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Skills

  • Bookkeeping
  • Audit coordination
  • Financial Reporting & Close Optimization
  • Sage MAS90 expertise
  • Business performance metrics
  • Corporate finance
  • Financial system integration
  • Budget development
  • Strategic financial planning
  • Internal controls development

Work Experiences

  • Achieved 24% lower deviation in sales targets.
  • Completed annual financial audits.
  • Avoided $58,000 in penalties.
  • Aligned forecasting to procurement trends.
  • Aligned forecasting to sales trends.
  • Managed financial reporting processes such as client relations and workflow optimization by updating and reviewing financial reporting packages.
  • Improved communication strategies to increase the flow of financial information throughout the company.
  • Was in charge of treasury and cash management, which included overseeing bank reconciliation, credit card processing, and sales tax returns.
  • Analyzed working capital management practices.
  • Consulted on the implementation of process, which improved overall departmental efficiency and transparency by 62%.

Summaries

  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Financial professional with experience coordinating fiscal plans, AP and AR operations, and inventory management.
  • Proven ability to lead and motivate teams to achieve financial objectives.
  • Interim Controller with 6 years of successful strategic planning and budget management experience.
  • Expenses were cut, financial operations were streamlined, and reporting functions were improved.
  • Successful in advising business executives on short- and long-term financial strategies that drive growth.
  • Prepared to contribute talent and expertise to an organization with advancement opportunities.
  • Committed to establishing strong standards, internal controls, and processes while reducing risk.
  • Achieved $12 in long-term savings.
  • Accomplished Interim Controller with a strong focus on compliance, delivering seamless transitions to updated accounting standards in under 3 months. Known for improving financial teams' performance and accountability.

Accomplishments

  • Collaborated with CFO to establish a company-wide cost reduction strategy that resulted in $7 in savings within the first the past year.
  • Implemented a scalable AP automation system, which reduced processing time by 50% and delivered long-term savings of $15 annually.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Executed a detailed cost-benefit analysis of capital expenditure proposals, resulting in the approval of high-impact investments with a projected ROI of 82%.
  • Substituted manual transaction reconciliations with automated tools, reducing reconciliation time by 38% while improving overall accounting accuracy.
  • Implemented industry-leading cash flow management practices, improving working capital by $11 and enhancing liquidity by 27% over two years.
  • Designed and implemented 16 standardized financial reporting templates, improving consistency and accuracy across regional business units.
  • Developed and managed an advanced Excel financial model that improved forecasting accuracy by 49% for the operations.
  • Orchestrated a comprehensive liquidity risk assessment, safeguarding the company against potential market volatility and improving liquidity ratios.
  • Piloted a financial control initiative that eliminated $3 in unnecessary recurring costs and optimized departmental expenses by 42%.

Affiliations

  • American Accounting Association
  • Global Association for Risk Professionals (GARP)
  • Toastmasters
  • National Association of Corporate Directors (NACD)
  • Institute of Management Accountants (IMA)
  • Fixed Asset Accounting Society (FAAS)
  • Financial Executives International (FEI)
  • National Association of Credit Management (NACM)
  • Tax Executives Institute (TEI)
  • Business Professionals of America (BPA)

Certifications

  • Certified Public Accountant
  • Apple Certified Associate (ACA)
  • Cisco Certified Network Associate (CCNA)
  • Advanced Financial Modeler (AFM)
  • Salesforce
  • Enrolled Agent (EA)
  • Certified in Financial Forensics (CFF)
  • Lean Six Sigma Green Belt Certification
  • Certified Fraud Examiner (CFE)
  • Certified Public Accountant (CPA)

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