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Skills

  • Customer service
  • Advanced Excel skills (e.g., VLOOKUP, Pivot Tables)
  • Budgeting framework development
  • Complex financial modeling
  • Communications
  • Cross-functional team collaboration for risk management
  • Bookkeeping
  • Budgets
  • Financial modeling capability
  • First Aid/CPR

Work Experiences

  • Collaborated with auditors to prepare annual audits and ensure adherence to government tax regulations.
  • Verified over $7 in cash and credit payments on a daily basis.
  • Built consolidated financial reports for multi-entity clients, improving transparency and enabling data-driven decisions across all Portland divisions.
  • Collaborated with executive teams on the integration of system, streamlining financial operations and reducing close time by 13 days.
  • Collaborated with Senior Accounting Consultants and Senior Accounting Consultants to meet project maintenance accounting requirements.
  • Authored training manuals for the accounting department outlining updated procedures, driving 54% faster onboarding time for new employees.
  • Achieved 82% accuracy.
  • Collaborated with executive teams on ERP integration.
  • Assisted in the return-on-investment analysis of major capital projects, helping executives choose investments that yielded a 82% annual return.
  • Analyzed financial discrepancies with vendors, recovering $16 in unclaimed credits benefiting overall contract positions in Miscellaneous.

Summaries

  • Exceptional at writing detailed reports and budgets, conducting thorough financial analysis, and strategizing for superior client service.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Involved in ensuring that business operations are fully compliant and within budgetary constraints.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Clear understanding of vendor management and project management as well as data analysis training.
  • Dedicated and cost-conscious, with strong project management skills.
  • Offering 17 years of financial management experience, including payroll, budgets, reports, audits, journals, expenditures, and payments for 6 locations.
  • Accountant who is goal-oriented and has a track record of accurate reporting and budget management.
  • Accomplished Senior Accounting Consultant with specialized skills in GAAP, regulatory compliance, and risk mitigation for portfolios exceeding $4.
  • Workday and Microsoft Excel are two of my strongest skills.

Accomplishments

  • Provided financial restructuring plans to 11 distressed firms, resulting in successful turnaround strategies and improved solvency metrics.
  • Generated real-time financial reports that improved executive visibility into the fiscal performance, driving smarter investment decisions.
  • Collaborated with team of 16 in the development of method.
  • Optimized budgeting processes through advanced analytics tools, reducing budgeting cycle times by 62% for the 2023 fiscal year.
  • Implemented a new cost allocation system that enhanced cost transparency, saving $12 annually through better budgeting controls.
  • Implemented cost-control measures that resulted in a $3 annual savings across the organization in 2017.
  • Assisted in mergers and acquisitions due diligence, providing comprehensive financial evaluations that pinpointed $5 in synergies.
  • Collaboratively reengineered procurement-to-payment workflows, lowering operational costs by $10 over 2021 through enhanced vendor relations.
  • Designed and conducted comprehensive financial audits for Miscellaneous, resulting in cost recoveries of $18 and rectified inaccurate entries.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.

Affiliations

  • American Medical Informatics Association
  • Graduate Member at Institute of Public Accountants (IPA)
  • Association of Chartered Certified Accountants (ACCA)
  • Association of Information Technology Professionals
  • Frequent Attendee at QuickBooks ProAdvisor Seminars
  • American Society of Safety Professionals
  • Mentorship Program Lead in Accounting Forums
  • Local Chamber of Commerce – Financial Services Committee
  • Institute of Management Accountants (IMA)
  • Accounting & Financial Women's Alliance (AFWA)

Certifications

  • Microsoft Certified Systems Engineer (MCSE)
  • Salesforce
  • Accredited in Business Valuation (ABV)
  • Certified Public Accountant (CPA)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified Financial Consultant (CFC)
  • Chartered Global Management Accountant (CGMA)
  • Certified Treasury Professional (CTP)
  • Financial Risk Manager (FRM)
  • Cisco Certified Network Associate (CCNA)

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