Joseph Mitchell Email & Phone Number

New York, New York

Greater New York City Area

• Work closely with implementation partners and ensure their success on Kyriba projects (Accenture, E&Y & Deloitte)
• Serve as a role model in project management, best practice sharing, proactive actions and creative problem solving activities
• Develop and manage delivery team(s) and ensure projects are completed on time, within budget and with the highest consistent quality
• Support sales cycle (end-to-end) by adding value to the solution selling, defining the delivery model, shaping the project and governance model, setting commercials and selling the projects
• Collaborate with Kyriba sales team to maximize growth opportunities (upsell, cross sell)

Greater New York City Area

• Responsible for overseeing and leading a group of consultants to deliver professional services within Kyriba's SaaS TMS platform.
• Manage a client portfolio of 10-15 ongoing projects at any given time.
• Project work ranges from implementing late stage start-ups to global Fortune 20 Companies
• Key client projects included Amazon, American Honda Motor Co., New York University, Brighthouse Financial, The Eastman Kodak Company, Costco Wholesale Corporation, Mckinsey & Company, The Madison Square Garden Company.
• Mentor and develop junior staff

Greater New York City Area

Greater New York City Area

• Analyze treasury related functions and design and implement Kyriba’s SaaS Treasury Management Solution to clients
• Contributed to implementation projects spanning across Fortune 500 firms and other companies including: Cash Management/Forecasting, GL Posting/Reconciliation, Bank Signatories, Bank Fee Analysis, In-House Banking.
• Conduct business process reviews, weekly status meetings, and on-site training sessions

Greater New York City Area

• Created specialized solutions used to streamline treasury and risk management functions using Reval’s Treasury and Risk Management platform
• Responsible for the implementation of risk management objectives, derivative valuation, and hedge accounting policies with a focus on foreign exchange, commodity, and interest rate hedging
• Responsible for the implementation of projects for Fortune 500 firms and other companies across Financial Services, Consumer Goods, Media and Entertainment, Food and Beverage, Agriculture, and Mining industries
• Designed and automated daily, weekly, monthly and quarter-end risk management reports for clients
• Conducted and streamlined month-end mark to market derivative valuations and stress testing scenarios to show net present value calculations within client’s interest rate, foreign exchange, and commodity portfolios
• Trained clients on trade capture of financial instruments such as Interest Rate Swaps, FX Spot/Forwards/Swaps and Commodity Future contracts in order to fulfill clients hedging needs

Detroit Michigan

• Monitored and evaluated alternative and strategic investments within BCBSM’s portfolio
• Assisted in providing analysis for mergers and acquisitions and divestitures within the enterprise
• Worked with senior leads to analyze and prepare BCBSM Q3 Strategic and Alternative Investment Summary Report which was presented to the CFO and BCBSM’s Finance Committee
• Assisted in the analysis of M&A opportunities by updating discounted cash flow models
• Developed template slides in MS PowerPoint to standardize and simplify pitch book preparation process
• Utilized the following research tools: Capital IQ, EDGAR, and Bloomberg

Detroit Michigan

• Provided support for BCBSM’s investment team and traders to ensure a high volume of financial transactions were posted and processed accurately
• Reconciled daily general ledger P&L accounts, investigated trade settlements, and reconciled trade discrepancies for fixed income securities including certificates of deposits, corporate bonds, mortgage-backed.