SUMMARY:

• Experienced MBA professional with the background in corporate finance, treasury operations, M&A finance integration and project management in the banking, insurance and manufacturing industries.
• Analytical and results - driven individual, with strong organization and communication skills, and expertise in stakeholder engagement to drive projects to completion.

PROFESSIONAL EXPERIENCE:

Confidential, Tampa, FL

Responsibilities:

• Attest to integrity of RWA actuals for Confidential and CBNA legal entities.
• Ensure completeness, accuracy and timelines of RWA calculation.
• Define RWA processes and controls for the internal and external risk and regulatory reviews.
• In corporate US Basel III Rules and related regulatory requirements into RWA regulatory reporting.
• Develop policies and procedures for vertical teams under the Capital Planning Treasury group, including Process & Controls, Production, Analytics and Change & Automaton.

Confidential, Safety Harbor, FL

Responsibilities:

• Analysis of city budget actuals, year-end estimates and long-term projections with the goal of identifying and understanding the budget preparation process and any major discrepancies.
• Review of city investment portfolio and recommendation on investment policy updates according to the FL Statues general finance provisions.
• Assessment and recommendation on the city general fund reserve policy and millage rate.
• Review of the city capital improvement projects, operations and policies in cooperation with multiple city departments and staff, including Finance, Engineering, Public Works, and city attorney.
• Analysis of the city Annual Comprehensive Financial Report (ACFR) and appointment on the city Audit Committee.

Confidential, Tampa, FL

Responsibilities:

• Treasury/Finance Operations process improvement and standardization to support the company’s post-acquisition growth.
• Strategy development for new client on-boarding through creation of implementation and production project plans, checklists, test cases, and client guidebooks related to Notional/FSA and HSA health care savings accounts.
• Revision of client funding agreements, direct client communication, and recommendation about the most optimal funding and payment model solution that would suit their business needs.
• Project management of several company initiatives, including payment hub and lockbox implementations, and treasury/finance operations process mapping to support the NBC (non-bank custodian) application project through preparation of detailed project plans, SIPOC charts and MS Visio process flows.
• Leading intra-departmental efforts to develop a new reporting output in the internal record keeping platform that resulted in time savings and manual workload reduction.
• Development of treasury/finance operations module, outlining the department goals, objectives, structure, interactions, dependencies, tools, and funding/payment/reconciliation models.
• Collaboration and cross- with multiple company groups: finance, legal, sales, implementations, fulfillment, product engineering, on new client implementation from treasury/finance operations perspective.

Confidential, St. Petersburg, FL

Responsibilities:

• Project management of M&A finance activities related to integration of multiple acquisitions into Jabil financial systems, processes and corporate culture.
• Coordination of various corporate finance functional groups in execution of their core responsibilities regarding M&A finance integration.
• Reporting to the management on the progress of M&A finance integration project plans.
• Coordination of evaluation and selection process for Tier 2 ERP system solution intended for acquisitions.
• Strategic support with development of approach and methodology for global finance policies, procedures and systems with the focus on M&A.
• Improvement of M&A finance integration working tools and project plan documentation with the goal of creating synergies among due diligence, integration strategy, execution and functional dependencies.

Confidential

SR TREASURY ANALYST

Responsibilities:

• Credit analysis of the company-wide customer portfolio, including customer financial data, payment trend, growth prospects and the overall business relationship.
• Credit request review and approval in coordination with the company internal parties (finance and business development teams).
• Direct customer communication and collection of further business intelligence.
• Analysis and reporting on past due balances.
• Development of action item strategy for past due collection in cooperation with sites, business units and sectors at the global company level.
• Implementation of the company credit request application and credit policies and procedures.

Confidential

TREASURY ANALYST

Responsibilities:

• Core treasury activities including cash and debt management, financial risk management, credit management and treasury IT enhancement.
• Implementation of the cash forecasting and reporting software across the company global treasury offices and production sites.
• Preparation of various analytical reports on cash and debt historical performance, forecast vs. actual variance, and short / long-term projections.
• Participation in multiple projects related to treasury workstation and the internal ERP, including the cash visibility initiative, intercompany loans management, in-house banking and netting.
• Management of banking relationships in terms of bank accounts set up and maintenance for the company entities in North America and Latin America.

SMALL BUSINESS SALES SPECIALIST

Confidential, Tampa, FL

Responsibilities:

• Provided solutions to a variety of complex issues, administrative and sales fulfillment requests related to small business portfolios with revenues up to $2.5 million.
• Conducted financial consulting services based on business account research and analysis.
• Performed account maintenance, product set-up process and account-related transactions.
• Presented small business products, in accordance with specific client needs, in order to build and retain relationships.
• Educated clients on additional financial solutions with the purpose of cross-selling and up-selling the company products and services.

DATA MANAGEMENT

Confidential, Tampa, FL

Responsibilities:

• Provided solutions to Medicare beneficiaries on healthcare plan coverage and supplemental insurance policies.
• Processed Medicare drug prescription plan enrollments.
• Verified claim accuracy and eligibility requirements by performing daily controls and checklists in to different statewide insurance requirements.
• Reviewed multiple forms of data simultaneously in dual displays environment.
• Ensured adherence to audit and control policies, CMS regulations and the Privacy Act as it relates to the confidentiality of data released.

EXPERT ASSOCIATE

MINdsfsdfISTRY

Responsibilities:

• Conducted oral and written correspondence with the representatives of Foreign Embassies and the International Community in Bosnia and Herzegovina in all matters regarding the Cabinet of the Minister of Security.
• Performed translation of diplomatic letters, presentations and press releases.
• Conducted simultaneous and consecutive interpretation during conferences, meetings and debates at the national and international level.
• Made travel arrangements and participated in official visits as a member of the Ministry of Security delegation.

Confidential

BRAND MANAGER

Responsibilities:

• Developed and implemented sales and marketing plans related to selective company brands Shiseido and La Prairie.
• Contributed to the company profit margin by consistently achieving monthly revenue goals.
• Conducted regular inventory, procurement and sales trend analysis, and presented monthly and yearly reports during management reviews.
• Created marketing campaigns, product placement strategies and customized sales packages.
• Provided sessions for sales representatives and brand ambassadors.

Confidential

BRAND AMBASSADOR

Responsibilities:

• Presented the selective company brands at the points of sale.
• Educated clients on the image, function and benefits of the company products.
• Provided consultation to clients related to their specific needs.
• Participated in promotional campaigns of the latest product lines.