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Skills

  • Team management
  • Regulatory compliance
  • Financial analysis and reporting
  • Compliance liaison
  • Initiative equipment
  • Financial operations efficiency
  • International banking coordination
  • Project organization
  • Account reconciliation
  • Staff training and development

Work Experiences

  • Addressed settlement escalations with high-net-worth clients, implementing solutions that improved customer satisfaction ratings by 39%.
  • Collaborated with cross-departmental anti-money laundering initiatives.
  • Transported ServiceNow to three years customer locations.
  • Achieved a 76% accuracy rate.
  • Audited and enhanced cash management protocols, leading to a $3 reduction in unaccounted funds during quarterly reviews.
  • Balanced settlement workflows across 11 products.
  • Achieved zero unresolved settlement cases over one year.
  • Contributed to real-time fraud detection by enhancing settlement protocol collaboration with cross-departmental anti-money laundering initiatives.
  • Addressed settlement escalations with high-net-worth clients.
  • Double-checked the accuracy and compliance of payroll, vendor payments, commissions, and other accounting disbursements.

Summaries

  • Within Miscellaneous, senior Treasury Services Settlements Officer and outstanding performer in client relations and project management.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Approach is meticulous, conscientious, and methodical.
  • Adept at reducing settlement discrepancies.
  • Accounting expertise in all areas, including accounts payable and receivable, budgeting, and payroll.
  • Committed to fostering team development, driving settlement teams toward a 48% improvement in internal compliance and operational success rates.
  • Clear understanding of vendor management and cross-functional collaboration as well as stakeholder engagement training.
  • Contributed to a $5 reduction in unaccounted funds.
  • Collaborated with international stakeholders to deploy innovative settlement solutions, reducing cost margins by $4 while enhancing speed and reliability.
  • Adhered to strict SLAs in high-stakes environments.

Accomplishments

  • Executed daily derivative transactions worth $3, ensuring error-free treasury services during high-volume trading days.
  • Trained junior team on derivatives and FX settlement protocols leading to a 21% reduction in processing errors over one year.
  • Responsible for ensuring regulatory compliance for a portfolio of 13 cross-border transactions reducing audit exceptions by 64%.
  • Orchestrated effective communication between domestic and offshore Treasury desks, expediting the closure of $4 delayed settlements.
  • Led settlement operations for 18 clients handling $8 in high-value transactions ensuring delivery within established SLAs.
  • Ensured resolution of outstanding FX settlements totaling over $11, reducing transaction backlog by 37% in 2023.
  • Managed the settlement process on Seattle-based futures exchanges for $4 daily trades, reducing errors by 35%.
  • Resolved product issue through consumer testing.
  • Led settlement of $13-worth global currency trades with a Austin-based team, ensuring on-time delivery in over 7 markets.
  • Executed over 17 daily FX settlements, ensuring compliance with method across multiple operational regions.

Affiliations

  • Professional Risk Managers' International Association (PRMIA)
  • International Swaps and Derivatives Association (ISDA)
  • National Check Payments Association (NCPA)
  • International Association of CFOs and Treasurers (IACT)
  • Financial Conduct Authority (FCA) Compliance Affiliate
  • Chartered Financial Analyst (CFA) Institute
  • International Monetary Fund (IMF) Membership
  • Euro Banking Association (EBA)
  • Society of Women Engineers
  • Association of Corporate Treasurers (ACT)

Certifications

  • Certified Business Analysis Professional (CBAP)
  • AML Certification in Treasury Operations (Issued by Brightline)
  • Google Certified Professional Cloud Architect
  • Certified Public Accountant (CPA)
  • Certified Derivatives Trader (CDT)
  • ERP System Implementation Certification – Focus on Treasury Integrations
  • Lean Six Sigma Green Belt Certification (for Treasury Process Improvements)
  • ServSafe
  • CompTIA A+ Technician
  • Microsoft Certified Systems Engineer (MCSE)

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