Total years of experience :25 years, 0 Months
• Supported operations management, sales, and marketing efforts to increase revenue and overall financial health.
• Created organizational structures to improve accounting and finance functions.
• Trained new and existing staff members in various financial procedures to prepare for job requirements.
• Executed vendor setup and payment, administration of bank accounts and account reconciliations.
• Partnered with IT and operational leadership to develop financial business plans with detailed benchmarks.
• Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.
• Evaluated project applications and verified with outline specifications to approve, reject and recommend adjustments.
• Managed regular finance tracking for numerous branch offices and headquarters expenses.
• Drove revenue stream development through strategic collaboration and partnerships.
• Spearheaded expansion strategies to increase business market share.
• Developed corporate investment strategies to drive growth and security.
• Reviewed documentation and identified financial discrepancies where applicable.
• Researched and facilitated software integration to streamline accounting and financial processes.
• Drove profit increases through market research and strategic asset management to meet dynamic industry conditions.
• Managed investments to diversify financial portfolios and grow revenue.
• Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
• Supported pension program rollout following targeted analysis and research.
• Completed filings and upheld strict compliance with regulatory agencies and supervisors.
• Prepared and managed large capital expenditure budgets to effectively handle infrastructure investment and long-term operations.
• Processed invoices and contacted appropriate parties for timely payment receipt.
• Maintained responsive organization with sustained revenue growth through industry forecast monitoring and deliberate financial planning.
• Forecasted trends and recommended improvements based on financial risk analyses.
• Supported operations management, sales, and marketing efforts to increase revenue and overall financial health.
• Created organizational structures to improve accounting and finance functions.
• Trained new and existing staff members in various financial procedures to prepare for job requirements.
• Executed vendor setup and payment, administration of bank accounts and account reconciliations.
• Partnered with IT and operational leadership to develop financial business plans with detailed benchmarks.
• Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.
• Evaluated project applications and verified with outline specifications to approve, reject and recommend adjustments.
• Managed regular finance tracking for numerous branch offices and headquarters expenses.
• Drove revenue stream development through strategic collaboration and partnerships.
• Spearheaded expansion strategies to increase business market share.
• Developed corporate investment strategies to drive growth and security.
• Reviewed documentation and identified financial discrepancies where applicable.
• Researched and facilitated software integration to streamline accounting and financial processes.
• Drove profit increases through market research and strategic asset management to meet dynamic industry conditions.
• Managed investments to diversify financial portfolios and grow revenue.
• Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
• Supported pension program rollout following targeted analysis and research.
• Completed filings and upheld strict compliance with regulatory agencies and supervisors.
• Prepared and managed large capital expenditure budgets to effectively handle infrastructure investment and long-term operations.
• Processed invoices and contacted appropriate parties for timely payment receipt.
• Maintained responsive organization with sustained revenue growth through industry forecast monitoring and deliberate financial planning.
• Forecasted trends and recommended improvements based on financial risk analyses.
• Supported operations management, sales, and marketing efforts to increase revenue and overall financial health.
• Created organizational structures to improve accounting and finance functions.
• Trained new and existing staff members in various financial procedures to prepare for job requirements.
• Executed vendor setup and payment, administration of bank accounts and account reconciliations.
• Partnered with IT and operational leadership to develop financial business plans with detailed benchmarks.
• Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.
• Evaluated project applications and verified with outline specifications to approve, reject and recommend adjustments.
• Managed regular finance tracking for numerous branch offices and headquarters expenses.
• Drove revenue stream development through strategic collaboration and partnerships.
• Spearheaded expansion strategies to increase business market share.
• Developed corporate investment strategies to drive growth and security.
• Reviewed documentation and identified financial discrepancies where applicable.
• Researched and facilitated software integration to streamline accounting and financial processes.
• Drove profit increases through market research and strategic asset management to meet dynamic industry conditions.
• Managed investments to diversify financial portfolios and grow revenue.
• Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
• Supported pension program rollout following targeted analysis and research.
• Completed filings and upheld strict compliance with regulatory agencies and supervisors.
• Prepared and managed large capital expenditure budgets to effectively handle infrastructure investment and long-term operations.
• Processed invoices and contacted appropriate parties for timely payment receipt.
• Maintained responsive organization with sustained revenue growth through industry forecast monitoring and deliberate financial planning.
• Forecasted trends and recommended improvements based on financial risk analyses.
• Maintained integrity of general ledger and chart of accounts.
• Developed financial models to assess and analyze financial performance of clients.
• Conducted technical and analytical reviews of tax returns to check for accuracy and qualified deductions.
• Kept up-to-date with tax changes and industry trends by participating in professional organizations, opportunities, and networks.
• Provided journal entries and performed accounting on accrual basis.
• Tracked funds, prepared deposits and reconciled accounts.
• Found tax solutions to complicated tax issues or errors from incorrect tax filings.
• Researched technical tax issues to define tax effect or impact of certain tax positions.
• Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
• Diminished outstanding debts by analyzing accounts for issues.
• Trained new employees on accounting principles and company procedures.
• Initiated comprehensive account assessments to check viability, stability, and profitability of business operations.
• Prepared working papers, reports and supporting documentation for audit findings.
• Collected and reported monthly expense variances and explanations.
• Used accounting software to issue tax returns and prepare consolidated reports.
• Identified legal tax savings and recommended ways to improve profits.
• Collaborated with accounting manager to comply with governing bodies and limit regulatory risks.
• Cooperated with senior leaders to create operating budgets and initiate financial planning.
• Partnered with auditors to track errors and add contributions to maintain accuracy.
• Compiled general ledger entries on short schedule with 100% accuracy.
• Set up and improved accounting systems and processes to meet business needs and maximize operational success.
• Reviewed business operations and obligations to help organization function at acceptable level.
• Wrote financial statements and consolidations after reconciling general ledger accounts.
• Offered advice and direction to help clients better understand financial goals.
• Expedited payroll and invoicing by streamlining billing systems.
• Prepared accounts for industry audits and supported audit process.
• Oversaw accounting team in servicing diverse clients.
• Assisted in upgrade and conversion of in-house financial systems.
• Partnered with auditors to track errors and add contributions to maintain accuracy.
• Reviewed documents and accounts for discrepancies and resolved variances.
• Calculated tax owed, prepared, and submitted returns and upheld compliance with all applicable laws.
• Leveraged finance knowledge to strengthen controls and improve transparency.
• Completed biweekly payroll and maintained employee records.
• Drafted variance reports, regulatory filings, and related schedules.
• Prepared monthly journal entries and reconciliations.
• Evaluated and improved financial records to make important business decisions.
• Liaised with clients regarding financial plans and objectives.
• Handled month-end and year-end end finances by managing and reporting fixed assets and other data.
• Analyzed financial audit information and made recommendations to improve efficiencies.
• Completed year-end closing processes with controllers and external auditors.
• Developed and implemented effective accounting systems.
• Reconciled balance sheets and streamlined best practices for balance sheet processes.
• Reviewed budgets and communicated discrepancies to senior management.
• Assisted team members in transitioning to new system through extensive training and one-on-one support.
• Conducted financial review of customer lines of credit by assessing company financials and initiating credit application reviews.
• Assessed credit risk and analyzed financial statements.
• Made decisions and recommendations about extending lines of credit.
• Analyzed customer data such as financial statements to determine level of risk involved for extending credit.
• Analyzed credit scores to determine borrowers' creditworthiness.
• Reviewed credit reports to comprehensively view borrowers' credit history and identify potential red flags.
• Developed credit models to assist in the credit decisions process.
• Analyzed creditworthiness of loan applicants and determined credit risk of loan requests.
• Developed understanding of company audit methodology, approach and tools while working under supervision of licensed auditors.
• Proofread audit and tax reports and year-end financial statements to verify accuracy.
• Identified major risk areas and gaps in internal controls, process notes and risk control matrices to plan and perform audit procedures.
• Inspected cash on hand, notes receivable and payable and negotiable securities to confirm accurate records.