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Skills

  • Analyzing investment opportunities
  • Organization
  • Supervision
  • Team management
  • Regulatory compliance
  • Financial Reporting (Monthly, Quarterly, Annual)
  • Financial Data Visualization
  • Financial Variance Troubleshooting
  • Annual performance reviews
  • Financial statement analysis

Work Experiences

  • Assessed the merger between category and process.
  • Boosted decision-making speed by 55% within the executive team.
  • Achieved revenue growth over three years.
  • Boosted overall efficiency.
  • Achieved a 45% reduction in operational costs for engineering.
  • Achieved a $10 reduction in annual fixed operating costs.
  • Achieved annual savings of $2.
  • Collaborated with cross-functional teams.
  • Informed clients about market developments, portfolio changes, and annual performance data.
  • Analyzed historical financial data.

Summaries

  • Achieved a productivity boost of 85% for employees.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Analyzed profitability of Jira launches.
  • Adept at streamlining financial reporting processes.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • Achieved $4 savings.
  • Achieved annual expenses reduction of $15.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Achieved over $12 in realized savings.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.

Accomplishments

  • Coordinated the annual financial audit process with external auditors, ensuring zero audit findings and full compliance with statutory requirements.
  • Performed monthly variance analysis to evaluate operational performance, driving efficiency gains that reduced overhead expenses by $12.
  • Collaborated with department heads to optimize resource allocation and eliminate non-essential expenditures, reducing overall cost by $153,000 within 2023.
  • Reengineered internal controls for expense management, reducing discretionary spending by $6 within 16 departments.
  • Developed a comprehensive financial risk assessment framework using HubSpot, identifying potential risk exposures and mitigating 67% of financial risk.
  • Prepared high-level financial models that supported strategic investments, contributing to revenue growth of 57%.
  • Developed and introduced new financial reporting templates, decreasing reporting errors by 84% and improving the accuracy of operational metrics.
  • Collaborated with team of 18 in the development of standard.
  • Documented and resolved program which led to category.
  • Played a critical role in securing OSHA for the department by driving continuous process improvements and ensuring full compliance with industry regulations.

Affiliations

  • Association for Financial Professionals (AFP), Certified Treasury Professional (CTP) credential holder.
  • Certified Financial Planner (CFP) certification in progress, focused on financial resource allocation strategies.
  • American Medical Informatics Association
  • Association of Government Accountants (AGA), Certified Government Financial Manager (CGFM) credential.
  • Rotary International
  • Project Management Institute
  • International Institute of Business Analysis (IIBA), certifications in Financial Process Improvement.
  • Society of Actuaries (SOA), specialized coursework in risk analysis and cash flow forecasts.
  • Institute of Management Accountants (IMA), CMA certification candidate.
  • Financial Management Association International (FMA), active participant in strategic finance discussions.

Certifications

  • Advanced Microsoft Excel Course – Financial and Data Modeling (LinkedIn Learning)
  • First Aid/CPR Certified
  • Business Analytics Specialization (Coursera) – 2016 Completion
  • CompTIA Security+
  • Certified Budgeting Professional (CBP)
  • Excel for Finance and Valuation (Udemy - 2019)
  • Accounting and Financial Women’s Alliance (AFWA) Certification
  • Professional Risk Manager (PRM)
  • ServSafe
  • Advanced Financial Modeling (Wall Street Prep – 2021)

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