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Skills

  • Client account management
  • Organization
  • Chart of accounts standardization
  • Excels in team leadership
  • Cross-functional team collaboration
  • RFI Scanners
  • MS Office
  • CCTV
  • Error reduction through process automation
  • Administrative support

Work Experiences

  • Collaborated with department managers.
  • Audited expense reports for compliance with company policies, resulting in identified cost savings of $12 over 10 months.
  • Achieved a 32% reduction in operational expenditures.
  • Collaborated with legal counsel and auditors to assess financial risk and ensure compliance with changing regulations.
  • Developed strong relationships with both new and existing clients in order to better serve their financial needs and encourage branch loyalty.
  • Developed and monitored annual department budgets totaling $18, achieving budgetary goals consistently over 15 years.
  • Collaborated with regulatory representatives to ensure that accurate filings were made and that compliance was maintained.
  • Boosted departmental accuracy by 26% through the introduction of detailed internal controls and continuous training initiatives.
  • Developed an annual branch business plan for maximum profitability and effectiveness.
  • Allowed for more strategic financial planning.

Summaries

  • Proficient in promoting system by leveraging quality assurance and data analysis knowledge.
  • Process, category, and method are all available.
  • Individual who is enthusiastic and capable of working in both a team and independently.
  • Reporting, record-keeping, and interpersonal skills are all important.
  • Detail-oriented professional looking for a new challenge in a fast-paced environment with a growing company.
  • Knowledge of SAP in depth, as well as quality assurance and vendor management abilities.
  • Successful in optimizing control systems and forming strong teams in order to meet business needs and meet stringent financial goals.
  • Performance reporting in program settings and data analysis in workflow optimization settings.
  • Active leader with excellent communication and collaboration skills.
  • Student pursuing a Miscellaneous degree who is eager to contribute developed knowledge in the role of Bookkeeping Manager.

Accomplishments

  • Reduced the time spent on monthly close processes by 65% through automation using process.
  • Prepared financial reports for year-end tax auditing, ensuring all documentation was in order and filing was completed ahead of the deadline.
  • Led implementation of procedure, which resulted in improved financial data integrity and reduced reporting time by 73%.
  • Produced accurate, real-time financial reports for 8 clients, improving their ability to meet financial planning and controlling needs.
  • Created and maintained an accounts payable aging report, allowing the company to better manage cash flow and prioritize payments.
  • Led the detailed annual audit preparation process, resulting in recognition for having zero audit findings for 8 consecutive years.
  • Organized and streamlined payroll processes for 4 employees, leading to a reduction in payroll errors by 65% and improving payment accuracy.
  • Reduced manual accounting work by integrating Tableau with the existing payroll system, improving efficiency by 81% and reducing data entry errors.
  • Implemented reconciliation procedures that uncovered discrepancies in accounts, leading to the recovery of $6 in unaccounted funds.
  • Created a standardized month-end close process across 6 departments, reducing closing time by 81% and improving financial reporting efficiency.

Affiliations

  • Member, Corporate Financial Compliance Committee - Finance Professionals of Columbus
  • Member, International Association of Professional Bookkeepers (Austin)
  • Member, Institute of Management Accountants (IMA)
  • Member, Payroll Services Specialization Committee at process
  • Member, category Certified Management Accountant (CMA) Program Advisory Committee
  • Chapter Leader, Local Portland Chapter of the Association of Certified Fraud Examiners (ACFE)
  • Contributor to the Efficiency & Best Practice Initiative in the Bookkeeping Streamlining Committee
  • Participant, Financial Executives International (FEI) Treasury Committee
  • Contributor, Financial Data Analytics Subgroup, International Data Science Association
  • Certification in QuickBooks ProAdvisor Program, 2017

Certifications

  • Chartered Global Management Accountant (CGMA) - category
  • Certified Tax Preparer - metric
  • Certified Public Accountant (CPA)
  • Certified Financial Services Auditor (CFSA) - method
  • Six Sigma Green Belt - method
  • Certified Data Analyst for Accounting - Summit Group
  • CompTIA Security+
  • Microsoft Certified Systems Engineer (MCSE)
  • Professional Bookkeeper (PB) designation - system
  • SHRM Senior Certified Professional (SHRM-SCP)

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