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Skills

  • Staff management
  • Change management in finance operations
  • Process improvement
  • Team management
  • Bank security expert
  • Team leadership and development
  • Business development expertise
  • MS Office
  • Human resources knowledge
  • Regulatory compliance

Work Experiences

  • Achieved a 75% increase in actionable insights from financial reporting by designing custom analytics dashboards tailored to marketing operations.
  • Aligned marketing initiatives with financial goals.
  • Created actionable reports.
  • Conducted competitive financial analysis.
  • Adjusted media spend based on revenue forecasting models.
  • Acted as a liaison between finance and marketing teams.
  • Submitted loan applications to the loan underwriter for review and approval.
  • Met deadlines by proactively managing individual and team tasks and implementing standard processes.
  • Built and led a financial support team of 7 members.
  • Conducted cost-benefit analysis on marketing projects.

Summaries

  • Within Miscellaneous, senior Manager of Finance Marketing Support and outstanding performer in project management and data analysis.
  • Meet bank and customer service standards on a regular basis.
  • Aligned cost allocations with strategic goals.
  • Dedicated Manager of Finance Marketing Support with 8 years of administrative and operations management experience.
  • Achieved 100% fiscal compliance.
  • Strengths in vendor management and team leadership backed up by Miscellaneous training.
  • Achieved 72% increases in campaign success.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Adept at simplifying complex financial insights.
  • Well-organized, proactive, and able to adapt to changing circumstances.

Accomplishments

  • Identified and corrected gaps in marketing financial reporting, ensuring a 36% improvement in data integrity across the department.
  • Led creation of automated financial dashboards that increased real-time decision-making for marketing operations by 80%.
  • Collaborated with CFO and marketing leaders to realign budget priorities, resulting in cost reductions of $18 without sacrificing campaign reach.
  • Took ownership of finance marketing cross-training programs, enhancing team functional capabilities by 76% with zero impact to budget.
  • Introduced performance metrics that allowed for the accurate tracking of marketing spend to revenue ratio, improving annual return by $6.
  • Streamlined billing and forecast entry process, reducing input time by 22% and inaccuracies by 32%.
  • Facilitated vendor negotiations that led to $3 in annual savings while maintaining a 36% vendor satisfaction rate.
  • Forecasted marketing spend utilizing data-driven insights, resulting in a 24% improvement in financial accuracy and successful allocation of $14.
  • Reduced operational marketing costs by $18 through the management of process efficiencies without impacting service levels.
  • Designed a new marketing budget tracking process, leading to an increase in forecast precision by 76%.

Affiliations

  • Marketing Executives Networking Group (MENG)
  • National Association for Business Economics (NABE)
  • Project Management Institute (PMI) - Specifically for Budget Management Insights
  • Society for Marketing Professional Services (SMPS)
  • Digital Analytics Association (DAA)
  • Professional Risk Managers' International Association (PRMIA)
  • Association of Strategic Marketing (ASM)
  • Rotary International
  • Global Marketing Network (GMN)
  • Council for Marketing & Opinion Research (CMOR)

Certifications

  • Lean Six Sigma Green Belt Meridian
  • Budgeting & Forecasting Certification – Summit Group
  • Certified Campaign Financial Planner – Brightline
  • Certified Corporate Financial Planning & Analysis Professional (FP&A)
  • Microsoft Certified Systems Engineer (MCSE)
  • Chartered Financial Analyst (CFA)
  • Cisco Certified Internetwork Expert (CCIE)
  • Certified Corporate Financial Strategist – Vantage
  • Certified Business Analysis Professional (CBAP)
  • Project Management Professional (PMP)

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