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Skills

  • First Aid/CPR
  • Revenue generation
  • Communications
  • MS Office
  • Advanced budgeting methodologies
  • Relationship development
  • Cost-reduction initiatives
  • Human resources knowledge
  • Executive-level report writing
  • Standard equipment

Work Experiences

  • Achieved profitability increase over 18 months.
  • Analyzed market trends and delivered insights that contributed to the organization's expansion into Raleigh, increasing revenues by $11.
  • Achieved 5% improvement in departmental productivity.
  • Contributed to a 20% improvement in ROI.
  • Achieved results over two years.
  • Created detailed investment appraisals for capital expenditures.
  • Aligned 7 business units.
  • Achieved a 10% reduction in carrying costs.
  • Increased new bank relationships within the local community by 11% through the implementation of quarterly promotions.
  • Delivered consistent accuracy for 10 consecutive quarters.

Summaries

  • Ambitious banker with extensive experience in bank leadership, fraud detection, and teller operations.
  • Problem-solving and creative decision-making are skills that a logical Financial Analyst Supervisor possesses.
  • Senior Branch Manager with 9 years of progressive experience in multiple locations improving business processes, increasing revenue, and retaining loyal customers.
  • Achieved a 84% reduction in operational costs.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Interpersonal skills are exceptional.
  • Achieved a 76% reduction in risk exposure.
  • Highly skilled at building and leading high-performance teams that focus on meeting and exceeding business goals.
  • Financial Analyst Supervisor is a poised and professional Financial Analyst Supervisor who is capable of informing clients about banking products and services and recommending the best options to meet their needs.
  • Achieved results within a two years window.

Accomplishments

  • Reduced company-wide finance process inefficiencies by 49% through the introduction of targeted process improvements and automation tools.
  • Supervised the integration of new financial software, reducing forecasting errors by 19% and improving data accuracy across 12 departments.
  • Improved variance reporting accuracy by 74% through detailed analysis and reforms implemented across all business units.
  • Created custom financial reporting tools in ServiceNow, improving data visibility for stakeholders and driving a 34% increase in timely decision-making.
  • Developed and maintained accurate financial documentation systems, driving improvements in compliance rates and reducing discrepancies by 77%.
  • Led project to overhaul variance reporting methodology, increasing the accuracy of monthly financial reports by 82%.
  • Optimized month-end reporting processes, reducing time to close books by 5 days while enhancing data accuracy by 23%.
  • Collaborated with team of 14 in the development of initiative.
  • Fostered data-driven decision-making processes by guiding the team in creating financial models that enhanced profitability by 63%.
  • Provided strategic analysis of profitability enhancement opportunities, resulting in a 61% improvement in year-end EBITA for 2023.

Affiliations

  • Global Association of Risk Professionals (GARP)
  • Association of Information Technology Professionals
  • Jaycees
  • Young Professionals in Finance (YPF)
  • Association for Accountants and Financial Professionals in Business (IMA)
  • International Federation of Accountants (IFAC)
  • Toastmasters
  • National Association of Certified Valuators and Analysts (NACVA)
  • Association of Chartered Certified Accountants (ACCA)
  • Beta Gamma Sigma Honor Society

Certifications

  • Investment Management Certificate (IMC)
  • Salesforce
  • CompTIA A+ Technician
  • Certified in Strategy and Competitive Analysis (CSCA)
  • Advanced Excel for Financial Analysis process
  • Leadership in Business Finance and Controllership method
  • Corporate Finance Institute's (CFI) Financial Analyst Training and Certification
  • Certified Corporate Financial Planning & Analysis Professional (FPAC)
  • Certified Business Intelligence Professional (CBIP)
  • Chartered Financial Analyst (CFA) program

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