Summary
Results-driven treasury analyst with 5 years of experience in cash management, financial analysis, and budgeting. Skilled at administering online banking platforms and delivering accurate financial reporting. Recognized for identifying cost savings and improving forecasting processes.
Experience
- Administered access and user management for 8 online banking platforms, ensuring 100% compliance.
- Analyzed banking fees and identified $75,000 in annual cost reduction opportunities.
- Developed and maintained cash forecasting models, improving forecast accuracy by 12%.
- Prepared monthly financial reports for executive leadership, reducing reporting cycle by 25%.
- Analyzed debt terms and prepared debt service forecasts for $50M in outstanding obligations.
- Managed daily cash positions and borrowing for 10+ accounts, maintaining optimal liquidity.
- Supported budgeting and variance analysis for treasury operations, identifying $30,000 in savings.
Education
Courses
- Certified Treasury Professional (CTP), Association for Financial Professionals