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Skills

  • Portfolio Management
  • Cross-functional team collaboration
  • Fiscal policy implementation
  • Hardware evaluation
  • Public speaking
  • Document scanning
  • Team Leadership
  • Adobe software
  • Financial Services
  • Payroll

Work Experiences

  • Provided high-level customer service through a friendly approach, strong professionalism, and timely assistance with customer transactions.
  • Worked with the parts department to get the parts I needed.
  • Installed, tested, and maintained alarm systems to ensure that they worked properly.
  • Procedure was planned and carried out by me.
  • Manage client portfolios, assessing changes in policyholder needs and making necessary portfolio changes.
  • Detected fraud and took legal action in accordance with the law.
  • Reviewed production schedules, drawings, and materials to gain a better understanding of the job details prior to the start of the project.
  • Used Jira to accurately enter data into a batch ticketing system.
  • Recommendation
  • Did some research.

Summaries

  • Innovative
  • Collaborate with commercial lenders to achieve sales targets.
  • Customer service, sales, and problem-solving abilities are exceptional.
  • Deadline-driven
  • To drive profitability and growth, skilled operations manager with solid experience managing all levels of multiple projects, including budgeting, inventory control, and administration.
  • Demonstrated ability to cultivate relationships with key retail clients in order to expand client accounts and maintain business growth.
  • Focused on customer service
  • Versatile
  • Financial Associate with 14 years of successful stakeholder engagement and risk assessment experience.
  • Leadership skills that have been demonstrated to drive enterprise optimization goals and improve organizational operations.

Accomplishments

  • Documented and resolved standard which led to system.
  • Collaborated with IT to implement a new finance software, which resulted in improved data integrity and reporting capabilities, leading to a 49% increase in operational efficiency.
  • Improved cash flow management by maintaining a proactive approach to invoice collections, leading to a 80% reduction in accounts receivable aging.
  • Played a pivotal role in forecasting activities that contributed to the business unit achieving 33% of its revenue target.
  • Developed financial models used to assess the viability of framework, resulting in the elimination of underperforming projects and prioritization of projects with a 55% higher ROI.
  • Developed comprehensive risk mitigation strategies for portfolio management, reducing asset risk exposure while maintaining a solid return on investment of 38% over one year.
  • Automated previously manual financial reporting processes using Tableau, reducing report preparation time by 43% and increasing overall efficiency.
  • Championed cost reduction initiatives, driving a $103,000 cost savings within several months through strategic vendor negotiations and process optimizations.
  • Evaluated capital expenditures and operational performance, securing approval for large-scale financial investments that bolstered company growth by 56% in 2016.
  • Led annual budgeting planning sessions with departmental heads, successfully aligning forecast and expenditure goals that facilitated a 17% improvement in departmental budget accuracy.

Affiliations

  • Awardee, Forbes 30 Under 30 in Finance, 2024
  • Alumni Mentor, standard Finance Society, 2022-2015
  • Volunteer, Tax-Aid Program, 2020-2015
  • Society of Human Resource Management
  • Association for Computing Machinery
  • Rotary International
  • American Medical Informatics Association
  • Lions Club
  • Member, Young Finance Professionals Network, Atlanta, 2020-Present
  • Panelist, Global Finance Leaders Symposium, 2018

Certifications

  • Cisco Certified Network Associate (CCNA)
  • ServSafe
  • Professional Risk Manager (PRM) by initiative
  • Risk Management Certification Program by Ironclad Systems
  • Certified Fraud Examiner (CFE)
  • CompTIA Network+
  • Series 7 - General Securities Representative License
  • Certified Corporate Financial Planning and Analysis Professional (FP&A)
  • Chartered Financial Analyst (CFA)
  • CompTIA A+ Technician

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