Accomplished finance professional with solid experience in financial analysis, budgeting, and strategic planning. Proven track record in optimizing financial performance and driving results through effective team collaboration. Adept at adapting to changing needs, ensuring reliable and timely financial reporting, and possessing strong analytical and problem-solving skills. Known for integrity, dependability, and focus on achieving organizational goals.
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
14
14
years of professional experience
Work History
Finance Specialist:Data Analyst
ILLUME Holdings
01.2024 - Current
Managed chargeback process, ensuring accurate and timely resolution of customer disputes
Conducted thorough investigations to identify root causes of chargebacks and implemented preventive measures
Collaborated with internal teams to document chargeback trends and develop strategies to reduce chargeback ratios
Implemented chargeback tracking system to monitor and track chargeback status and outcomes
Developed and implemented negotiation strategies to optimize contract outcomes, resulting in increased profitability and improved contract terms for the organization
Conducted thorough market research and analysis to identify industry trends and best practices, incorporating this knowledge into contract negotiation strategies for a competitive advantage
Prepared and submitted responses to requests and requirements of auditors, regulators and investors.
Formulated financial data and analysis to support risk management and made recommendations to management.
Identified process issues and made recommendations for improvement or correction.
Supported business growth by conducting feasibility studies for new projects and expansions.
Reduced process discrepancies through measured implementation of performance reporting and data systems.
Increased cash flow by optimizing accounts receivable and payable processes.
Prepared and determined content for financial and business metric reporting.
Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
Enhanced financial reporting accuracy, implementing new software tools and efficient data management systems.
Contacted customers to immediately find resolutions for escalated issues.
Collaborated with cross-functional teams to develop robust financial models for forecasting and scenario planning purposes.
Performed financial and sales analysis and determined best practices to mitigate risk with customers.
Director
Delano Helping Hands Food Shelf
02.2022 - Current
Working collaboratively within partnerships and in our team to ensure all operations run efficiently
Communicating with volunteer groups to ensure our shelves are well stocked, inventoried, and our shoppers are assisted
Developed policies and procedures for food shelf operations and implemented these policies
Developed and maintained relationships with local food banks and other resources to ensure food shelf had adequate supplies
Developed and implemented programs to increase donations and community outreach
Coordinated with other local organizations to provide services and resources to food shelf clients
Monitored and evaluated food shelf programs and services to ensure effectiveness and efficiency
Developed and implemented fundraising initiatives to support food shelf operations
Highly skilled Contract Assessor conducting thorough assessments of contractual agreements and terms
Proven ability to evaluate contract compliance, identify risks, and recommend strategies to ensure legal and financial protection
Strong background in analyzing complex legal documents and negotiating favorable terms
Excellent attention to detail and organizational skills, resulting in accurate and comprehensive assessments
Possess exceptional communication skills and the ability to collaborate effectively with cross-functional teams
Adept at meeting tight deadlines and managing multiple projects simultaneously
Dedicated professional with a track record of delivering high-quality results and exceeding client expectations
Highly organized and detail-oriented Chargeback Administrator with a strong background in effectively managing and resolving chargeback disputes
Possessing a thorough understanding of chargeback regulations and procedures, I am skilled in analyzing transaction data, investigating fraudulent activities, and identifying root causes to minimize chargeback losses
Proven ability to collaborate with cross-functional teams, including customer service, finance, and legal departments, to implement preventive measures and streamline chargeback processes
A results-driven professional with a track record of successfully reducing chargeback ratios and mitigating financial risks for organizations
Key SkillsPresenter of statistics and data, while communicating with our lead food bank Second Harvest Heartland to ensure we are in compliance
Operations Specialist
Otto Transfer
05.2022 - 12.2023
Run and process payroll weekly for 25+ employees
Update all QuickBooks accounts
Reconcile all spending weekly for all employees
Strong customer service, working alongside brokers, our drivers, our lead pole yard, and outside sales
Manage and process all weekly taxes, monthly sales tax, and IFTA fuel reports
Work collaboratively on all marketing within our team
Collected, arranged, and input information into database system.
Promoted a culture of accountability within the department by setting clear expectations for performance and holding team members responsible for achieving results.
Utilized advanced analytical skills in order to resolve complex operational issues effectively.
Implemented necessary changes in response to shifting business needs, maintaining a proactive approach to problemsolving.
Improved operational efficiency by streamlining processes and implementing new systems.
Owner, CEO
Iron Barre Yoga, LLC
06.2010 - 06.2021
Sole owner and operator of a boutique-style fitness studio
Creator of all functional training programming
1:1 with all clients
Certifications in yoga, barre, pilates, and kettlebells
Managed day-to-day business operations.
Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
Consulted with customers to assess needs and propose optimal solutions.
Hired trained, and managed a high-performing team of employees dedicated to achieving company goals.
Implemented marketing strategies to increase brand awareness and attract new customers.
Achieved financial growth with strategic planning, cost control measures, and targeted marketing efforts.
Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.
Successfully navigated challenging economic conditions by making informed decisions that protected the business''s financial stability.
Education
Psychology -
Crown College
St. Bonifacious, MN
03.2020
Skills
Presenter of statistics and data
Communication
Compliance
Collections
Financial statement analysis
Strategic financial planning
Cost accounting
Debt management
Project finance
Audits
Timeline
Finance Specialist:Data Analyst
ILLUME Holdings
01.2024 - Current
Operations Specialist
Otto Transfer
05.2022 - 12.2023
Director
Delano Helping Hands Food Shelf
02.2022 - Current
Owner, CEO
Iron Barre Yoga, LLC
06.2010 - 06.2021
Psychology -
Crown College
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