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Skills

  • Process improvement
  • Analytical reasoning
  • Operational improvement
  • Proficient in Sage
  • Team management
  • Regulatory compliance
  • Supervision
  • Expense claims processing
  • Problem resolution
  • General ledger accounting expertise

Work Experiences

  • Implemented new accounting, financial, and operational systems to maximize efficiency and recordkeeping accuracy.
  • Improved efficiency and productivity by streamlining bookkeeping procedures.
  • Used Power BI to verify deposits, correct discrepancies, and process end-of-day paperwork with 12% accuracy.
  • Managed complex problem-solving for upper management in order to complete projects on time and on budget.
  • Processed payroll for 10 employees, including commissions, taxes, paid time off, and healthcare benefits each one year.
  • Analyzed financial data from multiple reporting systems in order to make operational and performance recommendations.
  • Achieved a 69% decrease in processing time.
  • Identified and suggested remedies for areas in need of improvement based on detailed daily reports and analysis.
  • Achieved reduction over two years.
  • Set up a QuickBooks accounting system to keep track of my finances.

Summaries

  • Known for achieving framework by completing metric efficiently and managing category accounts.
  • Deep knowledge of HubSpot and standard financial recording.
  • Expert at budget management.
  • Successful at keeping accounts up to date and accurate in order to maintain compliant financial records.
  • Qualified Night Auditor with extensive experience in procedure financial reporting and analysis, as well as Jira training.
  • Expense Administrator with a 8-year track record in billing and collections, as well as a strong grasp of legal procedures and legislation.
  • Inventory control and tracking experience, as well as vendor negotiations.
  • Accounting Clerk with strong math skills and a broad understanding of vendor management and metric financial management.
  • Accounting Clerk with 4 years of experience in category financial management and the use of Jira.
  • Accounting Manager with extensive expertise in quality assurance and 3 years of experience.

Accomplishments

  • Led monthly expense reviews with department heads to align spending with budget targets, resulting in a 15% overall reduction in discretionary expenses.
  • Proactively identified misuse of company funds, leading to policy enforcement and savings of 13 over one year.
  • Maintained accurate and detailed records of all spend-related activities, meeting all regulatory compliance standards and assisting with audit preparation.
  • Analyzed monthly expense reports for system-person department and identified potential cost-cutting opportunities, reducing spending by 10.
  • Developed and enforced a new expense policy that led to a 31% reduction in non-compliant expenses within three years.
  • Introduced real-time tracking for recurring expenses, reducing unnecessary spending by 55% and optimizing cash flow.
  • Assisted in system integration for expense management software, leading to 31% reduction in manual entry errors and improved data accuracy.
  • Conducted extensive trend analysis on vendor expenses, identifying areas for negotiation, which led to 30% cost reduction.
  • Reviewed large-scale event expenses, negotiating discounts and reducing average event costs by 5 without impacting quality.
  • Handled reimbursements for 14-person team, achieving a 35% decrease in late submissions through effective communication and policy enforcement.

Affiliations

  • Society of Human Resource Management
  • International Association for Contract & Commercial Management
  • Global Business Travel Association (GBTA)
  • Board of Standards for Expense Managers (BSEM)
  • Society for Budget Officers and Financial Analysts (SBOFA)
  • American Marketing Association
  • Corporate Travel Department Association (CTDA)
  • Public Finance and Policy Association
  • Financial Executives International (FEI)
  • International Council of Nurses

Certifications

  • The Chartered Financial Officer (CFO) Certification by metric
  • Certified Expense Reporting Specialist (CERS) through Core-Apps
  • Accounts Payable Automation Specialist (APAS) by IOFM
  • Certified Business Analysis Professional (CBAP)
  • Certified Professional in Supply Management (CPSM) by the Institute for Supply Management (ISM)
  • Certified Public Accountant
  • Advanced Excel for Business Certification by Microsoft
  • Cisco Certified Internetwork Expert (CCIE)
  • Expense Reporting Automation Specialist (ERAS) by metric
  • First Aid/CPR Certified

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