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Skills

  • Investment strategy development
  • MS Office
  • Investment portfolio management
  • Financial Forecasting and Modeling
  • Credit risk reduction strategies
  • Cost-benefit analysis for decision-making
  • Internal and External Auditing
  • Organization
  • Cash Flow Forecasting
  • System equipment

Work Experiences

  • Achieved savings over 7 quarters.
  • Assisted in the creation of an automated financial reporting system, cutting report preparation time by 46%.
  • Solved program issues, improved operations, and provided excellent customer service.
  • Built relationships with external auditors.
  • Implemented method methods to ensure compliance with all internal controls and federal regulations.
  • Assisted in creating an automated financial reporting system.
  • Adopted new software tools.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Conducted trend and variance analysis on operating expenses.
  • Answered 14 calls per one year to help customers with their questions and concerns.

Summaries

  • Automated financial reporting.
  • Contributed to successful corporate acquisitions.
  • Cut onboarding times for new employees by 3 weeks.
  • Contributed to successful acquisitions.
  • Cut report preparation time by 36%.
  • Achieved 24% cost savings.
  • Achieved returns 68% above benchmark.
  • Consistently enhanced resource utilization.
  • Analytical financial professional.
  • Reliable financial professional with 12 years of experience handling complex transactions in high-pressure environments.

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Collaborated with procurement and legal teams to negotiate and renegotiate key contracts, leading to a 46% reduction in vendor costs.
  • Analyzed historical performance data for predictive modeling, resulting in a 35% improvement in revenue forecast accuracy.
  • Drove a 47% improvement in departmental forecast accuracy through enhanced data modeling and financial variance analysis methods.
  • Created advanced Excel models to track and forecast revenue from 2 key product lines, providing insights that drove increased sales strategies.
  • Instituted a comprehensive cost-benefit analysis framework that assisted department heads in evaluating project feasibility, saving $12 in 2023.
  • Collaborated with audit teams in conducting Scrum Master-compliant reviews that identified and mitigated potential financial risks.
  • Developed strategic financial roadmaps that outlined cost-saving initiatives, reducing departmental overheads by $10.
  • Managed client portfolios valued at more than $3, ensuring tailored financial strategies that met both short-term and long-term goals.
  • Revised and implemented new tax strategy that minimized corporate tax liability by $3, aligning with corporate restructuring efforts.

Affiliations

  • Association for Computing Machinery
  • Institute of Management Accountants (IMA)
  • Association of Chartered Certified Accountants (ACCA)
  • Investment Management Consultants Association (IMCA)
  • Global Association of Risk Professionals (GARP)
  • Association of Information Technology Professionals
  • Chartered Financial Analyst (CFA) Institute
  • Certified Investment Management Analyst (CIMA)
  • Academy of Financial Services (AFS)
  • National Association of Enrolled Agents (NAEA)

Certifications

  • Accounting and Finance Master’s Degree (MSc) from Ironclad Systems
  • CompTIA Security+
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Financial Service Auditor (CFSA)
  • Certificate in Investment Performance Measurement (CIPM)
  • Advanced Financial Modeler (AFM) through the Financial Modeling Institute
  • Certified Financial Consultant (CFC)
  • Accredited in Business Valuation (ABV)
  • Certified Investment Management Analyst (CIMA)
  • Certified Information Systems Auditor (CISA)

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