Benjamin Winston

Financial Analyst - STANFORD UNIVERSITY

San Francisco, CA 94118

ac2gn2@r.postjobfree.com - 415-***-****

Willing to relocate: Anywhere

Authorized to work in the US for any employer

WORK EXPERIENCE

Financial Analyst

STANFORD UNIVERSITY - Stanford, CA - 2016 - Present

• Oversee the university-wide Stanford University Travel Card and Purchase Card program, which has an annual spend of $120M and over 6,000 active cards.

• Participate in university-wide payment strategy to implement innovate solutions.

• Work with complex chart of accounts, involving grants, gifts, and operating accounts. Educate staff and faculty on uses of the chart of accounts, and assist accounting teams with reconciliations.

• Audit tax compliance across university schools and departments, including non-profit sales tax credit and special payments to employees above standard payroll.

• Underwrite card issuance to 3,500 new cardholders each year, managing risk through secure card delivery and due diligence before approving prospective cardholders.

• Train departments and individual cardholders on card use procurement & travel policies and procedures.

• Manage and process a high volume of service requests and inquiries related to card and expense management, addressing the needs of the 10,000 staff and faculty members using the program.

• Enforce financial controls and guidelines on limit-increase approvals, minimizing cardholder abuse.

• Create financial reporting dashboards for core initiatives and expense management, providing management with key deliverables, such as ad hoc reports, on the state of the program.

• Automated cardholder information loading, and worked with the Information Technology (IT) Department to streamline the approval process, saving time.

• Orchestrated transition to a new card vendor, redesigning the program to provide better perks and more efficient expense reporting. Provided change management throughout transition, working closely with IT to guarantee a secure rollout and preparing FAQs on program changes.

• Streamlined the card application and delivery process, resulting in 10% growth in purchase cards and 20% increase in travel card adoption, which increased the yearly rebate payout through additional spend volume.

• Ensure timely weekly payments to the bank for credit card balances; reconciled accounts.

• Revamped documentation requirements for expense reports, reducing the time needed to prepare and submit.

• Saved university more than $20K YTD by conducting thorough transaction audits to detect card misuse.

• Built strategy for use of commercial card using industry best practices and collaboration with banking partners. Treasury Sales Analyst

BANK OF AMERICA - San Francisco, CA - 2011 - 2015

• Helped clients streamline financial processes, leading projects to automate disbursement, depository, payroll, and reconciliation processes.

• Collaborated with clients while managing large-scale implementations of treasury services, tailoring services to clients' needs, and educating clients on the full use of services.

• Prepared 60-120 responses to requests for proposals (RFPs) annually, winning business that added over

$1.2M to revenue and $600M to assets under management.

• Improved cash flow management focused on hospital clients by creating an electronic file of the collections and explanation of insurance benefits details to feed directly into hospitals' systems.

• Developed cost-benefit analysis to fulfill industry-specific key business initiatives.

• Analyzed and reviewed bank analysis statements with detailed pricing structures.

• Cultivated loyal client relationships, maintaining open lines of communication and promptly addressing questions and concerns.

• Recommended innovative solutions, increasing revenue by 10%. Treasury Management Consultant

WELLS FARGO BANK - San Francisco, CA - 2006 - 2010

• Directed business banking market segment's sales and implementation processes for disbursement, payment, and information reporting solutions, expanding relationships and revenue.

• Earned recognition as a top performer within the Treasury Management group, generating more than $1M in fee income revenue, increasing deposit balances, and exceeding sales goals year-over-year between 10 and 25%.

• Trained and supported relationship managers, providing innovative solutions and follow-up to meet quarterly sales goals.

EDUCATION

Master of Business Administration in Relevant Coursework San Francisco State University - San Francisco, CA 2017

Bachelor of Business Administration in Business Administration University of San Francisco - San Francisco, CA

2000

SKILLS

SALES, CASH, AUDITS, CHANGE MANAGEMENT, OF ACCOUNTS ADDITIONAL INFORMATION

Core Competencies

Financial Management • Chart of Accounts • Financial Analysis/Reporting • Cash Management • Treasury Sales

Training & Development • Commercial Card Administration • Customer Service • Presentations Travel & Expense Management • Project Management • Internal Audits • Relationship Building • E-payables Banking Operations• Change Management • Procurement • Payment Methods • RFP Response/Proposal Writing

• Technical Skills: Microsoft Office Suite (advanced Excel, including pivot tables and data visualization tools); enterprise resource planning (ERP) systems, including Oracle, PeopleSoft; commercial online banking platforms, including Wells Fargo CEO, Bank of America CashPro, and JP Morgan Payment Net

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