Analytical Treasury Analyst. Highly productive and focused on completing projects. Possess specialized skills in cash flow forecasting, risk management, and financial modeling which enable successful treasury operations. Excel in communication, teamwork, and problem-solving, leveraging these soft skills to navigate complex financial landscapes and drive organizational success.
Overview
3
3
years of professional experience
Work History
Treasury Analyst II (On-site)
Standard Insurance Company
Portland, OR
09.2026 - Current
Led the weekly cash projection meeting with key stakeholders.
Assisted Treasury Consultant in preparing daily cash projections to ensure accurate liquidity management.
Created bank account mappings for key stakeholders to enhance financial tracking and reporting.
Collaborates with the Inbound Accounting Team and Financial Systems Team on developing a streamlined cash batching process for future state.
Works closely with the Treasury Analyst III to manage newly acquired unclaimed properties.
Works closely with the Treasury Analyst III to run unclaimed property state filings, generate due diligence letters, and respond to property owner inquiries.
Creates the monthly Unclaimed Property Report Out for management and key stakeholders.
Engaged in the acquisition of Allstate Employer Voluntary Benefits Business.
Engaged in an accelerated company wide project to transition the Individual Annuity Business to Pacific Guardian Life.
Treasury Analyst I (On-site)
Standard Insurance Company
Portland, OR
11.2025 - 09.2026
Developed an Anti-Money Laundering (AML) workflow to identify and report suspicious monetary instrument cash equivalents.
Data and analysis used in the monthly AML Report Out to key stakeholders.
Initiated discussions with banking representatives to enable payment instrument tracking at company lockboxes.
Led department bank reconciliations. Ensured timely completion in accordance with month-end close.
Investigated stale ledger account outages, confirmed links to duplicate payments, and proposed recovery strategies.
Contributed to project for recovering duplicate payments from stale checks, enhancing financial accuracy.
Worked closely with the Treasury Analyst II to run unclaimed property state filings, generate due diligence letters, and respond to property owner inquiries.
Performed ad hoc tasks to facilitate team objectives and streamline departmental operations.
Treasury Specialist (On-site)
Standard Insurance Company
Portland, OR
07.2023 - 10.2025
SME of cash deposit area.
Processed daily deposit journal entries within the Workday ERP system.
Prepared, updated, and maintained department job aids.
Led department project to streamline cash deposits between the lockboxes and home offices.
Performed daily Positive Pay Exceptions.
Worked in tandem with the Accountant and Treasury Specialist in reviewing and clearing all department bank reconciliation outages.
Partnered with Financial Systems to develop a department repository site within Microsoft SharePoint to house internal process documents and critical data.
Completed assigned ad hoc tasks and responsibilities.
Education
Master of Business Administration -
George Fox University
Portland, OR
12-2025
Bachelor of Arts - Business: Management & Marketing, International Relations
Carroll College
Helena, MT
05-2023
Skills
Workday
Excel (XLOOKUP, Pivot Tables)
Bank reconciliations
Cash management
Data Analysis
IBM Blueworks Live
Atlassian Jira
Microsoft Office Suite
Detail-Oriented
Multitasking
Continuous Learner
Written Correspondence
Awards
Undergraduate Awards:
Magna Cum Laude awarded for GPA of 3.75
Deans List awarded for academic excellence all four years
Pi Sigma Alpha awarded for high academic achievement in Political Science.
Timeline
Treasury Analyst II (On-site)
Standard Insurance Company
09.2026 - Current
Treasury Analyst I (On-site)
Standard Insurance Company
11.2025 - 09.2026
Treasury Specialist (On-site)
Standard Insurance Company
07.2023 - 10.2025
Master of Business Administration -
George Fox University
Bachelor of Arts - Business: Management & Marketing, International Relations
SME(BUSINESS ANALYST II) /BUSINESS ANALYST I /SENIOR ASSOCIATE at ALIGHT-WIPROSME(BUSINESS ANALYST II) /BUSINESS ANALYST I /SENIOR ASSOCIATE at ALIGHT-WIPRO