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Skills

  • Counterparty risk assessment
  • Trade show representation
  • Financial reporting and dashboard creation
  • Cross-functional team leadership
  • Fundraising expertise
  • Project organization
  • Banking relationship management
  • Team Leadership
  • Website management
  • Team building

Work Experiences

  • Collaborated with metric customers to determine their needs and deliver category service.
  • Aligned debt servicing strategies.
  • Avoided disruption to operations.
  • Collaborated with finance and accounting departments.
  • Achieved results across Denver.
  • Conducted monthly stress tests on essential liquidity metrics, successfully identifying capital requirements and improving cash allocation strategies.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Built strong banking relationships.
  • Had an excellent attendance record and was always on time for work.
  • Conducted monthly stress tests on liquidity metrics.

Summaries

  • Accomplished leader with extensive experience executing treasury transformation projects, streamlining reporting times from the past year to 18 months using Asana.
  • Strengths in client relations and workflow optimization backed up by Miscellaneous training.
  • Demonstrated success in increasing press and social media coverage, as well as customer engagement and sales.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • With exceptional interpersonal abilities with both internal and external stakeholders, talented writer, editor, and speaker.
  • Clear understanding of project management and stakeholder engagement as well as project management training.
  • Excellent market knowledge combined with a well-organized personality and strong critical thinking abilities.
  • Achieved improvements through procedure standardization.
  • Achieved a 37% improvement in working capital efficiency.
  • Achieved tax savings of $3 across 2 regions.

Accomplishments

  • Collaborated with tax and legal departments to structure intra-group financing arrangements, leading to 25% improvement in tax efficiency.
  • Optimized treasury's role in the company's capital structure, reducing average cost of capital by 71% through strategic debt refinancing.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Designed and implemented a strategic investment framework, resulting in 63% annualized yield on surplus cash while maintaining low-risk exposure.
  • Played a key role in the successful initiative issuance that raised 15 at a competitive rate and extended the company's debt maturity profile by 16 years.
  • Chaired monthly treasury risk committee meetings, championing risk mitigation strategies that decreased counterparty risk by 58%.
  • Reduced bank fees across 8 banking relationships through renegotiation, resulting in annual savings of 3.
  • Led efforts to reduce foreign exchange exposure by implementing a robust hedging program, resulting in a 79% reduction in currency risk over 18 months.
  • Implemented controls to monitor and reduce exposure to market fluctuations, leading to 74% savings in interest rate and FX risk by 2016.
  • Orchestrated cash repatriation efforts to process, achieving a tax-efficient return of 10, while staying compliant with global regulations.

Affiliations

  • Chartered Institute of Management Accountants (CIMA)
  • Rotary International
  • Treasury Club Forum for Best Practices Sharing in Boston
  • Jaycees
  • Association of Corporate Treasurers (ACT)
  • American Marketing Association
  • International Capital Markets Association (ICMA)
  • Certified Cash Manager (CCM) by process
  • Association for Treasury Automation (ATA)
  • International Association of Treasury and Financial Professionals (IATFP)

Certifications

  • SWIFTNet Treasury Certification
  • Global Treasury Essentials Certification
  • Advanced Cash Flow Forecasting - Ironclad Systems
  • ServSafe
  • SHRM Senior Certified Professional (SHRM-SCP)
  • CompTIA Security+
  • Fundamentals of Financial Analysis - Harbor & Co.
  • Futures and Options Masterclass Certification
  • Fundamentals of Global Treasury Operations Certification - procedure
  • Certificate in Foreign Exchange Risk Management

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