Logan Smith
finance manager
[email protected] | LinkedIn | San Francisco, CA
Summary
Dedicated and results-driven finance manager with over 10 years of experience in managing the financial health of organizations to promote success and growth while maintaining legal financial practices. Proficient in financial planning, reviewing financial documents for tax compliance, and collaborating with departments to achieve monetary goals. Demonstrated ability to improve financial operations, streamline processes, and foster growth in diverse business environments.
Experience
finance manager
Salesforce, San Francisco, CA
March 2016 – Present
- Developed and implemented financial strategies to improve revenue by 20%.
- Conducted financial analysis and forecasting to support business growth.
- Ensured compliance with tax regulations and internal policies.
- Collaborated with other departments to set and achieve financial targets.
- Managed budgeting, accounting, and auditing processes.
Financial Analyst
Wells Fargo, San Francisco, CA
June 2011 – February 2016
- Performed detailed financial analysis and reporting for senior management.
- Assisted in the development of the annual budget and quarterly forecasts.
- Monitored financial performance and identified areas for improvement.
- Ensured accuracy and compliance of financial documents with regulatory standards.
- Supported strategic planning and decision-making processes.
Education
Bachelor of Science in Finance
University of California, Berkeley
Graduated: 2011
Certifications
- Certified Public Accountant (CPA)
- Chartered Financial Analyst (CFA)
Skills
- Financial Planning and Analysis
- Budgeting and Forecasting
- Tax Compliance
- Financial Reporting
- Strategic Planning
- Risk Management
- Financial Modeling
- Cross-functional Collaboration
Languages
- English (Native)
- Spanish (Proficient)