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Skills

  • Supervision
  • Relationship development
  • Outstanding in building audit-ready documentation
  • First Aid/CPR
  • Team management
  • Team building
  • Cross-functional collaboration (finance, sales, legal)
  • Audit inquiry responses within deadlines
  • Financial report generation and presentation
  • Managing external audit relationships

Work Experiences

  • Built financial models to forecast revenue.
  • Captured and reported unrecognized revenues of $2 improving company margins by 32% over 18 months.
  • Analyzed customer purchasing behaviors.
  • Analyzed revenue across 18 regions.
  • Analyzed market trends.
  • Conducted in-depth pricing audits.
  • Automated revenue reporting process.
  • Answered 16 calls per three years to help customers with their questions and concerns.
  • Suggested financial solutions in terms of tax implications.
  • Achieved results within one year.

Summaries

  • Expert at ensuring the accuracy of tax returns and communicating with taxpayers.
  • Achieved high-level accuracy in revenue accounts.
  • Strengths in process improvement and cross-functional collaboration backed up by Miscellaneous training.
  • Aligned financial workflows with IFRS 15 regulations.
  • Automated financial reports.
  • Achieved consistent accuracy under 52% variance thresholds.
  • Within Miscellaneous, senior Revenue Accounting Analyst and outstanding performer in team leadership and vendor management.
  • Advanced Excel proficiency.
  • Achieved a 76% reduction in month-end close time by implementing process automation solutions and coordinating effectively with cross-functional teams.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.

Accomplishments

  • Created automated solutions using Excel macros to streamline data entry, decreasing preparation time for revenue reports by 22%.
  • Collaborated with cross-functional teams to design and implement process improvements that increased on-time revenue recognition by 75% within 18 months.
  • Identified and reconciled revenue discrepancies, resolving 17 variances and preventing potential revenue loss of $15 annually.
  • Designed and conducted training sessions covering new revenue recognition processes, reducing post-implementation errors by 50%.
  • Supported quarterly and annual financial audits by preparing and reconciling detailed revenue schedules, resulting in zero audit adjustments.
  • Prepared a comprehensive monthly revenue analytics report for senior leadership, providing actionable insights that supported Lakeside Partners's growth strategies.
  • Analyzed complex revenue streams involving multiple billing sources, improving reconciliation accuracy by 53%.
  • Led cross-departmental initiatives to improve revenue recognition timelines, contributing to a 25% reduction in delayed invoicing.
  • Documented and resolved procedure which led to program.
  • Led a project that reduced revenue forecasting discrepancies by 26% through the introduction of enhanced controls and checks.

Affiliations

  • Accounting Technology Innovation Alliance
  • Society of Women Engineers
  • IFRS Implementation Interest Group
  • Corporate Finance Systems Performance Improvement Association
  • Revenue Accounting and Compliance Certification from initiative
  • Regulatory Compliance for Financial Services Association
  • Society of Financial Examiners (SOFE)
  • Global Association of Risk Professionals (GARP)
  • Finance Change Management and Leadership Forum
  • Orange Country Finance Professionals Roundtable

Certifications

  • Certified Pricing Professional (CPP) by Professional Pricing Society
  • Advanced Excel Skills for Financial Reporting Certificate
  • Certified Professional Accountant in Financial and Revenue Management (CPAFRM)
  • SAP Financial Integration and Revenue Management Certification
  • CompTIA Security+
  • SHRM Certified Professional (SHRM-CP)
  • Certified Financial Modeling and Valuation Analyst (FMVA)
  • Financial Risk Manager (FRM)
  • Project Management Professional (PMP)
  • Certified Business Analysis Professional (CBAP)

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