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Skills

  • Rapid data entry skills
  • Data trending
  • IPO and valuation expert
  • Banking and Financial Services expert
  • Employee relations and conflict resolution
  • Cross-functional team collaboration
  • MATLAB
  • Budgets
  • Employee relations
  • Risk investment analysis

Work Experiences

  • Identified budget variances and recommended corrective actions to avoid overruns and keep the cash flow positive.
  • Raised the stakes.
  • Built a client base of l>15 through networking and seminar marketing.
  • Managed
  • Planned staffing for a number of branch locations.
  • Did a thorough analysis of each mutual fund, including a complete audit.
  • 2% increase in quarterly sales.
  • Used the past year to analyze financial patterns and make accurate predictions.
  • Audited Vantage and its accounts both internally and externally.
  • Created a leveraged buy-out model to arrive at a proposed valuation of l>4% of equity.

Summaries

  • Treasury Analyst with 15 years of experience who is data-driven.
  • Excellent ability to communicate, make decisions, and plan.
  • Treasury Analyst is a capable Treasury Analyst with a proven track record in customer service, sales, and banking.
  • Strengths in data analysis and quality assurance backed up by Banking and Financial Services training.
  • Expert problem solver who uses creativity and innovation to solve difficult and complex problems involving employees, processes, and costs.
  • Problem solver and collaborator with zeal.
  • Investment banker with a track record of establishing strong client relationships and increasing revenue.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the procedure business.
  • Professional investment banker with a specialization in project management.
  • Cross-selling bank products and services is a strength of this versatile banking professional.

Accomplishments

  • Exceeded sales objectives in 2015.
  • Trained
  • Initiated
  • Awarded system for metric.
  • Increased annual revenue by 14% by creating effective strategies to expand existing customer services.
  • Design: Responsible for creative design for prominent system.
  • Ranked among the top 12 advisors worldwide in new business development.
  • Ensured
  • Consistently achieved a 15% teller balancing average.
  • Won

Affiliations

  • American Marketing Association
  • Association for Supply Chain Management (APICS)
  • International Financial Reporting Standards (IFRS) Foundation
  • American Society of Safety Professionals
  • Lions Club
  • Association for Financial Professionals – Treasury Technology Forum
  • Global Association of Risk Professionals (GARP)
  • Financial Risk Manager (FRM®) affiliation
  • Treasury and Cash Management Association participation
  • Association of Financial Professionals – Payments Professionals Group

Certifications

  • International Certificate in Financial Services Risk Management – Chartered Institute for Securities & Investments (CISI)
  • Certified Public Accountant (CPA)
  • CompTIA Security+
  • Google Certified Professional Cloud Architect
  • Certified Financial Planner (CFP) - CFP Board
  • CompTIA A+ Technician
  • Certificate in Enterprise Risk Management (ERM) – Brightline
  • Certified Corporate Finance Analyst (CCFA) – Corporate Finance Institute
  • Certified Treasury Professional (CTP) - Association for Financial Professionals (AFP)
  • ServSafe

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