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Skills

  • Cross-department collaboration
  • Customer Relationship Management (CRM)
  • General ledger accounting expertise
  • Proficiency in Workday
  • Document compliance verification
  • Efficiency improvements in risk assessment
  • PeopleSoft expert
  • Audit coordination
  • Method equipment
  • Process improvement

Work Experiences

  • Developed customer rapport, which resulted in process through stakeholder engagement and quality assurance.
  • Aided the day staff by performing daily computer backups, virus scans, and software updates.
  • Accurately processed 10 trades daily.
  • Analyzed market trends in process.
  • Prepare Microsoft Excel for the coming days by sending detailed daily bank reports to process agency and closing the current day's finances.
  • Successfully reconciled bank accounts and organized information into accounting software, reducing financial discrepancies.
  • Analyzed and reported on cash flow trends to senior leadership, directly influencing key investment decisions worth $15.
  • Checked data and information for accuracy in entry, calculations, and billing codes.
  • Implemented new accounting, financial, and operational systems to maximize efficiency and recordkeeping accuracy.
  • Handled data, client communications, and filling procedures with the new and improved system system.

Summaries

  • Accounting expert with 14 years of experience keeping financial records and reviewing account activity.
  • Goal-oriented Bookkeeper with incredible process abilities and a keen eye for detail.
  • Trained in standard financial tasks, quick to pick up new information, and extremely professional.
  • Qualified Night Auditor with extensive experience in initiative financial reporting and analysis, as well as Power BI training.
  • People-oriented and enterprising individual with a caring nature and extensive Miscellaneous experience.
  • Desire to apply data analysis knowledge, project management and performance reporting abilities in a new Financial Services Assistant position with a growing Miscellaneous company.
  • QuickBooks, Oracle, and custom accounting software are among the software applications with which he is familiar.
  • Known for achieving system by completing process efficiently and managing category accounts.
  • GAAP expert with general ledger experience
  • Deep knowledge of HubSpot and metric financial recording.

Accomplishments

  • Achieved Lean, further enhancing capabilities in managing compliance-related financial reports, leading to improved audit results.
  • Developed an annual financial tracking system that provided real-time insights into financial health, which contributed to a 46% improvement in budget forecasting accuracy.
  • Developed and maintained a financial analysis dashboard using SAP, assisting leadership in making data-driven decisions that resulted in a 64% improvement in profitability.
  • Coordinated with external auditors to ensure all financial documentation met the highest industry compliance standards, reducing audit findings by 33%.
  • Revised reporting procedures, leading to a 37% improvement in reporting timeliness and ensuring accurate financial data submissions.
  • Implemented a set of internal auditing practices, reducing financial discrepancies by 49% and minimizing risk exposure.
  • Enhanced client engagement by automating routine financial reports, freeing up 18 hours per week for strategic tasks.
  • Reduced transaction reconciliation time by 23% through the implementation of a streamlined end-of-day reporting process.
  • Collaborated with cross-functional teams to prepare and execute financial audits, resulting in 4 positive audit outcomes and strengthened compliance.
  • Processed over $13 in daily financial transactions with method regulations, resulting in a 45% improvement in operational accuracy.

Affiliations

  • Society of Women Engineers
  • National Association of Social Workers
  • National Association of Personal Financial Advisors (NAPFA)
  • Association for Computing Machinery
  • Financial Planning Association (FPA)
  • Academy of Financial Services (AFS)
  • Global Association of Risk Professionals (GARP)
  • International Wealth Management Society (IWMS)
  • Certified Financial Planner (CFP) Board
  • Jaycees

Certifications

  • Financial Modeling & Valuation Analyst (FMVA)
  • Cisco Certified Network Associate (CCNA)
  • CompTIA Network+
  • Financial Risk Manager (FRM)
  • Certificate in Financial Planning & Analysis (FP&A)
  • CompTIA A+ Technician
  • First Aid/CPR Certified
  • Financial Services Compliance Professional (FSCP)
  • Certified Public Accountant (CPA)
  • Chartered Financial Consultant (ChFC)

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