Treasury Analyst Ii

Caitlin Guidry

Treasury Analyst

Euless, US, ****0, 817-***-****, *************@*****.***

Professional summary

Treasury Analyst with over 14 years of extensive experience in finance and quality improvement, driving transformative projects that enhance operational efficiency and strategic growth. Expert in financial analysis and process optimization, with a proven ability to implement automated reconciliation processes and develop advanced financial forecasting models. Passionate about fostering collaborative environments and leveraging data-driven insights to optimize liquidity management, supporting organizational goals with innovative strategies.

Employment history

Treasury Analyst II, Oct 2023 - Present

WIS International, Plano, TX

Treasury Analyst, Apr 2017 - Jul 2023

Newrez, Coppell, TX

• Developed and implemented funding strategies to support company growth, enhancing liquidity and profitability goals through collaboration with cross-functional teams.

• Conducted cash flow modeling, sensitivity analyses, and forecasting to support informed decision-making on funding strategies.

• Provided key insights into financial outcomes and strategic recommendations, enabling senior management to make proactive financial decisions.

• Played a critical role in process improvements within the Treasury team, integrating new tools to increase operational efficiency and accuracy.

Accounting Specialist Lead, Jun 2011 - Apr 2017

AutoNation, Irving, TX

• Managed a portfolio of accounts, ensuring all balances remained within compliance and resolving disputes to maintain customer satisfaction and financial integrity.

• Spearheaded the development and delivery of training programs, enhancing the capabilities of current and temporary associates and improving team efficiency.

• Produced monthly financial reports and statements, leveraging Excel for detailed tracking of multi-account customers and ensuring timely reporting to senior leadership.

• Facilitated cross-departmental communication to ensure accurate account management and seamless operations. Mortgage Servicing Specialist (Part-Time), Jan 2013 - Mar 2014 Randstad Staffing, Irving, TX

• Audited over $1M in real estate assets daily, ensuring compliance with federal regulations and company policies to minimize legal and financial risks.

• Tracked loan modification milestones and resolved issues through collaboration with internal teams and business partners. Lead quality projects to enhance service delivery, achieving faster reporting cycles. Implement automated reconciliation, streamlining treasury operations. Develop forecasting models, informing strategic investments and optimizing liquidity. Coordinate with teams to align treasury strategies with corporate goals, fostering teamwork. Conducted comprehensive financial trend analyses, empowering data-driven decisions that enhanced investment strategies and aligned with corporate objectives.

Implemented advanced forecasting models, informing strategic investments and fostering proactive financial planning. Coordinated with cross-functional teams to align treasury strategies, strengthening communication and promoting a unified approach to financial management.

Fostered a positive team culture by enhancing their skills and promoting continuous improvement within the treasury department.

Spearheaded quality improvement initiatives, resulting in accelerated reporting cycles and enhanced service delivery. Analyzed financial trends to drive strategic decisions, leading to optimized investment strategies and improved liquidity management.

• Utilized various systems, including AS400 and SRM, to manage and track customer files, contributing to timely and accurate loan servicing.

Education

Master of Public Administration (MPA), Jan 2025 - Present Lamar University, Beaumont, TX

Bachelor of Arts - Criminal Justice & Criminology, Aug 2009 - Dec 2012 University of Texas at Arlington, Arlington, TX

Skills

Financial Analysis, Process Optimization, Strategic Planning, Project Management, Oracle, AS400, Microsoft Dynamics, Excel, QuickBooks, ADP, Data Visualization, Financial Reporting, Team Leadership, Quality Improvement, Cash Flow Management, Financial Modeling, Data Analysis, Operational Efficiency, Compliance Management.

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