Successful treasury operations professional who specializes in cash forecasting, warehouse allocation, and wire transfers. Dedicated to finding the most efficient way to complete any proccess.
Overview
9
9
years of professional experience
Work History
Treasury Operations Team Leader
Rocket Companies (FKA Quicken Loans)
Detroit, Michigan
03.2022 - 05.2024
Managed a team of both hybrid and remote team members who were responsible for processing all wire transfers for the public entities
Preformed quarterly reviews with team members, led weekly huddles to update team on any business updates, and provided coaching on a daily basis
Led a project to simplify the wire request process by eliminating emails and incorporating our ERP and TMS
Created time savings of more than five hours a week by eliminating inefficiencies in the wiring process
Treasury Operations Team Captain
Rocket Companies
Detroit, Michigan
10.2020 - 02.2022
Helped implement a new TMS (GTreasury) while learning a new ERP (Workday)
Processed wires in various banking portals (JPM Chase Access, BOA Cash Pro, RBC)
Reviewed wires and reports prior to them going out to ensure accuracy
Maintained a rolling six month cash forecast and provided weekly updates to senior leadership
Maintained liquidity reporting to ensure covenants were not being breached
Senior Treasury Operations Analyst
Rocket Companies
Detroit, Michigan
03.2019 - 09.2020
Created and maintained a warehouse line forecast which was crucial for maintaining individual sub limits, and led weekly meetings to discuss strategy
Set new standards on month end reconciliation by having it completed in two days
Selected and mentored the treasury operations summer interns
Help maintained company culture by organizing team volunteering events and team activities
Team Leader, Sales Operations, Warehouse Project M at Tractor Supply CompanyTeam Leader, Sales Operations, Warehouse Project M at Tractor Supply Company