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Skills

  • Financial Modeling & Valuation
  • Investment Strategy & Portfolio Management
  • Business Strategy
  • Financial Planning and Analysis (FP&A)
  • EBITDA growth strategies
  • Corporate Governance
  • Change management in finance
  • Automation in Finance (Accounts Payable)
  • Internal Controls & Governance
  • Contract negotiations

Work Experiences

  • Conducted spending analyses and formed partnerships in order to improve policies and make recommendations.
  • Achieved growth through aggressive market penetration.
  • Created metrics to support key process results for initiative objectives.
  • Used QuickBooks to prepare monthly bank account reconciliations and take corrective action when there were any discrepancies.
  • Evaluated the performance of individual departments and collaborated with leadership to improve processes, procedures, and practices.
  • Created a program to promote new managers from within the company, resulting in a more cohesive management structure.
  • Budgets, cash flow projections, cost analysis, and monthly, quarterly, and annual reports were among the tasks I completed.
  • Was in charge of tracking revenue, budgets, and expenses for 18 offices and headquarters.
  • By transforming the production process and aligning sales targets to meet changing industry conditions, I was able to achieve an industry-leading profit increase.
  • Achieved 16% year-on-year revenue increase.

Summaries

  • Cross-functional collaboration and performance reporting are tasks that I am uniquely qualified to perform.
  • To meet and exceed business financial goals, successfully optimizes frameworks and cultivates cohesive teams.
  • Finance Manager with a proven track record of successfully managing high-volume transactions on a regular basis.
  • To identify and correct underperforming trends, a hands-on leader with strong business acumen and an analytical mindset is required.
  • Intuitive and graceful when it comes to managing high-volume workloads in rapidly changing environments.
  • Finance Executive with 17 years' experience in all aspects of finance and investment management.
  • A dependable Finance Manager with a focus on KPI oversight and data process mentoring.
  • Expertise in change management that has been demonstrated.
  • Expert at implementing changes to increase the efficiency of business operations.
  • Offering 3 years of industry leadership, as well as an entrepreneurial, forward-thinking mindset and a proven track record of success.

Accomplishments

  • Created an enhanced capital budgeting model that improved the decision-making for capital expenditures, leading to 80% increase in ROI.
  • Collaborated with cross-functional teams to automate accounts receivable processes, resulting in faster collections and a 3-day reduction in DSO (Days Sales Outstanding).
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Partnered with cross-functional teams to successfully launch AI-driven financial forecasting tools, improving accuracy by 60%, and reducing variances.
  • Strengthened ERP system implementation, reducing manual entry errors by 47% and streamlining data consolidation efforts.
  • Led the completion of the 2018 financial audits with zero discrepancies by collaborating with external auditors to ensure accuracy and timeliness.
  • Played a key role in a method capital raise by delivering detailed financial analyses and clear strategic recommendations.
  • Led successful corporate restructuring efforts including vendor renegotiations, saving the company category annually.
  • Designed and implemented new expense tracking systems, resulting in a framework reduction in operational expenses.
  • Documented and resolved category which led to standard.

Affiliations

  • Lean Enterprise Institute (LEI)
  • Council of Finance Leaders (CFL)
  • American Society of Safety Professionals
  • International Fiscal Association (IFA)
  • Lions Club
  • Society for Human Resource Management (SHRM) - Finance and Payroll Division
  • Chartered Financial Analyst (CFA) Institute
  • Project Management Institute
  • Institute of Management Accountants (IMA)
  • American Institute of CPAs (AICPA)

Certifications

  • Institute of Management Accountants (IMA) Certified Member
  • Project Management Professional (PMP)
  • Lean Six Sigma Green Belt Certification
  • Certified Information Systems Auditor (CISA)
  • Executive Leadership Certificate in Financial Strategy metric
  • Financial Risk Manager (FRM)
  • Certified Mergers & Acquisitions Advisor (CM&AA)
  • Certified Public Accountant
  • Financial Modeling & Valuation Analyst (FMVA) certification
  • CompTIA Network+

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