Client Services Financial Management

LUIZA LOYD

Pompano Beach, FL ***** *****.****@*****.*** 954-***-**** www.linkedin.com/in/luiza-blanchard SUMMARY QUALIFICATIONS

Ethical, analytical professional with 16+ years of broad experience in delivering resourceful accounting/bookkeeping directions to champion operational culture. A diligent, innovative individual with the motivation to continue a career in the finance industry by capitalizing on entrepreneurial thinking while leveraging expertise in financial management.

A reputation for yielding impactful outcomes through efficient accounting/bookkeeping, integral expense control, and quality financial client services while devising financial strategies and incorporating P&L methodologies.

A performance history of effectively managing financial resources, scaling financial systems/procedures, and streamlining financial processes while producing financial plans, financial forecasts, and financial reports.

An aptitude to validly analyze, reconcile, and process heavy-volume financial statements/data while orchestrating timely completion of A/Rs, A/Ps, financial transactions, financial closing, and financial auditing per GAAP.

A competency to thrive in a matrixed, fast-paced environment by showcasing exemplary leadership skills, logical problem-solving skills, strong attention to detail, great time management skills, and a patient work ethic.

An ability to lead teams, forge harmonious rapport, and collaborate professionally through the enforcement of excellent communication skills for the achievement of shared goals, service objectives, and company vision. CORE COMPETENCIES

Accounting & Bookkeeping

Financial Management

Financial Reporting

Financial Statement Analysis

Financial Reconciliation & Closing

Cash Flow Management

Accounts Receivable (A/R)

Accounts Payable (A/P)

Profit & Loss (P&L) Management

Client Services Management

Tax Planning & Processing

Resource Management

Budgeting & Forecasting

Quality Control & Auditing

Payroll & Billing Management

Strategic Planning & Execution

Process Improvement

Office Management & Support

Data Entry & Recordkeeping

Problem Resolution

Regulatory & Policy Compliance

People Management & Outreach

Cross-Functional Collaboration

Supervision & Training

Qualitative & Quantitative Skills

Adaptability & Flexibility Skills

Persuasion & Negotiation Skills

PROFESSIONAL WORK EXPERIENCE

TGG Accounting, San Diego, CA May 2022 – Present

Senior Accounting Manager

Exemplify departmental governance to three to eight employees on accounting, including client financial services, process improvements, and team coordination, while observing conformity with the GAAP, value proposition, and service integrity.

Strengthen departmental efficiency by navigating financial accounting/transactions while handling and reviewing financial reporting, financial analysis, financial reconciliation, and cash flow forecasting.

Revitalize operational workflows and profits by structuring, recommending, harmonizing, and maintaining accounting processes while obtaining cost reduction, revenue maximization, and financial growth.

Influence budget-making by evaluating month-over-month and year-over-year costs, finance resources, and variance.

Catalyze client satisfaction with financial consulting services by actively communicating with organizational groups. Atlantic Yacht & Ship, Dania Beach, FL Dec 2020 – May 2022 Controller

Instituted departmental oversight on various aspects of accounting operations while securing and ensuring uniformity with the GAAP, business processes, accounting fundamentals, and management command.

Led accounting by directing payroll, billing, and cash flow while reconciling balance sheets, preparing the general LU I Z A L O Y D Page 2

ledger, generating financial statements (budget variances/enhancements), and completing A/R. PROFESSIONAL WORK EXPERIENCE continued

Expedited submission of financial information to CPA by decreasing monthly closing time for decision-making.

Fostered harmonious relationships with a CPA firm by assisting with sales tax and federal tax returns.

Developed workforce performance by guiding the team on accounting duties and supplying cross-training activities. RB Green Energy, Dania Beach, FL Jul 2019 – Dec 2020 Accounting Manager

Provided departmental supervision on accounting duties, such as maintenance of financial security using internal controls, while adhering to the GAAP, company directives, accounting framework, and stakeholder demands.

Served as a key resource in distinguishing adequate allocation for reserves, as well as write-off amounts, by facilitating monthly evaluation and reconciliation of A/P, A/R, contractual allowances, and bad debt.

Contributed to profitability growth by conducting cost accounting while analyzing complex financial information.

Augmented workforce morale by completing payroll per timeframes and processing sales commissions. Seaway Marine, Fort Lauderdale, FL Oct 2012 – Sept 2016 Accounting Manager

Spearheaded deliverance of departmental leadership regarding accounting functions while guaranteeing alignment with the GAAP, institutional policies, set accounting requirements, and operational guidelines.

Cultivated departmental reliability by precisely regulating payroll, billing, and cash flow while superintending the execution of internal auditing, A/P, and A/R per deadlines.

Incremented timeliness and cohesiveness of closing/reporting cycles by implementing strategic improvements.

Nurtured optimal client experience through relationship building while outlining solutions for problems/issues.

Strengthened workforce capacity by centralizing collaborative cross-training with a focus on task ownership. RGB Electrical Services & Supplies, Pompano Beach, FL Oct 2006 – Sept 2012 Accounting Manager

Administrated departmental supervision of accounting operations while sustaining strict compliance with the GAAP, standardized protocols, regulatory procedures, and industry best practices.

Heightened departmental competency by accurately orchestrating payroll, billing, and cash flow while managing the execution of internal auditing, A/P, and A/R in a timely fashion.

Increased productivity through reconciliation of banking transactions and preparation of journal entries.

Advocated for workforce knowledge by systematizing innovative cross-training with an emphasis on accountability. EDUCATION

Bachelor of Business Administration

Purdue Global University, West Lafayette, IN Currently attending Associate in Accounting Technology

Broward College, Coconut Creek, FL Jan 2018

TECHNICAL SPECIALTY

Aaro QuickBooks Expensify Bill.com Buildertrend Lotus Adobe MS Office Suite (Word, Excel, PowerPoint) LANGUAGES

English & Portuguese (Bilingual)

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