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Skills

  • Communications
  • Capital allocation insights
  • Cash Flow Forecasting
  • Customer service
  • Data verification
  • Financial database management
  • Cash flow management
  • Data-driven decision making
  • Asset pricing models
  • Organization

Work Experiences

  • Assisted people with physical and electronic paperwork, such as the FAFSA.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Assisted senior analysts in presentations.
  • All financial aid guidelines and regulations, including state and federal requirements, were followed.
  • Aligned with corporate budgeting goals.
  • Assisted in the creation of financial aid plans and packages for students.
  • Assisted in executing trading strategies for Microsoft Excel, resulting in a 57% increase in returns within the first 2020.
  • Conducted a cost-benefit analysis of vendor contracts.
  • Accomplished this within the first 2023.
  • Achieved results over several months.

Summaries

  • Highly skilled at explaining complex processes to students and leveraging data verification and knowledge to expedite the aid process and strengthen the Lakeside Partners team.
  • Collaborative team member with a demonstrated ability to assist with audits ensuring metric compliance and accurate documentation.
  • Advanced proficiency in presenting weekly financial forecasts to management, fostering data-driven decision making.
  • Adept at using Power BI for financial data analysis.
  • Achieved savings of $10 for Northwind.
  • Analytical professional skilled in variance analysis.
  • Conducted analyses for senior management.
  • Over 9 years of academic performance, demonstrated attention to detail and skill in guiding students through complex application processes.
  • Collaborative team player who worked directly with accounting on audit processes, ensuring timely and compliant financial disclosures.
  • Capable of preparing and presenting detailed financial models, supporting informed leadership decisions for standard asset management.

Accomplishments

  • Provided competitive market analysis to inform executive decisions, contributing directly to securing a $18 client contract with a Miscellaneous sector business.
  • Resolved product issue through consumer testing.
  • Reviewed and organized financial statements for framework report filings, ensuring compliance with method and timely submission to regulatory bodies.
  • Built Excel models to track cash flow for system, resulting in better management of working capital and aligned with company goals.
  • Led financial reconciliation projects, improving the accuracy of journal entries by 61% through detailed root-cause analysis.
  • Assessed and evaluated internal expenditure, leading to the identification of redundant costs and saving the company $3 annually.
  • Supported the finance team in creating audit-ready documentation, increasing overall process efficiency and reducing month-end closing time by 25%.
  • Collaborated with cross-functional teams to identify discrepancies in financial data, resulting in improved accuracy across 14 key reports.
  • Led efforts to streamline budget forecasting processes, reducing forecasting errors by 58% in the 2020 fiscal period.
  • Developed monthly variance analysis reports, which improved senior management decision-making capabilities and efficiency.

Affiliations

  • Association of Information Technology Professionals
  • Rotary International
  • Certified Treasury Professional (CTP) Program
  • International Association of Administrative Professionals
  • Association of Corporate Treasurers (ACT)
  • American Society of Safety Professionals
  • American Finance Association (AFA)
  • Young Corporate Treasurers Association (YCTA)
  • Society of Women Engineers
  • National Society of Leadership and Success (NSLS)

Certifications

  • Certificate in Investment Performance Measurement (CIPM)
  • Series 65 - Uniform Investment Adviser Law Examination
  • International Financial Reporting Standards (IFRS) Certification
  • Advanced Excel for Financial Modeling Certification
  • Accounting Analytics certification by University of Pennsylvania
  • Chartered Alternative Investment Analyst (CAIA)
  • Google Certified Professional Cloud Architect
  • Regulatory Compliance Specialist by Ironclad Systems
  • Certified Banking and Credit Analyst (CBCA)
  • Series 7 - General Securities Representative

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