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Skills

  • ERP software
  • Pricing tool development
  • Client relationship development
  • Operational improvement
  • Relationship development
  • Business operations
  • Bookkeeping
  • Product testing
  • Staff development
  • Interpersonal and written communication

Work Experiences

  • Prepared detailed expense reports and capital expenditure requests.
  • Kept track of everything.
  • Compiled budget figures by looking over previous budgets, estimating income, and calculating expenses.
  • Used Jira to accurately enter data into a batch ticketing system.
  • Successfully led key projects that yielded a program.
  • Improved efficiency and productivity by streamlining bookkeeping procedures.
  • Analyzed financial data from multiple reporting systems in order to make operational and performance recommendations.
  • Measured yardage and looked for stray golf balls.
  • Sought advice.
  • Managed

Summaries

  • System and program are examples of abilities.
  • Ambitious
  • Professional who is well-organized, diligent, and focused.
  • Financial planning and management expert with a track record of dependability and expertise in strategic planning.
  • A quick study who has worked in a variety of design fields to help companies strengthen their brands and grow their revenue.
  • For future mailings and newsletters, the database has been updated with updated addresses and other alumni contact information.
  • Professional bookkeeper and accountant with a track record of delivering outstanding results in high-pressure situations.
  • Account Analyst is articulate and driven to succeed.
  • Dependable
  • Highly effective in team leadership, evaluating personnel performance, and putting in place top-notch strategies.

Accomplishments

  • Streamlined
  • Reduced
  • Consulted
  • Collaborated with team of 10 in the development of program.
  • Recommended
  • Analyzed discrepancies in financial reporting, which led to adjustments that saved the company $154,000 and improved year-over-year reporting accuracy.
  • Advised
  • Established
  • Created
  • Assisted in onboarding 8 new clients, ensuring smooth integration into the billing system and facilitating revenue collection within 7 business days.

Affiliations

  • Data Science Council of America (DASCA)
  • International Institute of Business Analysis (IIBA)
  • National Association of Social Workers
  • American Medical Informatics Association
  • International Association of Registered Financial Consultants (IARFC)
  • Financial Leadership and Strategy Institute
  • Society of Human Resource Management
  • American Institute of Certified Public Accountants (AICPA)
  • Financial Executives International (FEI)
  • Society for Financial Investment Analysts (SFIA)

Certifications

  • Certified Financial Modeling & Valuation Analyst (FMVA)
  • Certified Business Analysis Professional (CBAP)
  • Power BI Data Analyst Associate Certification
  • Cisco Certified Network Associate (CCNA)
  • First Aid/CPR Certified
  • Chartered Financial Analyst (CFA)
  • Financial Risk Manager (FRM)
  • Certified Information Privacy Professional (CIPP/US)
  • Chartered Wealth Manager (CWM), certified by the American Academy of Financial Management (AAFM)
  • SHRM Senior Certified Professional (SHRM-SCP)

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