Summary
Overview
Work History
Education
Skills
References
Timeline
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Candace Lowe

Milford

Summary

Dedicated management professional with over 24 years of providing superior financial and administrative support, organizational capabilities, team leadership, and problem-solving abilities. Extremely well organized and detail-oriented individual. Finance Associate with over 9 years developing and managing financial strategies for both large and small organizations. Proven expertise in current tax law and regulations. Implements financial best practices across departments to streamline budget requirements and increase profitability. Works closely with management to analyze and interpret complex accounting information to meet company performance goals. Results-driven Finance Coordinator with [Number] years of financial industry experience. Proficient in process improvement with history of streamlining processes to reduce errors. Adaptable, analytical and skilled in performing administrative tasks.

Overview

24
24
years of professional experience

Work History

Finance Associate/Administration and Finance Coordinator

Harvard University Center for African Studies
06.2015 - Current
  • Ensures the Center for African Studies' financial operations run smoothly and efficiently, providing the Center and its staff with professional, reliable, communicative, and responsive support
  • The Administrative and Financial Coordinator is the liaison between Harvard, CAS Cambridge, and CAS South Africa for processing financial transactions in both office locations
  • The position regularly processes a high volume of complex financial transactions to foreign vendors
  • Serves as the principal source of information on established financial policies, procedures, and updates for the Center for African Studies; oversees and implements day-to-day financial operations, transactions and records for the center; and leads all sponsored grants management
  • The position also provides oversight of CAS space; support for CAS programming, events; ordering of supplies and inventory management; booking of airfare, ground transportation, and hotel logistics; and liaising with external vendors.
  • Enhanced financial accuracy by streamlining the monthly close process and reconciling account discrepancies.
  • Reduced reporting errors by implementing internal controls and standardizing financial procedures.

Executive Office Manager/Executive Assistant to CEO

Appel Financial Group
08.1999 - 01.2015
  • Coordinated and oversaw the day-to-day operations of a mid-sized Financial Service organization
  • Instrumental in developing, creating, and managing all aspects of the entire insurance and financial service firm
  • Formulated the company’s mission and vision statements, logo, letterhead, business cards, and client database
  • Created and maintained files for incoming and outgoing correspondence to assure proper tracking of all correspondence
  • Oversaw all aspects of the office including accounts payable, accounts receivable, payroll, and benefits packages
  • Acted as the liaison between CEO and outside insurance and financial sales agents
  • In charge of all customer services including scheduling medical examination appointments for clients applying for insurance policies, for life, long term care, variable life, buy sell agreement, group, and disability insurance
  • Processed all applications for mutual funds, IRA’s, annuities, as well as disbursements and payout schedules
  • Hired, managed, and supervised all other secretarial staff
  • Headed weekly staff meeting to ensure all procedures were adhered to and the workload was distributed properly
  • Coordinated managers meeting, conventions and business travel arrangements for our associates
  • Setup seminar meeting sites sent out invitations and coordinated attendance and created seminar presentations using power point.

Education

Bachelor of Arts – Liberal Studies – Degree Incomplete -

University of Massachusetts, Boston

Skills

  • FAS System Applications: Buy2Pay Procurement System
  • FIN Report
  • Concur
  • General Ledger (Journal Processing) GMAS
  • HART
  • Microsoft Word
  • Microsoft Excel
  • PowerPoint

References

References available upon request.

Timeline

Finance Associate/Administration and Finance Coordinator

Harvard University Center for African Studies
06.2015 - Current

Executive Office Manager/Executive Assistant to CEO

Appel Financial Group
08.1999 - 01.2015

Bachelor of Arts – Liberal Studies – Degree Incomplete -

University of Massachusetts, Boston

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Candace Lowe