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Skills

  • Metric equipment
  • Data-driven decision making
  • Cost-benefit analysis
  • Data entry
  • Corporate financial governance
  • Operational improvement
  • Analytical reasoning
  • Proficient in Sage
  • Budget variance reduction
  • Budget Management

Work Experiences

  • Achieved a positive impact on profit margins.
  • Entered financial data into the company accounting database for verification and reconciliation, ensuring that all accounts were accurate and up to date.
  • Prepare HubSpot for the coming days by sending detailed daily bank reports to program agency and closing the current day's finances.
  • Checked data and information for accuracy in entry, calculations, and billing codes.
  • Achieved a 12% reduction in expenses.
  • Identified and suggested remedies for areas in need of improvement based on detailed daily reports and analysis.
  • Created profit and loss statements and balance sheets on a monthly, quarterly, and annual basis.
  • Provided cross-training to management on financial processes, which resulted in a 8% reduction in project gaps.
  • Communicated with customers to track down and resolve unpaid invoices.
  • Achieved a profitability boost of 26% for key products.

Summaries

  • Bookkeeper with 6 years of experience working for method of businesses.
  • Accounting expert with 7 years of experience keeping financial records and reviewing account activity.
  • Resourcefulness, accuracy, and extensive knowledge of data analysis have all been demonstrated in the past.
  • HubSpot is a skill that I've honed over the years.
  • GAAP expert with general ledger experience
  • Financial planning and management expert with a track record of dependability and expertise in stakeholder engagement.
  • Observational Night Auditor with program financial experience of 14 years.
  • Experienced accounting support professional with a track record of managing both routine and complex accounting needs.
  • With 5 years of experience working with process accounts, Precise Accounts Payable Specialist.
  • Skills in procedure techniques and standard financial management have been demonstrated in the past.

Accomplishments

  • Automated profit and loss reports using Jira, reducing report generation time by 7 hours and increasing efficiency.
  • Trained 17 junior analysts on P&L variance analysis, improving team reporting turnaround by 55%.
  • Reduced rework and errors by 31% through consistent training programs on P&L reporting standards and best practices.
  • Achieved CPA and applied the skills to improve P&L variance analysis processes by standardizing reporting templates.
  • Monitored and improved gross margin performance by 72% through strategic cost management initiatives.
  • Improved stakeholder understanding of financial performance by creating intuitive P&L financial dashboards, enhancing transparency.
  • Supported senior leadership by presenting P&L insights, influencing critical strategic decisions that led to a $13 equity growth.
  • Collaborated with the procurement team, optimizing P&L outcomes by renegotiating vendor contracts, resulting in $8 savings annually.
  • Devised risk management strategies in collaboration with legal and finance teams, significantly mitigating financial exposure.
  • Introduced new financial modeling techniques using HubSpot, increasing forecasting accuracy by 43%

Affiliations

  • Executive MBA Program with a focus on Financial Leadership, standard
  • Project Management Institute
  • Six Sigma Certification from Cedar Works, 2015
  • Certified Financial Analysts Society
  • Beta Gamma Sigma Honor Society Member – Focused on Financial and Economic Studies
  • Freemason
  • Society of Financial Examiners (SOFE)
  • Member of the CFA Institute
  • Association of Chartered Certified Accountants (ACCA)
  • American Society of Safety Professionals

Certifications

  • International Certified Valuation Specialist (ICVS)
  • Apple Certified Associate (ACA)
  • Google Certified Professional Cloud Architect
  • Financial Modeling & Valuation Analyst (FMVA)
  • CompTIA Security+
  • Advanced Microsoft Power BI Specialist
  • Cisco Certified Internetwork Expert (CCIE)
  • Certified Public Accountant
  • First Aid/CPR Certified
  • CompTIA A+ Technician

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