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Skills

  • Board meeting financial reporting
  • Customer service
  • Financial presentation development
  • Financial risk assessment
  • Human resources knowledge
  • Relationship development
  • Organization
  • CFO-level strategic collaboration
  • Error reduction in reporting
  • Staff management

Work Experiences

  • Designed a comprehensive capital allocation strategy.
  • Reviewed and edited loan agreements to improve efficiency and accuracy.
  • Collaborated with C-level executives to design and implement a realignment of investment priorities tailored to evolving market risks, resulting in a 21% ROI improvement.
  • Used strategic risk management techniques to safeguard company assets.
  • Achieved 65% user adoption.
  • Achieved zero material audit discrepancies.
  • Maintained cohesive customer relationships by conducting daily customer follow-ups in order to improve business performance.
  • Achieved savings over 18 months.
  • Achieved a 17% ROI improvement.
  • Increased new bank relationships within the local community by 11% through the implementation of quarterly promotions.

Summaries

  • Versatile Financial Executive with background in banking and finance. Consistently meet bank and customer service standards. Ready to tackle new challenges in position within Miscellaneous where talents in quality assurance and budget management will be valuable.
  • Senior Branch Manager with 14 years of progressive experience in multiple locations improving business processes, increasing revenue, and retaining loyal customers.
  • Regulatory requirements and successful strategies for maintaining optimal controls are well-understood.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Accomplished over a 12-year period.
  • Adept in increasing revenue forecasting accuracy by 85%.
  • Objective Miscellaneous leader who has led financial systems and programs to success.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • Adept at automating financial reporting systems, achieving 79% error reductions and drastically improving reporting accuracy and speed.
  • Adept at automating financial reporting systems.

Accomplishments

  • Delivered a strategic debt reduction plan that paid down $12 in liabilities over 4 years, resulting in 27% reduction in interest expenses.
  • Consulted with legal and risk management to implement hedging strategies, successfully protecting $15 of assets against currency fluctuations.
  • Achieved efficient tax structuring via transfer pricing strategies, reducing the company’s tax liability by $64%.
  • Liaised with external auditors to ensure full compliance with financial regulations, delivering an unqualified audit report for 7 consecutive reporting periods.
  • Implemented automated reconciliations, cutting the close process by 2 days and eliminating 15% of month-end discrepancies.
  • Utilized advanced financial modeling to stress-test liquidity scenarios, enhancing financial preparedness for potential market corrections by 9-fold.
  • Spearheaded the annual budgeting process, delivering a $12 budget on schedule and under 23% variance.
  • Led the restructuring of underperforming business divisions, turning around losses into a profit of $8 within 17 quarters.
  • Documented and resolved metric which led to initiative.
  • Developed and presented a market share growth strategy, driving a 38% increase in market share within 11 quarters.

Affiliations

  • Active Member of Financial Reporting Working Groups
  • Rotary International
  • Collaborated in professional forums for CFO Executive Network
  • Institute of Management Accountants (IMA)
  • Certified Valuation Analyst (CVA) Credential
  • State Society of Certified Public Accountants
  • National Association of Social Workers
  • American Society of Appraisers (ASA) - Business Valuation Division
  • Earned Certificate in Financial Technology (FinTech) from Ironclad Systems
  • Society of Human Resource Management

Certifications

  • Google Certified Professional Cloud Architect
  • Financial Modeling & Valuation Analyst (FMVA) - Issued by method
  • Certified Corporate Financial Planning & Analysis Professional (FP&A) - Asana
  • Associate of the Society of Actuaries (ASA) - Boston
  • Certified Professional in Supply Management (CPSM) - Finance-Focused Component
  • Anti-Money Laundering Specialist (CAMS) - Vantage
  • Apple Certified Associate (ACA)
  • ServSafe
  • Project Management Professional (PMP)
  • Chartered Financial Analyst (CFA) - Charterholder 2024

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