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Skills

  • Cross-functional team collaboration
  • Proficient in Sage
  • Advanced Excel skills
  • Fixed asset reporting familiarity
  • Team building
  • Financial Forecasting and Modeling
  • Organization
  • Statutory Reporting
  • Effective communication of financial data
  • Audit coordination

Work Experiences

  • Used Microsoft Excel to verify deposits, correct discrepancies, and process end-of-day paperwork with 14% accuracy.
  • Assisted in refining corporate strategy.
  • Matched purchase orders to invoices and kept track of all pertinent information.
  • Provided cross-training to management on financial processes, which resulted in a 11% reduction in project gaps.
  • Analyzed financial data from multiple reporting systems in order to make operational and performance recommendations.
  • Stayed on top of applicable federal and state requirements to reduce legal and financial risks.
  • Devised effective emergency procedures in order to free up time for introducing new projects.
  • Assisted financial planning teams by building dynamic models that enhanced future profitability projections, resulting in 13% more accurate forecasts.
  • Assisted in budgeting for 2 major projects.
  • Achieved a $2 adjustment.

Summaries

  • Accounts Payable Clerk who has worked with method accounts for 8 years.
  • Accounting Clerk with 3 years of experience in method financial management and the use of HubSpot.
  • Inventory control and tracking experience, as well as vendor negotiations.
  • Goal-oriented Bookkeeper with incredible procedure abilities and a keen eye for detail.
  • Professional bookkeeper and accountant with a track record of delivering outstanding results in high-pressure situations.
  • Corporate Finance Intern with a 17-year track record in billing and collections, as well as a strong grasp of legal procedures and legislation.
  • Exceptional numerical and analytical skills, as well as a track record of positive academic performance.
  • Finance Intern with strong interpersonal skills and a track record of success in collaborative settings.
  • Financial planning and management expert with a track record of dependability and expertise in team leadership.
  • Data analysis and risk assessment are being offered to a new framework opportunity.

Accomplishments

  • Initiated a process improvement project that reduced financial reporting errors by 46%.
  • Developed a financial KPI dashboard that reduced manual reporting time by 60% for the finance department.
  • Led cost-benefit analysis for potential investments, providing strategic recommendations that resulted in savings of $13.
  • Resolved product issue through consumer testing.
  • Created automated reports in Excel for daily cash flow management, reducing forecast errors by 43%.
  • Created financial models used for capital budgeting projects, directly influencing the approval of investments totaling $6.
  • Conducted market research to support a pricing strategy that increased average revenue per customer by 50%.
  • Facilitated financial audits by improving documentation standards, reducing overall audit time by 76%.
  • Prepared PowerPoint presentations on financial results for quarterly reviews attended by senior executives.
  • Initiated a policy to streamline interdepartmental reconciliation processes, reducing completion times by 12 days.

Affiliations

  • Freemason
  • Corporate Finance Institute (CFI)
  • Young Professionals in Finance (YPF) Network
  • Society of Human Resource Management
  • Economics Student Association, procedure
  • Finance Leadership Development Program (FLDP)
  • American Marketing Association
  • Financial Management Association (FMA)
  • AICPA (American Institute of Certified Public Accountants)
  • Corporate Finance Council (CFC)

Certifications

  • SHRM Certified Professional (SHRM-CP)
  • Certified Merger & Acquisition Advisor (CM&AA)
  • Certified Public Accountant (CPA) – In Progress
  • Proficiency in Financial Modeling for Startups by Vantage
  • Advanced Financial Forecasting in Excel by HubSpot
  • Certified Professional in Accounting & Finance (CPAF)
  • Cisco Certified Internetwork Expert (CCIE)
  • Certified Cash Manager (CCM)
  • Certified Global Management Accountant (CGMA)
  • Certified Treasury Professional (CTP)

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