building and management
  • ERP system implementation (e.g., HubSpot)
  • Team building
  • Cash Flow Forecasting
  • Project organization
  • Cost control strategies
  • Business development expertise
  • Budgeting and forecasting
  • Communications
  • Budgets

Work Experiences

  • Achieved annual savings of $13.
  • Compared program applications to outline specifications in order to approve, reject, or suggest changes to files.
  • Achieved less than a 82% deviation.
  • Contributed to superior return on capital expenditure for HubSpot.
  • Improved customer retention by 13% by resolving escalated customer issues.
  • Achieved 61% deviation accuracy.
  • Contributed to company-wide internal process improvements and earned recognition for reducing month-end financial closing time by 5 days.
  • Achieved organizational tax savings of $2.
  • Hired, trained, and mentored 6 employees after recruiting, interviewing, and hiring them. I also implemented a mentoring program to encourage positive feedback and engagement.
  • Compared actuals to budgets.

Summaries

  • Achieved an on-time close rate of 38%.
  • Senior Branch Manager with 5 years of progressive experience in multiple locations improving business processes, increasing revenue, and retaining loyal customers.
  • 3 years of experience in general ledger reconciliations.
  • Objective Military leader who has led financial systems and programs to success.
  • Achieved results within the last quarter.
  • Costs were consistently reduced while profits were increased.
  • Regulatory requirements and successful strategies for maintaining optimal controls are well-understood.
  • Recognized on a regular basis for outstanding performance and contributions to the Military industry's success.
  • Achieved a 19% reduction in payroll-related errors.
  • Knowledgeable Junior Officer Finance with experience in childcare and development.

Accomplishments

  • Provided critical financial insights during quarterly forecast reviews, contributing to a 24% reduction in budgeting errors.
  • Coordinated with auditors to ensure compliance with financial policies, achieving successful closure of 5 audit cycles with zero discrepancies.
  • Collaborated with sales teams to reduce outstanding client invoicing, achieving a 77% improvement in collections.
  • Assisted in audit preparedness and delivered 13 completed audit reports with zero material findings.
  • Successfully oversaw the collection process, improving cash collection by 63%, thereby increasing working capital for operations.
  • Developed and circulated monthly cost monitoring reports to 4 departments, leading to streamlined expense tracking and cost-savings initiatives.
  • Led the reconciliation of month-end financials for $11, ensuring 81% timely close of books and mitigation of discrepancies.
  • Monitored and tracked investment performances using HubSpot, recommending reallocations that boosted returns by 44%.
  • Analyzed and processed a high volume of invoices, reducing processing times by 52% and accelerating vendor payments.
  • Performed due diligence for new investments, identifying potential risks resulting in better-informed decision making for 15 worth of company funds.

Affiliations

  • Junior Analysts of Financial Management Association
  • National Society of Tax Professionals (NSTP)
  • International Federation of Accountants (IFAC)
  • Institute of Management Accountants (IMA)
  • Project Management Institute
  • Beta Alpha Psi Honor Society
  • Toastmasters
  • Jaycees
  • Financial Planning Association (FPA)
  • International Institute for Finance Operations

Certifications

  • Microsoft Certified: Dynamics 365 Fundamentals Finance and Operations Apps
  • Advanced Excel Certification
  • Professional Risk Manager (PRM)
  • CompTIA Network+
  • Taxation Certification by framework
  • Certified Treasury Professional (CTP)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified Business Analysis Professional (CBAP)
  • Certified Internal Auditor (CIA)
  • Google Certified Professional Cloud Architect

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