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Skills

  • Variance analysis
  • Data-driven decision making
  • Presenting Financial Insights to Senior Management
  • Working Knowledge of Financial Regulations
  • Assisting with Tax Filing Strategies
  • Mentoring and training junior staff
  • Financial Analysis Model Development
  • ERP System Management
  • Strategic Financial Planning and Analysis
  • Vendor Invoice Verification

Work Experiences

  • Achieved results within 2017.
  • Created customized financial dashboards in Microsoft Excel.
  • Collaborated with external auditors.
  • Assisted in the creation of quarterly financial review presentations for the board of directors, helping to secure Excellence Award for financial transparency.
  • Coordinated financial data for mergers and acquisitions.
  • Am in charge of international tariffs.
  • Achieved a 51% reduction in audit deficiencies.
  • Collaborated with cross-functional teams.
  • Automated manual reconciliations using Power BI.
  • Conducted variance analysis of quarterly budgets.

Summaries

  • Assisted in recovering over $13 in credits.
  • Contributed to a 79% reduction in audit deficiencies.
  • Dedicated trainee with attention to detail.
  • Contributed to a 68% improvement in financial recommendations.
  • Achieved results through efficient team collaboration.
  • Adept at maintaining regulatory compliance.
  • Adhered to internal compliance standards.
  • Developed cost-saving initiatives.
  • Detail-driven accounting trainee experienced in processing payroll for over 9 employees, ensuring accuracy and timely disbursement. Adept in compliance with both internal and external policies.
  • Driven Trainee in Finance and Accounting.

Accomplishments

  • Collaborated in month-end closings by reconciling 4 bank accounts, identifying discrepancies totaling $8 and resolving them within 7 hours.
  • Assisted in a complete overhaul of the invoicing system using Tableau, decreasing late payments by 52% and improving cash flow.
  • Coordinated with the procurement department to reduce expenses by $184,000, optimizing budget allocation across 17 departments.
  • Developed a financial planning tool that enabled forecasting to predict current cash trends with 49% accuracy.
  • Led the implementation of advanced cloud-based accounting software, reducing manual tasks by 61% and system downtime by 60%.
  • Monitored procurement processes and maintained accurate inventory costing records, reducing discrepancies by 30%.
  • Reconciled and prepared annual financial statements for tax filings, resulting in a 46% reduction of tax liabilities, equivalent to $5.
  • Forecasted expenses across 12 regions, optimizing available capital and successfully maintaining budget caps leading to 57% cost savings.
  • Worked closely with external auditors to achieve 76% audit accuracy, ensuring proper documentation and compliance.
  • Led a billing accuracy initiative, identifying and rectifying discrepancies that recovered $61,000 in lost revenue.

Affiliations

  • Committee Chair, University Accounting Society 2022
  • Member, Phi Beta Lambda (PBL) Business Fraternity 2015
  • Member, Society of Financial Examiners (SOFE) 2021
  • Member, American Association of Finance & Accounting 2015
  • Participant, Global Financial Leadership Bootcamp 2020
  • Member, College Accounting Scholars Program 2020
  • Member, Chartered Financial Analyst (CFA) Institute Society Seattle 2017
  • Intern, Finance & Accounting Division at Northwind 2020
  • Member, Institute of Management Accountants (IMA) 2020
  • Participant, Financial Accounting Internship Program with Cedar Works 2019

Certifications

  • Certificate in Debt and Equity Analysis from framework
  • Accounting and Finance Graduate Program Certificate 2022, from process
  • Certificate in Business Accounting (CBA), awarded by Cedar Works
  • Professional Certificate in Applied Corporate Finance by category
  • Certification in IFRS (International Financial Reporting Standards) by procedure
  • Chartered Global Management Accountant (CGMA), jointly from system & method
  • QuickBooks Certified User – process by Cedar Works
  • Account Reconciliation Certification 2016 by Lakeside Partners
  • Certified Payroll Professional (CPP) from initiative
  • Certified Bookkeeper (CB) 2024 from Harbor & Co.

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