Jean Joseph
Miami,FL
Summary
Organized Wealth Coach with 10 years of superior financial performance. Hardworking and proactive with strong knowledge of regulatory compliance and industry protocols. Ready to contribute value to team through excellent work ethic and commitment to meeting corporate financial goals.
Overview
9
9
years of professional experience
Work History
Treasurer Volunteer
Gerald's Rescue Mission
10.2020 - Current
- Enhanced financial security by implementing effective cash management strategies and maintaining accurate records.
- Managed funds for the organization, ensuring proper allocation and maximizing returns on investments.
- Streamlined financial processes and established efficient systems for tracking donations, expenses, and budgets.
- Reduced operating costs through diligent review of expenses and identification of areas for improvement.
- Collaborated with board members to develop long-term financial goals and strategies for organizational growth.
- Provided expert financial advice, enabling informed decision-making on various projects and initiatives.
- Developed comprehensive budgets that accurately reflected the organization''s needs and priorities.
- Ensured compliance with all regulatory requirements related to financial reporting and tax filings.
- Safeguarded assets by establishing robust internal controls and regularly reviewing their effectiveness.
- Maintained transparent communication with stakeholders regarding the organization''s finances, promoting trust and credibility.
- Facilitated fundraising efforts by providing financial data to support grant applications and donor requests.
- Educated fellow volunteers about fiscal responsibility, fostering a culture of accountability within the organization.
- Analyzed investment opportunities, making sound recommendations that aligned with the organization''s risk tolerance and objectives.
- Contributed to overall organizational success by participating in cross-functional projects as a financial subject matter expert.
- Conducted annual audits in collaboration with external accounting professionals to ensure accuracy in reporting and compliance with regulations.
- Assisted in the development of strategic plans by providing crucial financial insights and projections.
- Effectively used planning software to forecast future budgetary needs based on current trends and upcoming projects.
- Reconciled monthly bank statements accurately reflecting our current resources available for use.
- Implemented efficient online donation systems allowing donors ease of access when contributing financially.
- Analyzed financial data to identify trends, risks and opportunities.
- Advised management regarding significant expenditures to keep operations in line with budget limitations.
- Implemented strategies to improve organizational financial performance.
- Oversaw financial reporting process to facilitate timely and accurate financial statement preparation.
- Reconciled monthly statements, invoices and expense accounts, keeping records accurate, and current.
- Drafted treasury reports to support management decision-making needs.
- Developed and maintained internal control systems to protect organizational assets.
- Established policies and procedures to support compliance with laws and regulations.
- Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
- Liaised with financial institutions to secure project funding and optimize financial resources.
- Managed daily financial functions in collaboration with accounting and payroll personnel.
- Prepared and filed tax returns and generated monthly reports in compliance with regulatory and organizational standards.
- Mitigated risk by implementing internal controls and safeguards for revenues and expenditures.
- Reviewed contracts financially impacting company and counseled executive leaders on impact contracts would have on company operations.
- Directed corporate decision-making and planning by monitoring and setting policies and procedures to optimize fiscal performance.
- Verified accurate completion of corporate income tax returns and optimal use of favorable tax codes.
- Increased flow of financial information throughout company by improving communication strategies.
- Reviewed documents and data to give accurate presentations and forecasts to upper management.
- Projected monthly cash expenditures through efficient budgeting and detailed document reviews.
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
- Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures.
- Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
- Followed up with delinquent accounts to obtain funds and reduce aging balances.
- Worked with both internal and external users to create detailed financial reports.
- Enhanced quality and currency of financial information by overseeing revenue collection systems.
- Prepared corporate fiscal and business plans to help strategically direct business operations and strengthen controls.
Entrepreneur
Jean Enterprises
02.2015 - Current
- Increased business revenue by implementing innovative marketing strategies and expanding product offerings.
- Established a successful startup by researching market opportunities, creating a business plan, and securing funding.
- Improved customer satisfaction with exceptional project management skills and timely delivery of products and services.
- Developed strategic partnerships with key industry players to enhance brand visibility and credibility.
- Streamlined operations by identifying inefficiencies and implementing cost-saving measures that improved overall profitability.
- Launched multiple successful products through comprehensive research, development, testing, and marketing efforts.
- Enhanced online presence with well-designed websites, engaging social media content, and targeted digital advertising campaigns.
- Fostered a culture of innovation within the organization by encouraging employees to share ideas for continuous improvement.
- Managed financial aspects of the business including budgeting, forecasting, cash flow management, and financial reporting to stakeholders.
- Diversified revenue streams by exploring new business models such as franchising or licensing agreements with potential partners.
- Successfully navigated challenging economic conditions by adapting business strategies quickly in response to changing market dynamics.
- Maximized staff productivity through effective delegation of tasks, performance evaluation feedback loops, and professional development opportunities.
- Determined business plan, mission statement, and vision.
- Implemented risk management strategies to minimize potential threats to the business''s financial stability, reputation, and overall success.
- Built strong brand recognition and customer loyalty by delivering high-quality products and services consistently over time.
- Maintained strict regulatory compliance across all aspects of the business operations ensuring legal requirements were always met.
- Launched new product lines successfully through comprehensive planning, strategy and research.
- Identified target customer segments through in-depth research, building tactical marketing strategies.
- Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.
Education
Associate of Science - Business Admimistration
Miami Dade College
Miami, FL03.2012
Skills
- Investment Management
- Bank Reconciliation
- Debt Management
- Ethical Decision Making
- Financial Management
- Financial Forecasting
- Payroll Processing
- Grant Management
- Financial Policy Development
- Financial Risk Assessment
- Accounts Receivable
- Expense Tracking
- Cost Control
- Fundraising Support
- Financial Reporting
- Financial Planning
- Accounts Payable
- Cash Flow Management
- Financial Statement Review
- Audit Preparation
- Financial Software Proficiency
- Budgeting Expertise
- Internal Controls
- Accounting Knowledge
- Nonprofit Accounting
- Excel Proficiency
- Financial Management Procedures
- Excel Expertise
- Accounting Management
- Financial Statements Expertise
- Bookkeeping
- Business Development
- Continuous Improvement
- Finance
- Risk Mitigation
- Investment Guidance
- Financial Control
- Internal Control Management
- Account Reconciliation
- Revenue Generation
- Processing Payments
- Budget Development
- Financial Document Review
- Corporate Finance
- Collections Understanding
- Reporting Oversight
- Budget Administration
Timeline
Treasurer Volunteer
Gerald's Rescue Mission
10.2020 - Current
Entrepreneur
Jean Enterprises
02.2015 - Current
Associate of Science - Business Admimistration
Miami Dade College
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