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Skills

  • Dashboards for real-time financial monitoring
  • Business Development
  • Business development expertise
  • Customer service
  • Cost reduction strategies
  • Method equipment
  • Profitability analysis
  • Operational improvement
  • Financial data analysis
  • Reporting familiarity

Work Experiences

  • Delivered comprehensive financial plans.
  • Achieved zero material weaknesses in financial reports.
  • Conducted feasibility analysis for a new product.
  • Audited internal financial statements.
  • Created a KPI dashboard.
  • Improved customer retention by 5% by resolving escalated customer issues.
  • Collaborated with the sales department to optimize pricing strategies, achieving record gross margins of 29%.
  • Reviewed and edited loan agreements to improve efficiency and accuracy.
  • Achieved revenue increase over 6 months.
  • Contributed to savings for 2021.

Summaries

  • Objective Miscellaneous leader who has led financial systems and programs to success.
  • Accomplished Business Financial Manager with a track record of improving cost efficiency by 67% through detailed financial forecasting, integrated budget management, and cross-departmental collaboration.
  • Versatile Business Financial Manager with background in banking and finance. Consistently meet bank and customer service standards. Ready to tackle new challenges in position within Miscellaneous where talents in vendor management and quality assurance will be valuable.
  • Accomplished in financial modeling and risk assessment.
  • With over 9 years of experience in sales and branch management, loan management, and general bank operations, I am a results-oriented self-motivator.
  • Achieved over $4 in savings.
  • Achieved a record-breaking gross margin increase of 49% %.
  • Business Financial Manager with 3 years of successful quality assurance and stakeholder engagement experience.
  • Senior Branch Manager with 18 years of progressive experience in multiple locations improving business processes, increasing revenue, and retaining loyal customers.
  • Achieved zero material weaknesses in financial reports for fiscal year 2017.

Accomplishments

  • Developed a multi-year, cross-company budget strategy that improved financial forecasting accuracy by 37%, meeting objectives in 2019.
  • Increased maintained working capital ratio by 66%, contributing to a healthier balance sheet and better investment capacity.
  • Collaborated with team of 9 in the development of category.
  • Enhanced profit margin by collaborating with department heads to optimize budgets, resulting in 59% year-over-year growth.
  • Provided variance analysis for monthly forecast reports, which led to corrective financial actions and a savings of $17 over one year.
  • Reduced financial close processing time by 18 days, improving the monthly report cycle and overall operational efficiency.
  • Conducted a thorough profitability analysis of product offerings, recommending the discontinuation of underperforming products, saving $17 annually.
  • Prepared acquisition financial models and advised senior management on risks and opportunities, contributing to a successful $11 merger deal.
  • Led initiatives to update and refine internal controls, resulting in an audit passing with 100% compliance in 2020.
  • Coordinated with the IT department to develop automated financial reporting tools that reduced overhead costs by 45%.

Affiliations

  • Corporate Finance Institute (CFI)
  • Association for Computing Machinery
  • American Medical Informatics Association
  • Society for Corporate Governance
  • Association for Accounting Marketing (AAM)
  • Association of International Certified Professional Accountants (AICPA)
  • Society of Human Resource Management
  • Certified Public Accountant (CPA) License
  • Institute of Management Accountants (IMA)
  • International Council of Nurses

Certifications

  • Certified Treasury Professional (CTP)
  • CompTIA Network+
  • Chartered Financial Analyst (CFA)
  • CompTIA Security+
  • SHRM Certified Professional (SHRM-CP)
  • Project Management Professional (PMP) Certification - Cedar Works
  • Certified in Financial Forensics (CFF)
  • Apple Certified Associate (ACA)
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Internal Auditor (CIA)

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