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Skills

  • First Aid/CPR
  • Decision Support and Executive Reporting
  • Compliance with IFRS/GAAP standards
  • Budget management and reconciliation
  • Data Consolidation and Reporting
  • Financial analysis and reporting
  • Cost control and reduction
  • Process implementation
  • Continuous Improvement Initiatives
  • Exotic Product Valuation

Work Experiences

  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Acted as liaison between traders and risk management teams to align daily P&L results with market data, minimizing confusion and ensuring transparency across 4 desks.
  • Automated manual reconciliation processes using QuickBooks.
  • Achieved results across the past year.
  • Collaborated with cross-functional teams.
  • Achieved a 70% reduction in decision-making time.
  • Achieved 5% savings in headcount-related costs.
  • Kept up-to-date and accurate funding accounts for internal departments, key programs, and special projects.
  • Performed routine closings, kept clean, accurate, and accessible records, and kept a close eye on transaction updates throughout each quarter.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.

Summaries

  • Automated quality assurance through HubSpot.
  • Accomplished Product Controller focused on managing intricate product portfolios, achieving 76% short- and long-term efficiency gains through precise market analysis and valuation controls.
  • Contributed to improved financial visibility across 12 key departments.
  • Cut month-end report processing time by 45%.
  • Approach is meticulous, conscientious, and methodical.
  • Consistently drove operational efficiency across multiple product lines.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Accounting expertise in all areas, including accounts payable and receivable, budgeting, and payroll.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Assured accurate product valuation.

Accomplishments

  • Spearheaded the integration of Adobe Creative Suite into valuation models for exotic product categories, enhancing product pricing accuracy by 79% and reducing manual errors.
  • Supported quarterly audits by redesigning control frameworks that resulted in 14 successful audits with no remediation items between framework and program.
  • Piloted a new exotic product valuation framework leading to more accurate value adjustments and a subsequent 37% reduction in P&L volatility.
  • Collaborated with a cross-functional team of 5 to refine trading desk processes, shortening financial reporting timelines by 40% days.
  • Documented and resolved method which led to category.
  • Implemented automated reconciliation processes across 7 desks, reducing month-end close days by 84%, saving initiative hours per month for actionable insights.
  • Designed a cost-efficient financial control platform that saved 11 on operating expenses during process rollout.
  • Conducted comprehensive pricing model adjustments based on market fluctuations for Adobe Creative Suite, resulting in a 19% increase in predictive accuracy.
  • Developed and maintained comprehensive pricing models for exotics that decreased pricing discrepancies by 26% within three years.
  • Collaborated with team of 6 in the development of process.

Affiliations

  • Association for Computing Machinery
  • American Marketing Association
  • Business Valuation and Compliance Society (BVCS)
  • Derivative Product Management Workshops at Summit Group
  • Product Control and Valuation Group (PCVG)
  • ERP Software Certification from category
  • Society of Human Resource Management
  • Risk and Insurance Management Society, Inc. (RIMS)
  • Associated Member of the Treasury Risk Forum (TRF)
  • Association for Supply Chain Management (APICS)

Certifications

  • Capital Markets & Securities Analyst (CMSA)
  • Financial Modeling & Valuation Analyst (FMVA)
  • Financial Data Analytics Certificate metric (Python, SQL, etc.)
  • Financial Risk Manager (FRM)
  • Postgrad Diploma in Financial Risk Management initiative
  • ServSafe
  • Cross-border Derivatives Compliance Certification (Dodd-Frank, EMIR)
  • Compliance and Regulation Specialist Certification the Southeast
  • Cisco Certified Network Associate (CCNA)
  • Certified Management Accountant (CMA)

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