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Skills

  • Therapy staff management
  • Dental staff assistance
  • Staff education
  • Communicate with hatchery staff
  • Staff scheduling and supervision
  • Staff direction and support
  • Staff performance management
  • Staff recruiting and retention
  • Culinary staff operations
  • Staff development plans

Work Experiences

  • Automated the reconciliation of cash accounts, improving processing times by 29% and significantly reducing manual errors.
  • Was in charge of corporate decision-making and planning, as well as monitoring and establishing policies and procedures to improve financial performance.
  • Achieved Innovation Award recognition as a Best-in-Class Treasury Function.
  • Was in charge of treasury and cash management, which included overseeing bank reconciliation, credit card processing, and sales tax returns.
  • Collaborated with external rating agencies.
  • Collaborated with auditors to complete Summit Group’s treasury audits with no financial discrepancies reported for 11 consecutive years.
  • Collaborated across departments to ensure successful cash flow audits resulting in Outstanding Service Award for Best Treasury Practices in 2015.
  • Addressed short-term financing needs.
  • Coordinated variance reporting by managing 2 financial statement reviews in three years.
  • Addressed long-term financing needs.

Summaries

  • Committed to establishing strong standards, internal controls, and processes while reducing risk.
  • Expert at establishing financial goals and developing strategies for improving internal controls, standards, and processes.
  • Highly organized and systematic, with a thorough knowledge of the Miscellaneous.
  • Treasury Staff is excited to bring 15 years of experience to a growing organization.
  • Successful in advising business executives on short- and long-term financial strategies that drive growth.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Treasury Staff with 11 years of experience leading financial management activities at Cedar Works companies.
  • Vendor management and strategic planning expertise
  • Treasury Staff is a multi-talented Treasury Staff who is consistently rewarded for planning and operational improvements.
  • Treasury Staff with more than 7 years of experience in the Miscellaneous.

Accomplishments

  • Formulated and implemented a foreign exchange (FX) hedging strategy that safeguarded cash flows from the Pacific Northwest currency fluctuations and improved risk-adjusted returns by 59%.
  • Collaborated with senior management to negotiate a HubSpot credit facility, securing $3 in capital at highly favorable terms.
  • Formalized intercompany lending and cash pooling strategies to optimize global liquidity and reduce interest costs by 79% points.
  • Achieved Innovation Award recognition for cross-functional collaboration in securing a $3 loan facility under highly favorable conditions.
  • Implemented an enhanced asset-liability management (ALM) strategy, reducing interest rate volatility across a $5 portfolio.
  • Expanded credit access through successful renewal and upsizing of a $4 syndicated credit line.
  • Partnered with cross-functional teams to implement treasury management software Power BI, improving process efficiency by 84%.
  • Reduced working capital tied to receivables by 59% through improved processes in collections and payable activities.
  • Developed and executed foreign exchange (FX) risk management protocols, delivering a 62% annual savings on currency conversion costs.
  • Streamlined working capital forecasting processes, improving forecast accuracy by 63% and reducing cash reserve requirements.

Affiliations

  • Jaycees
  • Institute of Finance and Corporate Treasurers (IFCT)
  • National Investor Relations Institute (NIRI)
  • Certified Treasury Management (CTM) Study Circle
  • Risk Management Association (RMA)
  • Networking Group for Treasury Professionals in Columbus
  • Project Management Institute
  • International Council of Nurses
  • Financial Management Association of Boston
  • National Association of Corporate Treasurers (NACT)

Certifications

  • Certified Business Analysis Professional (CBAP)
  • CompTIA A+ Technician
  • Google Certified Professional Cloud Architect
  • Chartered Institute for Securities & Investment (CISI) Diploma in Treasury Management
  • Chartered Financial Analyst (CFA)
  • Global Treasury Risk Management Certificate from Beacon Labs
  • SHRM Certified Professional (SHRM-CP)
  • Certified Global Corporate Treasurer (CGCT)
  • Financial Risk Manager (FRM)
  • Apple Certified Associate (ACA)

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