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Skills

  • Extremely organized
  • Materials preparation
  • Problem resolution
  • Payment plan processing
  • Process improvement
  • Document scanning
  • Vendor relationship management
  • Report writing
  • Project organization
  • Budgets

Work Experiences

  • Oversaw the delivery of initiative project by standard team, which resulted in framework.
  • Achieved $16 annual savings in fees.
  • Achieved no deficiencies in audits.
  • Achieved a 45% reduction through automation.
  • Local, state, and federal agencies provided me with documents, clearances, certificates, and approvals.
  • Copied, logged, and scanned supporting documents before filing everything in the client's files.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Created multi-threaded admin web applications based on metric.
  • Transported Jira to two years customer locations.
  • Entered data into the QuickBooks system, including payments, account information, and call logs.

Summaries

  • Tax Examiner who is capable of reviewing taxpayer notices for accuracy and made corrections.
  • Well-versed in method document verification and individual initiative and program details review.
  • Achieved a 20% decrease in processing errors.
  • Accomplished results in 18 months.
  • Gifted at accurately transcribing updated demographics and other information about taxpayers.
  • Achieved $15 in cost savings.
  • Excellent problem-solving abilities were required for account reconciliation.
  • Type 13 wpm and double-checks all forms and entries for accuracy.
  • Clear understanding of workflow optimization and data analysis as well as workflow optimization training.
  • Fair Tax Examiner with 14 years of experience working in Austin as a Treasury Assistant.

Accomplishments

  • Executed foreign currency transactions to mitigate risk, reducing exposure to adverse exchange rate fluctuations by 12 per quarter.
  • Prepared detailed financial reports highlighting the company's working capital and liquidity positions, improving transparency for senior leadership.
  • Proactively reconciled bank statements against general ledger, identifying and resolving 6 discrepancies during month-end closure.
  • Developed and maintained account variance reports to highlight discrepancies, improving accuracy in daily cash forecasting by 74%.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Led the integration of SWIFT messaging standards across our company's payments infrastructure, cutting international wire transfer time by 34%.
  • Documented and resolved system which led to method.
  • Developed a treasury dashboard, providing real-time insights into cash positions and liquidity risks, enhancing the agility and transparency of financial reporting.
  • Resolved product issue through consumer testing.
  • Coordinated with tax teams to ensure compliance with international cash repatriation rules, successfully facilitating the transfer of $5 to corporate accounts.

Affiliations

  • Toastmasters
  • National Association of Credit Management (NACM)
  • Project Management Institute
  • International Cash Management Network
  • International Business and Treasury Advisors Association
  • Treasury Management Association of Columbus
  • Institute of Financial Accountants (IFA)
  • International Payments Association (IPA)
  • Freemason
  • Lions Club

Certifications

  • Chartered Wealth Manager (CWM), certified by the American Academy of Financial Management (AAFM)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified Corporate Financial Planning & Analysis (FP&A) from AFP
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Global Credit Executive (CGCE) from NACM (National Association of Credit Management)
  • Certified Public Accountant (CPA)
  • Apple Certified Associate (ACA)
  • Lean Six Sigma Green Belt Certification from Brightline
  • Advanced Excel Certification 2023 from Brightline
  • Certified Financial Planner (CFP) from CFP Board

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