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Skills

  • Cross-functional team leadership
  • Change management in finance
  • Invoice generation
  • Data-driven decision making
  • Expert in risk management
  • Asset growth management
  • Financial administration
  • Communications
  • Client advisory services
  • Planning and coordination

Work Experiences

  • Evaluated initiative applications against established criteria to determine whether they should be approved, rejected, or modified.
  • Acknowledged for excellence in transparency.
  • Boosted recurring revenue by $3.
  • Exceeded the 2016 sales plan by 2% in net profit.
  • Increased customer base by acquiring new customers and identifying needs so that relevant products could be delivered.
  • Achieved Excellence Award for outstanding fiscal performance.
  • Advised clients on optimized portfolio strategies.
  • Achieved asset growth of over $12.
  • Achieved year-over-year revenue growth of 24%.
  • Advised clients on optimized portfolio strategies, leading to an average 77% annual return across ServiceNow investments.

Summaries

  • Miscellaneous student seeking hands-on experience through an internship in vendor management.
  • Strategic thinker with expertise in process improvement.
  • Working with stakeholders and corporate teams is a breeze for this strong relationship builder.
  • Reporting, record-keeping, and interpersonal skills are all important.
  • Student pursuing a Miscellaneous degree who is eager to contribute developed knowledge in the role of Regional Financial Consultant.
  • Regional Financial Consultant with project management and data analysis abilities.
  • Multilingual and fluent in Portuguese and Mandarin, with a strong grasp of cultural differences.
  • Strong technical skills and experience in performance reporting.
  • Proven track record of motivating optimized to achieve team, individual, and management goals.
  • Successful in optimizing control systems and forming strong teams in order to meet business needs and meet stringent financial goals.

Accomplishments

  • Developed a region-wide budgeting process that improved financial consistency across 12 locations, reducing overall overhead by 72% over 2016.
  • Reformed cost allocation strategies by integrating predictive analytics tools, increasing forecast accuracy by 26%, leading to optimized resource allocation.
  • Facilitated cross-departmental financial training for 12 business units, leading to improved departmental budget management with a 31% cost reduction.
  • Assisted in the design and implementation of region-specific financial KPIs, driving a measurable performance increase of 73% in underperforming areas.
  • Negotiated and implemented a new financial vendor strategy, reducing agency overhead procurement expenses by 58% across 15 regions.
  • Implemented process optimization across 8 regions, automating routine financial tasks and resulting in a 36% cut in administrative overhead.
  • Collaborated with regional managers to enhance supplier contract negotiations, achieving regional cost reductions of 10 and improving procurement efficiency.
  • Revamped the internal financial audit framework for the Southwest, ensuring compliance with external regulatory standards and improving audit pass rates by 66%.
  • Collaborated with IT teams to develop a digital platform for automated financial auditing, reducing manual intervention and cutting audit completion times by 50%.
  • Reduced the finance department’s operational workload by streamlining regional reporting processes, resulting in a 45% productivity increase across 5 business units.

Affiliations

  • National Society of Compliance Professionals (NSCP) - Member since 2023, staying informed on regulatory compliance and governance standards in finance.
  • Global Association of Risk Professionals (GARP) - Affiliated since 2023, specializing in risk management strategies and regulatory compliance.
  • Certified Private Wealth Advisor (CPWA) - Received certification in 2022, assisting high-net-worth clients with comprehensive financial planning.
  • Society of Financial Service Professionals (FSP) - Active member since 2023, concentrating on multidisciplinary financial planning and estate services.
  • Estate Planning Council (EPC) - Member since 2016, collaborating with professionals across legal, tax, and financial planning disciplines.
  • Institute of Management Accountants (IMA) - Membership starting 2019, focused on enhancing operational finance knowledge and cost management.
  • International Federation of Accountants (IFAC) - Member since 2016, contributing to discussions on global accounting standards and financial integrity.
  • Registered Financial Consultant (RFC) - Certification achieved 2017, focusing on financial planning excellence and client relationship building.
  • Tax Executives Institute (TEI) - Member since 2024, enriching knowledge on tax planning strategies and corporate tax law changes.
  • Chartered Financial Analyst (CFA) Institute - Scrum Master obtained 2016, active in global forums related to portfolio management and risk analysis.

Certifications

  • Cisco Certified Network Associate (CCNA)
  • Financial Risk Manager (FRM)
  • Advanced Excel for Financial Modeling by Asana
  • SHRM Certified Professional (SHRM-CP)
  • American Academy of Financial Management (AAFM)
  • Excel for Financial Analysts Certification by Asana
  • Financial Data Professional (FDP)
  • SAP Certified Application Associate
  • Chartered Alternative Investment Analyst (CAIA)
  • Certified Investment Management Analyst (CIMA)

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