Dynamic finance professional skilled in budget forecasting and financial analysis. Proven ability to collaborate cross-functionally, optimize resource allocation, and ensure tax compliance. Seeking to leverage strengths in internal controls and continuous improvement to support organizational growth.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Finance Manager
University Council for Educational Administration (UCEA)
East Lansing, MI
01.2020 - Current
Developed annual budget forecasts aligned with institutional strategic goals.
Led financial analyses to inform decision-making for academic program investments.
Streamlined reporting processes, enhancing accuracy and timeliness of financial data delivery.
Collaborated with cross-functional teams to optimize resource allocation and efficiency.
Streamlined month-end close process, reducing time spent on manual tasks and improving data accuracy.
Ensured compliance with local, state, federal tax regulations; timely filing of all required documents, mitigating potential penalties or fines.
Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
Financial Representative
Northwestern Mutual
Waynesboro, VA
01.2016 - 01.2016
Developed personalized financial plans aligning client goals with investment strategies.
Analyzed market trends to provide clients with informed financial advice.
Conducted comprehensive risk assessments to ensure appropriate insurance coverage for clients.
Collaborated with team members to enhance client engagement and retention strategies.
Accounting Clerk
Trident Maritime Systems
Waynesboro, VA
01.2014 - 01.2014
Processed accounts payable and receivable transactions efficiently to ensure timely financial reporting.
Reconciled bank statements and general ledger accounts, maintaining accuracy in financial records.
Assisted with payroll preparation, ensuring compliance with regulatory requirements and internal policies.
Implemented process improvements that enhanced overall efficiency of accounting operations.
Finance Associate
Monticello Area Community Action Agency
Waynesboro, VA
01.2014 - 01.2014
Managed financial reporting processes, ensuring compliance with federal and state regulations.
Developed and maintained budget forecasting models to optimize resource allocation.
Analyzed financial data to identify trends and support decision-making initiatives.
Collaborated with cross-functional teams to streamline operational efficiencies in budgeting processes.
Education
Bachelor of Science - Accounting
Strayer University
Online
01-2018
Skills
Budget forecasting
Financial budgeting
Customer satisfaction
Internal controls
Continuous improvement
Financial analysis
Verbal and written communication
Customer relationship development
Tax compliance
Certification
Career Studies Certificate in Supervisor & Leadorship
Timeline
Finance Manager
University Council for Educational Administration (UCEA)