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Skills

  • Change order processing
  • Capital raise transaction support
  • Process improvement
  • Financial statement analysis
  • Automated workflow integration
  • Intermediate to advanced PowerPoint presentation skills
  • Credit risk monitoring
  • Alternative funding option assessment
  • Risk assessment and mitigation
  • Regulatory compliance

Work Experiences

  • Contributed to a successful $18 debt refinance plan.
  • Applied expertise across financial products.
  • Solved framework issues, improved operations, and provided excellent customer service.
  • Collaborated with Atlanta operations teams.
  • Looked for industry trends on social media and through online sources.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Achieved a 48% reduction in discrepancies.
  • Assisted in the creation of a funding dashboard.
  • Advised executive team on capital structure options, contributing to a successful $6 debt refinance plan.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.

Summaries

  • Developed funding strategies.
  • Contributed to business advancement.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Accomplished Senior Funding Analyst.
  • Adept at portfolio risk monitoring.
  • Delivered $8 in cost savings.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Costs were consistently reduced while profits were increased.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Personable and meticulous, with a strong focus on accuracy and customer satisfaction.

Accomplishments

  • Conducted variance analysis for adverse funding discrepancies, leading to enhanced lending criteria and $3 reduction in loan defaults.
  • Streamlined communication channels between the finance team and external stakeholders, expediting funding approval processes and reducing time-to-close by 7 days.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Refined portfolio management strategies that decreased delinquency rates below 18% and improved overall risk-adjusted returns.
  • Led due diligence for $12 funding in mergers and acquisitions, ensuring accurate financial and risk assessments across multiple sectors.
  • Maintained portfolio quality by designing a risk-scoring framework, which reduced delinquency rates to below 75%.
  • Worked closely with the IT department to upgrade funding analytics systems, ensuring a 22% reduction in manual data entry errors.
  • Collaborated with risk officers to develop an early warning system, reducing delinquency rates by 50% and boosting recovery outcomes.
  • Developed a real-time dashboard for tracking funding performance metrics, which identified key areas for improvement and boosted efficiency by 23%.
  • Analyzed emerging market risks and adjusted funding strategies to safeguard $4 in assets, resulting in a 58% hedge against potential losses.

Affiliations

  • International Council of Nurses
  • Fixed Income Investor Network
  • Council for Economic Education (CEE)
  • Turnaround Management Association (TMA)
  • International Association for Quantitative Finance (IAQF)
  • International Association of Business Finance & Accounting Professionals
  • International Society of Business Analysts
  • National Association of Credit Management (NACM)
  • Corporate Finance Institute (CFI)
  • The Economist Intelligence Unit (EIU) Membership

Certifications

  • Diploma in Funding Strategy & Cash Flow Planning – system
  • ServSafe
  • SHRM Certified Professional (SHRM-CP)
  • Cisco Certified Network Associate (CCNA)
  • Financial Risk Manager (FRM)
  • Certified Business Analysis Professional (CBAP)
  • Salesforce
  • Professional Funding Analyst Certification – Brightline
  • CompTIA A+ Technician
  • Certified in Quantitative Risk Management (CQRM)

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