Project Manager Sales

Kathy Pham

***** ****** *** **** *** *, Hayward, CA 94542

Phone: 913-***-****

Email: ***********@*****.***

SUMMARY OF QUALIFICATIONS

. Committed team player, with a proven ability to meet and exceed set

goals and project deadlines.

. Effective communicator; works effectively with colleagues and clients

at all levels.

. Exceptional focus and follow through abilities, with a record of

efficiency and productivity.

. Strategic thinker and planner, skilled in the design and execution of

effective reporting matrixes, project management, and business

strategies

WORK EXPERIENCE

Sr. Treasury Analyst

Banking & Treasury Services, University of California

05/08-Present

. Analyze $5 million in annual bank service charges for billing

discrepancies and following through with banks to eliminate errors.

This has resulted in more than $200,000 in annual savings.

. Created and maintain a bank fee comparison analysis used in

negotiations for better pricing and to ensure that the campuses are

being offered the most reasonable prices.

. Provide data analysis and recommendations to UC organizations for bank

related financial decisions

. Perform Cash Manager responsibilities of $100-$500 million in daily

cash operations by forecasting all incoming and outgoing cash flows,

reconciling transactions and determining final cash positioning for

investment on an as needed basis.

. Assisted in the implementation and testing of UC's new award winning

treasury workstation (ITOPS) that has saved the University

approximately $200,000 annually and has provided an extra $3-$10

million for daily investment. Daily cash balances are bettered

monitored now, creating more investment opportunities for UC and

minimizing daily overdrafts.

. Lead trainer of ITOPS for UC System, which includes creating and

distributing training materials, giving training sessions, and

addressing user questions and issues

. Give presentations and lead discussions at regional conferences on

ITOPS to share ideas and discuss best practices

. Created reporting database that produces reports for campuses to use

in their budget analysis and in their allocation of banking costs to

departments

. Editor-In-Chief of Banking & Treasury Services Group Newsletter that

is distributed on a quarterly basis to keep campuses updated and

informed on current UC banking and financial topics

Commercial Line of Business Analyst

Commerce Bancshares Inc., Kansas City, MO

11/04-04/08

. Created and analyzed product data models in Excel to identify areas

where the bank can increase profitability and/or minimize losses

. Project Manager of commercial group for recent acquisitions by

coordinating team meetings and training schedule and keeping constant

communication with eight commercial departments to ensure that current

products and services are merged successfully with acquired bank

. Managed, created and revised in-house sales applications and systems

by improving tracking process, enhancing functionality and reporting

capabilities to provide better support for sales teams

. Prepared monthly reports for Senior Management on current financial

information for comparison to current budget and previous years'

numbers

. Managed and developed a customer communication system to provide the

bank a way to mass e-mail customers about important or emergency

information

. Created policies for safeguarding sensitive customer and corporate

information

. Made presentations to multiple commercial managers and members of

Senior Management for proposals and updates of new products and

systems.

. Assisted in the development of the new sales incentive plan by

managing the online application and Access database, training loan

officers, auditing business transactions and generating management

reports to motivate, retain, and recruit commercial lenders

Credit Analyst

Commerce Bank 02/03-11/04

. Analyzed and spread financial statements of companies, in multiple

industries, with generated sales of $500,000 to $100,000,000 to assist

loan officers in making credit decisions

. Prepared credit reports, including an in-depth analysis of the

borrower's profitability, leverage, management, and industry position,

to allow loan committee a complete examination of each loan request

. Presented loan requests to committee to discuss current financial

condition of the company and the customer's overall profit

contribution to the bank

. Worked in other departments on an extended rotation to expand

knowledge of other services provided by the bank

EDUCATION & CERTIFICATIONS

. Certified Treasury Professional (CTP)

. Bachelor of Science in Business Administration

University of Missouri-Columbia, December 2002

Contact this candidate