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Skills

  • Contractual Risk Reduction
  • Accounts payable management
  • Spreadsheet Formula Creation (e.g., Excel, Google Sheets)
  • Cross-cultural communication skills
  • Budgeting and financial forecasting
  • Financial Document Review for Regulatory Compliance
  • Cross-departmental collaboration
  • Tailored Sponsorship Package Creation
  • Event Sponsorship Funding Growth
  • Budget Monitoring within Fixed Limits

Work Experiences

  • Collaborated on financial compliance audits to ensure that sponsor funds were used in strict adherence to contract terms and organizational policy.
  • Effectively processed sponsorship refunds and adjustments without errors, ultimately improving sponsor satisfaction and reducing resolution times by 60%.
  • Was in charge of preparing sponsorship documents and looking for potential sponsors.
  • Developed sponsor contracts.
  • Contract valued at $5.
  • Created standardized reporting templates to give sponsors a comprehensive view of their financial contributions and the ROI on their investment.
  • Coordinated budget forecasting efforts for multi-year sponsorship deals, which contributed to a long-term sponsorship contract valued at $7.
  • Assisted sponsors with financial paperwork.
  • Enabled better decision-making in budget allocations.
  • Analyzed and reported sponsorship profitability by event, enabling better decision-making in sponsor-related budget allocations.

Summaries

  • Developed new package offerings.
  • Achieved greater sponsor retention and engagement.
  • Delivered comprehensive financial reports.
  • Achieved 32% improvements in sponsor satisfaction.
  • Consistently reduced costs.
  • Consistently created value for sponsors.
  • Conducted ROI analysis on sponsorship investments.
  • Aligned financial strategies with marketing goals.
  • Dedicated finance professional with experience in international transactions, maintaining compliance with tax regulations for procedure while optimizing payment schedules and minimizing transaction fees.
  • Adeptly used modern financial software and systems.

Accomplishments

  • Monitored and forecasted upcoming sponsorship trends, leading to the acquisition of 3 new long-term sponsorships for the 2024 event.
  • Delivered accurate financial forecasts and budget planning for standard, maintaining sponsor fees 100% on track and identifying cost overage risks early.
  • Generated post-event budget analysis reports, identifying savings of $7 and recommending cost adjustments for future initiatives.
  • Developed sponsorship-related financial training modules for team members, helping reduce financial discrepancies by 35% in the 2021 event cycle.
  • Streamlined month-end financial reporting by automating manual processes using ServiceNow, reducing reporting time by 68%.
  • Processed and tracked over $13 in sponsorship invoices, maintaining compliance with both sponsor and organizational financial policies.
  • Facilitated cross-department finance meetings to ensure transparent communication around sponsorship obligations, improving team coordination by 60%.
  • Managed all sponsor invoicing using QuickBooks, ensuring payments were received before scheduled events and reducing collection times by 11 days.
  • Executed sponsorship contracts ensuring that all financial commitments were met 100% within the agreed-upon terms and timelines.
  • Implemented customized expense tracking system via Workday, ensuring accurate financial reports and reducing discrepancies by 57%.

Affiliations

  • Member of The Chartered Institute of Management Accountants (CIMA), with a focus on developing financial audit and compliance skills.
  • Certified in Sponsorship and Event Revenue Management by metric, applying those principles in day-to-day reconciliation.
  • Member of the Cross-Departmental Sponsorship Strategy Working Group, enhancing collaborative approaches to event funding and finance.
  • Member of the Internal Auditors Association, utilizing best practices in sponsorship auditing and compliance adherence.
  • Member of the Event Industry Council (EIC), utilizing educational resources to refine event budget management skills.
  • Student affiliate of The American Society of Association Executives (ASAE), gaining insights into integrated financial planning for non-profits.
  • Member of the National Financial Auditors Society (NFAS), deepening focus on compliance and audit preparation for sponsor funds.
  • Completed a specialized course in Financial Forecasting for Marketing Sponsorships through initiative.
  • Alumni of category, specialized in sponsorship finance and event expense forecasting.
  • Active leader in Corporate Finance for Event Planners, a sub-branch of framework, helping members share best practices in event-based sponsorship accounting.

Certifications

  • Fundamentals of Sponsorship Management Certification by category
  • Certified Budget Analyst (CBA) - 2018
  • Sponsorship Fulfillment Professional Certification by Meridian
  • Managing Sponsorship Finance & Compliance Training - 2022 by method
  • Certified in Sponsorship Budgeting and ROI Analytics by Brightline - 2017
  • Certificate in Financial Analysis for Sponsorships by Brightline
  • Certified Event Planner and Manager by Vantage
  • Certified Management Accountant (CMA) - 2020
  • Certified Corporate Financial Planning Specialist - 2023
  • Certified Public Accountant (CPA) 2016

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