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Jupiter, FL
... the Holding (9 direct reports and more than 30 enterprises within the Holding), including accounting and reporting, financial planning and control, internal control, audit and risk management, treasury, tax, corporate finance and IT functions. ...
- 2023 Jun 18
Delray Beach, FL
... Responsible for preparing the Treasury Summaries audit deliverable on a monthly basis which essentially reconciles $1B+ in Trade & Non-Trade A/R cash receipts company-wide. Served as a general point of contact between Platforms to resolve ...
- 2023 Jun 07
Jupiter, FL
... cash disbursements and collections in collaboration with senior staff and department managers ● Implemented advanced treasury controls and complex cash flow modeling systems and projection techniques ● Integrated policies and procedures to ...
- 2023 Feb 20
West Palm Beach, FL
... • Sell Commercial Cards, Treasury Services, and Merchant Services. Totaling $ 1.8MM in fees income. • Increased repeat customer base by maintaining relationships with high-profile clients and effectively managing service issues. Industries: Legal, ...
- 2022 Oct 26
West Palm Beach, FL
... Treasury Management Analyst, Global Treasury & Trade Group: November 1996 - January 1998 Assisted a team of three Treasury Management Officers providing sales and marketing support and consultative expertise for portfolio of $8MM. Managed the ...
- 2022 Aug 29
Royal Palm Estates, FL
... Areas of responsibility included treasury, business office, financial reporting, budget & reimbursement, management information, payroll, accounts payable, and materials management. Supervised twenty FTE’s, including four direct reports and sixteen ...
- 2022 Aug 01
Boynton Beach, FL
... banking and treasury operations, pension and trust services, fleet management, debt management, purchasing and contracts management, grants management, risk and insurance services, and financial systems/training and technology management. ...
- 2021 Apr 25
Boca Raton, FL
... Senior Relationship Manager - Commercial Banking • Managed and developed a portfolio of mid-market Canadian and International companies • Central focus point coordinating Trade Finance, Cash Management and Treasury product partners Achievements: ...
- 2020 Feb 28
Delray Beach, FL
... treasury functions, including cash management and banking relationships; various financial projections, budgeting; regulatory compliance; the information systems area; risk management, human resources, the development of fiscal policies and ...
- 2019 Jun 15
Palm Beach Gardens, FL
... Internal Audit General Ledger Month End Close Quality Assurance Professional experience State Street Bank & Trust, Boston, MA – Treasury Services 2012-2018 Assistant Director (2015-2018) Responsible for Treasury reporting across several clients. ...
- 2019 Mar 18