Enterprising Financial Analyst with proven success in recommending appropriate financial plans based on accurate data collection, financial monitoring and business strategizing. Expertise includes financial analysis and reporting, contract management and forecasting. Develops and maintains high standards of quality and issue resolution through effective financial planning. Adept at utilizing top-of-the-line communication skills to build and foster long-term relationships.
Overview
18
18
years of professional experience
Work History
Financial Analyst II -T&E
IAC GROUP
01.2017 - 11.2024
Audit expense reports for approval; review, reconcile and document all corporate purchasing card invoices
Managed the global corporate card programme valued over 1 million dollars
Communicate with various global entities and facilities regarding unusual purchasing card activities; provide timely responses and resolution
Ensuring compliance for new and closed accounts, credit limits, and delinquencies
Managed the SAP Concur tool globally
Overseeing vendor negotiations based on valuable data with a view to reducing cost
Played a key role in annual audits by preparing detailed schedules, supporting documentation, and assisting auditors throughout the process.
Supported successful negotiations, preparing detailed financial models and scenarios.
Facilitated smoother internal audits, standardizing documentation and evidence collection procedures.
Supported strategic decision-making with in-depth market trend analysis.
Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
Program Manager
DEPENDABLE HEALTHCARE SERVICES INC.
05.2013 - 10.2017
Prepared billing for 40+ clients using DASH software; audited billing logs to ensure accuracy
Regulatory Compliance: Ensure employees meet all necessary healthcare and industry regulations, such as HIPAA in the U.S
Training & Documentation: Produce high-quality training materials for internal users
Employee Management: Manage and identify opportunities to increase employee productivity
Managed and supervised administrative and daily program operations, complying with policies and regulations.
Met with project stakeholders on regular basis to assess progress and make adjustments.
Collaborated with business leadership to set priorities based on business needs, resource capacity and risk exposure.
Increased customer satisfaction through effective communication of program goals and expectations.
Interacted with customers and clients to identify business needs and requirements.
Evaluated employee performance and conveyed constructive feedback to improve skills.
Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
Tax Associate – Tax season
H&R BLOCK
01.2015 - 01.2016
Prepared individual tax returns for an average of 50 clients per season; documented and maintained client files
Built and developed relationships with existing clients, increasing referrals and repeat business
Senior Manager, Business Development
SIGMA PENSIONS LIMITED
09.2006 - 03.2013
Expanded company’s market presence, increasing customer base by 43%
Implemented new sales strategy, increasing company revenue by 37% over a 9-month period
Headed Private Sector Market for 2 consecutive years and managed highest volume account in assigned territory
Reconciled employee and organization account statements against employer and bank payment schedules
Effectively managed customer deposits and banking operations within multiple designated branches