DAGNY SANTINI I. AUXILIO, CPA

• Developed comprehensive Capital spend budget plans for each department, collaborating closely with senior managers to align spending plan with strategic goals.

• Coordinated with various departments to gather financial data, ensuring accurate representation of each department's capital spending performance.
• Ensured regulatory compliance with GAAP standards by staying current on updates and integrating changes into accounting practices as needed.
• Enhanced capital spending transparency by creating user-friendly dashboards that displayed key performance indicators for easy tracking and decision-making support.
• Optimized manual processes by actively promoting automation initiatives, reducing processing time from 2-3 hours to 15-30 minutes and improving accuracy.
• Assisted employees in transitioning to new system through multiple trainings and one-on-one support.
• Assisted in internal and external audits by preparing necessary documentation and responding to auditor inquiries.
• Spearheaded a team in promoting zero-waste management and sustainability within the company.
• Managed Inventory, fixed asset and accounts payable ledger for the company, ensuring timely resolutions on issues encountered and compliance of reporting with regulations.
• Maintained accurate depreciation schedules for fixed assets, coordinating with asset managers for timely recording of acquisitions or disposals.
• Strengthened internal controls by reviewing processes, identifying gaps, and proposing improvements to safeguard against fraud or mismanagement of funds.
• Review monthly journal entries and reconciliations.
• Collected and reported monthly expense variances and explanations.

• Managed approximately 50 clients and developed comprehensive financial plans for them to achieve short-term and long-term goals.
• Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
• Mentored junior advisors, sharing knowledge, expertise, and best practices to enhance team performance.
• Collaborated with team members to streamline processes and improve overall client experience.
• Ensured compliance with industry regulations and company policies while serving clients'' best interests.
• Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
• Managed risk effectively through careful analysis of clients'' needs and portfolio diversification strategies.
• Conducted thorough research on market trends and investment products to provide well-informed recommendations to clients.

• Enhanced accuracy in cash posting by conducting thorough account reconciliations and resolving discrepancies.
• Reduced outstanding accounts receivable balances through diligent monitoring and follow-up on overdue invoices.
• Supported the finance team with timely and accurate cash application data.
• Maintained strong relationships with customers, addressing inquiries related to cash and accounts receivable.
• Increased efficiency in the budgeting process by automating repetitive tasks using Excel functions.
• Conducted regular reviews of unapplied cash balances, identifying potential misapplications or adjustments required for proper accounting treatment.
• Assisted in the successful completion of annual audits through timely preparation of accurate financial statements.
• Streamlined communication between billing and collections departments to expedite processing timescales effectively.
• Provided backup support for other finance functions as needed, demonstrating adaptability and teamwork skills within the department.

• Improved client satisfaction by providing timely and accurate financial insights and recommendations.
• Collaborated with cross-functional teams to ensure seamless integration of financial data for comprehensive reporting.
• Maintained accurate records of all financial transactions, ensuring compliance with relevant regulations and company policies.
• Coordinated with internal audit teams to facilitate smooth audits and maintain a continuous improvement mindset within the department.
• Developed strong relationships with clients through excellent customer service skills and consistent follow-up on inquiries or concerns.
• Served as a subject matter expert within the team when it came to understanding how different transactions should be process according the accounting standards – offering insight on potential errors that might impact the company's performance and affects client's assessments.
• Provided journal entries and performed accounting on accrual basis.
• Maintained integrity of general ledger and chart of accounts.
• Performs account reconciliation and tracks aged items to ensure its timely resolution.