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Skills

  • Organization
  • Team building
  • Communications
  • Project organization
  • First Aid/CPR
  • Customer Segmentation for Financial Planning
  • Cash handling expertise
  • Budgets
  • Business Development
  • Client Billing Structure Optimization

Work Experiences

  • Acted as a liaison between finance and marketing teams to ensure the accurate allocation of $2 in capital investment funds.
  • Contributed to overall savings of 54%.
  • Cut down manual reporting time by 7 hours.
  • Automated monthly variance analysis reporting, cutting down manual reporting time by 18 hours, which allowed more focus on strategic improvements.
  • Increased new bank relationships within the local community by 10% through the implementation of quarterly promotions.
  • Improved customer retention by 2% by resolving escalated customer issues.
  • Met deadlines by proactively managing individual and team tasks and implementing standard processes.
  • Achieved a 80% increase in brand visibility.
  • Adjusted media spend based on revenue forecasting models.
  • Achieved $14 in cost savings.

Summaries

  • Allowed the team to focus on high-value strategic initiatives.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Knowledgeable Manager of Finance Marketing Support with experience in childcare and development.
  • Achieved savings through automation and streamlining efforts.
  • Excellent abilities in reporting, record-keeping, and relationship-building.
  • To meet and exceed business financial goals, successfully optimizes frameworks and cultivates cohesive teams.
  • Costs were consistently reduced while profits were increased.
  • Achieved results through targeted budget management.
  • With over 12 years of experience in sales and branch management, loan management, and general bank operations, I am a results-oriented self-motivator.
  • Aligned resources with high-value marketing activities.

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Resolved product issue through consumer testing.
  • Proactively managed financial reconciliations for multiple marketing projects, ensuring no discrepancies in $8 worth of delivered campaigns.
  • Reduced operational marketing costs by $18 through the management of process efficiencies without impacting service levels.
  • Played a key role in M&A marketing and finance integration, consolidating spending budgets and saving $11 in redundant costs.
  • Applied continuous improvement methodologies to refine cross-department financial reporting, reducing errors and improving the completion timeline by 67%.
  • Introduced a zero-based budgeting approach for marketing, reducing department expenditures by $12 and setting foundation for ongoing savings.
  • Championed the development of a centralized financial database specific to marketing, decreasing budgeting cycle time by 50%.
  • Facilitated vendor negotiations that led to $3 in annual savings while maintaining a 36% vendor satisfaction rate.
  • Reduced duplication in financial reporting across multi-channel marketing campaigns, driving time efficiency savings by 26%.

Affiliations

  • Association of Information Technology Professionals
  • Association for Financial Professionals (AFP)
  • Financial Management Association International (FMA)
  • Financial Executives International (FEI)
  • International Council of Nurses
  • Marketing Science Institute (MSI)
  • Global Marketing Network (GMN)
  • Center for Financial Professionals (CeFPro)
  • Marketing Operations Cross-Company Alliance (MOCCA)
  • Professional Risk Managers' International Association (PRMIA)

Certifications

  • CompTIA A+ Technician
  • Finance Technology and Transformation Specialist – Microsoft Excel certified
  • Enterprise Risk Management Certified (ERM) – Northwind
  • Agile Project Management Practitioner – Summit Group
  • Certified Business Analysis Professional (CBAP)
  • Certified Management Accountant (CMA)
  • ServSafe
  • Salesforce
  • Financial Modeling and Valuation Analyst (FMVA) – initiative
  • Financial Planning and Analysis Specialist (FP&A) Certification – framework

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