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Skills

  • Problem resolution
  • Team building
  • Tax accounting specialization
  • Communications
  • Advanced Excel Functions
  • Team management
  • Business operations
  • Process improvement
  • Root cause analysis
  • Initiative equipment

Work Experiences

  • Created a protocol to reduce discrepancies.
  • Collaborated with IT to integrate ServiceNow.
  • Automated daily cash flow reconciliation.
  • Decreased onboarding time by 19%.
  • Completed tasks ahead of schedule.
  • Achieved a 70% reduction in unresolved transactions.
  • Conducted regular performance reviews.
  • Worked with Reconciliation Managers to ensure that all regulatory requirements were met and that regulatory risks were minimized.
  • Achieved a clean audit report.
  • Conducted forensic reconciliation of historical accounts.

Summaries

  • With 14 years of experience, I'm a focused Account Specialist.
  • Detail-oriented with a broad understanding of cash and record management, as well as comprehensive account reconciliations.
  • Achieved cost reduction.
  • Systematic and well-organized, with a keen eye for detail, mathematical prowess, and GAAP expertise.
  • 8 years of experience in data analysis by a knowledgeable accounting professional.
  • Achieved positive outcome during metric in 2024.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Interpersonal, communication, and multitasking skills are exceptional.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • Accomplished Reconciliation Manager.

Accomplishments

  • Recovered $6 in lost revenue by identifying and resolving discrepancies in high-value transactions dating back initiative.
  • Executed a month-end reconciliation project including 8 bank accounts, which reduced unreconciled items by $18.
  • Developed and implemented a scalable reconciliation framework for framework, reducing reconciliation errors by 71% in the first 2022.
  • Developed a reconciliation dashboard with key operational metrics, improving visibility and coordination with 10 departments globally.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Facilitated successful integration of metric with existing financial platforms, reducing transaction mismatch issues by 35%.
  • Collaborated with external auditors to successfully pass 7 consecutive audits with zero deficiencies in reconciliation processes.
  • Developed and implemented KPIs to track daily and weekly reconciliation performance, contributing to a 76% reduction in delayed accounts.
  • Created custom SQL reports for ad-hoc reconciliation tasks, reducing query resolution time by 32%.
  • Identified key areas for automation that resulted in the elimination of 3 manual apsects of the reconciliation process, driving efficiency by 22%.

Affiliations

  • Regulatory Affairs Professionals Society (RAPS) – Financial Services
  • International Financial Reporting Standards (IFRS) Foundation
  • Institute of Internal Auditors (IIA)
  • Certified Public Accountant (CPA) Designation
  • Finance and Accounting Management Association (FAMA)
  • Association of Certified Fraud Examiners (ACFE)
  • Society of Corporate Compliance and Ethics (SCCE)
  • International Council of Nurses
  • Association for Chartered Certified Accountants (ACCA)
  • American Society of Safety Professionals

Certifications

  • Certified Information Systems Security Professional (CISSP) - (ISC)²
  • Apple Certified Associate (ACA)
  • Certified Public Accountant (CPA) - Washington Board of Accountancy
  • Certified Public Accountant
  • Google Certified Professional Cloud Architect
  • Certified Management Accountant (CMA) – Institute of Management Accountants (IMA)
  • Advanced Reconciliation Processes - Power BI
  • Certified Financial Risk Manager (FRM) - Global Association of Risk Professionals (GARP)
  • Project Management Professional (PMP) – Project Management Institute (PMI)
  • Certificate in Quantitative Finance (CQF) - 2020

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