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Skills

  • ERP system proficiency (QuickBooks)
  • External auditor liaison
  • Supervision
  • Change management in fiscal operations
  • Resource Allocation Optimization
  • Audit preparation and coordination
  • Regulatory compliance
  • Staff management
  • Financial report automation
  • Relationship building and management

Work Experiences

  • Achieved a 48% reduction in processing time for financial transactions.
  • Achieved 30% greater accuracy in budget allocations.
  • Achieved full compliance during audits.
  • Created cost-benefit analyses.
  • Contributed to a 44% improvement in financial performance.
  • Created budget justifications for grant proposals.
  • Administered 8 departmental budgets across multiple locations, ensuring funding aligned with annual strategic goals.
  • Aimed at mitigating fiscal risk.
  • Reviewed and edited loan agreements to improve efficiency and accuracy.
  • Acted as the fiscal liaison between finance and program teams.

Summaries

  • Adept in training and mentoring new finance staff.
  • Accomplished Fiscal Coordinator.
  • Objective Miscellaneous leader who has led financial systems and programs to success.
  • Meet bank and customer service standards on a regular basis.
  • Achieved higher forecasting accuracy than benchmarks by 29%.
  • Accomplished Fiscal Coordinator with experience developing precise financial forecasting tools to support organizational growth and strategic initiatives.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • With over 9 years of experience in sales and branch management, loan management, and general bank operations, I am a results-oriented self-motivator.
  • Achieved a decrease in manual entry errors by 19%.
  • Achieved a 72% faster close cycle.

Accomplishments

  • Prepared and reviewed financial statements and reconciliations, providing timely and accurate reports to initiative.
  • Collaborated with senior management to forecast long-term financial needs, adjusting resource allocations to meet Meridian's growth targets.
  • Generated comprehensive financial reports for senior management, leading to better decision-making and a 6% improvement in forecasting accuracy.
  • Partnered with IT to integrate SAP into finance operations, automating reporting processes and saving approximately 10 hours monthly.
  • Implemented internal control systems that mitigated financial risks, achieving zero non-compliance issues during audits for 7 years.
  • Monitored and maintained account balances, ensuring positive cash flow and reducing interest payments by $16.
  • Documented and resolved category which led to process.
  • Developed financial dashboards in Tableau to provide real-time insights into budget performance, enabling quicker decision-making.
  • Collaborated with cross-functional teams to ensure alignment between budgeting and operational objectives, achieving on-time project delivery for metric.
  • Improved cash flow management by enhancing the forecasting model which decreased interest penalties by 19%.

Affiliations

  • American Marketing Association
  • Institute of Management Accountants (IMA)
  • National Fiscal Officers Association (NFOA)
  • Freemason
  • Association for Computing Machinery
  • Society for Nonprofit Financial Officers (SNFO)
  • International Council of Nurses
  • Jaycees
  • Chartered Institute of Public Finance and Accountancy (CIPFA)
  • Budget and Financial Oversight Association the Southwest

Certifications

  • Advanced Budget Analysis Certification
  • Certified Government Financial Manager (CGFM)
  • CompTIA A+ Technician
  • International Public Sector Accounting Standards (IPSAS) Certification
  • Lean Six Sigma Green Belt
  • Data Analytics for Accounting Certification
  • Certified Fraud Examiner (CFE)
  • Project Management Professional (PMP)
  • Microsoft Certified Systems Engineer (MCSE)
  • Cisco Certified Network Associate (CCNA)

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