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Skills

  • Variance analysis
  • MS Office
  • Team management
  • QuickBooks experience
  • Compensation and benefits financial modeling
  • Business operations
  • RFI Scanners
  • Financial analysis and planning
  • Communications
  • Project organization

Work Experiences

  • Achieved a 5 day reduction in month-end close cycles.
  • Achieved 33% EBIT margin improvement.
  • Achieved $7 annual savings in transaction fees.
  • Evaluated method applications against established criteria to determine whether they should be approved, rejected, or modified.
  • Achieved zero audit findings within 2019.
  • Increased employee productivity by managing inter-team conflict resolution, yearly performance reviews, hiring and terminating processes, training initiatives, scheduling, time and attendance, and payroll.
  • Collaborated with regulatory representatives to ensure that accurate filings were made and that compliance was maintained.
  • Bolstered market competitiveness by 22%.
  • Managed a branch team of 17 customer service representatives and 7 personal bankers, as well as new employee training.
  • Analyzed industry trends.

Summaries

  • Looking forward to taking on a new challenge with a successful team.
  • Framework and standard have a proven track record.
  • Increased sales, improved client retention, and expanded customer base in the past.
  • Detail-oriented professional looking for a new challenge in a fast-paced environment with a growing company.
  • Accelerated decision-making at the executive level.
  • Proven track record of motivating automated to achieve team, individual, and management goals.
  • Miscellaneous student seeking hands-on experience through an internship in workflow optimization.
  • Strategic thinker with expertise in quality assurance.
  • Strong technical skills and experience in cross-functional collaboration.
  • Pursuing a new management position within Miscellaneous, where there is room for advancement.

Accomplishments

  • Supervised financial audits across 2 departments, maintaining full compliance with regulatory agencies for 6 consecutive years.
  • Reduced company debt by $10 through targeted refinancing strategies and improved cash management policies.
  • Created a dynamic financial dashboard to provide real-time visibility into finance's performance metrics, increasing operational efficiency by 21% %.
  • Streamlined revenue recognition processes, resulting in an annual increase of $3 in accurately reported revenues for Beacon Labs.
  • Established Key Performance Indicators (KPIs) to track company-wide financial performance, leading to a 35% improvement in forecasting accuracy.
  • Improved cash flow management policies, reducing the time to collect receivables from 3 days to 15 days, positively impacting the bottom line.
  • Developed a scalable financial model that reduced operating expenses by $4 per year, which contributed to year-over-year margin improvement.
  • Designed and delivered quarterly budget plans to the executive team, leading to the approval of a major $7 strategic investment project.
  • Directed company-wide financial restructuring efforts, increasing operational efficiency, and cutting costs by 11% annually.
  • Negotiated improvements in vendor contracts that saved Meridian $8 annually in operational costs and enhanced service delivery timelines.

Affiliations

  • Passed CFA Level 6 from the CFA Institute, specializing in financial analysis and investment strategies.
  • Participant in the Chief Financial Officer Summit, attending workshops in strategic financial planning and investor relations.
  • Member of the Association for Financial Professionals (AFP) with an active Certified Treasury Professional (CTP) credential.
  • Volunteer mentor for the Finance Leadership Development Program at category, guiding emerging professionals in advanced financial practices.
  • Certified Project Management Professional (PMP) with a specialization in handling financial systems implementation projects.
  • Board member of the Risk Management Association (RMA), integrating risk-based financial strategy into operational processes.
  • Member of the Corporate Finance Institute (CFI), actively stay informed on trends in advanced Excel-based modeling and M&A.
  • Active participant in the Financial Planning & Analysis Leadership Council, contributing to roundtable discussions on budgeting best practices.
  • Board member of the International Association of Financial Executives Institutes (IAFEI), advancing financial leadership globally.
  • Member of National Association of Corporate Directors (NACD) since 2016, aligning financial operations with governance standards.

Certifications

  • Certified Professional in Credit Analysis (CPCA) Cedar Works
  • Certified Public Accountant (CPA)
  • International Certificate in Corporate Finance (ICCF) - Ironclad Systems 2023
  • Certified Public Accountant (CPA) - Washington
  • Certified Business Analysis Professional (CBAP)
  • Association for Project Management (APM)
  • Certified Internal Auditor (CIA) initiative
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Advanced Certificate in International Business Management program
  • Certified Management Accountant (CMA) standard

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