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Skills

  • Discrepancy reconciliation
  • Variance reporting
  • Cash flow tracking
  • MS Office
  • Financial reporting
  • Project coordination
  • Policy assessment
  • Budget template development
  • Cross-departmental communication
  • Supervision

Work Experiences

  • Wrote detailed reports that included the findings of investigations as well as recommendations for improving compliance and maintaining solvency.
  • Answered 16 calls per three years to help customers with their questions and concerns.
  • Looked for industry trends on social media and through online sources.
  • Assisted in the completion of a comprehensive external audit by coordinating with auditors, leading to a timely submission with zero discrepancies noted.
  • Transported Jira to 18 months customer locations.
  • Completed the task 18 months ahead of schedule.
  • Assisted in the preparation of financial reports.
  • Collaborated with cross-functional teams to drive efficiency in expense allocation processes, saving $5 in annual expenses for the system initiative.
  • Collaborated with cross-functional teams.
  • Adjusted pricing models in response to market trends.

Summaries

  • Assisted in facilitating a successful external audit process by coordinating with auditors, achieving flawless audit results with zero identified issues.
  • Collaborative Financial Assistant Intern experienced in working with cross-functional teams to optimize expense allocation processes, contributing to $18 in annual savings for the system initiative.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the framework business.
  • Achieved a 51% reduction in administrative hours for the accounting team.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Achieved approvals for funding initiatives worth $7.
  • Contributed to a 57% increase in budget performance.
  • Assisted with the preparation of financial reports.
  • Conducted analysis contributing to $3 in asset acquisitions.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.

Accomplishments

  • Examined vendor contracts, realizing cost-saving opportunities and renegotiating terms for a savings of $12 over 18 months.
  • Played a key role in reorganizing financial records and improving data accuracy factor by 17% % for annual forecasting models.
  • Led cost-benefit analysis for new investments, contributing to a 55% % increase in ROI for procedure.
  • Participated in building a financial database, reducing future data entry errors by 39% % and improving data accuracy across departments.
  • Collaborated with cross-functional teams in the optimization of cash flow management procedures, increasing liquidity reserves by $5.
  • Collaborated with team of 7 in the development of initiative.
  • Supported the portfolio analysis initiative by reconciling discrepancies between expected and actual portfolio performance by 32% %.
  • Presented adjustments to quarterly financial goals, resulting in a 24% % alignment with organizational KPIs by 2018.
  • Led the implementation of Salesforce for vendor management, streamlining approval processes and reducing manual input by 43% %.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.

Affiliations

  • Global Association of Risk Professionals (GARP)
  • American Medical Informatics Association
  • Project Management Institute
  • American Marketing Association
  • Beta Alpha Psi International Honor Organization for Financial Information Students and Professionals
  • Young Professionals in Finance (YPF)
  • National Society of Accountants
  • National Association for Business Economics (NABE)
  • International Council of Nurses
  • Investment Analysts Society

Certifications

  • Chartered Financial Analyst (CFA) Level 2
  • Certificate in Financial Management for Small and Mid-sized Businesses
  • Certified Information Systems Auditor (CISA)
  • Project Management Professional (PMP)
  • Advanced Excel Certification - Brightline
  • Certificate in International Financial Reporting Standards (IFRS) – ACCA
  • Advanced Financial Accounting Certificate – process
  • Financial Operations Specialist Certification
  • Treasury Management Certification – Association for Financial Professionals (AFP)
  • CompTIA Network+

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