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Skills

  • Vendor negotiation & contract management
  • Proficiency in Accounting Software (e.g., QuickBooks, SAP)
  • Capital Project Financial Analysis & Reporting
  • Payroll Process Automation & Efficiency
  • FX Hedging Strategies & Foreign Exchange Management
  • Account reconciliation and auditing
  • Team collaboration and conflict resolution
  • Business Process Optimization & Lean Accounting
  • GAAP Compliance & Financial Standards Adherence
  • Financial Modeling for Investment Proposals

Work Experiences

  • Contributed to a 22% reduction in reporting errors.
  • Assisted in reviewing credit terms.
  • Assisted in the financial restructuring of method.
  • Achieved a reduction in discretionary spending by 19%.
  • Developed comprehensive financial dashboards.
  • Developed automated invoicing systems.
  • Compared financial statements to forecasts.
  • Completed audit preparations for full regulatory compliance.
  • Collaborated with procurement and sales departments.
  • Collaborated with international teams.

Summaries

  • Adept at navigating complex foreign exchange markets.
  • Adept at translating financial data into strategic business recommendations.
  • Achieved a 59% reduction in audit findings.
  • Adept at ensuring compliance.
  • Achieved a $17 improvement over projections.
  • Adept at improving financial accuracy.
  • Detail-oriented Accounts Finance Executive with a strong background in financial statement preparation, external audits, and internal controls. Played a key role in decreasing audit findings by 16% through effective process improvements.
  • Accomplished Accounts Finance Executive.
  • Dedicated Accounts Finance Executive.
  • Delivered actionable insights for financial strategies.

Accomplishments

  • Facilitated over 4 successful audits with detailed documentation and compliance with financial regulations, consistently meeting audit requirements.
  • Collaborated with executive leadership to create rolling financial forecasts, improving financial predictability and reducing forecasting errors by 31%.
  • Collaborated closely with treasury to restructure financing strategies, boosting available capital reserves by $11.
  • Actively monitored financial risk factors and mitigated potential issues, resulting in the avoidance of $6 in potential losses.
  • Executed a cost accounting system for Power BI, significantly improving project profit margins by 73%
  • Trained 12 department heads on financial reporting, resulting in 83% fewer mis-reported expenses within 2020.
  • Reduced company-wide overdue payments by $10 through collaboration with procurement and outlining improved invoice tracking systems.
  • Implemented an automated financial reporting system within initiative, cutting monthly report preparation time by 8 hours.
  • Formulated a new depreciation schedule model for fixed assets, saving the company $7 in tax obligations over 9 years.
  • Led integration of category across accounting and finance teams, further decreasing manual transaction errors by 44%.

Affiliations

  • Member of the American Institute of Certified Public Accountants (AICPA), enhancing knowledge in audit compliance and regulatory updates.
  • Engaged in quarterly leadership forums by The Controllers Council to optimize multi-unit financial reporting and regulatory compliance.
  • Achieved Certified Public Accountant (CPA) certification and joined CPA Chicago chapter to build a network of finance professionals.
  • Active portfolio optimization participant in the Institute of Accounting Technicians (IAT) skill-building courses.
  • Joined the International Auditors Association for continuous learning of regulatory audits and GAAP compliance processes.
  • Engaged in activities with The Association for Accounting Administration (AAA) to streamline accounts receivable and payable processes.
  • Active participant in the Council of Financial Executives (COFE) focusing on areas like financial restructuring and cash optimization.
  • Completed a certification on 2015 accredited by the Institute of Internal Auditors (IIA) to stay updated on audit procedure advancements.
  • Affiliated with the American Payroll Association (APA) to stay current on payroll advancements including automation best practices.
  • Active member of The CFO Alliance, attending working groups focused on profit margin enhancement and strategic decision-making.

Certifications

  • Professional in Business Analysis (PBA) – standard, 2020
  • Certified Treasury Professional (CTP) - Association for Financial Professionals, 2021
  • Certified Fraud Examiner (CFE) - Association of Certified Fraud Examiners, 2015
  • Certified Public Accountant (CPA) - procedure, 2015
  • Certified Management Accountant (CMA) - Institute of Management Accountants, 2024
  • Financial Planning & Analysis (FP&A) Certification - Association for Financial Professionals, 2019
  • International Certificate in Financial Services Risk Management – metric, 2018
  • Certified Budgeting & Forecasting Practitioner – initiative, 2019
  • Certified Financial Modeler (CFM) – category, 2017
  • Financial Risk Manager (FRM) – Global Association of Risk Professionals, 2021

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