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Skills

  • Trend Analysis for Financial Improvement
  • Financial data accuracy verification
  • Managing Backlogs & Payment Schedules
  • Investment portfolio management
  • Organizational Skills (Managing Financial Records)
  • Preparing Leadership-Level Financial Summaries
  • Accurate Financial Data Entry
  • Audit-Ready Financial Documentation
  • Accounts payable/receivable
  • Invoice Preparation & Validation

Work Experiences

  • Assisted with account analysis, identifying areas of improvement in financial processes, leading to streamlined workflow and cost-saving solutions.
  • Collaborated with procurement team to review contracts and payment schedules, ensuring timely payments and cost-effective terms, saving the company $5.
  • Conducted cost analysis on department expenditures.
  • Aided department leaders in critical decision-making.
  • Collaborated with procurement team to review contracts.
  • Communicated with internal and external stakeholders.
  • Assisted in managing investments.
  • Avoided potential disruptions to core projects.
  • Contributed to the rollout of Scrum Master processes by identifying and documenting key financial procedural checkpoints, driving successful implementation.
  • Collaborated with senior management during budgeting cycles.

Summaries

  • Achieved zero discrepancies in 2017.
  • Adaptive Finance Assistant with expertise in both accounts payable and vendor relationship management. Successfully negotiated improved vendor terms, leading to 26% quicker approvals and substantial cost savings over $187,000.
  • Actively managed documentation.
  • Assisted in tax filings.
  • Adaptive Finance Assistant with expertise in accounts payable.
  • Achieved a 28% reduction in delayed employee payments.
  • Conducted detailed cost analysis.
  • Contributed to a 61% improvement in portfolio performance.
  • Collaborated closely with senior management on strategic planning.
  • Conducted variance analysis.

Accomplishments

  • Balanced financial accounts and provided oversight on high-value financial transactions totaling an average of $15 per quarter.
  • Collaborated with senior finance members to develop key performance reports, which were instrumental in improving department-wide efficiency by 32% %.
  • Monitored cross-departmental budget allocations, ensuring effective use of $14 capital through regular reviews and adjustments.
  • Provided support in analyzing and controlling large value transactions, ranging up to $3, to ensure accurate reporting and adherence to compliance standards.
  • Assisted in managing the flow of $4 in petty cash funds with precise tracking and documentation, ensuring all records were audit-ready.
  • Assisted in preparing financial forecasts by using program, resulting in a 29% improvement in forecast accuracy.
  • Performed audits of invoices and financial transactions monthly, catching errors and leading to a 76% reduction in incorrect or missed payments.
  • Facilitated the accurate processing of payroll for 7 employees, ensuring compliance with both federal and state regulations.
  • Managed the communication of financial changes and policy updates to key stakeholders, helping to maintain financial compliance across the office.
  • Provided support in the reconciliation of financial statements and bank accounts, cutting down month-end reconciliation time by 29% %.

Affiliations

  • Participated in industry events organized by the National Society of Accountants (NSA), deepening my understanding of tax laws and audit standards.
  • Member of the Financial Executives International (FEI), actively engaging in leadership development programs tailored to corporate finance professionals.
  • Involved in workshops through the Association of Accounting Technicians (AAT), sharpening skills in bookkeeping, financial statements, and internal audits.
  • Completed a certified training course in Financial Modeling from metric, honing financial analysis and forecasting skills that improved financial operations.
  • Certified Public Accountant (CPA) Candidate and current membership with the AICPA, actively pursuing best practices in financial reporting and compliance.
  • Obtained Lean Six Sigma Green Belt certification from framework, applying principles of process improvement to enhance finance department workflows.
  • Member of the Institute of Management Accountants (IMA), contributing to discussions on cost management and internal controls for better financial reporting.
  • Enrolled in short courses offered by NASBA on financial ethics and compliance, ensuring adherence to industry laws and maintaining financial transparency.
  • Enrolled in continuing education courses with the National Association of Credit Management (NACM), enhancing my expertise in credit and receivables management.
  • Member of the Young Professionals Network of Finance (YPNF), attending workshops focused on financial technologies and professional growth.

Certifications

  • Budget Analyst Certification from program
  • Corporate Taxation Fundamentals Certificate from system
  • Data Analysis for Financial Professionals certification from Adobe Creative Suite
  • Certified Anti-Money Laundering Specialist (CAMS) from Association of Certified Anti-Money Laundering Specialists (ACAMS)
  • Certified Information Systems Auditor (CISA) from ISACA
  • Operational Risk Management certification from system
  • Xero Advisor Certification from metric
  • ACCA Foundations in Accounting (FIA) - Association of Chartered Certified Accountants
  • Certified Internal Auditor (CIA) from The Institute of Internal Auditors
  • Certified Accounting Technician (CAT) from Meridian

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