Proactive and hardworking Finance Manager with strong organizational skills focused on continuous operational improvement and efficiency. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Meticulous, conscientious and methodical in approach.
Overview
7
7
years of professional experience
Work History
Finance Manager
Int'l Board Of Lactation Consultant Examiners
08.2021 - Current
Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.
Executed vendor setup and payment, administration of bank accounts and account reconciliations.
Assisted Bookkeeper with preparation of monthly reconciliation of bank accounts and took corrective actions on deviations.
Successfully coordinated and led financial audit process, resulting in a clean audit within an impressive 3 months, surpassing organization average by 62% and saving the organization valuable resources.
Proactively identified inefficiencies in financial processes and successfully transitioned all duties from CPA outside contractor to in-house system, resulting in impressive annual cost-saving of $21,000, equivalent to 40% of previous contractor expenses.
Completed tax filings and upheld strict compliance with regulatory agencies and supervisors.
Reviewed financial statements and identified discrepancies where applicable.
Spearheaded successful integration of QuickBooks software, automating previously manual accounting tasks and streamlining financial processes. This initiative led to remarkable time savings of 5-10 hours per week for the finance team, allowing them to focus on strategic initiatives and improve overall operational efficiency.
Processed invoices and contacted appropriate parties for timely payment receipt.
Reduced document storage costs by 53% by proactively managing and optimizing document retention operations.
Analyzed financial statements against forecasts to prepare high-level variance analysis.
Prepared quarterly financial statements for meeting presentation.
Developed and tracked progress of annual operations budget of $15M.
Operations Support Technician
The Cheesecake Factory
01.2019 - 08.2021
Demonstrated outstanding proficiency and dedication by completing extensive backlog of 8 months' worth of daily reconciliations within an impressive 2-month timeframe after joining the team. This achievement not only ensured accurate financial reporting but also contributed to improved decision-making and financial transparency.
Spearheaded efforts to resolve substantial backlog of outstanding invoices spanning 12 months, effectively recovering revenue and enhancing cash flow within first 3 months of employment, contributing to improved financial stability.
Revamped and streamlined new hire process, optimizing efficiencies and reducing onboarding time from 6-8 hours per week to just 2 hours per week, leading to enhanced productivity and increased capacity to onboard more personnel.
Liaison between corporate center and restaurant for Financial, Human Resources, Payroll and IT transactions
Assisted in inventory process by efficiently and accurately entering data into the system, ensuring up-to-date and reliable inventory records.
Proactively took charge of essential HR project, meticulously recovering and updating forgotten performance evaluations for almost 100 employees, spanning 5 years of records within just 12 months of joining the company. This initiative not only ensured compliance and accuracy but also facilitated effective employee performance management and talent development.
Reviewed reports for anticipated numbers, identified variances and made corrections.
Recruiter/Administrative Assistant
Windows Catering Company
12.2016 - 08.2017
Conducted phone interviews to assess applicants relevant knowledge, skills, experience and aptitudes.
Built strong relationships with internal and external candidates to ensure excellent hiring experience.
Advertised job opportunities on social media platforms and job boards.
Coordinated schedules to arrange management interviews with applicants.
Evaluated strengths and weaknesses of candidates through effective screening processes.
Successfully streamlined onboarding process, enabling efficient onboarding of up to 32 employees in a single day during peak season, optimizing productivity and enhancing new hire experience. This initiative allowed the company to take on more events because there was more catering staff available.
Operated and maintained applicant tracking and candidate management systems.
Manager, Performance-based Assessment at National Board of Medical Examiners (NBME)Manager, Performance-based Assessment at National Board of Medical Examiners (NBME)
Collaborative Practice Inspector at State Of Alabama Board Of Medical ExaminersCollaborative Practice Inspector at State Of Alabama Board Of Medical Examiners