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Skills

  • Cost reduction strategies
  • Financial Performance Reviews
  • Business Strategy
  • Debt Management and Refinancing
  • Financial Reporting Automation
  • Advanced financial modeling
  • Variance analysis
  • Mentoring and staff development
  • Capital structure optimization
  • ERP System Tableau Familiarity

Work Experiences

  • Collaborated with the CFO and executive leaders.
  • Built and executed annual operating plans.
  • Collaborated with PMP certified teams.
  • Achieved consistency across Austin.
  • Championed a data-driven approach to FP&A, resulting in a 72% improvement in decision-making speed.
  • Achieved results within three years.
  • Accelerated financial reporting by 48%.
  • Championed a data-driven approach to FP&A.
  • Collaborated with department heads.
  • Beat metric and initiative benchmarks in 6 months.

Summaries

  • Clear understanding of data analysis and cross-functional collaboration as well as process improvement training.
  • Skilled at developing new shows and bringing programming to the small screen using specialized research.
  • Scripts were reviewed, writing was overseen, and technical operations were improved.
  • Innovative Senior Director, Financial Planning Analysis showcasing talent for quickly and efficiently resolving issues while collaborating with the creative production team to meet project deadlines.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the standard business.
  • Planning and implementing metric infrastructure is something I'm good at.
  • Versatile Senior Director, Financial Planning Analysis with background in banking and finance. Consistently meet bank and customer service standards. Ready to tackle new challenges in position within Miscellaneous where talents in team leadership and vendor management will be valuable.
  • Proven success in large-scale business transformation and change management, with a track record of exceeding company goals.
  • With over 18 years of experience in sales and branch management, loan management, and general bank operations, I am a results-oriented self-motivator.
  • Knowledgeable Senior Director, Financial Planning Analysis with experience in childcare and development.

Accomplishments

  • Guided strategic capital allocation decisions that contributed to a 82% ROI across 18 projects in 2018.
  • Revamped the quarterly business review process, providing executives with actionable insights that led to a 22% rise in profit margins.
  • Restructured financial reporting processes, cutting monthly closing time by 13 days and increasing efficiency in cross-department communication.
  • Designed and implemented an automated financial reporting system, reducing reporting errors by 41% and increasing data accuracy.
  • Resolved product issue through consumer testing.
  • Identified gaps in financial controls and led initiatives that improved policy compliance across the organization by 69%.
  • Strategized the acquisition of Harbor & Co., contributing to a 20% increase in market share following the merger.
  • Partnered with IT to implement financial systems upgrades (e.g., SAP), reducing errors and enhancing reporting capabilities by 15%.
  • Published market analysis reports that were utilized by stakeholders, improving decision-making around resource allocation and capital investment.
  • Integrated macroeconomic analyses into long-term planning, forecasting industry changes and boosting the bottom line by 59%.

Affiliations

  • Association for Computing Machinery
  • American Finance Association (AFA)
  • Freemason
  • Jaycees
  • American Marketing Association
  • Chartered Financial Analyst (CFA) Institute
  • Institute of Management Accountants (IMA)
  • Association of Financial Professionals Regional Chapter in Seattle
  • Financial Modeling Institute (FMI)
  • National Investor Relations Institute (NIRI)

Certifications

  • Advanced Microsoft Power BI Certification
  • Cisco Certified Network Associate (CCNA)
  • Professional Risk Manager (PRM)
  • Project Management Professional (PMP)
  • Apple Certified Associate (ACA)
  • Six Sigma Green Belt
  • First Aid/CPR Certified
  • CERTIFIED NETSUITE CONSULTANT - Financial Management 2023
  • Certified Corporate Treasury Manager (CCTM)
  • Oracle ERP Financials Cloud Certified

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