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Skills

  • Identifying opportunities
  • Project organization
  • Process improvement
  • Hedging strategies
  • Invoice generation
  • Planning and coordination
  • Relationship development
  • Business operations
  • Security systems
  • Stakeholder engagement

Work Experiences

  • Conducted debt analysis.
  • Kept my framework knowledge up to date by doing workflow optimization and budget management.
  • Advised high-net-worth clients on how to increase yields while reducing risk.
  • Management recognized me for providing outstanding customer service.
  • Worked with others to brainstorm new standard possibilities.
  • Achieved reduction by 2019.
  • Aligned financial goals across 8 departments.
  • Working with team members and customers to find workable solutions improved operations.
  • Achieved savings over several months.
  • Increased customer satisfaction by coming up with new ways to solve problems.

Summaries

  • Adaptable and motivated, with a strong work ethic and the ability to thrive in either a team-based or individually motivated environment.
  • Financial Program Analyst with budget management and cross-functional collaboration abilities.
  • Accomplished in financial analysis and risk mitigation, identifying $184,000 in savings while aligning program funding strategies with long-term business goals.
  • Achieved substantial cost savings by reducing liabilities by $174,000 ahead of schedule, strategically restructuring department debt and payout systems.
  • Achieved savings over several months.
  • Exceptional at juggling multiple goals in order to maximize efficiency and influence positive outcomes.
  • Achieved 35% enhanced alignment across teams.
  • Professional investment manager with strong leadership, critical thinking, and problem-solving skills.
  • Student pursuing a Miscellaneous degree who is eager to contribute developed knowledge in the role of Financial Program Analyst.
  • Financial Program Analyst and team leader with 17 years of experience in program settings.

Accomplishments

  • Spearheaded risk analysis for 18 project investments, reducing financial exposure by 85% and improving long-term organizational financial stability.
  • Reduced annual operating costs by $102,000 through comprehensive cost structure analysis and implementing lean practices.
  • Earned CPA in financial risk management and applied the methodologies to reduce recurring financial losses by $59,000 through effective risk mitigation.
  • Developed comprehensive training programs for 16 financial analysts, enhancing team performance and improving forecasting accuracy by 64%.
  • Optimized the financial management of Tableau by forecasting cash flows and improving fund utilization efficiency by 46%, recognized with the Innovation Award.
  • Monitored currency fluctuations and provided recommendations on foreign exchange hedges, resulting in projected savings of $177,000 on international financial transactions.
  • Successfully orchestrated the integration of HubSpot for real-time financial reporting, shortening reporting cycles by 58% and enhancing overall accuracy.
  • Led a cross-functional financial team to execute cost-reduction initiatives within the logistics, yielding annual budget savings of 41% and achieving Top Performer.
  • Led efforts to streamline a budgeting workflow with Asana, increasing reporting accuracy by 78% and reducing overhead costs related to data entry by $43,000.
  • Improved departmental expense tracking by implementing Microsoft Excel that streamlined invoicing processes, reduced processing time by 46%, and minimized errors.

Affiliations

  • Advisory board member for a local Portland chapter of Financial Executives International (FEI), enhancing audit practices and financial analysis methodologies.
  • Served as a chapter leader for the Financial Independence Group (FIG), hosting discussions on trend analysis and scenario-based forecasting methodologies.
  • Member of the Washington Association of Finance Officers (WAFO), emphasizing financial audit preparation and improved budgeting procedures for government agencies.
  • Certified Lean through the Global Association of Risk Professionals (GARP), specializing in risk analysis and financial compliance reporting.
  • ACH Certified through the National Automated Clearing House Association (NACHA), focusing on leveraging electronic transactions to optimize cost and resource management in financial programs.
  • Contributed to the National Institute of Finance (NIF) roundtable, focusing on developing standards for financial data analytics and reporting.
  • Participated in the American Association of Budget and Program Analysts (AABPA), focusing on improving budget variance resolutions and internal controls.
  • Active participant in the Project Management Institute (PMI), focusing on integrating financial program analytics into project delivery frameworks.
  • 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.
  • Completed Financial Risk Manager (FRM) certification with GARP, allowing for deeper insights into financial risk and its impacts on forecasting models.

Certifications

  • Financial Risk Manager (FRM)
  • Certified Program Financial Manager (CPFM)
  • Google Certified Professional Cloud Architect
  • CompTIA Network+
  • Apple Certified Associate (ACA)
  • Certified Portfolio Manager (CPM)
  • SHRM Certified Professional (SHRM-CP)
  • Certified Information Systems Auditor (CISA)
  • Chartered Financial Consultant (ChFC)
  • Enterprise Finance Software Certification system

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