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Skills

  • Preparing financial statements
  • Financial reporting
  • Pricing and costing
  • Strategic planning
  • Vendor relationship management
  • Closing processes
  • Analytical problem solving
  • Financial planning
  • Audit coordination
  • Budget administration

Work Experiences

  • Assisted in tracking depreciation.
  • Improved accuracy by using the most up-to-date billing software.
  • Analyzed operational expenses for 16 departments, resulting in cost savings of $4 annually.
  • Collaborated with 9 executives to develop an annual budget and keep track of actual versus projected expenses.
  • Collaborated with the Treasury department.
  • Conducted financial modeling for mergers and acquisitions.
  • Developed departmental budgets for 2016, with full accountability for ensuring monthly targets were met within a 42% variance.
  • Automated data extraction with Asana.
  • Ensured that corporate income tax returns were completed correctly and that the most advantageous tax codes were used.
  • Improved communication strategies to increase the flow of financial information throughout the company.

Summaries

  • Junior Controller with 15 years of experience leading financial management activities at Vantage companies.
  • Junior Controller with over 11 years of experience in the Miscellaneous industry.
  • Achieved 42% error-free report rate.
  • Dedicated Junior Controller with over 15 years of financial management experience.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Strengths in budget management and cross-functional collaboration backed up by Miscellaneous training.
  • A highly organized Junior Controller with a focus on streamlining the month-end close process, improving reporting accuracy, and ensuring timely audit compliance, consistently meeting financial targets within a 42% variance.
  • Successful in advising business executives on short- and long-term financial strategies that drive growth.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • OSHA and PMP certified.

Accomplishments

  • Tracked and analyzed key performance indicators (KPIs) to guide finance financial planning, enhancing decision-making accuracy by 55%.
  • Supported cost management efforts by providing precise forecasts that led to a 64% reduction in operational expenditures for 2016.
  • Created scenario-based financial models to aid strategic planning, directly leading to $6 in capital savings across 5 projects.
  • Partnered with department heads to identify and resolve financial reporting discrepancies, reducing reporting errors by 28% in several months.
  • Streamlined financial reporting process by automating budget management with QuickBooks, cutting production time by 42% and enhancing data accuracy.
  • Developed and optimized periodic financial dashboards using Salesforce, which improved the clarity and speed of financial reporting by 27% for marketing.
  • Ensured accurate monthly revenue forecasting across 18 subsidiaries, leading to a 26% improvement in forecast accuracy.
  • Managed the budgeting and forecasting process for the customer success department, improving the department's financial performance by 48% over 2022.
  • Negotiated improved payment terms with 5 key vendors, resulting in a 49% reduction in outstanding payables over several months.
  • Monitored and updated financial policies and procedures across 7 departments, ensuring Lakeside Partners remained in compliance with initiative.

Affiliations

  • American Accounting Association (AAA)
  • Association for Computing Machinery
  • North American Society for Corporate Planning
  • American Society of Safety Professionals
  • Association of Information Technology Professionals
  • Association for Financial Professionals (AFP)
  • Corporate Finance Institute Member
  • Risk Management Association (RMA)
  • American Medical Informatics Association
  • National Association of Black Accountants (NABA)

Certifications

  • CompTIA Network+
  • Tax Compliance Certification - program
  • Project Management Professional (PMP)
  • Certificate in Cost Accounting - Ironclad Systems
  • Operational Controller Certification - Northwind
  • Corporate Finance Institute (CFI) Certification - Brightline
  • IFRS Certification (International Financial Reporting Standards) - Harbor & Co.
  • Apple Certified Associate (ACA)
  • Cisco Certified Internetwork Expert (CCIE)
  • Microsoft Certified Systems Engineer (MCSE)

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