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Skills

  • Report writing
  • Public speaking
  • Operational improvement
  • Product testing
  • Process improvement recommendations
  • Business operations
  • Account reconciliation processes
  • User interface understanding
  • Budgets
  • Intuit QuickBooks specialist

Work Experiences

  • Assisted in transition to IFRS reporting standards.
  • Automated processes.
  • Created boardroom and courtroom multimedia presentations that included video and text-synced depositions for better understanding.
  • Aligned international subsidiaries’ financial statements with corporate headquarters.
  • Assisted with monthly reporting analysis to ensure that internal reports were valid and that production operations and the general ledger were reconciled.
  • Achieved results within 6 months.
  • Assisted in the preparation of 12 annual tax returns.
  • Achieved a 65% time reduction in processing.
  • Examined departmental documents to determine how they should be distributed and filed.
  • Achieved annual savings of $5.

Summaries

  • Customer-focused Sales Representative with 5 years of experience solving problems for clients.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the initiative business.
  • Offering 12 years of financial management experience, including payroll, budgets, reports, audits, journals, expenditures, and payments for 3 locations.
  • Proficient at gAAP, ledger updates, and report writing.
  • Exceptional at writing detailed reports and budgets, conducting thorough financial analysis, and strategizing for superior client service.
  • Detail-oriented with a broad understanding of cash and record management, as well as comprehensive account reconciliations.
  • Dedicated and cost-conscious, with strong project management skills.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Strengths in data analysis and workflow optimization backed up by Miscellaneous training.
  • Interpersonal, communication, and multitasking skills are exceptional.

Accomplishments

  • Successfully compiled and analyzed financial data that supported strategic decision-making, leading to annual savings of $11.
  • Involved in the preparation of ad-hoc financial reports, helping senior leadership make real-time strategic decisions.
  • Developed a financial forecasting model that increased budget accuracy by 84% and drove better financial planning.
  • Resolved product issue through consumer testing.
  • Presented financial analysis to senior management regarding cash flow trends, leading to higher efficiency in cash management by $17.
  • Collaborated with team of 9 in the development of initiative.
  • Analyzed expense accounts and identified cost-reduction opportunities, achieving operational savings of $14 over the fiscal year.
  • Led tax documentation preparation, helping minimize audit risk and ensuring compliance with IRS regulations for tax year 2016.
  • Collaborated with cross-functional teams to ensure compliance with accounting standards, helping to avoid 10 in potential fines.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.

Affiliations

  • Certified Public Accountant (CPA) Candidate
  • Financial Planning Association (FPA)
  • Financial Executives International (FEI)
  • National Association for Black Accountants (NABA)
  • International Information Systems Security Certification Consortium (ISC)² - Finance Sector Certification
  • International Accounting Standards Board (IASB)
  • Public Company Accounting Oversight Board (PCAOB)
  • International Association of Administrative Professionals
  • Certified Financial Planner (CFP) Board
  • Institute of Certified Bookkeepers (ICB)

Certifications

  • Certified Treasury Professional (CTP) - Association for Financial Professionals (AFP)
  • Certified Bookkeeper (CB), category
  • Tax Accounting Specialist Certification - National Society of Accountants
  • Certificate in Small Business Accounting - Summit Group
  • Certified Internal Auditor (CIA) - initiative
  • Project Management Professional (PMP)
  • SHRM Certified Professional (SHRM-CP)
  • Certified Fraud Examiner (CFE) category
  • Certified Management Accountant (CMA) by Institute of Management Accountants (IMA)
  • Certified Information Systems Auditor (CISA) - system

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