Dedicated Finance Executive with 20 years of experience in all areas of finance and investment management. Hands-on leader with strong business acumen and analytical mindset to identify and correct underachieving trends.
Overview
17
17
years of professional experience
2
2
Certification
Work History
Finance Executive
Tetrad Holdings Limited
01.2007 - 10.2022
Analyzed financial statements against forecasts to prepare high-level variance analysis.
Mitigated process gaps and managed financial operational functions.
Increased revenue by assisting with operations management, sales and marketing efforts.
Used pastel accounting to prepare monthly reconciliation of bank accounts and take corrective actions on deviations.
Monitored budget, revenue and variance trends for 2% threshold, regularly apprising CEO of company's financial standing.
Maintained agile, responsive organization with sustained revenue growth by monitoring industry forecasts, honing budgets and adjusting marketing strategies.
Increased profits 10% by delivering investment management and financial planning services to customers to aid long-term goals.
Designed and modified purchasing procedures and operation standards, resulting in $100k savings.
Built and strengthened productive and valuable industry partnerships to drive collaboration, engagement and revenue stream development.
Introduced SAP innovative technology and process improvement initiatives, saving $200k.
Partnered with IT, business development and operations leadership to develop robust financial business plan with detailed benchmarks and action plans.
Drove industry-leading profit increase by transforming production process and aligning sales targets to meet dynamic industry conditions.
Reduced process discrepancies 5% by accurately maintaining performance reporting data systems.
General Manager Administration and Finance
Fidelity Life Assurance Company
01.2006 - 12.2006
Trained new and existing staff members in various financial procedures to prepare for job requirements.
Executed vendor setup and payment, administration of bank accounts and account reconciliations.
Protected company assets with strategic risk management approaches.
Analyzed financial statements against forecasts to prepare high-level variance analysis.
Created organizational structures to improve accounting and finance functions.
Evaluated competitor data and statistics to develop business investment strategy and drive growth.
Partnered with IT, business development and operations leadership to develop robust financial business plan with detailed benchmarks and action plans.
Developed and administered pension program following analysis and research.