Experienced Commercial, Finance & Operations Professional with 12 years of combined experience across proposal and quotation management, technical specification review, finance and accounting operations, client engagement, business operations, and team leadership. Strong expertise in reviewing RFQs, technical specifications, drawings, and customer requirements; preparing proposals and quotations; developing project cost estimates; and reviewing high-value commercial proposals to ensure accuracy, completeness, appropriate pricing, and compliance with requirements.
Brings hands-on experience in finance and accounting operations, including billing, collections, accounts receivable, invoice processing, expense monitoring, payment verification, financial tracking, client and interfirm invoicing, and team expense reconciliation. Experienced in monitoring engagement financials, analyzing revenue and expenses, and using operational data to identify trends and provide insights that support business decisions.
Proven ability to coordinate with clients, vendors, Finance, Sales, Marketing, Engineering, and other cross-functional teams to clarify requirements, resolve issues, manage deliverables, and maintain smooth and efficient service delivery. Experienced in team leadership, workload planning, performance management, coaching and training, quality assurance, risk and compliance, process improvement, and workflow standardization.
One of my key strengths is process improvement—finding practical ways to make work more organized, accurate, and efficient. I have implemented standardized workflows, automation, and efficiency initiatives, including AI-enabled reporting, to improve productivity and consistency. My process improvement initiatives helped reduce response time by 20%, while proactive billing and financial tracking contributed to a 25% reduction in aged receivables.
I can provide support in:
Virtual Assistance & Administrative Support
Accounts Receivable & Accounts Payable Support
Invoice Preparation & Tracking
Billing & Purchase Order Monitoring
Collections & Customer Follow-ups
Bookkeeping & Finance Support
Data Entry & Data Managemen;Email, Calendar & Inbox Management
Reports, Excel & Data Analysis
CRM & Microsoft 365 Support
Document Management & File Organization
Customer & Stakeholder Communication
Process Documentation & Workflow Improvement
Automation & Efficiency Improvements
I am highly organized, reliable, detail-oriented, and comfortable working independently with minimal supervision. I take pride not only in completing assigned tasks, but also in understanding how the work fits into the bigger process and finding ways to make it more accurate, organized, efficient, and easier to manage. My goal is to provide dependable support while helping businesses improve their day-to-day operations and achieve better results.
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