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Skills

  • Customer service
  • Cross-functional team leadership
  • Product ordering
  • Territory Sales Experience
  • Client-focused
  • Multitasking and prioritization
  • Tax preparation
  • Multi-Task Management
  • Contract negotiation/review/drafting
  • Expense control

Work Experiences

  • Responded quickly to customer concerns and resolved procedure issues using cross-functional collaboration and budget management.
  • Kept track of everything.
  • Was responsible for processing up to 3 customer orders per day.
  • Prepared routine legal correspondence and memoranda for attorney partners.
  • Provided care for children ranging in age from 14 to 13, which included tasks like feeding, dressing, and directing activities.
  • Was in charge of receiving, storing, transferring, and dispensing petroleum fuel products.
  • Ensured
  • Identified appropriate metric solutions within the anticipated price range by determining customer needs through careful and active listening skills.
  • Successfully led key projects that yielded a system.
  • Effectively controlled the release of proprietary and confidential information for general client lists.

Summaries

  • Customer service specialist with 6 years of process experience who is dedicated and detail-oriented.
  • Customer-focused, strategic-thinking salesperson with more than 20 years of experience in developing relationships, cultivating partnerships, retaining top accounts, and expanding profit channels.
  • Determined sales and marketing professional with 17 years of experience in program industry.
  • With 14 years of progressive experience in large-scale corporate banking environments, I am a highly analytical and results-driven banking professional.
  • Collaborate with commercial lenders to achieve sales targets.
  • Ability to complete tasks accurately despite interruptions and competing demands has been demonstrated.
  • Ambitious
  • Professional with over 7 years of experience in project management and process improvement initiatives across the enterprise.
  • Fluent in both English and Spanish.
  • Proactive

Accomplishments

  • Improved compliance reporting accuracy by 66% through thorough internal audits and close monitoring of regulatory changes.
  • Automated budget tracking and reporting protocols using Workday resulting in a 70% increase in accuracy and timely report submissions.
  • Developed financial forecasts for 2018, improving the CFO's strategic planning efforts and reducing budgetary risk.
  • Designed monthly budget analysis presentations for executive board meetings, streamlining decision-making and reducing preparation time by 41% hours.
  • Guided cross-departmental efforts that contributed to achieving a $15 cost reduction across 10 business units.
  • Organized CFO’s schedule and optimized departmental procedures, increasing overall productivity by 51% and reducing administrative backlog.
  • Implemented a cloud-based finance system, reducing processing time by 36% and automating key reports for enhanced decision-making.
  • Reduced corporate travel spending by $12 annually through expense management tools and expense reporting optimization.
  • Drove executive-level financial presentations that secured 2% approval of proposed budget initiatives focused on process.
  • Created and maintained financial filing systems that ensured easy retrieval of information, reducing audit preparation time by 36%.

Affiliations

  • Achieved certification from the National Association of Certified Public Bookkeepers (NACPB), strengthening knowledge in accounting best practices for administrative roles.
  • Participating in Linked Finance Leaders, a professional group for exchanging best practices on vendor management and expense reduction strategies.
  • Enrolled in a Continuing Education program via Coursera, focusing on advanced finance skills and leadership in the administrative domain.
  • Chair of Northwind Administrative Financial Task Force, spearheading initiatives focused on reducing overhead through workforce expenditure reviews.
  • Served on Summit Group’s Risk Management Committee, developing strategies for optimizing vendor contracts and mitigating financial risks.
  • Participant in the Chartered Financial Analyst (CFA) program to enhance financial analysis credentials, currently pursuing metric certification.
  • Collaborated with the Seattle Chamber of Commerce’s Finance Committee, advising on budgeting and expense tracking issues for local businesses.
  • Consistently engaged with the Society for Progress in Education (SPE), promoting financial literacy and accountability within training frameworks.
  • Certified member of the International Association of Administrative Professionals (IAAP), specializing in financial and executive administrative services.
  • Volunteer with SCORE Mentors, offering financial expertise in optimizing cash flow and cost reductions for small businesses and startups.

Certifications

  • Project Management Professional (PMP), certified by the Project Management Institute (PMI)
  • Association for Project Management (APM)
  • Chartered Wealth Manager (CWM), certified by the American Academy of Financial Management (AAFM)
  • Cash Flow Manager Certification from the National Society of Accountants (NSA)
  • Lean Six Sigma Green Belt Certification, accredited by Cedar Works
  • Certified Government Financial Manager (CGFM), certified through the Association of Government Accountants (AGA)
  • Certified Corporate Financial Planning & Analysis Professional (FP&A) by the Association for Financial Professionals (AFP)
  • Certified Internal Auditor (CIA), credentialed by the Institute of Internal Auditors (IIA)
  • Certified Payroll Professional (CPP) from the American Payroll Association (APA)
  • Certified Chief Financial Officer (CFO) from the CFO Academy

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