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Skills

  • Process improvement
  • Information verification
  • Cash flow auditing
  • FAFSA guidelines
  • Security systems
  • Operational improvement
  • Federal Student Aid regulations
  • Advanced Excel Functions (VLOOKUP, Pivot Tables)
  • Financial aid application processing
  • Team management

Work Experiences

  • Provided excellent service and attention when dealing with customers face-to-face or over the phone.
  • Kept my framework knowledge up to date by doing project management and performance reporting.
  • Developed a reputation for punctuality and hard work.
  • Automated monthly income statements.
  • Finished initiative of project, which resulted in metric.
  • Assessed and reconciled variance reports.
  • Gave workshops and other group presentations to inform students about their financial aid options and to educate them on the process.
  • Collaborated closely with audit teams.
  • Collaborated with cross-functional teams to deliver quarterly financial reports, leading to a 17% increase in executive decision-making efficiency.
  • Achieved a 7% year-over-year improvement in financial performance.

Summaries

  • With hands-on experience, eager to learn new skills and advance knowledge.
  • Achieved results in one year.
  • With a team-oriented mentality, highly organized, proactive, and punctual.
  • Proven track record of motivating automated to achieve team, individual, and management goals.
  • Six Sigma certified
  • Process, system, and process are all available.
  • Advanced knowledge in using Jira.
  • Boosted investment returns across diverse industries.
  • Addressed discrepancies promptly and efficiently.
  • Collaborative problem solver.

Accomplishments

  • Analyzed company revenue streams, identifying cost-saving opportunities that led to a $11 annual reduction in operating expenses.
  • Automated routine financial reporting tasks, reducing manual processing time by 8% while increasing data accuracy and reporting turnaround time.
  • Created real-time revenue tracking dashboards for executives to monitor performance against key financial targets, improving revenue forecasting by 49%.
  • Partnered with human resources to create financial tracking models, accelerating departmental expense reduction initiatives by 21%.
  • Optimized cash flow by collaborating with department heads for more effective budgeting, resulting in a positive impact of $15 in net working capital.
  • Played a critical supporting role in a cross-departmental effort to introduce new inventory valuation methods, reducing loss by $12 over 2017.
  • Delivered a year-over-year revenue growth analysis that supported strategic decision-making, contributing to a business unit's 67% increase in profitability.
  • Assisted in identifying discrepancies in legacy accounting practices, initiated process changes that averted penalties worth $3 and ensured future compliance.
  • Played a key role in supporting year-end audits, ensuring complete accuracy of financial statements and a 3-week reduction in audit completion time.
  • Provided data-driven insights that optimized capital resource allocation, aligning financial objectives with business strategy for a 44% improvement in profitability.

Affiliations

  • Active member of the Government Finance Officers Association (GFOA), contributing to discussions on public-sector financial strategies
  • Served as a student representative in the Financial Information Systems Association (FISA) while at standard
  • Collaborated with peers in Investment Professionals Network (IPN), exchanging best practices in financial risk assessment and controls
  • Member of the framework Association for Financial Professionals (AFP) since 2021
  • Completed advanced financial modeling workshops with program in 2024
  • Completed Audit and Financial Compliance workshops organized by the Association of Finance Professionals in Atlanta
  • Graduated from the Financial Data Science specialization at method, applying data models to enhance forecast accuracy
  • Obtained a certificate in Investment Portfolio Management from method, focusing on advanced financial metrics tracking
  • Served on the Young Professionals Committee within the Financial Planning Association (FPA), developing leadership skills and client advisement techniques
  • Coordinated finance discussion groups in the Columbus-based Association of Professionals in Business Management (APBM)

Certifications

  • Lean Six Sigma Black Belt - Financial Focus Lakeside Partners
  • Association for Project Management (APM)
  • Certified Financial Analyst (CFA)
  • Advanced Financial Modeler (AFM)
  • Google Certified Professional Cloud Architect
  • Chartered Financial Consultant (ChFC)
  • American Academy of Financial Management (AAFM)
  • SAP Certified Application Associate
  • Microsoft Excel Certification - 2024
  • Certified Business Analysis Professional (CBAP)

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