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Financial Services Process Optimization

Location:
Atlanta, GA
Posted:
February 07, 2024

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Resume:

J. TIMOTHY KANE

ad3f4k@r.postjobfree.com • Atlanta, Georgia • 404-***-****

PROFESSIONAL PROFILE

Highly accomplished, focused senior with demonstrated success in leadership and a track record of exceeding revenue goals. Proven competencies in the ownership of complex corporate client relationships. Strength in leading multi-functional, global product and sales teams to develop bespoke client solutions. Skilled at articulating and advocating client priorities to key internal stakeholders and senior management. PROFESSIONAL EXPERIENCE

TROVATA.IO Atlanta, Georgia

Head of Global Treasury Sales & Partnerships – Enterprise May 2023 – October 2023

• Developed both revenue accretive client engagement strategy and bank channel partnerships for growth initiative aimed at upstream, large MNC’s focusing on a true digital treasury leveraging Application Programming Interface (API’s) and data harnessing. FINLYNC Atlanta, Georgia

Head of Sales & Partnerships – Americas April 2022 – May 2023

• Managed team that delivered pipeline growth of 5x with win growth of 30% in first eight months.

• Created sales engagement strategy (revenue channels, value proposition, metrics) for delivering SaaS API solutions aimed at streamlining bank integration, balance visibility and payments information leading to enhanced efficiencies for corporate Treasury operations.

• Spearheaded strategic partnerships with global banks, platforms and consultancies to better penetrate key verticals and expand market for API multibank connectivity and SAP-native Treasury applications. CITI – Treasury & Trade Solutions (TTS) Atlanta, Georgia / San Francisco, California Director – Global Solution Sales May 2005 – Dec 2012 / Sept 2015 - March 2022

• Senior sales consultant and primary window into the bank for large corporate client’s treasury/finance teams. Primary solutions include global cash and liquidity, working capital, and digital transformation.

• Managed all aspects of portfolio (revenue of ~$151mil for 17 clients), with responsibility for full deal lifecycle - developing value proposition and solution scoping, pipeline origination, implementation success and ultimately revenue realization. Well-exceeded revenue goals with portfolio growth of 15.7% in 2016 and 16.5% in 2017, 12.2% in 2018 and 17.5% in 2019.

• Led thought leadership efforts around digital treasury via consultative sales approach, with emphasis on financial flows methodology with Technology, Conusmer and Industrials sector clients.

• Discussion tracks: Digital Payments, ML, Liquidity, and Global Treasury Transformation.

• Chairman’s Club Award: 2007 and 2009 – 2012.

N.A. Sales Sector Head – Technology, Media & Telecom Jan 2013 – Sept 2015

• Senior leader for team of six sales consultants and four support staff, with accountability for sales metrics, budgeting, quotas, facilitating a disciplined portfolio strategy and human resource/hiring/development.

• Oversight of ~$440million in core client revenue for the sector with aggregate portfolio revenue growth of 32% from January 2013 through September 2015.

• Led strategic initiative aimed at more efficient Delivery and Implementation for large global clients, with focus on effective project management, streamlined onboarding, and enhanced global client experience.

• Drove efforts for internal cross-functional (Banking, FX, M&A) initiatives in West region aimed at identifying cross-selling opportunities and streamlining operational and transitional processes.

• Served on N.A. Sales Leadership Team from 2009 to 2013 as Team Lead, with focus on special projects and managing first year analysts.

Email: ad3f4k@r.postjobfree.com

+1-404-***-****

J. TIMOTHY KANE (page 2)

S A P Palo Alto, California / Singapore

Director, Strategic Accounts – Americas and Asia Pacific 2000 - 2005

• Developed sales dynamic and structured the formation of joint ventures with strategic partners concerning business process outsourcing (BPO) in F&A, Human Resources and Procurement areas.

• Led the development of division in Asia Pacific region for the digital procurement subsidiary, to include staffing, constructing the business plan and driving business development for launch. Revenues of

$15million in first year.

AGILENT TECHNOLOGIES Palo Alto, California

Treasury Analyst 1999 – 2000

• Managed banking relationships, including on-going review of banking products, services and pricing.

• Responsible for month-end and quarter-end cash positioning, while managing subsidiary capital injections and intercompany loans.

MERRILL LYNCH (formerly Barclays Global Investors – BGI) San Francisco, California Investment Strategist

• Managed performance attribution, daily valuations and client communication for stable value funds.

• Directed daily investment process, portfolio allocation and trade generation, and cash analysis.

• Managed team and process deadlines for monthly analysis and financial performance information. EDUCATION

MASTER OF BUSINESS ADMINISTRATION 1999

Thunderbird, School of Global Management

BACHELOR OF ARTS DEGREE

University of San Diego

PROFESSIONAL DEVELOPMENT

Wells Fargo Treasury Insights Event – Panelist (2023)

AFP – Treasury Advisory Group ‘Generative AI in Treasury’ – Moderator (2023)

Citi Treasury &Trade Solutions – Sales Champion trainer (2015-2021)

Citi Black Leaders for Tomorrow – Mentor (2021)

AFP – ‘Supercharging your Digital Treasury’ – Panel Moderator (2020)

AFP – Citi-proprietary session ‘Treasury Transformation’ - Panel Moderator (2017)

Member of Citi California Leadership Council (2013 - 2015)

Citi Treasury Finance Conference Speaker – LATAM (2014)

SAP Industry Sales Training and Foundational Learning Certification (2001)

FINRA Series 6, 7, and 63 securities licenses (1997 – 2002)



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