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Skills

  • Identifying opportunities
  • Collaboration with upper management
  • Relationship development
  • Gauging relative valuations
  • Communications
  • Executive financial presentations
  • Making investment recommendations
  • Debt analysis and management
  • Cost reduction strategies
  • Financial compliance reporting

Work Experiences

  • Conducted cost-benefit analyses for program expansions.
  • Achieved reduction by 2019.
  • Working with team members and customers to find workable solutions improved operations.
  • Achieved savings over several months.
  • Conducted debt analysis and payout strategies, reducing department liabilities by $198,000 by 2018.
  • Created and presented financial briefs for executive teams, increasing stakeholder engagement by fostering clearer understanding of complex data sets.
  • Collaborated with cross-functional teams to streamline reporting processes, improving data retrieval efficiency by 22%.
  • Advised high-net-worth clients on how to increase yields while reducing risk.
  • Answered 2 phone calls per 18 months to assist customers.
  • Contributed to grant writing efforts by providing detailed financial forecasts for 10 different programs, securing additional funding of $225,000 for 2019.

Summaries

  • Accomplished in financial analysis and risk mitigation.
  • In a fast-paced environment, able to develop and present proposals, facilitate communication, and multitask.
  • Financial Program Analyst and team leader with 17 years of experience in program settings.
  • HubSpot and Tableau expertise.
  • Proficient in promoting initiative by leveraging strategic planning and budget management knowledge.
  • Achieved accuracy rate above industry standards.
  • Knowledge of Adobe Creative Suite in depth, as well as strategic planning and client relations abilities.
  • With a flexible and thorough approach, proficient in assessing risks, completing valuations, and managing exposures.
  • Expert in process with a strong aptitude for streamlined and spearheaded.
  • Proven track record of motivating implemented to achieve team, individual, and management goals.

Accomplishments

  • Spearheaded risk analysis for 18 project investments, reducing financial exposure by 85% and improving long-term organizational financial stability.
  • Successfully orchestrated the integration of HubSpot for real-time financial reporting, shortening reporting cycles by 58% and enhancing overall accuracy.
  • Led end-to-end financial analysis in evaluating new investment opportunities, conducting valuations that led to an 50% increase in ROI.
  • Actively participated in cross-functional project teams, providing financial insights that drove 18 key strategic business initiatives forward.
  • Developed comprehensive training programs for 16 financial analysts, enhancing team performance and improving forecasting accuracy by 64%.
  • Created standardized financial models for 15 divisions, reducing reporting inconsistencies and improving forecasting outcomes by 76%.
  • Built and implemented a dynamic budgeting model that reduced budgeting process time by 65% and identified 8 opportunities for cost-saving initiatives.
  • Assisted in the negotiation and closure of financial contracts worth $31,000, safeguarding the company against potential market volatility.
  • Designed and implemented a financial risk monitoring system that led to identifying 28% risky assets and optimizing resource allocation during 2015.
  • Collaborated with method teams to automate financial reporting processes, resulting in 74% increase in productivity and process% reduction in data entry errors.

Affiliations

  • Completed CPA in Cost Management through the Institute of Management Accountants (IMA), enhancing skills in variance analysis and budget forecasting.
  • Recognized by the Society of Financial Examiners (SOFE) for contributions to audit discrepancy resolution practices and cost-reduction strategies for financial institutions.
  • Engaged in the National Association of Government Financial Officers (NAGFO) to network with financial leaders focused on public sector finance.
  • Contributing member of the International Cost Estimating and Analysis Association (ICEAA), specializing in cost analysis and budgetary control within large-scale programs.
  • Collaborated with the Government Finance Officers Association (GFOA), focusing on financial compliance reporting and public financial management standards.
  • Participated in the Certified Fraud Examiner (CFE) program to enhance audit discrepancy resolution techniques in government financial programming.
  • Engaged with the Economic Modelling Specialist International (EMSI) to improve departmental forecasting techniques based on data science and analytics.
  • Guest speaker for the Chartered Institute of Public Finance and Accountancy (CIPFA) on financial reporting best practices in public sector programs.
  • Participated in the Finance Automation for Program Management Workshop, where the latest tools in financial automation were shared and applied to improve budget forecasting accuracy.
  • Member of the Institute of Certified Management Accountants (ICMA), specializing in advanced financial reporting and cost control strategies.

Certifications

  • Apple Certified Associate (ACA)
  • SAP Certified Application Associate
  • CompTIA A+ Technician
  • Certified Management Accountant (CMA)
  • Financial Planning & Analysis (FP&A) Certification
  • Association of Certified Fraud Examiners (ACFE) Certification
  • SHRM Certified Professional (SHRM-CP)
  • Investment Foundations by CFA Institute
  • Salesforce
  • Certified Public Finance Officer (CPFO)

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