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Skills

  • Cash flow optimization
  • Process improvement
  • Financial statement preparation
  • Risk mitigation strategies
  • Business Administration
  • Strategic planning
  • Payroll and budgeting
  • Data Management
  • Communications
  • Team building

Work Experiences

  • Was in charge of metric files and records for 5 clients, as well as following security procedures to prevent data breaches and misuse.
  • Was in charge of the CRM database, which included troubleshooting, maintenance, updates, and the creation of reports.
  • Achieved results within 13 months.
  • Improved the organization's payment collection, AP/AR, deposit, and recordkeeping systems.
  • Collaborated with auditors during annual financial reviews, achieving a clean audit report with zero material deficiencies for 2017.
  • Provided expert clerical support by handling a wide range of routine and special requests efficiently.
  • Aligned financial perspectives with operational objectives.
  • Collaborated with leadership to execute budgeting strategies, resulting in a 47% reduction in company-wide expenses over 3 years.
  • Awarded President's Club for implementing an automated accounts payable system, cutting manual processing time by 46%.
  • Achieved zero audit discrepancies for 2016.

Summaries

  • Strengths in team leadership and performance reporting backed up by Miscellaneous training.
  • Accomplished Finance and Accounting Supervisor.
  • Independently solved problems and kept teams on task to handle a variety of business requirements.
  • Excellent communicator and project manager with expertise in day-to-day operations, workflow improvements, and customer service.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the program business.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Support specialist and leader with advanced organizational, technical, and business acumen who is highly dependable, ethical, and trustworthy.
  • HubSpot expert with database management experience.
  • With over 4 years of experience in the Miscellaneous field, I am a well-organized Office Manager.
  • In fast-paced environments, this tireless team player is known for remaining poised and calm.

Accomplishments

  • Trained team members on new accounting software, leading to a 77% increase in productivity and minimizing data entry errors.
  • Improved month-end close process, reducing the completion time from 14 days to 3 days by re-structuring workflows and implementing streamlined review procedures.
  • Collaborated with team of 12 in the development of metric.
  • Spearheaded a 2%-increase in the financial transparency of accounts through regular, detailed breakdowns and variance analysis shared with department leaders.
  • Conducted in-depth variance analysis as part of budget oversight, identifying cost-saving opportunities amounting to $9 annually.
  • Prepared financial statements in strict compliance with regulatory requirements, contributing to a successful audit with zero material findings.
  • Coordinated with department heads to reduce expenses by 27%, while maintaining service quality through effective resource reallocation and cost analysis.
  • Integrated cash forecasting and variance analysis into quarterly strategic meetings, improving operational decision-making and increasing cash reserves by $12.
  • Collaborated with cross-functional leaders to develop risk mitigation strategies, which reduced financial risks by 33%. Achieved compliance with program.
  • Developed and maintained rolling cash forecasts with over 46% accuracy, optimizing short-term liquidity planning and ensuring sufficient cash reserves.

Affiliations

  • Tax Executives Institute, Inc. (TEI)
  • Project Management Institute (PMI) Member
  • Financial Executives International (FEI)
  • Jaycees
  • National Conference of CPA Practitioners (NCCPAP)
  • Certified Cash Manager (CCM) - AFP
  • International Association of Administrative Professionals
  • American Society of Safety Professionals
  • National Association of Social Workers
  • Participant in Big Four Accounting Firm Leadership Program 2023

Certifications

  • Certified Financial Planner (CFP)
  • SOX Compliance Certification
  • ServSafe
  • Financial Modeling and Valuation Analyst (FMVA)
  • Advanced Financial Analytics Using HubSpot
  • SHRM Certified Professional (SHRM-CP)
  • Certified Management Accountant (CMA)
  • International Financial Reporting Standards (IFRS) Certification
  • CompTIA A+ Technician
  • Financial Risk Manager (FRM)

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