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Skills

  • Global bond strategies
  • Customer service
  • Process improvement
  • Capital Expenditure Planning
  • Debt structuring and refinancing analysis
  • Supervision
  • Presentation skills
  • Advanced proficiency in standard
  • Regulatory compliance
  • Mergers and Acquisitions (M&A) Due Diligence

Work Experiences

  • Administered quarterly model reviews to align assumptions with market conditions, improving outcome predictability by 37%.
  • Achieved 12 consecutive quarters of growth.
  • Achieved more accurate market positioning.
  • Collaborated with program customers to determine their needs and deliver category service.
  • Achieved results in under 3 years.
  • Assessed internal rate of return (IRR) for capital projects.
  • Applied scenario modeling to stress-test investment portfolios, limiting potential losses during 2018's market downturn by 37%.
  • Automated financial data entry processes that reduced manual errors by 24% and shortened report preparation time by 15 hours weekly.
  • Saved $8 by putting in place cost-cutting measures that addressed long-standing issues.
  • Automated financial data entry processes.

Summaries

  • Accurately projected investment returns.
  • Action-oriented with a strong ability to communicate effectively with a variety of audiences including technology, executives, and business.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Accomplished in automating financial data processes, reducing manual errors by 84% and increasing report generation efficiency by 12 hours weekly.
  • Contributed to $12 revenue growth.
  • Researching and advising on investments is a strong suit of mine.
  • HubSpot and Workday are two of my strongest skills.
  • Automated manual reporting procedures.
  • Achieved a 23% boost in revenue forecasting accuracy.
  • Talented Portfolio Manager with 9+ years of proactive fund proposal experience.

Accomplishments

  • Collaborated with business unit leaders to develop forward-looking models that accurately projected cash flow improvements of $12 over 18 months.
  • Formulated detailed risk-adjusted financial models for capital projects, improving project prioritization and saving $13 in costs yearly.
  • Partnered with C-suite executives to build long-term financial strategies, ensuring a $15 funding boost for strategic initiatives.
  • Introduced multi-dimensional financial forecasting models that provided leadership with insights needed to reduce operational expenses by 16.
  • Spearheaded the development of cost-sensitivity models that preemptively saved the company $3 in material cost hikes.
  • Documented and resolved system which led to process.
  • Produced investment sensitivity models analyzing key risk factors, resulting in more informed decision-making and mitigating initiative by 61%.
  • Designed and implemented robust projection models using advanced standard, resulting in a 84% improvement in forecast consistency.
  • Performed in-depth scenario analysis to assess market volatility, enabling management to take preemptive actions that saved $10 in anticipated losses.
  • Conducted valuation assessments used to support a successful IPO, contributing to the achievement of Outstanding Service Award for innovation in financial strategy.

Affiliations

  • Society of Women Engineers
  • American Society of Safety Professionals
  • American Medical Informatics Association
  • Financial Executives International (FEI)
  • National Association of Social Workers
  • Certified Mergers & Acquisitions Professional (CMAP)
  • Capital Markets Financial Analysts Association (CMFAA)
  • Association of Information Technology Professionals
  • Global Association of Risk Professionals (GARP)
  • Society of Quantitative Analysts (SQA)

Certifications

  • Cisco Certified Network Associate (CCNA)
  • Certified Analytics Professional (CAP) - INFORMS
  • Certified Investment Management Analyst (CIMA) - Investments & Wealth Institute
  • Financial Risk Manager (FRM) - category
  • Chartered Alternative Investment Analyst (CAIA) - CAIA Association
  • Google Certified Professional Cloud Architect
  • Financial Data Professional (FDP) Charter – Financial Data Professional Institute
  • Data Science for Finance Certification – initiative
  • Project Management Professional (PMP) – Project Management Institute (PMI)
  • Cisco Certified Internetwork Expert (CCIE)

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