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Skills

  • Budgets
  • Organization
  • Investment performance analysis
  • Banking and treasury management
  • Method equipment
  • Team management
  • Team building
  • Expense account review
  • Process improvement
  • Bank account reconciliation

Work Experiences

  • Conducted a comprehensive review of expense accounts totaling $11, identifying cost recovery opportunities that led to a 59% improvement in budget accuracy.
  • Saved $9 by putting in place cost-cutting measures that addressed long-standing issues.
  • Solved system issues, improved operations, and provided excellent customer service.
  • Collaborated cross-functionally with auditors and tax professionals, resulting in timely report submission and compliance with metric standards.
  • Achieved compliance with standard standards.
  • Analyzed cash flow projections for high-profile clients.
  • Assisted in auditing asset depreciation schedules.
  • Looked for industry trends on social media and through online sources.
  • Conducted a comprehensive review of expense accounts.
  • Analyzed departmental submissions.

Summaries

  • Financial expert with 7 years' experience developing metrics, tracking projects, and collaborating on the development of optimal budget requirements.
  • Conscientious Financial Statement Analyst.
  • Consolidated financial data across the Midwest.
  • Conducts variance analysis.
  • Achieved 74% improved budget accuracy.
  • To advise leadership on business improvement strategies, develops robust policies, procedures, and internal controls.
  • Achieved a demonstrated 53% increase in departmental earnings.
  • Clear understanding of project management and client relations as well as strategic planning training.
  • Achieved a 55% year-over-year reduction in discrepancies.
  • Consolidated financial streams across multiple entities.

Accomplishments

  • Prepared and reviewed pro forma financial statements for Summit Group, ensuring accurate forecasting for future investment opportunities.
  • Enhanced financial integrity by performing frequent reconciliations across 4 accounting systems, ensuring data consistency.
  • Developed a dashboard tracking key financial metrics, enabling leadership to base strategic decisions on real-time data, improving decision-making speed by 58%.
  • Reviewed and rectified financial incongruities related to multi-currency transactions, minimizing foreign exchange risks by 78%.
  • Collaborated with department heads to conduct detailed expense analysis, driving a 71% reduction in unnecessary spending over 18 months.
  • Designed and monitored KPI reports that aligned with company financial goals, aiding in the achievement of a 71% revenue growth target.
  • Documented and resolved system which led to process.
  • Consolidated 12 regional financial reports into a cohesive format, enhancing financial data accessibility across the organization.
  • Identified opportunities to streamline the financial statement review process, slashing review times by 43% while maintaining accuracy.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.

Affiliations

  • Association of Information Technology Professionals
  • International Council of Nurses
  • Jaycees
  • National Association of Social Workers
  • Society of Women Engineers
  • Institute of Internal Auditors (IIA)
  • Corporate Finance Institute (CFI)
  • Risk Management Association (RMA)
  • American Medical Informatics Association
  • American Marketing Association

Certifications

  • Association of Certified Fraud Examiners (ACFE) – Certified Fraud Examiner (CFE)
  • Cisco Certified Internetwork Expert (CCIE)
  • IFRS Certificate Program by AICPA 2022
  • Credit Risk Certification by Risk Management Association (RMA)
  • Certified Information Systems Auditor (CISA) by ISACA
  • Certified Public Accountant (CPA)
  • Investment Foundations Certificate by CFA Institute 2021
  • Business Intelligence Professional metric Certified 2016
  • Excel for Financial Analysis and Modeling Certification by Cedar Works
  • CompTIA Security+

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