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Skills

  • Cost optimization strategies
  • Budget forecasting
  • Audit Execution and Error Identification
  • Business operations
  • Accounting Software Implementation
  • Accounts Payable/Receivable Management
  • Vendor relationship management
  • Cross-functional team collaboration
  • Revenue cycle management
  • MS Office

Work Experiences

  • Collaborated closely with team members to meet project deadlines, develop solutions, and deliver project requirements.
  • Developed a reputation for punctuality and hard work.
  • Audited financial records of 10 clients.
  • Dealt with 8 customers and processed transactions such as deposits and withdrawals every day.
  • Answered 2 phone calls per several months to assist customers.
  • Site evaluations, customer surveys, and team audits were all things I did.
  • Audited the financial records of 4 clients, identifying errors and saving $11 in potential losses.
  • Assessed the financial viability of system.
  • Achieved a 34% ROI.
  • Aligned budget plans with corporate objectives.

Summaries

  • With hands-on experience, eager to learn new skills and advance knowledge.
  • Achieved a 37% reduction in discrepancies.
  • Proficient in promoting program by leveraging client relations and quality assurance knowledge.
  • Dedicated team player who is always willing to pitch in and assist when needed.
  • Performance reporting Committed to identifying and leveraging opportunities for growth, with a proven ability to build effective teams.
  • Finance Staff Member with team leadership and stakeholder engagement abilities.
  • Looking forward to taking on a new challenge with a successful team.
  • Student pursuing a Miscellaneous degree who is eager to contribute developed knowledge in the role of Finance Staff Member.
  • Achieved more accurate financial reporting.
  • Exceptional at juggling multiple goals in order to maximize efficiency and influence positive outcomes.

Accomplishments

  • Partnered with the CFO to identify and track key efficiency metrics (KPIs), resulting in a measurable growth impact with 60% net profit improvement.
  • Coordinated tax compliance activities, reducing potential liability by $15 through accurate filings and reporting.
  • Performed in-depth variance analysis between budget and actual results, identifying cost-saving opportunities of $14 per quarter.
  • Revised the company's investment portfolio, reallocating assets to higher-yield instruments, increasing ROI by 38% within 2019.
  • Developed a comprehensive financial dashboard in Power BI, providing C-suite with real-time data that improved decision-making timeliness.
  • Managed treasury operations including short-term investing and borrowing, generating an additional $18 in interest income annually.
  • Chaired the finance team responsible for creating new KPIs to monitor departmental financial efficiency, leading to a 57% improvement in resource allocation.
  • Performed internal audit checks on financial statements, identifying discrepancies and ensuring compliance with regulatory standards.
  • Collaborated with procurement for cost-benefit analysis on capital investments, leading to informed purchasing decisions and a savings of $8 over 9 years.
  • Automated manual accounting tasks using SAP reducing error rates and improving accuracy by 64%, saving 5 man-hours per month.

Affiliations

  • Reviewer, Journal of Finance and Accounting – Evaluated academic and industry papers on financial models, auditing practices, and risk management protocols.
  • Volunteer, Financial Literacy Outreach Program Columbus – Educated underserved communities about budgeting, investing, and managing debt through hands-on financial workshops.
  • Organizing Committee Member, Annual Risk Management in Financial Institutions Forum – Coordinated a series of discussions on implementing leading risk management frameworks within the finance industry.
  • Member, CFA Institute (Chartered Financial Analyst) – Contributed to enhancing and upholding professional standards in financial analysis and portfolio management.
  • Finance Chairperson, Local Chamber of Commerce – Led economic initiatives that contributed to local business growth by securing 2 in capital investment support.
  • Trainer, Advanced Financial Modeling Workshop – Delivered sessions to corporate professionals, focusing on complex financial forecasting and valuation modeling techniques.
  • Participant, International Accounting Standards Board (IASB) – Actively contributed to discussions on new international accounting standards and updates impacting global markets.
  • Certified Member, American Institute of Certified Public Accountants (AICPA) – Supported the promotion of quality financial reporting, audit integrity, and regulatory compliance.
  • Mentor, Young Finance Leaders Academy – Provided career guidance and coaching to aspiring finance professionals, fostering leadership in financial analysis and corporate finance.
  • Member, Financial Markets Association (ACI) – Specialized in foreign exchange and treasury operations, with contributions to developing industry guidelines and best practices.

Certifications

  • Certified Financial Planner (CFP)
  • ServSafe
  • Certified Internal Auditor (CIA)
  • Cisco Certified Network Associate (CCNA)
  • Certified Accounts Payable Professional (CAPP)
  • Advanced Excel for Financial Modeling 2019
  • SHRM Certified Professional (SHRM-CP)
  • Tax Certification through IRS Volunteer Income Tax Assistance (VITA) Program
  • Certified Payroll Professional (CPP)
  • Financial Risk Manager (FRM)

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