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Skills

  • Operational improvement
  • Budgeting and financial planning
  • Team building
  • Customer service
  • Cross-functional team collaboration
  • Team management
  • Method equipment
  • Advanced PowerPoint presentations for financial data
  • Report writing
  • Cost reduction strategies

Work Experiences

  • Conducted variance analysis.
  • Consolidated budgets and reporting schedules.
  • Achieved a real-terms cost reduction of $3.
  • Conceptualized performance metrics for KPI tracking.
  • Achieved category for business units across the Southeast.
  • Assessed the impact of external market trends on revenue.
  • Aligned budgets with strategic initiatives.
  • Collaborated with product for scenario analysis.
  • Solved initiative issues, improved operations, and provided excellent customer service.
  • Collaborated with customer success on capital expenditure budgets.

Summaries

  • Analyzes and mitigates potential consequences in order to maintain optimal fund performance.
  • Manager of Financial Planning and Analysis with 14 years of successful workflow optimization and client relations experience.
  • Accomplished financial leader.
  • Clear understanding of project management and data analysis as well as project management training.
  • Costs were consistently reduced while profits were increased.
  • Investigates emerging market trends, monitors regulatory changes, and assesses economic indicators.
  • Dedicated to making a positive impact on business operations by using excellent decision-making skills and sound judgment.
  • Assisted in the resolution of advanced fund management issues and the advancement of the company through cutting-edge strategies.
  • With a people-first approach, talented listener, analyzer, and problem-solver.
  • Strengths in budget management and strategic planning backed up by Miscellaneous training.

Accomplishments

  • Managed stakeholder relationships with 16 business units to streamline financial reporting, resulting in a 26% reduction in errors.
  • Collaborated with the IT and finance departments to develop automated financial reporting systems, cutting the reporting cycle by 4 days.
  • Optimized monthly performance reports for framework, reducing review cycle times by 10 days and increasing profitability by 48%.
  • Documented and resolved framework which led to metric.
  • Managed and developed financial reports in alignment with GAAP standards, achieving 71% accuracy and compliance during method.
  • Conducted comprehensive ROI analysis on strategic initiatives, helping deliver a 34% net revenue increase through better financial control.
  • Implemented enhanced budgeting software, improving financial model accuracy and reducing resource needs by 13 hours per quarter.
  • Implemented new reporting frameworks that enhanced performance tracking, reducing project finance reporting time by 53%.
  • Developed and presented financial analyses to framework, helping guide 61% key strategic decisions that shaped the growth path of initiative.
  • Redesigned the department’s financial forecasting tools, optimizing the budgeting process and decreasing manual input by 23%.

Affiliations

  • Society for Financial Studies (SFS)
  • Rotary International
  • Freemason
  • Institute of Management Accountants (IMA)
  • Financial Modeling Institute (FMI)
  • Corporate Treasurers Council
  • Interactive Financial Advisors Association
  • National Association of Credit Management (NACM)
  • International Association of Administrative Professionals
  • Association for Public Finance Professionals

Certifications

  • ServSafe
  • Certified Internal Auditor (CIA) – Institute of Internal Auditors (IIA)
  • Google Certified Professional Cloud Architect
  • Certified Public Accountant (CPA) – metric
  • Data Science and Analytics Certification – category
  • Certified Business Analysis Professional (CBAP)
  • Certified Corporate FP&A Professional (CFP&A) – initiative
  • Certified Budget Analyst - method
  • IFRS Certificate – program
  • Certified Public Accountant

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