Dynamic Treasury and Financial Solutions Expert with extensive experience driving revenue growth, optimizing cash flow, and delivering tailored financial strategies across industries. Proven track record of leveraging expertise in payments solutions (ACH, Wires, Real-Time Payments, SWIFT, FedNow), receivables management, and process improvement to enhance operational efficiency.Recognized for outstanding leadership, collaborative problem-solving, and an ability to build high-performing teams. Adept at managing client relationships, streamlining financial operations, and exceeding revenue targets. Expertise spans banking, healthcare, oil and gas, and wholesale distribution industries.Previous experience includes leadership and relationship management roles at KeyBank and Wells Fargo, where I managed client portfolios, implemented treasury management solutions, and achieved consistent business grow.
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Treasury Solutions Officer , Vice President/Senior Treasury Management Consultant, Vice PresidentIndependent Financial Apr 2022 - Feb 2024Mckinney, Texas, Us• Spearheaded healthcare revenue receivable management initiatives, developing targeted lead lists and delivering tailored cash management solutions.• Retained deposit bases in a competitive market through innovative and proactive client-focused strategies.• Collaborated with relationship managers and internal partners to surpass performance goals.Key Achievements:• Achieved a 75% increase in fee income over 2023 goals, generating $45 million in new deposits within seven months.• Completed 40+ treasury management reviews, identifying and addressing client needs to drive significant additional revenue.• Consistently received "Exceptional" performance ratings, reflecting strong client management and sales results. -
Vice President, Treasury Management Regional Manager (Az/Co)First Interstate Aug 2021 - May 2022Billings, Mt, Us• Directed cross-functional projects and managed teams across Arizona and Colorado, driving top-tier sales performance.• Designed and executed strategies for healthcare receivables, commercial card services, and merchant processing.• Coached and developed staff to enhance performance, fostering alignment with organizational goals.Key Achievements:• Led the Colorado and Arizona regions to outperform all other regions in treasury management sales.• Reduced accounts receivable days from 150 to 36, improving operational efficiency for healthcare clients.• Recognized with the 2021 Crystal Award for exceptional teamwork and contributions to organizational success. -
Senior Treasury Management Consultant, Vice PresidentFirst Interstate Apr 2018 - Aug 2021Billings, Mt, Us• Sourced and sold healthcare receivable management products, leveraging extensive healthcare knowledge to drive revenue growth.• Collaborated with IT teams to optimize revenue cycle operations, reducing accounts receivable days from 150 to 36.• Recognized as the top Treasury Management Sales Consultant, consistently exceeding goals for deposits and fee income.
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Business ConsultantColorado Center Of Medical Excellence, Pllc Apr 2016 - Nov 2016• Managed all start-up aspects for new concierge medical practice with four internal medicine doctors.• Provided input to support the development of business road map and annual budget. -
Project Manager 3, Vice PresidentWells Fargo Jan 2000 - May 2002San Francisco, California, Us• Managed and implemented Treasury Management projects/initiatives for acquisitions and mergers including the due diligence in the transition/conversion process • Responsible for leading project team and managing activities that are cross-departmental or organizational entity-wide in scope with moderate to significant risk or impact to the organization
Stephanie Katz Education Details
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Univerisity Of ColoradoMarketing -
University Of ColoradoGeneral
Frequently Asked Questions about Stephanie Katz
What is Stephanie Katz's role at the current company?
Stephanie Katz's current role is Dynamic Treasury and Financial Solutions Expert | Open to Opportunities in Financial Payments Solutions, and Cash Flow Optimization | Strategic Leader in Revenue Growth and Operational Efficiency Across Industries.
What schools did Stephanie Katz attend?
Stephanie Katz attended Univerisity Of Colorado, University Of Colorado.
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