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Skills

  • Financial Transaction Analysis
  • Month-end reporting time reduction
  • Process improvement
  • First Aid/CPR
  • Excel forecasting model development
  • Customer billing system development
  • Organization
  • Problem resolution
  • Financial Software Proficiency (Tableau)
  • Payment processing time reduction

Work Experiences

  • Reviewed and edited loan agreements to improve efficiency and accuracy.
  • Used my core knowledge to communicate sensitive or technical information effectively while adhering to regulatory guidelines.
  • Was in charge of method costs and quality.
  • Used positive motivational techniques to engage employees in business processes.
  • Used Power BI to create and update tracking spreadsheets.
  • Ensured that work was completed in accordance with agreed-upon service levels and client requirements.
  • Improved customer retention by 7% by resolving escalated customer issues.
  • Assisted managers in budget finalization.
  • Referred customers to specialized selling teams to build long-term trust.
  • Submitted loan applications to the loan underwriter for review and approval.

Summaries

  • To meet and exceed business financial goals, successfully optimizes frameworks and cultivates cohesive teams.
  • Well-organized, proactive, and able to adapt to changing circumstances.
  • Problem-solving and creative decision-making are skills that a logical Business Assistant, Accounting Department possesses.
  • Interpersonal skills are exceptional.
  • Creative Operations Specialist with experience in implementing efficient operating rhythms and management systems.
  • Senior Branch Manager with 17 years of progressive experience in multiple locations improving business processes, increasing revenue, and retaining loyal customers.
  • Within Miscellaneous, senior Business Assistant, Accounting Department and outstanding performer in team leadership and budget management.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Individual who is highly motivated and upbeat, with excellent organizational and communication skills.
  • Objective Miscellaneous leader who has led financial systems and programs to success.

Accomplishments

  • Documented and resolved initiative which led to process.
  • Reviewed accounts receivable aging, resulting in prompt collection efforts that reduced overdue balances by 40% within 11 months.
  • Identified discrepancies in supplier invoices and initiated a recovery process, reclaiming $15 in funds for the company.
  • Streamlined procurement approval cycle, reducing turnaround time by 14 days through integration of automated systems and central tracking platform.
  • Collaborated across departments to improve monthly financial report accuracy, reducing errors by 74% and presentation preparation time by 13 days.
  • Reduced tax-related costs for the company by identifying applicable credits and exemptions that decreased tax liabilities by $9.
  • Spearheaded the introduction of a cross-functional monthly budget review meeting, leading to the early identification of potential overspend by 70%.
  • Successfully reconciled accounts payable discrepancies, recovering $2 in vendor credits while maintaining positive vendor relationships.
  • Maintained consistent cash flow projections, reducing unexpected variances by 31% through detailed financial performance tracking.
  • Standardized monthly financial status reports, facilitating clear and consistent visibility for internal stakeholders and reducing reporting errors by 18%.

Affiliations

  • Association of Chartered Certified Accountants (ACCA)
  • Lions Club
  • Association for Computing Machinery
  • Certified Public Finance Officer (CPFO)
  • Financial Services Institute (FSI)
  • Financial Management Association International (FMAI)
  • Association of Information Technology Professionals
  • American Medical Informatics Association
  • Association of Government Accountants (AGA)
  • National Society of Leadership and Success (NSLS)

Certifications

  • Excel Expert Certification (Adobe Creative Suite Mastery)
  • Chartered Global Management Accountant (CGMA)
  • Graduate Certificate in Finance and Accounting (system)
  • Fundamentals of Accounting Certificate (process)
  • Certified in Strategy and Competitive Analysis (CSCA)
  • Certified Management Accountant (CMA)
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Public Accountant
  • Chartered Financial Analyst (CFA)
  • Budgeting and Forecasting Certificate (metric)

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