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Skills

  • Cashflow forecasting using Power BI
  • Account reconciliation processes
  • Budgeting and forecasting
  • Accounts receivable/payable management
  • Supervision
  • Advanced bookkeeping skills
  • Bookkeeping
  • Data trending knowledge
  • Accounting for mergers and acquisitions (M&A)
  • Team management

Work Experiences

  • Achieved a pass rate of 44% during audits.
  • Built financial dashboards in Jira, allowing executives to monitor key performance indicators in real time, improving decision-making.
  • Compiled VAT returns for sites across Denver, resulting in significant refunds and compliance improvements.
  • Built financial dashboards in HubSpot.
  • Achieved overall savings of $14 annually.
  • Achieved zero corrections.
  • Collaborated with auditors to prepare annual audits and ensure adherence to government tax regulations.
  • Assisted in the reorganization of the financial reporting system.
  • Researched technical tax issues related to consulting projects ahead of time.
  • Collaborated with auditing teams during annual audits.

Summaries

  • Achieved a 63% projected improvement.
  • Aligned financial goals.
  • Exceptional at writing detailed reports and budgets, conducting thorough financial analysis, and strategizing for superior client service.
  • Offering 14 years of financial management experience, including payroll, budgets, reports, audits, journals, expenditures, and payments for 3 locations.
  • Accomplished Accountant Officer.
  • Experienced in managing schedules, leading teams, and supervising closing procedures.
  • Achieved an estimated $7 in annual savings.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Achieved 69% accuracy and compliance during payroll tax audits.
  • Achieved $12 annual savings.

Accomplishments

  • Trained a cross-functional team in financial best practices that contributed to a 57% improvement in fiscal accountability across departments.
  • Overhauled the payroll process, reducing errors by 69% and ensuring timely and accurate payments to all staff.
  • Spearheaded accounts receivable process improvements, reducing overdue balances by 27% over a the past year period without increasing collection costs.
  • Conducted accounts reconciliation across 18 business units, which reduced discrepancies by 22%, improving overall reporting accuracy.
  • Identified outdated system processes and drove the implementation of procedure, enhancing workflow efficiency by 84%.
  • Resolved product issue through consumer testing.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Partnered with IT to design and implement a new automated accounts payable system, reducing invoice approval times by 60%.
  • Collaborated with team of 14 in the development of framework.
  • Built dynamic financial models that effectively forecasted revenue growth, supporting the company's strategic objectives in the framework expansion.

Affiliations

  • Society of Human Resource Management
  • National Society of Accountants (NSA)
  • Accounting & Auditing Webinars Sponsored by Vantage
  • American Society of Safety Professionals
  • Continuing Professional Education (CPE) Workshops at Harbor & Co.
  • International Association of Administrative Professionals
  • Chartered Global Management Accountant (CGMA)
  • American Institute of Certified Public Accountants (AICPA)
  • National Conference of CPA Practitioners (NCCPAP)
  • Rotary International

Certifications

  • Fundamentals of Finance Certificate - Corporate Finance Institute (CFI)
  • Accounting Analytics Certificate - Coursera/metric
  • Certified Treasury Professional (CTP) - Association for Financial Professionals (AFP)
  • Advanced Excel for Financial Analysis - program, 2018
  • Taxation Specialization Certificate - National Association of Tax Professionals (NATP)
  • Accounting Software Certification in Microsoft Excel - standard, 2018
  • Cisco Certified Network Associate (CCNA)
  • Certified Internal Auditor (CIA) – Institute of Internal Auditors (IIA)
  • Certified Public Accountant (CPA)
  • Advanced Financial Reporting Certificate - Corporate Finance Institute (CFI)

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