Vice President, Treasury Management Officer, Western Canada
Current
Jan 2024 - Present
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Michael Helfrich, Cpa, Cma, Ctp Email & Phone Number
Treasury Management | Strategy Development | Sales Professional | J.P. Morgan
at
J.P. Morgan
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3 data sources
Profile completeness 86%
Current company
Role
Treasury Management | Strategy Development | Sales Professional | J.P. Morgan
Location
Calgary, Alberta, Canada
Company size
Who is Michael Helfrich, Cpa, Cma, Ctp? Overview
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Quick answer
Michael Helfrich, Cpa, Cma, Ctp is listed as Treasury Management | Strategy Development | Sales Professional | J.P. Morgan at J.P. Morgan, a company with 59438 employees, based in Calgary, Alberta, Canada. AeroLeads shows a matched LinkedIn profile for Michael Helfrich, Cpa, Cma, Ctp.
Michael Helfrich, Cpa, Cma, Ctp previously worked as Vice President, Treasury Management Officer, Western Canada at J.P. Morgan and Director & Deposit Specialist - Global Payments Solutions, Canada at Hsbc. Michael Helfrich, Cpa, Cma, Ctp studied at Certified Treasury Professional.
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J.P. Morgan
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Profile bio
About Michael Helfrich, Cpa, Cma, Ctp
Finance and treasury professional with over a decade of experience with a major international financial institution. I have worked with clients from local retailers to multinationals with $1B+ in annual revenue. My strength is listening to the clients, understanding their unique situations and then educating them on available solutions. My background in project management, financial modeling and efficiencies, along with being a Chartered Professional Account and Certified Treasury Professional brings a refreshed aspect to treasury and corporate sales.
Current workplace
Michael Helfrich, Cpa, Cma, Ctp's current company
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J.P. Morgan
8 roles
Michael Helfrich, Cpa, Cma, Ctp work experience
A career timeline built from the work history available for this profile.
Director & Deposit Specialist - Global Payments Solutions, Canada
Responsible for business development across Canada to meet the banks funding objectives while assisting companies in structuring liquidity solutions to meet cash flow requirements and maximize yield in a changing interest rate environment. Provide regular updates to Commercial Banking teams and key clients on Bank of Canada/Federal Reserve interest rate.
Nov 2021 - Jan 2024
Sales Manager - Global Payments Solutions
Worked with Business Banking and Mid Market clients to proactively identify opportunities that enhances cash flow management, protects against fraud and introduces the client to payment modernization with the ultimate goal of increasing revenue and finding efficiencies within the treasury function.
Sep 2019 - Nov 2021
Manager - Business Performance Analyst - Wealth And Personal Banking
Responsible for management of Direct Cost and FTE across Wealth and Personal Banking in Canada. Developed market opportunity models highlighting areas for investment and/or cost reductionDeveloped staffing models to drive efficiencies in the workforce, increase productivity and enhance the customer experience
Jun 2016 - Sep 2019
Business Performance Analyst - Wealth And Personal Banking
Primary support to Wealth and Personal Banking COO and Head of Business Steering - Assisted various teams with the development of advanced excel databases and regression models to improve operational and decision making efficiency- Developed understanding of retail banking products and customer segments- Produced and presented monthly business, market.
Mar 2014 - Jun 2016
Founder
Vancouver Hairpin Legs (Vhpl)
Successfully built a profitable company from a $1K initial Investment to over $100K+ in TurnoverDeveloped Lean Manufacturing process with continuous improvementResponsible for day-to-day operations including: sales, financial operations, and customer experienceCompany acquired June 2019
Jan 2016 - Jun 2019
Summer Intern - Rbwm Business Performance
Co-developed and implemented a new Scorecard for the Branch Networks sales and managerial roles-Gained knowledge of performance management concepts including: setting sales targets, determining activities to track, and increasing quality assurance.-Provided analysis of Scorecard results to management regarding employee productivity, sales trends, and.
May 2013 - Aug 2013
Proprietary Trader
We Fund Traders
Gained knowledge of the equities market by day trading on the NYSE, NASDAQ and AMEX.-Provided analysis on market behaviour resulting from supply and demand and volume analysis, chart patterns, and correlation between US, Asian, and European markets. -Interpreted economic reports such as: Housing Start, Jobless Claims, Consumer Sentiment, and Federal.
Aug 2010 - Jun 2011
Team & coworkers
Colleagues at J.P. Morgan
Other employees you can reach at jpmorgan.com. View company contacts for 59438 employees →
MH
Maurice Harris
Colleague at J.P. Morgan
Greater Chicago Area, United States
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GM
Garrett Milliken, Mba
Colleague at J.P. Morgan
Fort Worth, Texas, United States, United States
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SD
Sarah Daniel
Colleague at J.P. Morgan
New York City Metropolitan Area, United States
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DG
David Garfin
Colleague at J.P. Morgan
Los Angeles Metropolitan Area, United States
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VE
Vanessa Engel
Colleague at J.P. Morgan
Greater Paris Metropolitan Region, France
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NS
Natarajan Sethumadhavan
Colleague at J.P. Morgan
London, England, United Kingdom, United Kingdom
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SS
Sahab Singh Yadav
Colleague at J.P. Morgan
Berasia, Madhya Pradesh, India, India
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王
王梓杰
Colleague at J.P. Morgan
Wanzhou District, Chongqing, China, China
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JJ
Jessica Jana
Colleague at J.P. Morgan
Gambir, Jakarta, Indonesia, Indonesia
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AD
Alex Diaz
Colleague at J.P. Morgan
Jupiter, Florida, United States, United States
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Maurice Harris
Colleague at J.P. Morgan
Greater Chicago Area, United States
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GM
Garrett Milliken, Mba
Colleague at J.P. Morgan
Fort Worth, Texas, United States, United States
View →
SD
Sarah Daniel
Colleague at J.P. Morgan
New York City Metropolitan Area, United States
View →
DG
David Garfin
Colleague at J.P. Morgan
Los Angeles Metropolitan Area, United States
View →
VE
Vanessa Engel
Colleague at J.P. Morgan
Greater Paris Metropolitan Region, France
View →
NS
Natarajan Sethumadhavan
Colleague at J.P. Morgan
London, England, United Kingdom, United Kingdom
View →
SS
Sahab Singh Yadav
Colleague at J.P. Morgan
Berasia, Madhya Pradesh, India, India
View →
王
王梓杰
Colleague at J.P. Morgan
Wanzhou District, Chongqing, China, China
View →
JJ
Jessica Jana
Colleague at J.P. Morgan
Gambir, Jakarta, Indonesia, Indonesia
View →
AD
Alex Diaz
Colleague at J.P. Morgan
Jupiter, Florida, United States, United States
View →
6 education records
Michael Helfrich, Cpa, Cma, Ctp education
Education record
Certified Treasury Professional
Education record
Certified Management Accountant - Strategic Leadership Program
Bachelor Of Business Administration (Bba), Accounting And Finance
Education record
Canadian Securities Course
Advocis, Insurance Corporation Of British Columbia
Life Licensing Qualification Program
Education record
FAQ
Frequently asked questions about Michael Helfrich, Cpa, Cma, Ctp
Quick answers generated from the profile data available on this page.
What company does Michael Helfrich, Cpa, Cma, Ctp work for?
Michael Helfrich, Cpa, Cma, Ctp works for J.P. Morgan.
What is Michael Helfrich, Cpa, Cma, Ctp's role at J.P. Morgan?
Michael Helfrich, Cpa, Cma, Ctp is listed as Treasury Management | Strategy Development | Sales Professional | J.P. Morgan at J.P. Morgan.
Where is Michael Helfrich, Cpa, Cma, Ctp based?
Michael Helfrich, Cpa, Cma, Ctp is based in Calgary, Alberta, Canada while working with J.P. Morgan.
What companies has Michael Helfrich, Cpa, Cma, Ctp worked for?
Michael Helfrich, Cpa, Cma, Ctp has worked for J.P. Morgan, Hsbc, Vancouver Hairpin Legs (Vhpl), and We Fund Traders.
Who are Michael Helfrich, Cpa, Cma, Ctp's colleagues at J.P. Morgan?
Michael Helfrich, Cpa, Cma, Ctp's colleagues at J.P. Morgan include Maurice Harris, Garrett Milliken, Mba, Sarah Daniel, David Garfin, and Vanessa Engel.
How can I contact Michael Helfrich, Cpa, Cma, Ctp?
You can use AeroLeads to view verified contact signals for Michael Helfrich, Cpa, Cma, Ctp at J.P. Morgan, including work email, phone, and LinkedIn data when available.
What schools did Michael Helfrich, Cpa, Cma, Ctp attend?
Michael Helfrich, Cpa, Cma, Ctp studied at Certified Treasury Professional.
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