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Skills

  • Big data analysis for financial insights
  • Team management
  • Metric equipment
  • Cross-functional financial collaboration
  • Advanced Excel and financial modeling
  • Drive strategic financial initiatives
  • Bank security expert
  • Cross-border taxation knowledge
  • Customer service
  • Staff management

Work Experiences

  • Assessed risk factors affecting the organization’s financial standing, helping to mitigate exposure and prevent potential losses of up to $11.
  • Used strategic risk management techniques to safeguard company assets.
  • Compared framework applications to outline specifications in order to approve, reject, or suggest changes to files.
  • Achieved 100% compliance across all entities.
  • Contributed to successful investor meetings.
  • Contributed to a 24% reduction in review time.
  • Reviewed and edited loan agreements to improve efficiency and accuracy.
  • Achieved faster decision-making for the strategic finance division.
  • Approved variance analyses for budget vs. actual performance.
  • Adjusted financial reports accordingly.

Summaries

  • Achieved swift report turnaround times.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the system business.
  • Dedicated Financial Reporting Supervisor with 9 years of administrative and operations management experience.
  • Accomplished Financial Reporting Supervisor who successfully trained and mentored junior staff, reducing team review time by 47% and ensuring adherence to GAAP standards.
  • Achieved results in one year.
  • Financial Reporting Supervisor with 4 years of successful project management and vendor management experience.
  • Adhered to diverse financial reporting standards.
  • Ambitious banker with extensive experience in bank leadership, fraud detection, and teller operations.
  • To meet and exceed business financial goals, successfully optimizes frameworks and cultivates cohesive teams.
  • Financial administration, team leadership, and client relations are all strengths.

Accomplishments

  • Developed and maintained budgetary forecasting models to drive business expansion plans, resulting in a 77% increase in revenue.
  • Managed the transition of financial reporting to IFRS standards, ensuring compliance and minimizing discrepancies within 6 months.
  • Collaborated cross-functionally with IT and finance departments to automate reporting, reducing manual processes and ensuring compliance with SOX controls.
  • Designed customized financial reporting dashboards using QuickBooks, increasing reporting efficiency by 67%.
  • Developed a monthly financial reporting pack for executive-level discussions, driving more informed decision-making and strategic planning.
  • Monitored and ensured compliance with GAAP and FASB updates, maintaining consistent, compliant reporting standards company-wide.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Directed implementation of regulatory changes, such as Sarbanes-Oxley, reducing compliance costs by $14.
  • Improved financial reporting accuracy for 7 entities by developing automated report templates in Tableau.
  • Collaborated with external auditors to implement procedural changes, resulting in improved audit outcomes and reducing costs by $8.

Affiliations

  • Certified Treasury Professional (CTP) - 2018
  • Certified Fraud Examiner (CFE) Certification – 2018
  • Chartered Global Management Accountant (CGMA) - Designation 2021
  • Association for Supply Chain Management (APICS)
  • Freemason
  • American Marketing Association
  • Internal Revenue Service (IRS) Enrolled Agent Certification - 2018
  • American Society of Safety Professionals
  • Financial Executives International (FEI)
  • International Federation of Accountants (IFAC) Member

Certifications

  • Certified Information Systems Auditor (CISA)
  • Lean Six Sigma Green Belt for Financial Operations
  • Google Certified Professional Cloud Architect
  • CompTIA Network+
  • Certified Public Accountant (CPA) Phoenix License
  • CompTIA A+ Technician
  • Certificate in Accounting for Currency Fluctuations
  • Certified Professional Accountant in Management Accounting (CPMA)
  • Chartered Financial Analyst (CFA) Program, Level 2
  • Advanced Software Solutions for Financial Reporting Certification - SAP

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