•Currently managing a team of 13 direct reports both in Plano & Mexico City locations•Expanded the team to a total of 24 analysts across Chicago, Plano, Mexico, and Brazil •Led the team in Q1 of 2023 through market disruption factors which resulted in onboarding 360 commercial clients to JPM•Ring-fenced volumes of international implementations with low-medium complexity levels and assigned them to the analysts to promote a stepping stone into learning treasury at a foundational level •Deployed an enhanced analyst model geared to support Vice President International Project Managers with internal work efforts such as the below: -Owning approximately 50% of the treasury products on each multi-region project assigned to a VP (list below): -Products include - Global ACH (low-value clearing), Host-to-Host payments/reporting (technical connectivity), Wires, Cash flow intelligence, Multibank reporting via SWIFT, etc. -Analyzing VP projects to ensure policy & procedures are being followed to mitigate audit risk -Assist with project managing internal stakeholders on behalf of the VP -Deployed an enhanced model for VP support which included more internal ownership within VP projects -Obtained a 90% VP International Project Manager satisfaction score based on the enhanced model that was deployed in Q2

•Led deal team in onboarding entities globally and implementing treasury and liquidity solutions for Commercial Banking clients with a $20M-$100M revenue size•Obtained experience in implementing Global ACH payments, notional pools, sweep visibility structures/cash concentrations, FX, multibank swift payments & reporting, and other banking needs (cross-currency wires, cash reports, statements, and wholesale lockbox) into client JPM ACCESS profiles and ERP systems in NA, EMEA and APAC regions•Liaised with proper internal teams to expedite global technical integrations into client ERP systems •Became well-versed in account opening, regulatory, and multi-currency requirements for NA, EMEA, and APAC regions•Created and updated project trackers for onboarding 50+ entities and accounts

•Supported VP International Project Managers in large implementations for high profile clients with a $100M+ revenue size•Alleviated more than 25% of analyst’s team’s capacity and led the team in product line-item completion while averaging a 14-day implementation cycle time•Aided in completing, tax forms, account reservations, account opening submissions, and product line items (I.E Global automated clearing houses and PaySource)•Lead India migration to offshore administrative tasks by assisting with the training necessary support functions for account openings and audit reduction

•Generated $35,000 in only three months and acquired technical sales expertise in Tax & Accounting CPE software•Developed Salesforce account management experience working with multiple campaigns of 300+ clients•Supported account growth in numerous territories across the United States and Latin America •Conducted sales forecasts and collaborated with the sales team to deploy B2B & B2C sales strategies to increase revenue pipeline•Aided in customer retention and strengthened relationships with new and existing customers via phone call, email, and voicemail

•Prepared & analyzed bank reconciliations for accounts with 100+ transactions to ensure proper accounting methods were being practiced at the firm•Prepared monthly financials for clients before meetings with management•Updated payroll & issued invoices to our 200+ client base•Created new bank accounts and set up bank feeds using QuickBooks, QuickBooks Online, and Xero•Completed all weekly accounting procedures applying strong attention to detail to all financial statements