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Skills

Invoice and payment processing
Peachtree proficiency
Cross-functional team leadership in finance
Data driven decision-making using financial KPIs
MS Office
Enterprise Resource Planning (ERP) expertise (Microsoft Excel)
Audit process management and execution
Analytical reasoning
Advanced financial audits and risk controls
Category equipment

Work Experiences

Communicated with customers to track down and resolve unpaid invoices.
Achieved financial objectives by 52%.
Entered financial data into the company accounting database for verification and reconciliation, ensuring that all accounts were accurate and up to date.
Increased client loyalty and satisfaction with prompt, thorough, and timely resolutions.
Prepared detailed expense reports and capital expenditure requests.
Made daily reporting information entry more efficient for better record keeping.
Achieved results across all departments.
Entered financial data and payments to ensure that employees and vendors were paid accurately and on time.
Kept track of the company's finances by creating quarterly and annual balance sheets.
Stayed on top of applicable federal and state requirements to reduce legal and financial risks.

Summaries

Accounting Clerk with 5 years of experience in program financial management and the use of Asana.
Resourcefulness, accuracy, and extensive knowledge of team leadership have all been demonstrated in the past.
Financial planning and management expert with a track record of dependability and expertise in quality assurance.
Through open communication and clearly defined guidelines, skilled Executive Financial Associate is highly effective at developing positive and productive working relationships with employees.
Professional at resolving account and data inconsistencies and using Jira.
Worker who is meticulous and enterprising and is committed to excellence.
Deep knowledge of Jira and initiative financial recording.
In order to take on Executive Financial Associate with Ironclad Systems, I'm hoping to use my experience in financial data entry and record keeping.
People-oriented and enterprising individual with a caring nature and extensive Miscellaneous experience.
Financial reporting and analysis are second nature to me, so I'm well-versed in Salesforce.

Accomplishments

Optimized currency hedging strategies, reducing exposure to foreign exchange risk by $8 and improving overall financial stability.
Developed a comprehensive multi-year budgeting plan that aligned with the corporate vision and resulted in a 61% increase in profitability.
Created interdepartmental budgeting protocols that improved cost management efforts and reduced departmental overspend by $12.
Restructured the company’s year-end financial close methodology, reducing time-to-close by 15 days and improving resource management.
Provided financial insights and risk analysis that assisted in securing a 14 loan, aiding the company’s growth strategy.
Created complex financial models to evaluate the viability of new products, increasing profitability margins by 34%.
Cut month-end close cycles from 13 days to 9 days, expediting financial reporting and decision making.
Reduced total spend on banking fees and service charges by $11 through careful negotiation and analysis of banking services.
Led the integration of a new financial ERP system, reducing redundancy in reporting and improving data quality by 51%.
Redesigned cash management procedures by integrating HubSpot, cutting idle funds by $2 and improving cash flow efficiency.

Affiliations

Association of Information Technology Professionals
Association for Computing Machinery
National Association of Social Workers
International Council of Nurses
Chartered Financial Analyst (CFA) Institute
Construction Financial Management Association (CFMA)
Freemason
Certified Treasury Professional (CTP) Certification Program
Toastmasters
International Federation of Accountants (IFAC)

Certifications

Liquidity Risk Management Certificate
Apple Certified Associate (ACA)
CompTIA A+ Technician
Certified Financial Planner (CFP)
Certificate in International Financial Reporting Standards (IFRS)
Master of Business Administration (MBA) in Finance from Brightline
Accredited Investment Fiduciary (AIF)
Microsoft Certified Systems Engineer (MCSE)
Certified Fraud Examiner (CFE)
Global Association of Risk Professionals (GARP) Certification

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