Kyle Wakefield Email & Phone Number

• Successfully completed over 20 analytics-related projects with clients in various sectors, improving processes and saving an average of 20% in time and money.
• Streamlined budget and forecasting process for multiple mid-market firms, reducing the time spent on variance analysis by 30%.
• Defined and integrated KPI metrics across 10 businesses, ensuring data quality and consistency to make better-informed decisions that resulted in business process improvement of 10%.
• Utilized strong analytic and quantitative skills to develop a new customer acquisition model which resulted in a client’s savings of 7%.

• Analyzed financial reporting data alongside budgets to identify trends for several business units and suggested areas for improvement, which resulted in a 10% increase in forecast accuracy.
• Successfully gathered and performed data analysis from various departments to compile into one cohesive budget.
• Integrated a commission tracking model for 120 employees that minimized redundancy and increased efficiency, leading to teamwide time savings of 20 hours per week.
• Managed the month-end/year-end close process, recorded necessary journal entries, and procured financial statements for 12 different business entities from varying business sectors.

• Performed all financial accounting features, including bank reconciliations, expense accruals, coding transactions, accounts receivable/invoicing, budgets and forecast computation and entry, and review of bookkeeper’s.
• Played a key role in annual audits, compilations, reviews, preparing detailed reports, and recommending corrective measures.
• Efficiently processed all A/P invoices and ensured 100% of approved invoices were paid in full and on-time while maximizing cash flow.
• Processed, reviewed, distributed, and recorded payroll for over 500 employees.

• Performed all reconciliations of bank statements and credit card statements for 12+ clients.
• Streamlined the process of checking calculations and business transactions for accuracy, saving 8 hours of manual work each week.
• Evaluated and reviewed processes for onboarding vendors, improving bookkeeping efficiency by 10%.

New Caney, TX

• Monitored client portfolios and recommended changes as needed to maximize returns.
• Maintained and developed relationships with clients by providing excellent customer service.

New Caney, TX

• Assisted customers with account maintenance, deposits, withdrawals, and loan payments.
• Processed banking transactions quickly and accurately, while providing excellent customer service.