heather rodak finance officer profile resultsdriven finance officer 5 years experience managing financial operations streamlining processes driving cost savings adept financial analysis budget management ensuring regulatory compliance demonstrated success developing strategic financial plans collaborating crossfunctional teams achieve organizational goals strong interpersonal communication skills proactive approach problemsolving employment history finance officer morgan stanley ms feb 2023 present successfully managed 500 million client portfolio consistently achieving annual returns 15 contributing 20 increase firms overall assets management streamlined financial reporting processes reducing time spent monthly quarterly reports 30 increasing accuracy compliance regulatory requirements identified implemented costsaving measures resulted 25 reduction operating expenses contributing 10 increase net profit margin fiscal year led team 10 finance professionals successfully complete complex 200 million acquisition resulting 15 increase market share positioning morgan stanley leading player industry assistant finance officer goldman sachs ms sep 2018 jan 2023 developed implemented new budget forecasting model resulting 15 increase forecast accuracy enabling firm make betterinformed financial decisions streamlined financial reporting processes automating data extraction analysis reducing manual workload 35 improving report accuracy 20 identified executed costsaving initiatives across multiple departments leading 10 reduction operational expenses equating 2 million annual savings successfully managed 50 million investment portfolio consistently outperforming benchmarks generating average annual return 8 fiveyear period education bachelor science finance university mississippi ms sep 2014 may 2018 relevant coursework financial accounting corporate finance investment analysis financial risk management portfolio management financial markets institutions business statistics micro macro economics financial modeling certificates details heatherrodakgmailcom 174 3286244 123 magnolia st jackson ms 39201 links linkedincominheatherrodak skills quickbooks excel financial analysis budgeting forecasting risk management sap languages english portuguese hobbies investing stocks bonds reading financial literature books attending financial seminars workshops