Executive Director - Senior Lead Treasury Management Consultant
CurrentPresently manage a portfolio of corporate clients with complex domestic and international needs.• Extensive knowledge of treasury management products, Merchant Services, Purchasing Cards, faster payments and fraud prevention. By leveraging this expertise, I identify opportunities, construct multifaceted solutions, and serve as my clients' trusted advisor. • Ensure appropriate and timely engagement of team members performing tasks related to client integrations and ERP migrations. Interface with customer’s senior leaders and their contractors during the planning phases.• Well-versed in complex pricing models including multiyear contracts and projections, restrictive pricing terms and variable development costs.• Structure and lead cross-functional teams comprised of executive management, product SMEs, IT, finance, legal, sales, marketing, implementation, and other stakeholders both internally and with external vendors.• Present executive level briefings regarding client relationships, business development strategies and pricing structures to leaders in sales, product management and the line of business.• Coached multiple junior treasury management consultants imparting knowledge on subjects such as: treasury products, digital and emerging payments, ERP migrations, RFPs, deal execution, portfolio management and client engagement. Also participated in the formal mentoring program within the division as a mentor and mentee. • Proactively identify and manage risk for assigned portfolio and ensure adherence to compliance rules and regulations. • Significant experience with the RFP process including response preparation and submission, finalist presentations, contracting, project design and implementation. • Multi-year Treasury Management President’s Club award recipient, which recognizes team members who consistently go beyond expected responsibilities and exceed assigned metrics.
