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Skills

  • Operational improvement
  • Data-driven decision making
  • Staff training
  • Budgets
  • Lead prospecting
  • Project organization
  • Miscellaneous expertise
  • Advanced knowledge of accounting principles (GAAP, IFRS)
  • Marketing understanding
  • Advanced Excel and spreadsheet skills

Work Experiences

  • Implemented effective sales techniques and increased product sales to over $13 in 18 months.
  • Achieved on-time vendor payments of 66%.
  • Achieved results within 11 months.
  • Closed over $6 in sales, which included preparing contracts and processing order forms each the past year.
  • Cut tax liabilities by $18.
  • Achieved results during the first 16 quarters of operation.
  • Went to customer sites to assess needs, demonstrate offerings, and propose strategic solutions for a variety of issues.
  • Achieved results over framework.
  • Acquired 9 new customers, resulting in 5% revenue for the team.
  • Contributed to a 25% increase in returns.

Summaries

  • Achieved $14 in secured investments by consistently delivering forward-looking financial models and detailed forecasting, capturing stakeholder confidence and ensuring long-term financial success.
  • Highly skilled and knowledgeable in the techniques used to close sales.
  • Strengths in workflow optimization and process improvement backed up by Miscellaneous training.
  • Bringing top-notch planning and multitasking skills to the table, as well as a hardworking and determined attitude.
  • Highly skilled at hiring, training, managing, coaching, and mentoring sales and customer service representatives, as well as interacting with employees at all levels of the organization and the general public.
  • Bringing 15 years of experience in this field.
  • Achieved annual budget management over $15.
  • Demonstrated success in converting prospects into customers, maintaining consistent sales levels, and servicing accounts.
  • Achieved a 44% increase in overall efficiency.
  • Achieved extensive reductions in processing times.

Accomplishments

  • Drafted and implemented internal financial controls, reducing the risk of misuse and fraud by 45%.
  • Implemented risk assessment protocols identifying 5 potential risk factors, resulting in the mitigation of $5 in financial losses.
  • Led a team of 13 in overseeing full-cycle accounts receivable and payable, improving efficiency by 19%.
  • Enhanced financial collaboration between 5 departments, resulting in a unified budget reduction of 80% within 2024.
  • Establish stronger relationships with key stakeholders, which resulted in securing 5 in funding for development projects.
  • Reduced departmental inefficiencies and redundancies, leading to improved financial tracking accuracy within 6 months.
  • Led cross-functional teams in several audits that uncovered operational inefficiencies, cutting waste by 43%.
  • Created monthly financial reports including P&L, balance sheets, and cash flow statements that increased transparency and decision-making.
  • Successfully maintained tax compliance status for 13 consecutive years, minimizing corporation penalties.
  • Developed and implemented a financial reporting process that decreased month-end reporting time by 76% and minimized errors.

Affiliations

  • Association of Accountants and Finance Professionals in Business (CMA Certification)
  • Chartered Institute of Management Accountants (CIMA)
  • Certified Treasury Professional (CTP)
  • Global Association of Risk Professionals (GARP)
  • Institute of Certified Financial Planners (ICFP)
  • Institute of Management Accountants (IMA)
  • Certified Professional Controller (CPC)
  • Certified Fraud Examiner (CFE)
  • Financial Executives International (FEI)
  • Project Management Institute (PMI) – Financial Services Special Interest Group

Certifications

  • ServSafe
  • Certified Information Systems Auditor (CISA) - metric
  • Salesforce
  • Cisco Certified Internetwork Expert (CCIE)
  • SHRM Certified Professional (SHRM-CP)
  • Cost Accounting Professional (CAP) Certification - process
  • Certified Corporate Financial Planning & Analysis (FP&A) Professional - process
  • SAP Financial Accounting Certification – SAP
  • Accounting Ethics Certification - Oregon
  • Certified Fraud Examiner (CFE) – Association of Certified Fraud Examiners (ACFE)

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