Detail-oriented Banking Analyst, specializing in project management and reporting for large corporations. Dedicated to meeting deadlines and increasing company revenue through effective cost-analysis and budget forecasting. Thrives in a high-pressure environment, collaborates with team to build a solid department foundation and workplace compliance. Seasoned in utilizing cross selling and direct marketing techniques to focus on client needs and help to increase customer database. CPA License - State of Texas Jun ‘14. Special Achievement in Finance Award 2014. Service Recognition Award Clearwater University 2012.
Education
St. Helena University,
Master of Science in Finance and Banking
Graduated - May 2014
Clearwater University,
Bachelor of Science in Accounting
Graduated - May 2012
Employment History
Northern LTD
Banking AnalystJune 2012- Present 2018
Analyzed operational processes, minimized insufficiencies and recommended necessary improvements.
Streamlined our investment portfolio and collaborated with business partners on monthly forecasts
Developed new tracking for budget comparison, analysis of revenue and expense reports and spending variances
Provided mentoring and training to new finance employees, encouraged team-building activities and implemented monthly luncheon seminars for continuing education
Collected data for financial reports and statements which include cashflow, income and expense and balance sheets
Launched a revenue project based on net profit and loss that minimized expenses, re-allocated monies to appropriate accounts and resulted in a 35% increase in profit
EdgeWater LTD
Accounting and FinanceDecember 2008 - June 2012
Managed and performed invoice batching and check runs with accounting software
Established professional relationships with vendors and provided prompt customer service regarding payment status
Diligently checked invoices for accuracy and input data in timely manner
Communicate with upper management on invoices, accounts and errors
Resolved issues with invoices, matched invoices to purchase orders
Hobbies & Interests
Fundraiser planning and community event volunteer
Participate in group walks for the American Heart Association
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