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Skills

  • Reporting familiarity
  • Financing Options
  • ERP system proficiency (program)
  • SalesForce
  • Loan Origination
  • Value-added informational services
  • Organizational Development
  • Cash flow management
  • Relationship building and management
  • Sarbanes-Oxley compliance

Work Experiences

  • Used effective networking to identify and capitalize on community business opportunities.
  • Aligned long-term capital planning with business priorities.
  • Increased new bank relationships within the local community by 7% through the implementation of quarterly promotions.
  • Aided in the development of a initiative financial management system that met metric requirements.
  • Automated manual financial processes.
  • Implemented policies to ensure the accuracy and appropriateness of metric payments for procedure agency.
  • Evaluated employee performance and devised strategies for improvement.
  • Negotiated banking services, including exchange rates, with local Financial Management Officer.
  • Collaborated with executive leadership to develop long-term financial strategies, directly impacting a 58% revenue growth in 2018.
  • Implemented internal controls and followed initiative financial management regulations.

Summaries

  • Dedicated Financial Management Officer with 16 years of administrative and operations management experience.
  • Accomplished Financial Management Officer with extensive experience in preparing comprehensive financial reports that allow C-suite executives to make data-driven decisions.
  • Senior Branch Manager with 11 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.
  • Achieved results within 9 months.
  • Performance reporting expert with a reputation for operational efficiency and integrity.
  • Achieved 66% year-over-year revenue increase.
  • Achieved results over a 14-year period.
  • Achieved 59% revenue growth in 2024.
  • Excellent abilities in reporting, record-keeping, and relationship-building.

Accomplishments

  • Orchestrated cost-benefit analysis for a major capital expenditure project worth $17, ensuring optimized resource allocation and profitability.
  • Resolved product issue through consumer testing.
  • Introduced weekly cash flow reports, enabling stakeholders to make more informed decisions regarding short-term financing needs.
  • Led a team of 11 in preparing accurate financial statements, ensuring compliance with standard standards.
  • Implemented fraud detection protocols, leading to early detection of discrepancies and preventing potential losses of up to 3.
  • Led financial audits resulting in a 46% reduction in irregularities, ensuring full compliance with standard.
  • Developed and maintained accurate financial models for scenario planning, improving decision-making for investments exceeding $12.
  • Successfully implemented cash flow forecasting tools, enhancing liquidity planning and optimizing operational costs by 85%
  • Collaborated with leadership across departments to reallocate $16 toward growth areas, boosting projected ROI by 65%.
  • Enabled accurate month-end financial reporting through implementation of Microsoft Excel, increasing efficiency by 36%.

Affiliations

  • International Council of Nurses
  • Financial Management Association International (FMA)
  • American Academy of Financial Management (AAFM)
  • Association for Computing Machinery
  • Association of Chartered Certified Accountants (ACCA)
  • International Association of Administrative Professionals
  • Certified Management Accountant (CMA) Organization
  • Jaycees
  • Association for Supply Chain Management (APICS)
  • National Association of Social Workers

Certifications

  • Certified Public Accountant (CPA)
  • Advanced Excel for Financial Professionals Certification – Vantage
  • Certified Business Analysis Professional (CBAP)
  • Google Certified Professional Cloud Architect
  • Advanced Financial Modeling Certification – Harbor & Co.
  • Certified Professional in Enterprise Risk Management (CPERM) - Risk Management Association (RMA)
  • Certificate in Financial Planning and Analysis (FPAC) - Association for Financial Professionals
  • Chartered Financial Analyst (CFA®) – CFA Institute
  • Certificate in Accounting and Finance (ACCA) - Association of Chartered Certified Accountants
  • Microsoft Certified Systems Engineer (MCSE)

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