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Skills

  • Project organization
  • MS Office
  • Client relationship management
  • Communications
  • Statutory Reporting
  • Closing processes
  • First Aid/CPR
  • Analytical reasoning
  • Budgets
  • Cross-functional collaboration

Work Experiences

  • Managed complex problem-solving for upper management in order to complete projects on time and on budget.
  • Increased client loyalty and satisfaction with prompt, thorough, and timely resolutions.
  • Analyzed varying transaction structures to optimize client outcomes, resulting in a net-positive 51% increase in post-transaction value.
  • Achieved a 69% reduction in delays.
  • Achieved a 81% increase in client satisfaction.
  • Communicated with customers to track down and resolve unpaid invoices.
  • Advised on restructuring strategies.
  • Identified and suggested remedies for areas in need of improvement based on detailed daily reports and analysis.
  • Processed over $13 in nightly bills, checks, and vendor payments while keeping meticulous records and receipts.
  • Checked data and information for accuracy in entry, calculations, and billing codes.

Summaries

  • Vendor management and workflow optimization are being offered to a new system opportunity.
  • Goal-oriented Bookkeeper with incredible initiative abilities and a keen eye for detail.
  • Resourcefulness, accuracy, and extensive knowledge of cross-functional collaboration have all been demonstrated in the past.
  • With 3 years of experience working with framework accounts, Precise Accounts Payable Specialist.
  • Observational Night Auditor with initiative financial experience of 7 years.
  • With a commitment to efficiency, accuracy, and modernization, knowledgeable about HubSpot.
  • Accounting Manager with extensive expertise in performance reporting and 4 years of experience.
  • Successful at keeping accounts up to date and accurate in order to maintain compliant financial records.
  • Known for achieving program by completing initiative efficiently and managing method accounts.
  • People-oriented and enterprising individual with a caring nature and extensive Miscellaneous experience.

Accomplishments

  • Assisted in advisory services for a $16 M&A transaction, contributing to a successful closure within 14 months of target deadline.
  • Developed ratio analysis reports (Debt-to-Equity, Return on Equity) to provide insights for clients' financial health and restructuring needs, identifying a 49% opportunity for value creation.
  • Reviewed and analyzed financial covenants for 16 clients, identifying key risks that led to risk mitigation strategies and prevented potential compliance issues.
  • Initiated and developed custom financial reporting tools that synthesized large data sets, significantly increasing the speed and accuracy of deliverables for key clients.
  • Worked with legal, tax, and compliance teams to ensure the integrity of financial documentation associated with mergers and acquisitions.
  • Mentored junior team members on scenario planning and financial forecasting, leading to improved efficiency in client reporting by 60%.
  • Documented and resolved method which led to category.
  • Prepared and analyzed ratio metrics to assist in valuation modeling for M&A transactions worth over $4, resulting in a 60% increase in investment returns.
  • Participated in the development of financial policy changes that enhanced compliance controls, significantly reducing audit deficiencies by 70%.
  • Played a key role in revising economic models in line with changing market conditions, which contributed to a 75% stronger debt recovery rate for distressed clients.

Affiliations

  • Toastmasters
  • Collaborator for initiative Tax Law Advisory Council
  • International Council of Nurses
  • Leadership Volunteer for Transaction Advisory Services at Ironclad Systems
  • Young Professionals in Finance (YPF)
  • European Association for Corporate Governance (EACG) Future Member
  • Institute of Internal Auditors (IIA) Student Membership
  • Institute of Mergers, Acquisitions and Alliances (IMAA) Member
  • Association for Supply Chain Management (APICS)
  • Collaborator for program Financial Modeling Club

Certifications

  • Certified Transaction Advisor (CTA) - Transaction Advisory Services (TAS) Certification
  • Certified Financial Planner (CFP) – 2016
  • Certified Public Accountant (CPA)
  • Cisco Certified Internetwork Expert (CCIE)
  • Certified Mergers & Acquisitions Advisor (CM&AA) - Alliance of Merger & Acquisition Advisors
  • Certified Fraud Examiner (CFE) – Association of Certified Fraud Examiners (ACFE)
  • Bloomberg Market Concepts (BMC) - 2017
  • Certified Private Equity Professional (CPEP) - Northwind
  • Project Management Professional (PMP)
  • Google Certified Professional Cloud Architect

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