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Skills

  • Forecast accuracy improvement
  • Relationship development
  • Cash flow management
  • Problem resolution
  • Supervision
  • Cost-saving initiatives in procurement
  • Global financial operations oversight
  • Budget variance commentary for operational alignment
  • Financial governance and internal controls
  • Financial analysis and reporting

Work Experiences

  • Analyzed financial statements to assess risk.
  • Achieved a more sustainable profit margin for Microsoft Excel.
  • Prepared and paid out sales commissions, monitored bi-weekly payroll, and generated sales tax reports for each operational jurisdiction.
  • Achieved a 69% increase in forecast accuracy.
  • Internal and regulatory financial reports, such as balance sheets and income statements, were prepared by me.
  • Analyzed revenue trends.
  • Created training programs for employees to improve financial performance and budgetary awareness.
  • Aided by a 72% accuracy improvement.
  • Implemented and enforced internal controls, workflows, and policies for accounting activity tracking, reconciliation, and reporting.
  • Kept up-to-date and accurate funding accounts for internal departments, key programs, and special projects.

Summaries

  • Conducted thorough financial reviews.
  • Contributed to company-wide improvements in cost control.
  • Avoided discrepancies during 2023.
  • Analyzed budget variances.
  • Finance Business Partner with financial statement review, auditing, and reporting experience.
  • Collaborative Finance Business Partner.
  • Accurately forecasts project costs.
  • Achieved 39% faster financial reporting.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Costs were consistently reduced while profits were increased.

Accomplishments

  • Reduced discrepancies in financial reports by 33% through detailed account reconciliations in a timely manner.
  • Led financial due diligence for category, ensuring accurate valuation and minimizing post-merger financial discrepancies.
  • Led profitability analysis for multiple business units, identifying underperforming areas and optimizing resource allocation toward more profitable ventures.
  • Analyzed sales pipelines and revenue trends to provide actionable insights that resulted in exceeding quarterly revenue targets by 22%.
  • Played a critical role in the delivery of new tax initiatives, reducing corporate tax exposure by $154,000 while maintaining legislative compliance.
  • Achieved clean audit results for 2016 by improving audit readiness with 4 key internal controls in place.
  • Resolved product issue through consumer testing.
  • Integrated SAP to automate data entry, resulting in an annual savings of $94,000 and a 34% reduction in manual errors.
  • Utilized advanced Excel functions (including pivot tables and macros) to streamline financial reporting, reducing report generation time by 44%.
  • Documented and resolved initiative which led to process.

Affiliations

  • Chartered Institute of Management Accountants (CIMA)
  • American Accounting Association (AAA)
  • The Business Valuation Association
  • Financial Planning Standards Board
  • Lions Club
  • Jaycees
  • Association for Supply Chain Management (APICS)
  • International Fiscal Association (IFA)
  • National Association of Social Workers
  • International Association of Administrative Professionals

Certifications

  • Cisco Certified Internetwork Expert (CCIE)
  • SHRM Certified Professional (SHRM-CP)
  • Certified Financial Analyst (CFA)
  • Certified International Investment Analyst (CIIA)
  • Operational Risk Management Certification (ORMC)
  • Financial Risk Manager (FRM)
  • Business Valuation Certification (BVC)
  • Certified Public Accountant
  • Cisco Certified Network Associate (CCNA)
  • Advanced Capital Markets and Securities Analyst Certification

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