Yolanda T

@yt_finance

Financial Reporting and Strategy Consultant

Baréin
Inglés
Parte de la información aparece en idioma inglés.
Sobre mí
I help small and growing businesses get clean books and clear financial reporting, so you always know where your money is going. I’m an ACCA candidate (prize winner, Financial Reporting) with hands-on experience across banking, real estate, insurance, manufacturing, and retail clients. My work span covers bookkeeping clean-up, reconciliations, monthly management and board reports, and budgeting. Whether you need a one-time books clean-up or ongoing monthly reporting, I bring corporate-grade accuracy at a fraction of in-house cost. Message me and let’s talk.... Lee más

Habilidades

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yt_finance
Yolanda T
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Revisa mis servicios

Auditoría de libros
I will provide professional accounting and bookkeeping services
DeUSD 150 / proyectoMás información
Auditoría de libros
I will clean up your accounts and develop your reports
DeUSD 150 / proyectoMás información

Porfolio

Experiencia laboral

TOPP Accountant | CBZ Holdings

Banks • Tiempo completo

Dec 2022 - Present • 3 yrs 8 mos

Since joining I have improved the format and content of management reports which resulted in a 70% improvement in debt collection and a movement from dependance on related party income to diversified third party income. I also implemented a system for costs recovery where applicable and introduced updated client statements which improved assertions, tracking and overall operations efficiency. DUTIES: Balance Sheet line item schedules & reconciliations in line with audit & financial reporting standards Monthly Management Accounts for group reporting Monthly Cashflow Budgets Weekly, Monthly & Quarterly Management Reports Quarterly Board Reports Income and VAT Tax returns Invoice & customer statement tracking Audit & Transfer Pricing contact person

Finance, Strategy & Performance Improvement Consultant | Industrial Psychology Consultants

Consulting • Tiempo completo

Dec 2019 - Dec 2022 • 3 yrs

While working there I developed 5 income streams and our new department was generating 320% more income than when we started by the time I left. As the department grew we managed to land projects for regional bodies and became reputable in our field. I led over 25 engagements for large, small, public and private companies training, facilitating and implementing systems for reporting (financial & other) and performance improvement. An example of the income streams created was Microsoft Excel training courses for corporates. As the lead Excel Trainer I delivered Excel training programs for corporate organizations, focusing on building financial models for effective business performance tracking. The trainings catered instruction to individuals with varying skill levels, ensuring all participants gained proficiency in Excel. DUTIES: Strategy Facilitation Performance Management Course Development & Training Proposal Writing, Engagement Planning & Implementation Financial Reporting