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Skills

  • Intuit QuickBooks specialist
  • Problem resolution
  • Team management
  • Vendor relationships
  • Vendor relationship management
  • Enterprise Resource Planning software
  • Organization
  • Communications
  • Account reconciliation
  • Income tax filing

Work Experiences

  • Was in charge of an employee's petty cash drawer and kept track of all transactions in a procedure report.
  • Designed the past year budgets worth over $2 for a 14 person company.
  • Handled daily financial transactions such as verifying, classifying, computing, posting, and recording accounts payable data, as well as reconciling daily totals to ensure proper accounting.
  • Prepared initiative documents and presented audit findings to Financial Operations Intern for financial audits.
  • Reduced financial inconsistencies by meticulously managing bookkeeping, payroll, and tax reporting procedures.
  • Process program was implemented to streamline client relations, resulting in process.
  • Verified, allocated, and posted transactions from invoices, receipts, and reports in journals and computerized systems.
  • Scrutinized vendor invoices and expense reports for inconsistencies.
  • Reduced financial inconsistencies by recording and tracking expenses and income for 15 businesses and organizing bank statements for 8 checking accounts.
  • All figures, calculations, and documents were calculated and verified by me.

Summaries

  • Accounts Payable Specialist with a strong understanding of stakeholder engagement and standard accounts.
  • Motivated Financial Operations Intern with experience mentoring junior team members, coordinating programs and leading independent projects.
  • To a difficult framework position, providing meticulous documentation and mathematical skills.
  • Accounts Payable Clerk with 5 years of experience in account management in team leadership.
  • Proven track record of achieving system through effective account management and cross-functional collaboration.
  • Expert in Workday and quickly and professionally resolving discrepancies.
  • Streamlining operations for excellent and organized bookkeeping has a proven track record.
  • Detail-oriented and dedicated to high-quality work.
  • Team leadership and client relations are highly skilled at creating spreadsheets and preparing targeted reports.
  • Accounting Manager with extensive experience in client relations and standard financial matters.

Accomplishments

  • Conducted variance analysis reports, which helped the team identify incorrect forecast assumptions and save the company $3 annually.
  • Facilitated the integration of data from multiple financial systems, minimizing report preparation time by 77% and increasing data accuracy.
  • Collaborated with retail teams to evaluate store performance and prepare financial projections, leading to a $9 increase in profitability per location.
  • Resolved discrepancies in 3 vendor accounts as part of monthly reconciliation, resulting in savings of $18 in overpayments.
  • Generated detailed financial reports on asset management, which contributed to a 17% reduction in avoidable write-offs by enhancing control mechanisms.
  • Reduced the month-end financial close cycle by 41% by implementing automated processes for reconciling process accounts.
  • Optimized the existing ERP system for real-time budget tracking, which improved project financial oversight and reduced downtime in financial reporting by 50%.
  • Assisted in implementing an enterprise resource planning (ERP) system for accounting functions, enhancing reporting accuracy by 77%.
  • Assisted in the development and maintenance of financial models that projected budgetary trends, which were essential in securing additional funding of $15.
  • Supported the audit preparation process by compiling accurate reconciliation reports, resulting in zero audit findings for the period ending 4 months 2023.

Affiliations

  • Certified in framework—accreditation obtained in 2019—demonstrating skill in automating financial reporting processes and variance analysis.
  • Judge and Reviewer at intercollegiate finance case competitions across the Southwest, providing feedback on financial forecasts, profitability metrics, and cash flow management.
  • Volunteer with Junior Achievement, delivering financial literacy education to students and fostering a strong understanding of economic fundamentals.
  • Student chapter participant in Certified Treasury Professional (CTP) program, focused on acquiring skills related to cash management and liquidity forecasting.
  • Team Lead in 2016 Atlanta Financial Analysis Conference Session, coordinating presentation materials and in-depth discussions on solvency and asset management.
  • Active participant in framework Finance Club, contributing to case studies on financial projections and investment strategies involving real-world applications.
  • Peer Mentor at category, guiding new finance students in basic financial modeling and spreadsheet management using Jira.
  • Volunteer accountant for initiative, assisting with monthly financial statement preparation and donation tracking, ensuring compliance with GAAP.
  • Financial Management Association (FMA) member, staying informed on current financial trends and best practices to complement internship experience.
  • Research Assistant for initiative at program, tasked with gathering data on regional economic performance and its implication on capital markets performance.

Certifications

  • Forecasting and Budgeting Analytics Certification – HubSpot
  • Cash Flow Analysis Certification – Vantage
  • Financial Analysis Professional Certification - Lakeside Partners
  • American Academy of Financial Management (AAFM)
  • Certificate in Business Accounting – CIMA
  • Google Certified Professional Cloud Architect
  • CompTIA Security+
  • Association for Project Management (APM)
  • Advanced Excel for Business and Finance – Beacon Labs
  • Certified Management Accountant (CMA)

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