Jay B. Email & Phone Number

Summit, NJ, US

New York, New York, United States

Leveraging a foundation in corporate treasury and treasury management systems to achieve a balance of automation, control and powerful analytics.

Greater New York City Area

New York City Metropolitan Area

Greater New York City Area

Greater New York City Area

Joined the Bloomberg team as part of an effort to develop a Treasury Risk Management (TRM) system leveraging Bloomberg's deep experience in Risk and a Joint Venture for Cash Management functionality. Unfortunately, the project ended shortly after I started.

Greater New York City Area

Implemented modules of the Treasury Risk Management System (TRM) ranging from cash and liquidity to bank account management to FX and IR hedging. Successfully brought over 10 clients live and helped support and enhance the experience of many others.Presented at the annual Client Conference on the topics of Forecasting and Payments.Collaborated with Product.

Lyndhurst, NJ

Instrumental to the implementation of the Foreign Exchange (FX) Module of IT2’s TMS. Learned VBA coding required for programming the workstation as well as macros for Excel. Saved the company thousands of dollars by bringing work designated for consultants in-house. Received accolades for worksheet enhancements and developments to improve processes..

Aggregated and analyzed foreign currency exposures for 100+ global branches and subsidiaries of AIG.Prepared FX hedge recommendation memos for subsidiaries and branches based on discussions with local management, capital markets, asset management, accounting and tax.Developed comprehensive financial models to analyze sensitivities to changes in market.

Responsible for the global foreign exchange functions of the Corporation. Recommended and implemented hedge strategies to manage risk in accordance with the company’s FX risk management policy. Maintained foreign currency exposure reports and provided hedge results to accounting.Monitored daily global cash position and made recommendations for Prime.

Charleston, South Carolina Area

Prepared Bank Reconciliations, Personal Tax Returns, and Business Tax Returns.