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Skills

  • Negotiation of financial terms
  • High-value client acquisition
  • Operational efficiency improvements
  • Collaborating with finance executives
  • Strategic account development
  • Cash handling optimization
  • Cash Flow Forecasting
  • Onboarding and training programs
  • Cost reduction strategies
  • Financial and cash management analysis

Work Experiences

  • Increased market penetration and sales figures by 2% by leveraging supplier relationships and personally overseeing negotiations.
  • Increased sales volume by introducing new retailers to the product line, such as warehouse clubs and natural food chains.
  • Worked with internal teams and suppliers to assess costs in relation to expected market price points and create structures to meet profit goals.
  • Made recommendations to improve brand effectiveness and product benefits, which resulted in 12 long-term accounts being secured in one year.
  • Cut several months spending by 14% by using Power BI to create effective budgets.
  • Implemented Microsoft Excel to streamline program procedures and system tasks.
  • Organized promotional events and interacted with the community to increase sales volume.
  • Increased the team's revenue by over $13 in sales.
  • Met established KPIs for the company, regional team, and individual performance through teamwork and customer focus.
  • Used sales presentations to communicate product quality and market comparisons.

Summaries

  • Accomplished Treasury Sales Manager.
  • Tenacious manager with a strategic and analytical approach to problem-solving, customer acquisition, and profit goals.
  • Achieved Best Treasury Solutions Provider award in 2017, recognizing innovative client solutions and consistent sales growth of 15% annually.
  • Achieved savings of $3 per quarter for key clients.
  • Costs were consistently reduced while profits were increased.
  • Detail-oriented and committed to creating efficient environments in which to provide excellent service.
  • Treasury Sales Manager is a multi-talented Treasury Sales Manager who is consistently rewarded for planning and operational improvements.
  • Achieved revenue growth of 80%.
  • Achieved client growth.
  • Successful Sales Manager with 4 years of experience in developing and increasing framework sales.

Accomplishments

  • Standardized global treasury reporting procedures across 2 regions, increasing analytic efficiency by 18 hours weekly.
  • Orchestrated treasury workshops with 8 corporate clients, generating over $2 in structured deposit placements from sessions.
  • Introduced a new treasury risk management system, significantly lowering operational risks associated with foreign exchange exposure by $13 monthly.
  • Fostered strong relationships with C-suite clients by delivering tailored financial strategies that led to cumulative client revenues exceeding $12 annually.
  • Expanded client transaction volumes by 18% through the introduction of automated liquidity options and flexible deposit structures.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Utilized Adobe Creative Suite to streamline cash flow forecasting, improving accuracy by 78% and reducing errors within the treasury department.
  • Achieved 35% year-over-year sales growth in transaction banking products by executing treasury solutions tailored to client needs.
  • Optimized liquidity management strategies, reducing daily idle balances by $5 and increasing investment yield by 61% annually.
  • Leveraged client-centric portfolio management approaches to increase structured deposit placements by 35% within two years.

Affiliations

  • Society of Corporate Compliance and Ethics (SCCE)
  • National Association of Certified Valuators and Analysts (NACVA)
  • Active member of procedure Treasury Solutions Innovation Team
  • International Council of Nurses
  • Association for Supply Chain Management (APICS)
  • Certified Cash Manager (CCM) through process
  • Association for Finance Professionals (AFP) Mentor Program
  • Jaycees
  • Society of Human Resource Management
  • Chartered Financial Analyst (CFA) Institute Membership

Certifications

  • Payments and Cards Training for Corporate Treasury
  • Association for Financial Professionals (AFP) Accounting and Finance Benchmark Certification
  • Financial Risk Manager (FRM)
  • Apple Certified Associate (ACA)
  • CompTIA Network+
  • ISO 31000: Enterprise Risk Management Certification
  • Cisco Certified Internetwork Expert (CCIE)
  • SAP Treasury and Risk Management Software Certification
  • Advanced Negotiation Certification
  • Global Association of Risk Professionals (GARP) Energy Risk Professional (ERP)

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