Proactive professional skilled in financial reporting and communication. Proven track record in forecasting trends and implementing process improvements. Expertise ready to drive organizational growth and enhance operational efficiency.
Overview
37
37
years of professional experience
Work History
Program/Project Management Specialist
Booz Allen
McLean, VA
07.2010 - 10.2025
Managed customer relationship management tools for data tracking and analysis.
Created user-friendly reports to effectively present insights to stakeholders.
Trained staff on best practices for CRM system utilization.
Optimized data entry processes for accurate and timely updates.
Developed training materials and conducted sessions for new employees on CRM usage.
Suggested enhancements to features based on internal stakeholder feedback.
Identified opportunities for process improvements and automation within CRM.
Analyzed data to prepare forecasts and identify trends.
Small Business Accounting
For Profit & Non-Profit Clients
Charlotte, North Carolina
06.1988 - 07.2010
Efficiently managed accounts payable and receivable processes, ensuring timely transactions.
Processed payroll for employees bi-weekly, maintaining compliance with regulations.
Maintained accurate financial records using accounting software systems.
Assisted in preparing monthly financial reports for management review and decision-making.
Conducted monthly bank reconciliations to ensure account integrity.
Updated and organized financial documentation for audits and compliance purposes.
Resolved billing discrepancies with vendors and customers promptly, enhancing relationships.
Entered deposits, credit card charges, and sales entries to optimize cash management.