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Skills

  • Business operations
  • KPI Dashboard Creation
  • First Aid/CPR
  • Financial forecasting
  • Cost-benefit analysis
  • Organization
  • Change Management Leadership
  • Mergers and Acquisitions (M&A) financial strategy
  • Financial software tools (Tableau)
  • Program management

Work Experiences

  • Answered 16 calls per 18 months to help customers with their questions and concerns.
  • Aligned fiscal goals with corporate objectives.
  • Chaired the Finance Programs Steering Committee.
  • Collaborated with process customers to determine their needs and deliver framework service.
  • Achieved savings over three years.
  • Solved procedure issues, improved operations, and provided excellent customer service.
  • Chaired the Finance Programs Steering Committee, aligning cross-functional efforts and securing metric approvals of $8.
  • Automated key financial workflows using Salesforce, increasing reporting accuracy and reducing manual workload by 47% hours per month.
  • Double-checked the accuracy and compliance of payroll, vendor payments, commissions, and other accounting disbursements.
  • Kept up-to-date and accurate funding accounts for internal departments, key programs, and special projects.

Summaries

  • Achieved a 36% ROI across multiple business units.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Skilled in producing reports, evaluating department operations, and handling month- and year-end closings.
  • Adept at coordinating multi-year financial program initiatives.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • Adept at overseeing the financial planning and analysis process and awarded Excellence Award for surpassing revenue targets by $16 in 2019.
  • Achieved variance reductions of 58% over 18 months.
  • Achieved 32% margin improvement.
  • Well-qualified financial systems leader with a track record of managing internal accounting processes, strengthening controls, and optimizing systems for peak performance.
  • Completed integrations in 18 months.

Accomplishments

  • Optimized the budget control system, cutting unnecessary expenditures by $221,000 and driving a 52% increase in cost efficiency.
  • Simplified global financial reporting processes, reducing monthly cycle times by 5 days, enhancing decision-making speed for executive teams.
  • Liaised with executive leadership to redesign the organization's financial governance strategy, driving a 73% improvement in strategic planning outcomes.
  • Resolved product issue through consumer testing.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Delivered a comprehensive enterprise-wide financial program realignment, driving a 19% improvement in financial governance and budget adherence.
  • Spearheaded the adoption of method, improving financial data accuracy and reducing manual reporting times by 78% hours per month.
  • Increased board-level reporting transparency by implementing system, reducing preparation time by 22%.
  • Supervised a finance team of 16, ensuring seamless transition to Adobe Creative Suite and improving financial process efficiency by 35%.
  • Collaborated with IT to automate financial reporting processes, cutting manual reporting hours by 14% and delivering faster insights to stakeholders.

Affiliations

  • Lions Club
  • Participant, Harvard Business School Executive Education programs in Financial Strategies
  • Certified Finance Professional (CFP) through method
  • Board Member, Corporate Finance Institute (CFI)
  • Project Management Institute
  • Association of Information Technology Professionals
  • Graduate of system School of Business, Finance Leadership Development Program
  • Association for Computing Machinery
  • Certified Merger & Acquisition Advisor (CM&AA) through Alliance of Merger & Acquisition Advisors
  • Toastmasters

Certifications

  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified Internal Auditor (CIA) – Institute of Internal Auditors (IIA)
  • First Aid/CPR Certified
  • Certified in the Governance of Enterprise IT (CGEIT) - Ironclad Systems
  • CompTIA Security+
  • Certified Public Accountant (CPA), North Carolina Board of Accountancy
  • Cisco Certified Network Associate (CCNA)
  • Project Management Professional (PMP) – 2016
  • Certified Financial Services Auditor (CFSA) - Harbor & Co.
  • ServSafe

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