Dynamic finance professional with over 8 years of experience in accountancy and management, specializing in reconciliation, process improvement, and multi-million dollar portfolio management. Expertise in asset analysis and ensuring the accuracy of financial records, combined with a proven track record of leading teams to enhance departmental efficiencies. Results-driven analyst skilled in managing large volumes of information while proactively identifying trends that impact operational success. Committed to contributing to team objectives and advancing organizational goals through a strong problem-solving mindset and effective communication skills.
Overview
8
8
years of professional experience
Work History
Senior Financial Accountant
Georgia Institute of Technology
12.2021 - Current
Act as lead to a team of 6 finance professionals, fostering collaboration and improving departmental performance, which contributed to exceeding financial deliverables by 40%.
Successfully integrated an additional team of 3 faculty support coordinators, improving service account oversight and elevating team performance metrics within 6 months.
Led special projects that integrated new financial processes, mentoring staff to ensure compliance and accuracy, which improved overall team efficiency and accountability.
Developed comprehensive documentation defining roles and responsibilities for employees, enhancing compliance with state and University guidelines while improving internal and external communication within 3 months.
Facilitated accurate expense tracking through diligent maintenance of general ledger accounts and reconciliations.
Provided valuable insights by leading monthly variance analysis reviews between actual results and budget/forecast expectations.
Maximized company resources by performing ad-hoc analyses supporting cost reduction initiatives across departments.
Played a pivotal role in annual budget planning, collaborating with department heads to allocate resources strategically.
Enabled informed decision-making by presenting key findings from complex data sets in clear, concise formats for senior leadership team members.
Analyst, Financial Accountant
Georgia Institute of Technology
12.2021 - 10.2023
Communicated key metrics and expectations clearly to finance staff, resulting in improved compliance and performance evaluations, while maintaining high standards of personal integrity.
Partnered with team members to set clear employee goals and responsibilities, enhancing performance evaluations and driving accountability within 6 months.
Utilized analytic skills to streamline interdepartmental communication processes, resulting in a 30% faster resolution time for funding inquiries, improving overall team efficiency within 6 months.
Led the communication efforts as the back to the Assistant Director of Finance Operations, ensuring organized financial reporting that improved clarity and decision-making for stakeholders within 6 months.
Executed monthly reconciliation and auditing of expense transactions for assigned portfolios, enhancing financial oversight and ensuring accuracy in reporting within 6 months.
Managed salary requests and expenses for 40 PIs, ensuring compliance and accuracy for projects totaling $500 million, enhancing financial oversight within 12 months.
Developed comprehensive training manuals that enhanced finance department efficiencies by 70% within 6 months, streamlining processes and improving response times.
Streamlined financial reporting processes, resulting in timely and accurate monthly summaries, which improved decision-making and strategic planning across departments.
Initiated process improvements that increased the efficiency of budgeting cycles while maintaining accuracy standards.
Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
Created financial strategies to optimize portfolio performance and reduce risk.
Optimized budget allocation, conducting meticulous cost-benefit analyses for major projects.
Senior Credit Analyst
S.P. Richards Co.
04.2018 - 11.2021
Created and implemented budget strategies that identified key financial risks, resulting in a 30% improvement in resource allocation within 12 months.
Effective in maintaining DSO levels below business plan and regularly maintained 90% or better in receivables– often exceeding department goal.
Analyzed financial results and Key Performance Indicators for multiple accounts, enhancing decision-making processes and driving strategic initiatives within 6 months.
Developed and implemented a comprehensive training program using Microsoft Office tools, resulting in a 30% increase in team productivity and successful onboarding of new business processes within 3 months.
Streamlined cash application processes, achieving 95% accuracy in multi-million-dollar accounts within 6 months by enhancing standard operating procedures.
Conducted in-depth financial statement analyses, mitigating risks and enhancing client relationships, resulting in improved financial stability within 6 months.
Developed risk assessment strategies that improved customer relationship management, leveraging financial ratios and industry reports within 6 months.
Performed credit reviews on corporations to assess financial conditions.
Improved understanding of financial statements, which helped in assessing risk.
Analyzed customer data such as financial statements to determine level of risk involved for extending credit.
Played an instrumental role in the development of credit analysts by providing guidance, mentorship, and constructive feedback on their performance.
Enhanced portfolio performance through regular monitoring of credit exposure, industry trends, and market conditions.
Reviewed and approved or denied credit applications to keep organization profitable by making informed lending decisions.
Mitigated potential losses by identifying early warning signals and proactively managing problem loans.
Financial Administrator III (Hybrid) at Georgia Institute of Technology, School of The Parker H. Petit Institute for Bioengineering and BiosciencesFinancial Administrator III (Hybrid) at Georgia Institute of Technology, School of The Parker H. Petit Institute for Bioengineering and Biosciences