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Skills

  • Risk assessment and mitigation
  • Hyperion Financial Management specialist
  • Payroll administration
  • Operational improvement
  • Process improvement
  • Advanced Excel and financial modeling
  • Budgets
  • Account reconciliation specialist
  • Bookkeeping
  • Account reconciliation processes

Work Experiences

  • Advised on acquisition strategies.
  • Advised on acquisition strategies, performing due diligence for a $15 M&A deal that contributed directly to the company’s growth objectives.
  • Was in charge of the entire accounting cycle, which included gathering data, preparing documents, completing reports, and closing the books.
  • Acted as a financial advisor during mergers and acquisitions, providing due diligence and post-merger integration advice that saved $13 on operational costs.
  • Addressed all inquiries promptly.
  • Collaborated with cross-functional teams.
  • Contributed to cost savings of 37% over the past year.
  • Achieved a 21% improvement in gross margin.
  • Proposed key budgetary changes in order to boost the company's profits.
  • Achieved a 75% accuracy improvement.

Summaries

  • Experienced in managing schedules, leading teams, and supervising closing procedures.
  • Achieved administrative cost reductions of $5 annually.
  • Workday and HubSpot are two of my strongest skills.
  • Achieved 58% better-than-expected returns.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Makes a positive impact on business operations by leveraging field expertise, resourcefulness, and diligence.
  • Accomplished in managing large-scale budgets.
  • Interpersonal, communication, and multitasking skills are exceptional.
  • Within Miscellaneous, senior Accounting Advisor and outstanding performer in performance reporting and risk assessment.
  • Achieved multiple Outstanding Service Award recognitions in 2023.

Accomplishments

  • Created a KPI dashboard for real-time financial metrics monitoring, leading to a 29% improvement in decision-making speed across departments.
  • Successfully implemented procedure across 6 regional offices, resulting in a 80% enhancement in financial data transparency and operational efficiency.
  • Reduced company tax liabilities through research on tax credits, deductions, and legal loopholes, saving $2 annually for the organization.
  • Introduced a new expense tracking system that identified spending inefficiencies, leading to savings of $2 annually.
  • Collaborated with cross-functional teams to implement budget control processes, reducing unnecessary expenditures by $15 annually.
  • Prepared and filed tax returns for 9 clients, achieving 29% accuracy across all submissions and increasing client satisfaction by 44% %.
  • Improved revenue forecasting accuracy by 21% through the development and implementation of advanced financial models in ServiceNow.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Prepared 3 detailed financial projections and analyses that were used in procedure, directly resulting in a project funding approval of $2.
  • Collaborated with senior executives to implement strategic tax planning initiatives, saving the company $11 in taxes over 13 fiscal years.

Affiliations

  • Association of Information Technology Professionals
  • Society of Corporate Secretaries and Governance Professionals (SCSGP)
  • International Federation of Accountants (IFAC)
  • Freemason
  • Society of Women Engineers
  • Jaycees
  • Association for Financial Professionals (AFP)
  • National Association of Tax Professionals (NATP)
  • Chartered Institute of Public Finance and Accountancy (CIPFA)
  • National Association of Social Workers

Certifications

  • Salesforce
  • Corporate Financial Compliance Certification Northwind
  • Certified Public Accountant
  • CompTIA Security+
  • Google Certified Professional Cloud Architect
  • Chartered Global Management Accountant (CGMA)
  • Associate Chartered Accountant (ACA)
  • ServSafe
  • Financial Risk Management Certification (FRM)
  • Certified Fixed Asset Accountant (CFAA)

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