Stephen Kania Email & Phone Number

California, United States

San Francisco Bay Area

Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. Our team is composed of empathetic problem solvers with depth and diversity of experience. We embrace complexity and.

San Francisco Bay Area

• Analyze and consolidate monthly Treasury ‘direct method’ cash flow forecast.
• Manage the monthly multilateral, multicurrency netting process.
• Administer daily cash positioning, including debt pay-downs or borrowings.
• Prepare and document foreign exchange trades.
• Analyze and forecast cash, debt, interest expense/income, and bank fees, and recommend improvements.
• Administer aspects of the internal bank account management system.

Greater Denver Area

• Product ownership and management of the most complex functionality for the Treasury Systems Organization. Identifies and scopes the services necessary to implement Treasury Systems’ Solutions required for process.
• Develops and cultivates strong internal customer and external vendor relationships.
• Gains knowledge on technical specifications for hardware/software requirements in Treasury and Banking, learning the latest technology trends to develop solutions to improve business processes for Treasury and Finance.
• Participates as a technical analyst in the delivery of technical architectural design, strategies and plans that will be delivered for each project workstream.
• Consults and articulates solutions based on Treasury’s strategic business or technical requirements in alignment with the company’s overall IT policies, procedures, and design standards.
• Prepares technical architectural and implementation design documents and works with the Project Manager to develop the implementation plan.

San Francisco Bay Area

• Source to settle and end users to support Global Tax and Treasury procurement process per defined standards and guidelines
• Act as primary contact for operations in Europe, the Middle East, and Africa
• Interface with the Tax and Treasury Operations Managers, as well as Senior Tax And Treasury Operational Analysts
• Ensure timely update of PO activities related content on to the shared workspace and manage frequently asked questions from the respective business team
• Facilitate status meetings with the operations managers and operations analysts by providing input to assigned actions items
• Coordinate with the Tax and Treasury Operations team for the PO Box Mail collection and distribution

Greater Los Angeles Area

• Built partnerships with Habitat for Humanity, LA Food Bank, and Raise Foundation to sponsor and support Heal LA through in kind donations.
• Partnered with local Boys & Girls Clubs and A Sense of Home to make an impact in low-income communities
• Raised a total of $20,000 in donations in 10 weeks for 2nd Annual Christmas Celebration.
• Raised $4,000 in donations from a collaborative Halloween Gala with the Dee Dee Jackson Foundation.
• Raised a total of $10,000 in donations in 7 weeks for Spring Project.
• Raised $10,000 in donation in 15 weeks for 1st Annual Christmas Celebration.

Los Angeles

• Coordinated marketing and advertising efforts to solicit potential clients to use recreational facilities
• Managed over 30 employees to maintain orderly appearance of event areas and maximize customer satisfaction
• Developed a leadership role through weekly scheduling, ethics training and disciplinary action
• Created a positive work environment through employee outreach programs while ensuring work efficiency

San Jose, California

• Performed sales support functions to provide the highest level of service and customer satisfaction while maintaining efficiencies in corporate operational processes and procedures
• Served as a liaison between Arrow's internal resources, vendor resources, and customers
• Took a proactive approach and had a sense of urgency on customers behalf, anticipated customers’ requirements, and communicated efforts in a timely and effective manner
• Created influential customer, supplier, and internal relationships through dedication and consistent results

Sunnyvale, CA

• Received and reconciled revenue generated by daily and weekly operations
• Utilized office workstations to process and record currency, coins, checks, charges, and coupons
• Interfaced with multiple departments to assure accurate documentation for the revenue control system
• Collaborated with supervisors to account for overages/shortages and balance of accounts
• Performed currency pickups at various establishments

Fremont

• Coordinated property and equipment rentals with current and potential clients
• Acted as a liaison between clients and city officials to ensure a smooth transfer of services
• Provided operational supervision of community centers and athletic equipment with current and previous employees
• Designated by supervisor to train and orientate new employees on city protocol
• Advised new employees on-site during the weeks of the on-boarding process