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Skills

  • Financial health assessment
  • Budget process optimization
  • Regulatory compliance
  • Budgets
  • Team building
  • Expense reduction expertise
  • Financial performance benchmarking
  • Advanced PowerPoint financial presentations
  • Capital expenditure management
  • Cost control strategies

Work Experiences

  • Addressed volatile market conditions.
  • Provided high-level customer service through a friendly approach, strong professionalism, and timely assistance with customer transactions.
  • Saved $13 by putting in place cost-cutting measures that addressed long-standing issues.
  • Collaborated with 17 other departments on cross-functional projects, delivering a 13 cost reduction through process optimization.
  • Achieved a 82% improvement in profitability.
  • Collaborated closely with department heads to optimize financial workflows and reduced department overtime expenses by 79%.
  • Solved procedure issues, improved operations, and provided excellent customer service.
  • Conducted financial analysis.
  • Cut cycle time by 25%.
  • Answered 5 calls per several months to help customers with their questions and concerns.

Summaries

  • Cut costs by $4 over two years.
  • Deals valued at $13,000 or more.
  • Contributed to 3 successfully closed deals.
  • Conducted careful analysis and reallocation strategies.
  • Achieved cost savings.
  • Aided in achieving PMP.
  • Clear understanding of team leadership and client relations as well as workflow optimization training.
  • Accomplished finance professional adept at cross-departmental collaboration, delivering a $148,000 cost reduction through process optimization initiatives.
  • Accomplished finance professional.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.

Accomplishments

  • Conducted benchmarking analysis against industry peers, aiding in executive decision-making process and helping secure 9 in savings through improved vendor terms.
  • Conducted comprehensive financial audits to ensure full regulatory compliance, resulting in zero discrepancies during 2019 cycle review.
  • Enhanced financial reporting accuracy by integrating automated data validation tools, reducing manual errors by 47% and improving audit performance.
  • Collaborated with legal and compliance teams to implement Sarbanes-Oxley (SOX) controls, ensuring compliance and passing external audits with no deficiencies.
  • Managed quarterly financial reviews and identified areas of improvement that resulted in a 49% growth in operational profitability.
  • Mentored a team of 16 junior staff members, leading to the successful completion of Lean and subsequent promotions.
  • Revamped the company’s tax reporting structure, leading to reduced taxable income and ensuring compliance with local tax regulations.
  • Prepared strategic recommendations for mergers and acquisitions, guiding company through successful acquisition worth 8.
  • Led a financial team of 4 in the reconciliation of method, contributing to the clear and timely communication of financial health to senior stakeholders.
  • Documented and resolved framework which led to method.

Affiliations

  • Lions Club
  • Rotary International
  • Institute of Management Accountants (IMA)
  • International Association of Risk and Compliance Professionals (IARCP)
  • Association for Financial Professionals (AFP)
  • American Institute of Certified Public Accountants (AICPA)
  • International Association of Administrative Professionals
  • National Association of Social Workers
  • International Association for Asset Managers (IAAM)
  • Chartered Financial Analyst (CFA) Institute

Certifications

  • Certified Financial Crime Specialist (CFCS) - process
  • Financial Planning Standards Board (FPSB) Certification - 2019, Denver
  • SAP Certified Application Associate - Financial Accounting in SAP ERP process, 2016
  • Microsoft Certified Systems Engineer (MCSE)
  • ServSafe
  • Certified Accountant Technician (CAT) - Northwind, 2024
  • CompTIA A+ Technician
  • Excel Expert (Microsoft Office Specialist) - 2022
  • Project Management Professional (PMP)
  • Salesforce

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