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Skills

  • System equipment
  • Financial statement analysis
  • Budgeting and forecasting using Salesforce
  • Sales professional
  • Business development expertise
  • Team building
  • Audit preparation and oversight
  • Regulatory compliance
  • FHA loan process background
  • External audit preparation

Work Experiences

  • Increased new bank relationships within the local community by 8% through the implementation of quarterly promotions.
  • Achieved results in 6 months.
  • Collaborated with cross-departmental teams to integrate new financial software, achieving a 57% improvement in data accuracy and reporting speed.
  • Analyzed industry trends to create benchmark reports, allowing executive leadership to pivot underperforming initiatives worth over $18.
  • Achieved results within 16 quarters.
  • Coached and mentored a finance team.
  • Administered annual budgets of over $14, maintaining adherence to fiscal policy and delivering variance analyses on a monthly basis.
  • Boosted yields by 68% over the fiscal year.
  • Assisted in creating a fund management strategy for $12 in assets, boosting yields by 43% over the fiscal year.
  • Coached and mentored a finance team of 2 professionals, focusing on leadership development and staff retention.

Summaries

  • Dedicated Corporate Team Leader Finance with 13 years of administrative and operations management experience.
  • Meet bank and customer service standards on a regular basis.
  • Accomplished in building finance teams.
  • Ambitious banker with extensive experience in bank leadership, fraud detection, and teller operations.
  • Collaborative finance leader.
  • Contributed to a 58% increase in capital project approvals.
  • With over 9 years of experience in sales and branch management, loan management, and general bank operations, I am a results-oriented self-motivator.
  • Highly skilled at building and leading high-performance teams that focus on meeting and exceeding business goals.
  • Consistently identified savings opportunities.
  • Advised on cost-saving inventory management strategies.

Accomplishments

  • Implemented key process improvements based on analytic findings, reducing month-end close process time by 43%.
  • Developed financial models to evaluate capital-intensive projects, leading to an increase in project approval rate by 78% and operational savings of $5.
  • Managed a staff of 6 finance professionals, implementing continuous development initiatives that resulted in a 71% increase in retention and lower recruiting costs.
  • Instrumental in the consolidation of 9 business units, aligning financial processes that reduced redundancies and saved approximately $5 annually.
  • Co-led a cross-departmental team tasked with streamlining operational performance reviews, decreasing report preparation time by 70% and improving transparency.
  • Resolved product issue through consumer testing.
  • Initiated a monthly mentoring program for junior finance staff, resulting in a retention increase of 39% and significantly improved employee engagement.
  • Collaborated with internal and external stakeholders to devise investment strategies resulting in a risk-adjusted return of 15%, surpassing market benchmarks.
  • Collaborated with team of 7 in the development of method.
  • Administered an annual budget exceeding $2, maintaining a strict adherence to fiscal spending policies and identifying 27% of previously undetected overstated charges.

Affiliations

  • International Council of Nurses
  • International Association for Contract & Commercial Management (IACCM)
  • International Association for Accounting Education & Research (IAAER)
  • American Medical Informatics Association
  • Association for Computing Machinery
  • Institute of Management Accountants (IMA)
  • Freemason
  • Certified Management Accountant (CMA) – Membership and Certification
  • Business Performance Innovation (BPI) Network
  • Jaycees

Certifications

  • Certified Information Systems Auditor (CISA)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified Public Accountant (CPA)
  • ISO 31000:2018 Risk Management Certification
  • CompTIA Network+
  • Financial Risk Manager (FRM)
  • Salesforce
  • ServSafe
  • Certified Global Management Accountant (CGMA)
  • Certified Mergers & Acquisitions Advisor (CM&AA)

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