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Skills

  • Customer service
  • Compliance with standard
  • Change management in financial processes
  • Balance Sheet Account Review
  • Collaborative Problem Solving with FP&A/Tax teams
  • Problem resolution
  • Process improvement
  • Team building
  • Process Documentation and Training Development
  • Project organization

Work Experiences

  • Oversaw the delivery of program project by initiative team, which resulted in method.
  • Analyzed complex financial data.
  • Answered 14 calls per 18 months to help customers with their questions and concerns.
  • Carefully monitored and addressed accrual variances each period, leading to a more accurate forecast and 16 in savings.
  • Conducted close process reviews.
  • Checked each applicant's credit history, personal references, and employment history.
  • Assisted in revising the financial close manual.
  • Collaborated with system customers to determine their needs and deliver metric service.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Conducted team training initiatives.

Summaries

  • Costs were consistently reduced while profits were increased.
  • Senior Close Coordinator with 8 years of successful client relations and team leadership experience.
  • Committed Senior Close Coordinator with extensive experience in drafting and improving consolidated reports for senior leadership, aligning financial data with corporate objectives.
  • As an analytical professional, I lead continuous improvement initiatives to streamline intercompany reconciliations, reducing discrepancy resolution time by 42%.
  • Standards and regulations in process improvement are second nature to me.
  • Delivered accurate reporting for year-end statements.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Contributed to a 34% uplift in team productivity.
  • Collaborative Senior Close Coordinator.
  • Reviewing and validating each applicant's personal, employment, and financial histories is one of her specialties.

Accomplishments

  • Led a comprehensive review of accounts payable to close open items resulting in a $6 reduction in liabilities.
  • Directed the month-end close for 15 global business units, completing the process 18 days ahead of deadline.
  • Collaborated with internal audit to ensure compliance with SOX requirements, leading to 2 successful audits with no material errors.
  • Coordinated with FP&A team to ensure timely and accurate accruals entry, leading to a 62% improvement in financial close accuracy.
  • Collaborated with team of 18 in the development of program.
  • Enhanced efficiency of close by developing a checklist system used across 18 business units, reducing human error by 83%.
  • Restructured the financial close process for logistics, reducing the closing window by 65%.
  • Streamlined expense accruals processes, reducing reporting discrepancies by 46%.
  • Introduced month-end close automation via Salesforce, reducing man-hours by 59% and improving accuracy.
  • Managed multi-national close consolidations for Meridian, resolving foreign currency issues and improving reporting timelines.

Affiliations

  • The Association for Accountants and Financial Professionals in Business
  • Institute of Management Accountants (IMA)
  • Society of Women Engineers
  • Certified Financial Planning Board of Standards (CFP Board)
  • Project Management Institute (PMI)
  • Society of Corporate Secretaries & Governance Professionals
  • National Association of Social Workers
  • ERP System Migration Expert Group
  • Association of Information Technology Professionals
  • Association of Chartered Certified Accountants (ACCA)

Certifications

  • Apple Certified Associate (ACA)
  • Lean Six Sigma Green Belt - procedure
  • Certified Public Accountant
  • Oracle Financials Certification - Meridian
  • Financial Planning & Analysis (FP&A) Certification - Association for Financial Professionals (AFP)
  • Financial Risk Manager (FRM) - Global Association of Risk Professionals (GARP)
  • Certified in Strategy and Competitive Analysis (CSCA) - IMA
  • Cisco Certified Network Associate (CCNA)
  • Certified IFRS Professional - initiative
  • Certified Treasury Professional (CTP) - Association for Financial Professionals (AFP)

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