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Skills

  • Estate planning expertise
  • Audit coordination
  • Preparing financial statements
  • IRS regulation expertise
  • General ledger accounting expertise
  • Beneficiary engagement
  • IFRS proficiency
  • Corporate finance
  • Multilingual communication skills
  • Legal dispute resolution

Work Experiences

  • Oversaw the entry and processing of payroll data for 13 employees in accordance with company policies.
  • Collaborated with 4 executives to develop an annual budget and keep track of actual versus projected expenses.
  • Collaborated with high-net-worth clients.
  • Devised strategic plans and supported tactical initiatives to implement cost-cutting deliverables, resulting in a $2 per 6 months savings.
  • Collaborated with legal counsel to settle complex estate disputes, reducing resolution time from 5 months to 8 weeks.
  • Created a new payroll system that saved the accounting department over 9 hours per two years.
  • Achieved a 32% decrease in compliance issues.
  • Acted as primary point of contact during multimillion-dollar trust transitions, ensuring smooth asset transfers with minimum disruptions across divisional offices.
  • Saved $13 by implementing in-house benefits and payroll systems for over 13 employees.
  • Was in charge of corporate decision-making and planning, as well as monitoring and establishing policies and procedures to improve financial performance.

Summaries

  • Proven ability to lead and motivate teams to achieve financial objectives.
  • Well-versed in the local, state, and federal regulations that govern financial management, with a track record of developing policies and procedures that ensure regulatory compliance.
  • Proven leader with a track record of building high-performing, capable accounting teams.
  • Costs were consistently reduced while profits were increased.
  • Expert at establishing financial goals and developing strategies for improving internal controls, standards, and processes.
  • Accomplished Trust Officer with demonstrated ability to enhance client satisfaction and portfolio metrics through continuous process improvements.
  • Achieved 45% reductions in reporting issues.
  • Highly organized and systematic, with a thorough knowledge of the Miscellaneous.
  • Clear understanding of client relations and project management as well as performance reporting training.
  • Dedicated Trust Officer with over 15 years of financial management experience.

Accomplishments

  • Improved cross-functional collaboration between legal, tax, and financial teams, aligning trust strategies and reducing estate tax exposure by $11.
  • Developed multilingual communication policies to enhance engagement with international trust clients, increasing client retention in method by 42%.
  • Created and executed risk mitigation strategies to prevent trust account legal challenges, reducing liability exposure by $9 annually.
  • Resolved product issue through consumer testing.
  • Identified new client opportunities through collaborative initiatives with financial planners, resulting in the growth of fiduciary account portfolio by 52%.
  • Partnered with wealth management teams to build customizable trust plans, maximizing tax efficiency and reducing long-term estate taxes for high-value bequests by $8.
  • Developed an estate planning tax minimization strategy for high-net-worth clients, ensuring compliance with IRS regulations and reducing estate taxes by $12.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Documented and resolved process which led to framework.
  • Facilitated seamless transfer of $14 in trust assets by proactively coordinating with estate planning attorneys and heirs, reducing disputes by 59%.

Affiliations

  • American Medical Informatics Association
  • Institute of Certified Bankers (ICB) – Certified Trust and Financial Advisor (CTFA)
  • Association of Information Technology Professionals
  • Certified Specialist in Estate Planning (CSEP)
  • Bank Fiduciary Risk Management Association (BFRMA)
  • Financial Planning Association (FPA) - Trust and Estate Planning Group
  • Professional Fiduciary Association of the United States (PFAC)
  • Trust Education Foundation, Inc. (TEFI)
  • International Association of Registered Financial Consultants (IARFC)
  • Advanced Estate Planning Institute (AEPI)

Certifications

  • Chartered Financial Consultant (ChFC)
  • Trust and Estate Planning Certificate (TEPC)
  • Chartered Life Underwriter (CLU)
  • Certificate in Trust Management Standards (CTMS)
  • Cisco Certified Internetwork Expert (CCIE)
  • Accredited Estate Planner (AEP)
  • Microsoft Certified Systems Engineer (MCSE)
  • Apple Certified Associate (ACA)
  • Cisco Certified Network Associate (CCNA)
  • ServSafe

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