Summary
Experienced treasury manager skilled in cash management, budgeting, and financial analysis. Proven ability to lead treasury operations, improve cash forecasting, and ensure compliance with internal controls. Strong communicator and mentor focused on team results.
Experience
- Managed daily cash positioning for 25 accounts, optimizing liquidity and reducing idle balances by $2M.
- Prepared and reviewed monthly cash forecasts, improving forecast accuracy by 18 percent.
- Mentored 3 junior analysts, supporting their professional development and improving team productivity.
- Administered user access reviews across banking portals, ensuring 100 percent compliance with regulations.
- Analyzed bank statements and recommended new services, saving $50,000 in annual fees.
- Led implementation of new treasury management system, reducing manual processes by 30 percent.
- Prepared financial reports and recommendations for executive leadership.
- Supported budgeting and cash flow analysis for multiple business units.
Education
Courses
- Certified Treasury Professional (CTP), Association for Financial Professionals