● Provided independent consulting services to small and medium-sized businesses, specializing in financial operations enhancement, strategic planning, and process optimization.● Utilized advanced tools such as Alteryx, Power BI, Tableau, and SQL to streamline decision-making, significantly improving financial analysis, reporting, and management operations.● Led multiple projects from inception to completion, achieving substantial improvements in key performance indicators and delivering cost-saving initiatives across various business functions.● Excelled at translating complex client requirements into actionable, value-driven solutions, fostering strong relationships with stakeholders, vendors, and clients.● Delivered executive leadership coaching, mentoring, and procurement strategies, ensuring alignment with business goals and driving continuous improvement.● Successfully implemented innovative technologies to optimize annual budget preparation, financial reporting, and operational efficiencies through meticulous root cause analysis.

Financial Management Consulting from small to large businesses in the areas of Audit; Budgeting; and Financial Reporting.

In this role, I've had the exciting opportunity to lead comprehensive project analyses and implement performance and cost-saving strategies. I love diving into complex client requirements and translating them into actionable solutions.One of my favorite aspects of this job is employing root cause analysis techniques. It's like being a detective, uncovering deeper insights into financial and operational efficiencies. I also get a kick out of spearheading the adoption of innovative technologies to meet evolving business demands.Some of my proudest achievements include:• Developing integrated KPI dashboards that automated processes and achieved 15-20% cost savings in performance.• Managing project performance diligently, consistently surpassing stakeholder expectations for timely business solution delivery.• Directing training and development initiatives that streamlined onboarding for new staff members.I've really enjoyed acting as a Subject Matter Expert (SME), guiding project teams through all phases of assignments. It's rewarding to share my knowledge and see teams succeed.

This role allowed me to dive deep into financial analysis and reporting processes. I got to work with some really cool tools like Business Objects, Alteryx, Tableau, Power BI, SAP, and SQL to produce and enhance essential reports.One of the most interesting aspects of this job was monitoring business trends and key performance indicators. It felt like keeping my finger on the pulse of the company, always ready to identify and assess risks proactively.Key accomplishments:• Optimized reporting and data analysis efficiency by 25% through strategic utilization of analytics software.• Established and maintained strategic partnerships, aligning stakeholder objectives with service delivery for enhanced collaboration and value.• Generated a suite of 30 critical reports, ensuring accurate and timely financial data for decision-making processes.

In this role, I've had the exciting opportunity to lead comprehensive project analyses and implement performance and cost-saving strategies. I love diving into complex client requirements and translating them into actionable solutions that enhance our customer service interactions.One of my favorite aspects of this job is employing root cause analysis techniques. It's like being a detective, uncovering deeper insights into financial and operational efficiencies. I also get a kick out of spearheading the adoption of innovative technologies to meet evolving business demands, ensuring high-quality experiences for our clients and stakeholders.Some of my proudest achievements include:• Optimizing reporting and data analysis efficiency through strategic utilization of analytics software.• Enhancing report accuracy by 15% through meticulous auditing and quality control measures.• Achieving a 20% time savings in report generation by optimizing reporting workflows.I've had the pleasure of acting as a Subject Matter Expert (SME), guiding project teams through all phases of assignments. It's been incredibly rewarding to see how our efforts have significantly boosted Case Fill Rates (CFR) and On-Time delivery metrics.Throughout my tenure, I've leveraged advanced tools like Business Objects, Alteryx, Tableau, Power BI, SAP, and SQL to produce and enhance 30 essential reports. It's been a fantastic journey of continuous learning and improvement!

Attending networking events Researching Industry Leaders Tracking Industry Trends Participating in Industry Discussions

In this role, I had the thrilling challenge of directing comprehensive financial operations for support and ancillary services. It was like being the conductor of a financial orchestra, ensuring the meticulous development of over $50M in annual budgets.One of the most exciting aspects of this job was maintaining fiscal discipline. I loved the challenge of consistently achieving 2%-5% under budget margins through rigorous cost control and expenditure analysis. It was like solving a complex puzzle every day!Some of my key accomplishments in this role include:• Successfully reducing monthly expenses by 7-10% by conducting thorough document reviews and pinpointing inefficiencies.• Developing financial analytic tools, leveraging SAP and other platforms, to aid decision-making for executives and directors.• Orchestrating the automation of budget modeling, significantly enhancing forecasting accuracy and departmental efficiency.I particularly enjoyed enhancing financial reporting standards and timelines. It was incredibly satisfying to see how these improvements boosted management's ability to measure performance metrics.One of my favorite projects was streamlining budget preparation and enrollment processes by coordinating cross-functional project teams.

In this role, I had the exciting opportunity to dive deep into comprehensive financial analyses. One of my favorite aspects of this job was advancing specialized reporting. I loved providing insights on everything from balance sheets to cash flow, inventory, and variance analyses. It was like painting a complete financial picture for the company.Some of my proudest achievements include:• Implementing cost-saving measures that reduced operating expenses while maintaining business efficiency.• Developing robust forecasting models to predict financial performance under varying market conditions.• Streamlining project reporting mechanisms, which increased transparency and accountability in capital project management.I particularly enjoyed developing versatile business models to project operating expenses and revenue in response to market conditions. It was like creating a financial roadmap for the company's future.This role really allowed me to flex my analytical muscles and make a significant impact on the company's financial strategy. It was a fantastic experience that broadened my financial expertise.

Internal Audit for corporate and divisions/subsidiaries Assist in development of annual Capital and Operational Budgets, and management reporting on actual performance compared to annual budget plan Work closely with management in developing departmental processes and standard operating procedures Job costing for various phases of project development and design Implemented cost analysis information systems for executive management Redesign cost accounting systems; and cost tracking through WIP Provide recommendations for improvement in those areas where opportunities or deficiencies are identified Business Reorganizations Consulting on Business Operations and efficiencies SOX compliance Reviews Develop and implement statistical analysis, audit and projection techniques.

In this role, I had the thrilling challenge of leading comprehensive financial audits for defense contracts. One of the most exciting aspects of this job was developing and executing audit work plans. I loved the responsibility of effectively managing teams of five or more auditors on various engagements. Some of my key accomplishments in this role include:• Identifying and sustaining over $1M in audit findings, strengthening financial accountability.• Spearheading the development of audit work plans, enhancing team efficiency and project management.• Enhancing team performance through effective leadership and management of multiple audit teams.I particularly enjoyed maintaining rigorous oversight of audit findings, reducing discrepancies due to contractor accounting errors. It was like being a financial detective, uncovering and correcting inconsistencies.This role really honed my leadership skills and deepened my understanding of financial regulations. It was a challenging but rewarding experience that prepared me well for future roles.

In this role, I had the exciting opportunity to oversee comprehensive accounting and financial operations for a non-profit organization. It was like being the financial captain of a ship, ensuring we stayed on course with GAAP compliance and timely financial statement preparation.One of my favorite aspects of this job was directing a team of five accounting professionals. I loved streamlining processes for accounts payable and receivable, and enhancing our financial reporting mechanisms. Some of my proudest achievements include:• Successfully transitioning the organization through Y2K, implementing compliant technology without disrupting service delivery. • Enhancing financial statement analysis, enabling more strategic decision-making through precise and timely close processes.• Developing and managing capital expenditure budgets, ensuring fiscal responsibility and alignment with organizational goals.I particularly enjoyed optimizing audit functions, establishing robust controls and audit trails to maintain financial integrity and transparency. This role allowed me to make a real difference in a non-profit setting, balancing fiscal responsibility with the organization's mission. It was a rewarding experience that broadened my financial management skills in a unique environment.

Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills.Resolved and salvaged relationship and accounting errors on a $1M plus escrow trust account.Project lead on consolidation of systems and operations.