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Skills

  • Business operations
  • First Aid/CPR
  • Accounts Payable/Receivable Management
  • Invoice generation
  • Cash Flow Monitoring
  • Vendor relationship management
  • Financial data interpretation
  • Insurance billing
  • Reporting and auditing
  • Cost optimization strategies

Work Experiences

  • Used dynamic research and interpersonal skills to ensure that customer issues were resolved quickly.
  • Dealt with 8 customers and processed transactions such as deposits and withdrawals every day.
  • Captured over $13 in revenue.
  • Captured over $5 in revenue by identifying unbilled contracts and ensuring timely invoicing and collection.
  • Cultivated long-term relationships that led to lucrative opportunities as a result of consistently following up with clients and providing excellent service.
  • Achieved results in the first one year.
  • Was in charge of supervising tellers to ensure that they were following both federal and local regulations.
  • Analyzed and approved capital expenditure requests, ensuring strategic alignment with financial objectives and leading to a 79% ROI.
  • Achieved a 69% improvement in operational efficiency.
  • Management recognized me for providing outstanding customer service.

Summaries

  • Communicative and team-oriented, with ServiceNow expertise.
  • Performance reporting Committed to identifying and leveraging opportunities for growth, with a proven ability to build effective teams.
  • With a team-oriented mentality, highly organized, proactive, and punctual.
  • Achieved a 37% reduction in discrepancies.
  • Strategic thinker with expertise in performance reporting.
  • Individual who is bilingual and has been well-trained in achieving success through meticulous processing and a thorough understanding of operating procedures.
  • Achieved $5 reduction in operational budgets.
  • Achieved integration within 6 months.
  • Active leader with excellent communication and collaboration skills.
  • Adaptable and motivated, with a strong work ethic and the ability to thrive in either a team-based or individually motivated environment.

Accomplishments

  • Performed internal audit checks on financial statements, identifying discrepancies and ensuring compliance with regulatory standards.
  • Orchestrated annual audits with external auditors, leading to zero compliance violations over 2020 fiscal audits.
  • Managed treasury operations including short-term investing and borrowing, generating an additional $18 in interest income annually.
  • Guided the company through the implementation of ASC 842 lease accounting standard, ensuring compliance ahead of regulatory deadlines.
  • Supported a 10-person finance team to maintain a stable liquidity position during an economic downturn, with liquidity stress testing improving forecasts by 83%.
  • Automated manual accounting tasks using SAP reducing error rates and improving accuracy by 64%, saving 5 man-hours per month.
  • Chaired the finance team responsible for creating new KPIs to monitor departmental financial efficiency, leading to a 57% improvement in resource allocation.
  • Analyzed cash flow scenarios using rolling forecasts, helping the finance team make data-driven decisions that prevented overdrafts and late payments.
  • Implemented an Action Plan to mitigate foreign exchange risks, resulting in a 75% reduction in currency exposure due to market fluctuations.
  • Created and maintained rolling forecasts for human resources which increased the accuracy of financial planning over a framework period by 48%.

Affiliations

  • Active Member, Global Association of Risk Professionals (GARP) – Focused on implementing sound enterprise risk management strategies across multiple divisions.
  • Panelist, Society of Financial Service Professionals – Participated in industry panels addressing challenges in navigating regulatory compliance and taxation in the presence of increasing globalization.
  • Certified Financial Planner 2016, Certified Financial Planner Board – Assisted clients with implementing effective financial strategies that align with long-term financial goals.
  • Graduate, Financial Risk Manager (FRM) Certification Program – Specialized in developing and applying mathematical models to assess and mitigate financial market risks.
  • Member, Business Executives for National Security (BENS) – Characterized and communicated fiscal security risks with a focus on public-private partnerships in addressing financial threats.
  • Certified Member, American Institute of Certified Public Accountants (AICPA) – Supported the promotion of quality financial reporting, audit integrity, and regulatory compliance.
  • Member, CFA Institute (Chartered Financial Analyst) – Contributed to enhancing and upholding professional standards in financial analysis and portfolio management.
  • Member, Institute of Management Accountants (IMA) – Pursued active knowledge sharing with professionals in managerial accounting, focusing on driving organizational growth through precise financial planning.
  • Contributor, Corporate Finance Institute (CFI) – Developed training modules on key financial topics such as valuation, financial modeling, and investment analysis for global professionals.
  • 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.

Certifications

  • Certified Business Analysis Professional (CBAP)
  • International Financial Reporting Standards (IFRS) Certificate by Meridian
  • CompTIA Security+
  • Microsoft Office Specialist (MOS)
  • Google Certified Professional Cloud Architect
  • Accredited in Business Valuation (ABV)
  • Financial Modeling & Valuation Analyst (FMVA) by Summit Group
  • Project Management Professional (PMP)
  • CompTIA A+ Technician
  • American Academy of Financial Management (AAFM)

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