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Skills

  • Profitability analysis
  • Financial Modeling and Scenario Analysis
  • Credit and Collections Management
  • Regulatory compliance (GAAP/IFRS)
  • Advanced Microsoft Excel (Pivot Tables, VLOOKUP, Macros)
  • Key performance indicator (KPI) reporting
  • Stakeholder management and communication
  • Budgeting and forecasting
  • Financial Reporting & Analysis
  • Financial Statement Preparation/Review

Work Experiences

  • I'm the petty cash manager.
  • Report on the status of cash in the bank, petty cash, and cash flows.
  • Bay is in charge of role management.
  • Collaborated with cross-functional teams.
  • I'm in charge of overseeing accounting, tax, and transaction teams.
  • Achieved a 20% reduction in federal and state tax liabilities.
  • Achieved President's Club for timely submissions.
  • Prepare payments for account payable by double-checking related documentation.
  • Actively managed programs to meet tax filing deadlines.
  • Advances keeps track of payments and compares debts.

Summaries

  • Achieved annual savings of $11.
  • Detail-focused CPA with a history of leading financial reporting initiatives for clients across multiple industries. Expertise includes compliance with GAAP, IFRS, and implementation of strategic tax-saving initiatives.
  • Delivered reports on financial risks and opportunities to senior leaders.
  • Accurate and detail-oriented accountant.
  • Detail-oriented accountant with a strong background in expense reporting, budget management, and process improvements. Led the implementation of an automated invoicing system that reduced processing time by 40% and increased payment accuracy.
  • Drafted effective budgets.
  • Contributed to consistent client retention year over year.
  • Certified accountant specializing in corporate finance.
  • Accomplished accountant with expertise in financial reporting, corporate tax preparation, and GAAP compliance. Successfully reduced tax liabilities by 75% for over 10 corporate clients, contributing to consistent client retention year over year.
  • Dynamic accounting professional focused on process improvements.

Accomplishments

  • Provided monthly analysis and forecasting reports on revenue streams that aided executive decision-making, contributing to a $17 increase in growth margins.
  • Performed profitability analysis for customer success, providing actionable insights that resulted in a 28% improvement in cost efficiency.
  • Managed the implementation of internal control mechanisms, reducing financial discrepancies by $18 and increasing overall compliance with industry guidelines.
  • Contributed insights on capital financing strategies, enabling the efficient allocation of $18 in capital for upcoming projects.
  • Led the preparation of monthly financial statements, ensuring compliance with GAAP and IFRS standards, contributing to 70% improvement in audit accuracy.
  • Generated key financial performance reports used in board meetings, benchmarking and driving business strategies that led to procedure growth in 2019.
  • Implemented automated invoicing solutions that cut invoice processing time by 45%, resulting in more efficient collections and cash flow improvements.
  • Spearheaded the introduction of cloud-based accounting software Power BI, cutting financial processing times by 41%.
  • Authored financial report templates that improved monthly reporting accuracy and reduced preparation time by 41%.
  • Performed monthly cash flow forecasting, improving the organization's ability to manage operating expenses and avoid cash shortfalls.

Affiliations

  • Chartered Global Management Accountant (CGMA), Association of International Certified Professional Accountants, 2016
  • Member, National Association of Certified Valuators and Analysts (NACVA), 2024
  • Volunteer Tax Assistant, IRS Volunteer Income Tax Assistance (VITA) Program, method
  • Panelist, Global Finance Leaders Symposium, 2022
  • Volunteer, Raleigh Budget Planning Commission, 2022 – 2021
  • Board Member, Women in Accounting Leadership Forum, 2019 – Present
  • Committee Member, Tax Policy Advisory Board, Meridian, 2017 – Present
  • Certified in Financial Forensics (CFF), American Institute of CPAs (AICPA), 2022
  • Participant, National Society of Accountants (NSA) Annual Forum, 2015
  • Holder of Certified Internal Auditor (CIA) Designation, 2016 – Present

Certifications

  • Certified Budgeting Professional (CBP) – Issued by American Certification Institute
  • Certified Business Analysis Professional (CBAP) – Issued by International Institute of Business Analysis (IIBA)
  • AML (Anti-Money Laundering) Certification for Consultants – Issued by standard
  • SAP Financial Accounting (FI) Certification – Issued by initiative
  • Chartered Global Management Accountant (CGMA) – Issued by AICPA and CIMA
  • Advanced Tax Law Certification – metric
  • Certified Payroll Professional (CPP) – Issued by the American Payroll Association
  • Chartered Financial Analyst (CFA), issued by CFA Institute
  • Quickbooks Certified User - standard
  • AICPA CPE Self-Study procedure Certificate – American Institute of CPAs

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