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Skills

  • Invoicing process efficiency
  • Automated tracking system implementation
  • Metric equipment
  • Process improvement
  • Audit preparation and support
  • Business operations
  • Financial Statement Accuracy
  • Fund integration oversight
  • Budgets
  • Fund performance review

Work Experiences

  • Achieved results over several months.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Contributed to a 22% higher level of forecasting precision.
  • Assembled key stakeholders for quarterly fund performance review.
  • Collaborated with investment teams.
  • Collaborated with external auditors in preparing comprehensive fund revenue reports that received a clean audit for 2017, with no material misstatements.
  • Answered 11 calls per one year to help customers with their questions and concerns.
  • Achieved a 59% decrease in manual entry errors.
  • Coordinated with external fund managers to ensure accurate and timely reporting of revenue data, contributing to a 76% reduction in late adjustments.
  • Assembled key stakeholders to conduct a quarterly review of fund performance, aiding strategic decisions that helped recover underperforming assets worth $5.

Summaries

  • Expert at ensuring the accuracy of tax returns and communicating with taxpayers.
  • Adept at utilizing advanced forecasting tools.
  • Achieved clean audit reports over 2019-2018.
  • Clear understanding of quality assurance and data analysis as well as strategic planning training.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Recognized for method in 2020.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the initiative business.
  • Achieved a 72%-increase in fund performance.
  • Adept at driving performance alignment with investment strategy.

Accomplishments

  • Conducted in-depth revenue stream analysis to identify margin improvement opportunities, leading to a 55% growth in revenue.
  • Supervised preparation of quarterly, annual financial statements for multi-fund entities, delivering reports within 6 months consistently.
  • Assembled key stakeholders to review fund return performance quarterly, driving corrective actions that recovered underperforming assets worth $16.
  • Created automated financial reporting dashboards for fund performance tracking, decreasing report generation time by 19%.
  • Provided thorough variance analysis for fund managers, identifying underperformance triggers and recommending strategies that enhanced performance by 76%.
  • Led a team of 3 revenue analysis specialists to optimize fund management processes, resulting in a 15% improvement in operational efficiency.
  • Implemented an automated fund revenue aging system, boosting collection efficiency with a 20% improvement in past-due collections.
  • Refined internal fund control mechanisms to reduce revenue leakage, saving the organization approximately $5 annually.
  • Collaborated with legal and compliance teams to ensure that all fund revenue transactions adhered to system, mitigating exposure to financial penalties.
  • Managed end-to-end invoicing process improvements for fund revenue tracking, reducing processing time by 21%.

Affiliations

  • International Association for Accounting Education & Research (IAAER)
  • Association of Information Technology Professionals
  • Certified Government Financial Manager (CGFM)
  • Investment Analysts Society Portland
  • National Grant Management Association (NGMA)
  • American Medical Informatics Association
  • Financial Data Science Association (FDSA)
  • Society of Women Engineers
  • American Society of Safety Professionals
  • Certification in Strategic Performance Management

Certifications

  • Microsoft Power BI Data Analysis Professional Certification
  • Apple Certified Associate (ACA)
  • Data Analytics for Financial Services Certification - initiative
  • Certified Public Accountant
  • Cisco Certified Internetwork Expert (CCIE)
  • Cisco Certified Network Associate (CCNA)
  • Certified Internal Auditor (CIA) - framework
  • CompTIA Network+
  • Association of Certified Fraud Examiners (ACFE) - Fraud Risk Management Certification
  • Microsoft Certified Systems Engineer (MCSE)

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