Financial Analyst

• Mar 2023 - Present

As a Financial Analyst for an exclusive Miami Beach community association, I play a pivotal role in driving the organization's financial success through expert analysis and strategic recommendations. Collaborating closely with the Financial Controller, I develop financial models and forecasts that empower informed decision-making by senior leadership. In addition, I assist in critical accounting and reporting functions, ensuring accuracy and compliance while providing valuable insights on… Show more As a Financial Analyst for an exclusive Miami Beach community association, I play a pivotal role in driving the organization's financial success through expert analysis and strategic recommendations. Collaborating closely with the Financial Controller, I develop financial models and forecasts that empower informed decision-making by senior leadership. In addition, I assist in critical accounting and reporting functions, ensuring accuracy and compliance while providing valuable insights on performance and opportunities. Notable Achievement: • Spearheaded a comprehensive analysis of outstanding long-term debt, skillfully evaluating proposals from three competing lenders. My in-depth report significantly influenced the CEO and Financial Controller's strategy, resulting in highly favorable loan terms, interest rates, and annual assessments that maximized value for the community association, Board of Directors, and voting members. Responsibilities: • Provide financial insights and recommendations to senior management, driving growth and optimizing performance. • Assist in the management of month-end close activities, including the meticulous preparation of journal entries and account reconciliations. • Deliver variance analysis reports on monthly financial statements, identifying trends and areas for improvement. • Assist in annual audit activities, including the preparation of essential documentation for external auditors. • Perform ad-hoc financial analyses and research projects to support organizational objectives. Skills: • Analytical skills and keen attention to detail • Proficiency in Excel, with expertise in financial statement analysis • Extensive experience with Microsoft Dynamics GP accounting software Show less As a Financial Analyst for an exclusive Miami Beach community association, I play a pivotal role in driving the organization's financial success through expert analysis and strategic recommendations. Collaborating closely with the Financial Controller, I develop financial models and forecasts that empower informed decision-making by senior leadership. In addition, I assist in critical accounting and reporting functions, ensuring accuracy and compliance while providing valuable insights on… Show more As a Financial Analyst for an exclusive Miami Beach community association, I play a pivotal role in driving the organization's financial success through expert analysis and strategic recommendations. Collaborating closely with the Financial Controller, I develop financial models and forecasts that empower informed decision-making by senior leadership. In addition, I assist in critical accounting and reporting functions, ensuring accuracy and compliance while providing valuable insights on performance and opportunities. Notable Achievement: • Spearheaded a comprehensive analysis of outstanding long-term debt, skillfully evaluating proposals from three competing lenders. My in-depth report significantly influenced the CEO and Financial Controller's strategy, resulting in highly favorable loan terms, interest rates, and annual assessments that maximized value for the community association, Board of Directors, and voting members. Responsibilities: • Provide financial insights and recommendations to senior management, driving growth and optimizing performance. • Assist in the management of month-end close activities, including the meticulous preparation of journal entries and account reconciliations. • Deliver variance analysis reports on monthly financial statements, identifying trends and areas for improvement. • Assist in annual audit activities, including the preparation of essential documentation for external auditors. • Perform ad-hoc financial analyses and research projects to support organizational objectives. Skills: • Analytical skills and keen attention to detail • Proficiency in Excel, with expertise in financial statement analysis • Extensive experience with Microsoft Dynamics GP accounting software Show less

Business Education Teacher

• Aug 2022 - Dec 2022

ACCOUNTING APPLICATIONS: I offer a sequence of courses (Accounting Applications I & II) that provides coherent & rigorous content aligned with challenging academic standards & relevant technical knowledge & skills needed to prepare my students for further education & careers in the field of accounting. The educational content ranges from double-entry accounting principles to calculating depreciation & more. BUSINESS COMMUNICATION & TECHNOLOGY: In this course, I provide an… Show more ACCOUNTING APPLICATIONS: I offer a sequence of courses (Accounting Applications I & II) that provides coherent & rigorous content aligned with challenging academic standards & relevant technical knowledge & skills needed to prepare my students for further education & careers in the field of accounting. The educational content ranges from double-entry accounting principles to calculating depreciation & more. BUSINESS COMMUNICATION & TECHNOLOGY: In this course, I provide an overview of current business, finance & information systems and trends and to introduce students to the foundations required for today's business environments. Emphasis is placed on developing proficiency with computer applications, so that they may be used as communication tools for enhancing personal and work place proficiency in an information-based society. This also includes proficiency with computers using databases, spreadsheets, presentation applications, financial & tax software applications and the integration of these programs using software that meets industry standards. ECONOMICS & FINANCIAL SERVICES: In this course, I present basic topics in economics, including the principles and practices of banking, credit, and consumer lending in the United States. Emphasis is placed on money, credit & banking, economic growth & stability, characteristics of different economic systems and institutions. I assist students in becoming familiar with the major functions of banks and other financial intermediaries, central banking by the Federal Reserve System, and modern trends in the finance industry. PERSONAL FINANCIAL LITERACY: In this course, I give students an overview of personal and family finance concepts including the American economic system, personal & family management of resources including income, money management, saving & investing, spending & credit, the role of financial institutions & the consumer, consumer information & taxation and financial planning. Show less ACCOUNTING APPLICATIONS: I offer a sequence of courses (Accounting Applications I & II) that provides coherent & rigorous content aligned with challenging academic standards & relevant technical knowledge & skills needed to prepare my students for further education & careers in the field of accounting. The educational content ranges from double-entry accounting principles to calculating depreciation & more. BUSINESS COMMUNICATION & TECHNOLOGY: In this course, I provide an… Show more ACCOUNTING APPLICATIONS: I offer a sequence of courses (Accounting Applications I & II) that provides coherent & rigorous content aligned with challenging academic standards & relevant technical knowledge & skills needed to prepare my students for further education & careers in the field of accounting. The educational content ranges from double-entry accounting principles to calculating depreciation & more. BUSINESS COMMUNICATION & TECHNOLOGY: In this course, I provide an overview of current business, finance & information systems and trends and to introduce students to the foundations required for today's business environments. Emphasis is placed on developing proficiency with computer applications, so that they may be used as communication tools for enhancing personal and work place proficiency in an information-based society. This also includes proficiency with computers using databases, spreadsheets, presentation applications, financial & tax software applications and the integration of these programs using software that meets industry standards. ECONOMICS & FINANCIAL SERVICES: In this course, I present basic topics in economics, including the principles and practices of banking, credit, and consumer lending in the United States. Emphasis is placed on money, credit & banking, economic growth & stability, characteristics of different economic systems and institutions. I assist students in becoming familiar with the major functions of banks and other financial intermediaries, central banking by the Federal Reserve System, and modern trends in the finance industry. PERSONAL FINANCIAL LITERACY: In this course, I give students an overview of personal and family finance concepts including the American economic system, personal & family management of resources including income, money management, saving & investing, spending & credit, the role of financial institutions & the consumer, consumer information & taxation and financial planning. Show less

Academic Director of English Curriculum & Instruction

• Jul 2017 - Jul 2020

As the Grade 1-9 Academic Director of English Curriculum and Instruction, I managed and direct the instructional program at Hailiang Foreign Language School, to prepare students for standardized assessments and assist them on their future educational plans. • I managed and directed the instructional program at the Hailiang Foreign Language School, to prepare students for standardized assessments and assist them on their future educational plans. • I supervised the ESL Department… Show more As the Grade 1-9 Academic Director of English Curriculum and Instruction, I managed and direct the instructional program at Hailiang Foreign Language School, to prepare students for standardized assessments and assist them on their future educational plans. • I managed and directed the instructional program at the Hailiang Foreign Language School, to prepare students for standardized assessments and assist them on their future educational plans. • I supervised the ESL Department with approximately 40 expat teachers and regularly conducts performance evaluation. • I spearheaded the curriculum development and implementation of instructional materials. • I generated reports for over 4,000 students and parents to create standardized student education plans. • I lead and managed expat teachers ensuring quality in teaching and instruction. • I developed and administered department-wide standardized examinations and oversaw students' testing and placement process. • I regularly gathered and analyzed students achievement report to present to parents and Chinese English teachers. • I facilitated regular departmental and other academic conferences. • I coordinated with the Vice Principal and School Principal in developing improvement plans for the ESL Department in preparation for the coming academic years. Key Accomplishments: • I worked to overhaul the English Language Improvement curriculum. • I presented the trial run of the English Language Improvement curriculum to Hailiang Foreign Language School principals and leaders. • I acquired and contributed over 100 English-Chinese dictionaries in order to offer more resources to students learning English.

Head of International Academic Administration

• Feb 2019 - Jun 2019

As the Head Of International Academic Administration, I assist the General Director of International Education in all administrative matters within the International Education & Business Department of Hailiang Education. • I collaborated with the schools marketing department in the outreach to attract and retain international students from outside of China. • I assisted the HR department with the recruitment initiatives in selecting expatriate candidates. I developed impactful… Show more As the Head Of International Academic Administration, I assist the General Director of International Education in all administrative matters within the International Education & Business Department of Hailiang Education. • I collaborated with the schools marketing department in the outreach to attract and retain international students from outside of China. • I assisted the HR department with the recruitment initiatives in selecting expatriate candidates. I developed impactful marketing campaigns and executed effective strategies. • I assisted the Hailiang Foreign Language School Curriculum Director in matters relating to international courses. • I managed the information to be communicated to various schools and departments and coordinates to disseminate the information across. • I oversaw the alignment of the PRC English curriculum and the school's curriculum to international English assessment standards.

NCC Education International Foundation Year Academic Director

• Sep 2016 - Jun 2017

As an NCC Education International Foundation Year Academic Director, I spearheaded the development and management of operational initiatives and supervision. I designed and developed curriculum and instructional plans in collaboration with faculty, administration, research, and analysis teams to deliver effective strategy and teaching goals for all levels of education. • I effectively fulfilled the NCC Education International Foundation Year program at Hailiang Foreign Language… Show more As an NCC Education International Foundation Year Academic Director, I spearheaded the development and management of operational initiatives and supervision. I designed and developed curriculum and instructional plans in collaboration with faculty, administration, research, and analysis teams to deliver effective strategy and teaching goals for all levels of education. • I effectively fulfilled the NCC Education International Foundation Year program at Hailiang Foreign Language School. • I directed four expat teachers and two Chinese English teachers in the NCC Education department and conducted performance evaluation. • I headed the curriculum development, produced reports for students and parents, managed foreign teachers, and guaranteed to teach quality by training. • I produced department-wide standardized examinations and ensured quality implementation. • I gathered and analyzed all data on student achievement for comprehensive reporting. • I coordinated departmental and other academic meetings to discuss challenges and resolutions. Key Accomplishment: • I achieved the first-ever 100% pass rate on an internationally-assessed examination for English Language Framework examinations.

Head of A-Level and IGCSE Business Studies Department

• Aug 2015 - Jun 2016

As a Head Of IGCSE And Int’l As & A Levels Business Studies Department, I spearheaded the management of program policies to achieve the organizational mission. I promoted communications and ensured effective program administration and operations management. • I taught IGCSE Business Studies along with Cambridge International AS and A-Level Business for the 2015-2016 academic year. • I supervised two Chinese business teachers and conducted performance evaluations in the Hailiang… Show more As a Head Of IGCSE And Int’l As & A Levels Business Studies Department, I spearheaded the management of program policies to achieve the organizational mission. I promoted communications and ensured effective program administration and operations management. • I taught IGCSE Business Studies along with Cambridge International AS and A-Level Business for the 2015-2016 academic year. • I supervised two Chinese business teachers and conducted performance evaluations in the Hailiang Cambridge A-Level Center. • I wrote and published an IGCSE Business Studies workbook authorized by both Cambridge International Examinations & Cambridge University Press, focusing on the techniques to improve evaluation scores. • I provided and developed instructional guidance and evaluation systems. I developed a standardized curriculum for Business subjects. Key Accomplishment: • My students received “A” on the externally assessed IGCSE examination through effective and targeted teaching. Show less As a Head Of IGCSE And Int’l As & A Levels Business Studies Department, I spearheaded the management of program policies to achieve the organizational mission. I promoted communications and ensured effective program administration and operations management. • I taught IGCSE Business Studies along with Cambridge International AS and A-Level Business for the 2015-2016 academic year. • I supervised two Chinese business teachers and conducted performance evaluations in the Hailiang… Show more As a Head Of IGCSE And Int’l As & A Levels Business Studies Department, I spearheaded the management of program policies to achieve the organizational mission. I promoted communications and ensured effective program administration and operations management. • I taught IGCSE Business Studies along with Cambridge International AS and A-Level Business for the 2015-2016 academic year. • I supervised two Chinese business teachers and conducted performance evaluations in the Hailiang Cambridge A-Level Center. • I wrote and published an IGCSE Business Studies workbook authorized by both Cambridge International Examinations & Cambridge University Press, focusing on the techniques to improve evaluation scores. • I provided and developed instructional guidance and evaluation systems. I developed a standardized curriculum for Business subjects. Key Accomplishment: • My students received “A” on the externally assessed IGCSE examination through effective and targeted teaching. Show less

A&A Staff Accountant

• Nov 2013 - Jan 2015

Assurance Staff II

• Jan 2012 - Jul 2013

Intern

• May 2007 - Apr 2008

Intern

• Feb 2007 - May 2007

Office Assistant

• Feb 2006 - May 2007