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Skills

  • Cost control and reduction
  • Business operations
  • EBITDA growth strategies
  • Financial data analysis
  • Organization
  • Relationship development
  • Cost control and reduction strategies
  • ERP System Management
  • Customer service
  • Automation of Financial Processes

Work Experiences

  • Achieved results in 2018.
  • Aligned reporting structures across Denver.
  • Oversaw high-volume accounting operations with a 15-person team focused on efficient budget administration, AP/AR, and other financial management needs.
  • Suggested taking short-term steps to achieve longer-term strategic objectives.
  • Conducted due diligence and financial forecasts for 7 high-profile investment initiatives, ensuring an Employee of the Year-winning level of precision.
  • Achieved a 18% reduction in preparation time.
  • Aligned accounting practices.
  • Performed routine closings, kept clean, accurate, and accessible records, and kept a close eye on transaction updates throughout each quarter.
  • Handled tax disclosure with great care and attention to detail, as well as a thorough understanding of the necessary forms and reporting procedures.
  • Kept up-to-date and accurate funding accounts for internal departments, key programs, and special projects.

Summaries

  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Finance Project Manager with 12 years of successful workflow optimization and budget management experience.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Achieved 76% EBITDA growth.
  • Boosted investment initiative success rates.
  • Methodical finance professional with a thorough understanding of the company's budget requirements and the ability to manage resources wisely.
  • Clear understanding of strategic planning and data analysis as well as quality assurance training.
  • Strengths in budget management and team leadership backed up by Miscellaneous training.
  • Approach is meticulous, conscientious, and methodical.
  • Aligned accounting practices.

Accomplishments

  • Documented and resolved category which led to method.
  • Reduced operating costs by $18 annually through value-engineering methods and strategic vendor renegotiation.
  • Spearheaded efforts to adopt cloud-based financial management systems, increasing financial data accessibility and reducing processing times by 20%.
  • Resolved product issue through consumer testing.
  • Collaborated with team of 16 in the development of initiative.
  • Implemented an integrated reporting solution for 5 departments, reducing financial reporting preparation time by 63%.
  • Negotiated improved payment terms with major vendors, delivering an annual savings of $8 in operating expenses.
  • Presented high-level financial reports and variance analysis to senior executives, facilitating key decisions that improved short- and long-term project outcomes.
  • Devised a quantitative risk assessment strategy that improved decision-making processes and mitigated potential losses by 84%.
  • Automated the month-end close process using program, decreasing close time by 6 days and increasing team productivity.

Affiliations

  • The Institute of Management Consultants USA (IMC USA)
  • Association for Computing Machinery
  • Society of Human Resource Management
  • Certified Information Systems Auditor (CISA), ISACA
  • Member of the Corporate Finance Institute (CFI)
  • Association for Supply Chain Management (APICS)
  • Financial Executives International (FEI)
  • National Investment Banking Association (NIBA)
  • Rotary International
  • Financial Planning Association (FPA)

Certifications

  • Project Management Professional (PMP) by process
  • PRINCE2 Foundation Certification by AXELOS
  • Certified Public Accountant
  • ACCA Qualification by process
  • Chartered Global Management Accountant (CGMA) by AICPA and CIMA
  • Certified Treasury Professional (CTP) by AFP
  • Certificate in Financial and Treasury Management by Ironclad Systems
  • ServSafe
  • Certified in Risk and Information Systems Control (CRISC) by ISACA
  • Certified Investment Management Analyst (CIMA) by Investments & Wealth Institute

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