Tony Montez Email & Phone Number

Minneapolis, Minnesota, United States

Minneapolis, Minnesota, United States

Minneapolis, Minnesota

• Deliver excellence in the management of operational and procedural activities within Internal Commercial Card, Accounts Payable and FAEMS. Act as internal Subject Matter Expert for Shared Services Accounting databases.
• Manage Internal Commercial Card program, consisting of 80,000+ cardholders, including overseeing and coordinating audit and compliance.
• Lead a team of accountants in CONCUR and FEAMS expense report audits, audit compliance and customer service, implementing and managing productivity and service delivery quality to ensure consistent achievement of high.
• Formulated detailed expense audit policies to ensure company and regulatory compliance as well as drive forward quality in the management and recording of data.
• Work collaboratively with various departments including project teams and technical departments to provide support on project scoping, planning and implementation.
• Play a key role in project management of improvement initiatives including formulating business requirement documents and test scripts.

San Francisco, California

• Provided astute management of office operations, monitoring performance and procedures to ensure tasks were completed on time and to expected levels of quality. Consistently assessed processes to identify and implement.
• Collaborated with insurance brokers to provide efficient administrative support for the processing of documentation.
• Devised, developed and improved tracking and client information database utilizing MS Access, significantly enhancing the quality of reporting and data management.
• Trained and mentored new hires on organizational best practices.

San Francisco, California

• Demonstrated strong organizational and customer relationship management skills, efficiently processing personal and business members.
• Handpicked by senior management to deliver training and mentor tellers and new hires.

San Francisco

• Played a key role in analyzing quality of service delivery to identify improvement opportunities and develop project plans in line with business objectives. Directed a team of employees charged with tracking and.
• Liaised cross-functionally with project teams, communications, technical department and senior management.
• Led meetings to define, plan and track projects, to ensure completion within agreed time frames and budgets.
• Oversaw credit card communications on corporate website, providing any updates and clarification regarding the product or service.
• Provided quantitative data including call quality analysis and customer satisfaction to product managers, external vendors and Vice President of credit card add on products.
• Monitored and managed call quality department for credit card and collections department customer service call center, implementing initiatives to improve service delivery.

Master Of Business Administration (M.B.A.), Project Management

Bachelor Of Business Administration (B.B.A.), Business Administration, Management And Operations