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Skills

  • Problem resolution
  • Communications
  • Business loan facilitation
  • Audit preparation and zero findings
  • Familiar with account coding
  • FHA loan process background
  • Process improvement
  • Data-driven decision making
  • Business development expertise
  • Branch performance optimization

Work Experiences

  • Analyzed key financial data.
  • Reviewed more than 14 financial statements per 6 months.
  • Achieved 74% cost reduction in branch operations by streamlining financial processes and renegotiating supplier contracts.
  • Adjusted branch's investment strategy.
  • Achieved a 40% budget adherence.
  • Achieved recovery within three years.
  • Coordinated cross-team workshops on financial risk management, resulting in stronger branch compliance and 77% more accurate reporting.
  • Built strong relationships with high-net-worth clients, contributing to a 56% increase in wealth management accounts.
  • Contributed to $149,000 of favorable investments.
  • Contributed to a 72% increase in branch market share.

Summaries

  • Achieved 15% cost improvement.
  • Achieved 54% improvements in financial modeling skills.
  • Dedicated Branch Finance Manager with 5 years of administrative and operations management experience.
  • Accomplished Branch Finance Manager.
  • Knowledgeable Branch Finance Manager with experience in childcare and development.
  • Well-organized, proactive, and able to adapt to changing circumstances.
  • Achieved a 20% improvement in operational efficiency.
  • Regulatory requirements and successful strategies for maintaining optimal controls are well-understood.
  • Aligned financial projections with long-term corporate objectives.
  • Adaptable and skilled Branch Finance Manager.

Accomplishments

  • Delivered financial forecasting and reporting that resulted in achieving 24% over the projected profit margin.
  • Advised senior leadership on budgeting, resulting in improvements to financial agility and a 51% increase in forecast accuracy.
  • Coordinated financial planning sessions with executive leadership, aligning on strategy that successfully bolstered net profits by 75%
  • Facilitated stakeholder meetings to enhance communication on financial progress, resulting in more informed decision-making and quicker financial adjustments.
  • Documented and resolved standard which led to framework.
  • Supervised an internal audit that resulted in zero compliance findings and strengthened future audit-preparation strategies for the branch.
  • Successfully obtained PMP, ensuring full regulatory compliance with all local and federal finance-related regulations.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Reviewed and overhauled debt recovery workflows, successfully reclaiming $157,000 in previously written-off debts over a one year period.
  • Analyzed and adjusted investment portfolios, which outperformed the benchmark by 83% in 6 months.

Affiliations

  • Risk Management Association (RMA)
  • Freemason
  • Liquidity Risk Management Association
  • Chartered Financial Analyst Institute (CFAI)
  • National Society of Accountants (NSA)
  • Association of Information Technology Professionals
  • Institute of Internal Auditors (IIA)
  • Association of Certified Fraud Examiners (ACFE)
  • International Finance Corporation Affiliates (IFC)
  • National Association of Social Workers

Certifications

  • Certified Banking & Credit Analyst (CBCA)
  • Chartered Global Management Accountant (CGMA)
  • Professional Risk Manager (PRM) - Phoenix
  • Project Management Professional (PMP)
  • Professional in Human Resources (PHR) - method
  • Microsoft Power BI Certification - 2020
  • Certified Business Analysis Professional (CBAP)
  • Professional Risk Manager (PRM)
  • Cisco Certified Internetwork Expert (CCIE)
  • International Certificate in Banking Risk and Regulation (ICBRR)

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