Courtney Dobbs Email & Phone Number

Washington, DC, US

Miami, Florida, US

New York, NY, US

Weekend raft guide, proficient in swift water rescue.Sharing the beauty of Richmond, VA's class III section of the James River.Tour guiding, educating, and inspiring customers to conserve our Rivers

San Diego, CA, US

Helping Enterprise Treasury teams rapidly simplify their cash operations, significantly improve cash-based decision analysis and workflows, and reduce risk.Solution:Trovata provides global Treasury and Finance IT teams one source for aggregate cash analytics, workflows and forecasting. Built for modern treasury teams, the experience is consumer-grade.

Pleasanton, California, US

With my team, I helped large organizations in selecting the least complex, most modern, and most proven Human Capital, Financial Management and Spend Management platform. Finance and HR system replacement is inherently complex, and I enjoyed working with prospective clients and the world class Workday team members to solution clients' unique financial and.

- Part-time, I support consulting projects for small businesses and non-profits where I have advised on automating finance processes, delivered financial analyses or models, and provided IT project management support.- Highlight: General Electric (3-Month contract): Created a process to securely share and update a database of over 12,000 GE X-Ray manuals.

Mclean, VA, US

One of three team members who analyzed, forecasted and presented on financials for 130-person Commercial Lending team, $24B loan portfolio, $11B deposit portfolio, $100M Capital Markets business- Advise and support Capital One’s Market Managers on their portfolio's financials- Report financials, hiring pipeline, and salary-related budgets to Market.

Mclean, VA, US

- Part of a team of two who created finance processes for a brand new >$100MM/year investment (Capital One Cafes)- Developed forecasting methodologies and reporting processes for quickly growing retail sales team with diverse compensation packages, complex vendor contracts, and pipeline of new retail locations

New York, New York, US

- Pitched technical trades primarily to Investment Grade Bond and Algorithmic Trading Sales Leads- Presented and debated in front of audience of over 300 on trade ideas and financial market outlook- Created and presented projects and research related to hedge fund consulting, multi asset sales, algo trading, and investment grade credit

- Audited small business clients’ Quickbooks- Prepared high net worth and small business tax returns

- Business Development, Project Management, and Fundraising for TurnUp, our web app- TurnUp, our web app, improves employee comfort and saves HVAC costs in commercial offices

- Helped manage $5MM Student Run Bond Fund as part of the Virginia Tech Endowment- Oversaw tech and telecom sector holdings tracking their securities' performance and the company's credit fundamentals.- Wrote and presented research summaries of quarterly results & industry news.- Performed credit analyses, created investment theses, and pitched them to the.

Pleasanton, CA, US

- Inside Sales and Project Manager at high growth startup that creates and sells VOIP phone systems- Hosted webinars, managed creation of YouTube commercial with filmmaker- Created processes that improved customer experiences; (ie. Prioritization of Customer Feature requests in Sprints, Discount Campaigns via text marketing and webinars, Auto-Flagging of.

Richmond, Virginia, US

- Completed month-end and bank reconciliations- Preformed inventory analyses- Processed shortage and damage claims

- Sales and Marketing at high growth startup that created mobile websites for local restaurants- Co Presented pitch deck while raising funds from Venture Capitalists and Angels- Phone sales and Created marketing content

- Established marketing campaign which increased membership 3-fold- Managed finances- Hosted meetings and events