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Skills

  • Cross-functional collaboration (finance, sales, legal)
  • Team building
  • Problem-solving in revenue discrepancies
  • Motor fuel tax laws
  • MS Office
  • Communications
  • Basic accounting principles
  • Client contract validation
  • Financial compliance and governance
  • Audit inquiry responses within deadlines

Work Experiences

  • Automated revenue reporting process.
  • Analyzed deferred revenue amounts monthly.
  • Built financial models to forecast revenue.
  • Captured and reported unrecognized revenues of $2 improving company margins by 32% over 18 months.
  • Conducted in-depth pricing audits.
  • Completed within several months.
  • Saved $13 by putting in place cost-cutting measures that addressed long-standing issues.
  • Transported Jira to the past year customer locations.
  • Captured unrecognized revenues of $17.
  • Had an excellent attendance record and was always on time for work.

Summaries

  • Achieved high-level accuracy in revenue accounts.
  • Collaborated with finance leadership to design operational improvements, increasing on-time revenue recognition by 16% and aligning with company objectives.
  • Achieved 76% reductions in manual efforts.
  • French conversational skills
  • Automated financial reports.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Automated processes to streamline repetitive tasks.
  • Rules and regulations, as well as state statutes, are well-understood.
  • Aligned financial workflows with IFRS 15 regulations.
  • Costs were consistently reduced while profits were increased.

Accomplishments

  • Managed revenue forecasts across 8 key accounts, achieving a forecast accuracy increase of 46%.
  • Performed variance analysis on revenue accounts, identifying trends that led to a 42% improvement in revenue reporting accuracy.
  • Supported quarterly and annual financial audits by preparing and reconciling detailed revenue schedules, resulting in zero audit adjustments.
  • Utilized VLOOKUP and pivot tables in Excel to create dynamic revenue reports, reducing analysis time by 17% per report.
  • Prepared a comprehensive monthly revenue analytics report for senior leadership, providing actionable insights that supported Lakeside Partners's growth strategies.
  • Created automated solutions using Excel macros to streamline data entry, decreasing preparation time for revenue reports by 22%.
  • Reengineered billing operations, leading to a $13 reduction in unbilled revenue within two years.
  • Trained and mentored a team of 18 analysts, increasing overall productivity by 54% and ensuring consistent improvement in revenue recognition processes.
  • 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

  • Global Finance Leaders Network
  • Toastmasters
  • Project Management Institute
  • Society of Financial Examiners (SOFE)
  • Finance Change Management and Leadership Forum
  • Lions Club
  • ERP System Implementation Practitioners Group
  • Orange Country Finance Professionals Roundtable
  • Global Association of Risk Professionals (GARP)
  • IFRS Implementation Interest Group

Certifications

  • Chartered Global Management Accountant (CGMA)
  • Certified Internal Auditor (CIA)
  • CompTIA Network+
  • Project Management Professional (PMP)
  • Revenue Optimization Professional (ROP) Certification
  • Financial Risk Manager (FRM)
  • Certified Business Analysis Professional (CBAP)
  • CompTIA A+ Technician
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Revenue Management Professional (CRMP) by Cedar Works

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