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Skills

  • Collections understanding
  • Financial reporting
  • Financial planning
  • Event budget analysis
  • Accounting management
  • Financial modeling
  • Leadership in finance workshops
  • Mentoring junior financial officers
  • Bookkeeping
  • Fiscal audit procedures

Work Experiences

  • Achieved a 18% reduction in non-essential spending.
  • Collaborated with committees to establish clear financial goals for local community outreach, raising $16 more than initially anticipated.
  • Collaborated with 4 executives to develop an annual budget and keep track of actual versus projected expenses.
  • Analyzed club spending via virtual dashboards, allowing for real-time adjustments and a 85% decrease in overspending.
  • Balanced multiple competing priorities, such as event spending and operational costs, while keeping overall expenditure under budget.
  • Allocated funds for service projects.
  • Analyzed club spending via virtual dashboards.
  • Achieved a clearer overview of several months fiscal health.
  • Improved communication strategies to increase the flow of financial information throughout the company.
  • Aligned public relations and community engagement.

Summaries

  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Successful in advising business executives on short- and long-term financial strategies that drive growth.
  • Key Club Treasurer with 18 years of successful performance reporting and strategic planning experience.
  • Key Club Treasurer expert with 15 years of experience working with Cedar Works businesses.
  • Strengths in team leadership and performance reporting backed up by Miscellaneous training.
  • Prepared to contribute talent and expertise to an organization with advancement opportunities.
  • OSHA and Lean certified.
  • Highly organized and systematic, with a thorough knowledge of the Miscellaneous.
  • Working with executive leaders to develop business, financial, and growth strategies has proven to be successful.
  • Key Club Treasurer with more than 14 years of experience in the Miscellaneous.

Accomplishments

  • Spearheaded financial transparency initiative that resulted in a 46% increase in member trust and engagement.
  • Spearheaded major fundraising events which generated $12 in additional revenue, surpassing the prior year's earnings by 64%.
  • Successfully managed the allocation of a $14 budget towards multiple charity and community outreach events.
  • Developed a new vendor negotiation protocol that reduced annual operational costs by 65%.
  • Coordinated with vendors to negotiate better rates, reducing event costs by $6 while maintaining service quality.
  • Led an inventory audit, identifying surplus resources and reallocating funds to increase efficiency by 60%.
  • Generated and presented detailed financial projections that supported board decisions, leading to a funding boost of $16.
  • Implemented a real-time budget tracking system using HubSpot, which cut down financial discrepancies by 52%.
  • Collaborated with club leadership to establish financial goals, surpassing targets by $15 in community support funds.
  • Performed detailed cost-benefit analysis on club activities, enabling better-informed decisions that saved $4.

Affiliations

  • Lead Treasurer and participant in category Fundraising Planning Committee, focusing on strategic fundraising and financial stewardship.
  • Collaborative leader with the National Student Treasurer Network, concentrating on internal controls, expense reporting, and finance regulations.
  • Jaycees
  • Freemason
  • Volunteer Treasurer at Northwind, working closely with community leaders to organize and manage charity funds responsibly.
  • Member of Boston High School Accounting Club, promoting financial literacy and tax preparation among students.
  • Certified Financial Literacy Educator through the National Endowment for Financial Education (NEFE) for community outreach and educational workshops.
  • Active participant in DECA, focusing on financial decision-making in real-world business simulations and case studies.
  • Rotary International
  • International Council of Nurses

Certifications

  • Strategic Financial Management for Nonprofits Phoenix
  • Apple Certified Associate (ACA)
  • Certified Fraud Examiner (CFE)
  • Google Analytics Certified – 2017
  • Certificate in Vendor Negotiations and Cost Management
  • Fundamentals of Nonprofit Management Certification
  • Certified Financial Planner (CFP)
  • Google Data Analytics Professional Certificate
  • SHRM Certified Professional (SHRM-CP)
  • Advanced Financial Modeling Certification – Brightline

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