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Skills

  • Client onboarding process optimization
  • Supervision
  • Administrative support
  • Financial statement interpretation
  • Cash Flow Forecasting
  • Problem resolution
  • Operational improvement
  • Corporate finance advisory
  • Market trend analysis
  • Cash management

Work Experiences

  • Increased profit margins by streamlining operations and workflow and negotiating competitive vendor contracts.
  • Provided treasury expertise to business partners in areas such as client services and fulfillment.
  • Achieved results during 2017.
  • Assessed 5 key accounts.
  • Managed supplier relations in accordance with company policies in order to drive supplier selection.
  • Advised executives on bank strategies.
  • Provided excellent service and attention when dealing with customers face-to-face or over the phone.
  • Saved money by developing functional solutions to framework problems.
  • Achieved a 62% growth in cross-selling related financial products by developing a targeted client outreach program.
  • Was in charge of all tasks delegated to me, including team leadership and vendor management.

Summaries

  • Motivating leader who has built and managed metric teams in the past.
  • Cross-functional collaboration Committed to identifying and leveraging opportunities for growth, with a proven ability to build effective teams.
  • Proficient in promoting framework by leveraging project management and stakeholder engagement knowledge.
  • Program, procedure, and method are all available.
  • Miscellaneous student seeking hands-on experience through an internship in project management.
  • Analyzed financial markets.
  • OSHA certified
  • Knowledge of ServiceNow in depth, as well as strategic planning and budget management abilities.
  • Adept in compliance enforcement.
  • Advised corporate leaders on treasury functions.

Accomplishments

  • Generated $8 in new deposits through effective cross-selling treasury services within 15 months.
  • Facilitated cross-functional team collaboration to introduce cash management products that increased client engagement by 80%.
  • Supported onboarding of 18 high-profile clients in several months, ensuring smooth integration of cash management services and adherence to regulatory standards.
  • Performed quantitative analysis and stress testing for $5 in corporate investments, resulting in a more secure and diversified portfolio.
  • Managed the treasury portfolio for 8 key accounts, improving balance sheet efficiency and reducing idle cash balances by $11.
  • Led a project to integrate treasury management software with ERP systems, increasing data accuracy and reducing processing time by 19%.
  • Successfully advised 18 clients on FX risk mitigation strategies, leading to an average of 29% reduction in currency exposure.
  • Successfully closed a liquidity management deal valued at $4, enhancing overall Treasury revenue by 80% in 2022.
  • Improved client retention strategy by analyzing client behavior patterns, extending the average client lifetime by 11 years.
  • Provided in-depth treasury advisory services to clients, directly leading to the acquisition of 13 new clients and increasing department revenue.

Affiliations

  • Elected to the Client Relationship Management Subcommittee at Harbor & Co., driving initiatives to improve client retention within treasury.
  • Served as an Advisory Board Member for the Treasury Leadership Forum, providing insights on workflow optimizations and treasury operations.
  • Working affiliate of the North American Association of Corporate Treasurers (NACT) aiding in the alignment of corporate objectives to treasury sales solutions.
  • Represented treasury sales interests as a keynote speaker at initiative in 2023, addressing advancements in banking platforms and treasury products.
  • Active participant and contributor to the Financial Accounting Standards Board (FASB) initiatives surrounding treasury reporting compliance.
  • Alumni member of metric's Financial Services Club, contributing to discussions on emerging trends in treasury sales and product development.
  • Member of the National Association of Corporate Treasurers (NACT), gaining extensive knowledge in client liquidity strategies and risk management.
  • Participated in forums hosted by the International Clearing and Settlement Institute (ICSI), contributing insights on settlement risk exposure mitigation.
  • Trained under the Federal Reserve Bank Cash Management Program, focusing on streamlining corporate banking integrations across multiple regions.
  • Affiliated with the International Chamber of Commerce (ICC) providing treasury expertise in corporate liquidity management and cross-border settlements.

Certifications

  • CompTIA A+ Technician
  • Six Sigma Yellow Belt - Meridian
  • Certified Financial Services Auditor (CFSA) - Institute of Internal Auditors (IIA)
  • Cisco Certified Network Associate (CCNA)
  • Association for Project Management (APM)
  • Cash Management Fundamentals Certification - The Institute of Banking
  • ServSafe
  • Chartered Treasury Analyst - The Treasury Institute
  • Certified Treasury & Risk Management (CTRM-SAP) - Tableau
  • Certified Transaction Banking Professional (CTBP) - Institute of International Finance

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