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Skills

  • Problem resolution
  • Variance analysis
  • Invoice generation
  • SEC proficiency
  • Budgeting and financial forecasting
  • Financial data analysis
  • First Aid/CPR
  • Communications
  • Process improvement
  • Great Plains

Work Experiences

  • Offered business mentoring, consulting, and training to help clients figure out their business strategy and meet their profit targets.
  • Improved audit control practices by implementing planning techniques and tests for rapid discovery.
  • Achieved reductions within the next fiscal year.
  • Evaluated the financial records of the company for accuracy, completeness, and integrity.
  • Conducted in-depth analyses to determine the viability, stability, and profitability of clients' businesses.
  • Achieved recovery within two years.
  • Analyzed budgeted vs. actual figures.
  • Assisted with multi-currency consolidations for Seattle, improving reporting speed by 23% and ensuring compliance with IFRS.
  • Achieved favorable outcomes.
  • Reduced regulatory risks by collaborating with third-party Professional Accountants to ensure adherence to various regulatory bodies.

Summaries

  • Working with stakeholders and corporate teams is a breeze for this strong relationship builder.
  • Account reconciliations, cash management, and company record maintenance are all areas where this adaptable and customer-focused financial leader excels.
  • Experienced accountant with a thorough understanding of the laws and regulations that govern everyday business operations, tax returns, and compliance procedures.
  • Knowledge of Workday in depth, as well as process improvement and risk assessment abilities.
  • Program and initiative have a proven track record.
  • Achieved 100% clean audit results.
  • Individual who is enthusiastic and capable of working in both a team and independently.
  • With excellent mathematical skills, GAAP expertise, and IFRS knowledge, this person is detail-oriented and methodical.
  • Accomplished accounting professional.
  • Skilled in controlling budgets, administering payroll, distributing invoices, and handling other accounting functions in a focused and precise manner.

Accomplishments

  • Restructured cost allocation methodology, driving a 85% improvement in expense accuracy forecasts resulting in optimized budget utilization.
  • Oversaw complex multi-currency transactions, reducing exposure to currency risk by 16% through effective hedging strategies.
  • Played a key role in transitioning accounting processes to QuickBooks, reducing overall operational costs by 72%.
  • Supervised a team of 16 accountants, efficiently managing month-end closings and delivering a 100% audit compliance rate under GAAP guidelines.
  • Conducted variance analysis and facilitated actionable profitability enhancements, leading to a 31% improvement in overall financial performance.
  • Helped accelerate month-end close processes, reducing reporting time by 13 days and achieving on-time financials for 17 consecutive quarters.
  • Collaborated with cross-functional teams to manage financial risk, maintaining an optimal liquidity ratio and safeguarding against market fluctuations.
  • Led cost allocation process improvements, reducing unnecessary expense forecast deviations by 25% and optimizing the annual budgeting process.
  • Negotiated with vendors for payment terms, improving company cash flows and reducing late-payment penalties by $74,000 annually.
  • Led the financial transition and consolidation of newly-acquired entities, ensuring seamless integration and full compliance with corporate policies.

Affiliations

  • Member of the Global Institute of Internal Auditors (GIIA), focusing on improving internal audit functions in corporate financial departments.
  • Teach continuing education accounting classes through the Institute for Internal Auditors (IIA), targeting advanced skills in forecasting and accounts management.
  • Certified in OSHA through the National Association of Tax Professionals (NATP), enabling enhanced tax strategy development for corporate clients.
  • Participate in regional CPA peer review groups through the Public Company Accounting Oversight Board (PCAOB), discussing best practices for financial analysis accuracy.
  • Attend yearly conferences hosted by the Professional Accounting Institute, focusing on innovations in financial software, such as Salesforce.
  • Hosted panel discussions for the CFO Forum in collaboration with Vantage, focusing on improved financial decision-making frameworks.
  • Volunteer Instructor in Financial Literacy for the IMA's leadership program, providing financial training to non-financial managers in Boston.
  • Obtained the Scrum Master designation from the International Federation of Accountants (IFAC), bringing global best practices to financial reporting processes.
  • Participant in 2024 annual convention organized by the International Association for Accounting Education & Research (IAAER), exploring new trends in global finance.
  • Keynote speaker at the annual forum for the International Accounting Standards Board (IASB) on the importance of real-time financial dashboards in strategic decision-making.

Certifications

  • Financial Modeling and Valuation Analyst (FMVA) by Corporate Finance Institute
  • Certified Tax Preparer by Harbor & Co.
  • First Aid/CPR
  • Cisco Certified Internetwork Expert (CCIE)
  • Association for Project Management (APM)
  • Chartered Financial Analyst (CFA)
  • Cisco Certified Network Associate (CCNA)
  • Risk Management Assurance (CRMA)
  • SHRM Certified Professional (SHRM-CP)
  • Certified Professional Bookkeeper (CPB)

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