Dynamic Senior Financial Analyst with five years of expertise in transforming financial data into strategic insights. A data storyteller who crafts compelling narratives from numbers, I thrive on facilitating informed decision-making that drives organizational growth. Let’s connect and make finance fun.Stays current on developments across multiple industries to best serve clients with fresh, accurate and relevant information and mitigate potential impacts.
Overview
6
6
years of professional experience
Work History
Senior Accounting Operations Analyst
Finastra Software Solutions
12.2019 - 12.2024
Oversaw Comprehensive Accounting Operations: Managed the daily functions of the accounting department, including accounts payable, accounts receivable, payroll, and general ledger management, ensuring compliance with GAAP
Led Process Enhancements: Initiated and executed process improvements, reducing month-end close time by 30% through the implementation of automation tools and streamlined workflows
Financial Reporting & Analysis: Developed, analyzed, and presented monthly financial statements to senior management, providing insights and recommendations that contributed to a 15% increase in profitability
Account Reconciliation: Supervised the reconciliation of balance sheet and income statement accounts, identifying discrepancies, implementing corrective actions, and improving accuracy from 95% to 99% over one fiscal year
Team Leadership & Development: Trained and mentored a team of 3 junior accountants, enhancing their skills in financial reporting, compliance, and best practices, resulting in a 20% increase in team performance metrics
Collaboration Across Departments: Worked closely with finance, operations, and IT departments to align accounting processes with overall business objectives and to enhance report accuracy, leading to enhanced strategic decision-making
Audit Coordination: Served as the primary point of contact for external auditors during quarterly and year-end audits, successfully streamlining the audit process and reducing audit-related findings by 40%
Salesforce Business Administrator
JOYN Advisors
01.2019 - 07.2019
User Management: Administered user accounts by managing roles, profiles, and security settings, ensuring compliance with company policies for over 200 Salesforce users
Salesforce Customization: Collaborated with stakeholders to customize Salesforce applications, including configuring fields, page layouts, record types, and validation rules to enhance user experience and data integrity
Reporting and Dashboards: Developed and maintained custom reports and dashboards to provide actionable insights to senior management, improving sales visibility and performance tracking
Training and Support: Conducted training sessions and created training materials for new users and ongoing support for existing users, resulting in a 30% improvement in user adoption rates
Process Automation: Implemented process automation using Salesforce tools such as Process Builder and Flow to streamline business processes, reducing manual effort by 25%
Data Management: Executed data imports, updates, and cleansing activities to maintain data quality, ensuring accurate and reliable use of data across the organization
Stakeholder Collaboration: Worked closely with cross-functional teams, including Sales, Marketing, and IT, to gather requirements, provide insights, and support the implementation of new features to meet business needs
Education
Masters in Business Administration - Finance & Marketing
University of North Florida
05-2018
Skills
Salesforce administration
NetSuite
Salesforce Lightning
Microsoft Excel
Financial reporting
Audit coordination
Accomplishments
Coggin College of Business Ambassador
Vice President, American Marketing Association , UNF Chapter
Women in Business Society, Treasury Team
Hobbies and Interests
Painting
Photography
Reading
Timeline
Senior Accounting Operations Analyst
Finastra Software Solutions
12.2019 - 12.2024
Salesforce Business Administrator
JOYN Advisors
01.2019 - 07.2019
Masters in Business Administration - Finance & Marketing