Brandon M. Evans
Lehi,Utah
Summary
Results-Oriented Treasury Professional with over 15 years of experience of working in fast-paced environments demanding strong organizational, technical, and interpersonal skills. Trustworthy, ethical, and discreet; committed to superior service. Confident and poised in interactions with individuals at all levels. Over 15 years of experience in Treasury & Banking with proven leadership and a successful track record.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Sr. Director of Treasury
Young Living Essential Oils
12.2014 - Current
- Oversee global treasury operations in 25 countries including bank & cash management, risk management, fraud, corporate travel, payment processing, and commissions.
- Built, trained, and mentored a team of treasury professionals.
- Successfully lead new market expansion finance projects for 15 new markets.
- Developed and maintained a 13-week rolling cash forecast to optimize cash resources and ensure adequate liquidity for the company.
- Primary liaison for 30 global banking relationships.
- Managed signatory authority lists for global banks and responsible for foreign bank account reporting.
- Managed all payment processing relationships and established new relationships with world class banks & payment providers.
- Negotiated merchant fees with payment providers which saved Young Living over $1M annually in 2022 and implemented new alternative payments methods.
- Partnered with Insurance broker to reduce corporate insurance premiums by 37% in 2023.
- Oversaw implementations for Concur, Treasury Management System (GTreasury), and Corporate Card Programs.
- Managed daily banking operations such as wire/ACH approvals, FX trades & interest rate derivatives, investments, and submission of commission payments to Young Living Brand Partners.
Client Advisory Board Member
U.S. Bank
01.2019 - 01.2021
- Actively participated in quarterly board meetings and provided constructive feedback and strategic direction on U.S Bank products & services.
- Provided expertise on the future of treasury operations, payment processing, and other banking services.
Sr. Treasury Analyst
Vivint
01.2013 - 01.2015
- Oversee all daily cash management, including maintaining daily cash position, initiation of wire transfers and ACH submission, and preparing daily management reports.
- Responsible for rebuilding and maintaining a 13-week rolling cash forecasting model.
- Oversee Debt Management which included completing debt compliance certificates, maintenance of Letter of Credits, and interest calculations.
- Created summary reports for Vivint’s trading notes.
- Primary liaison for the organization’s banking relationships and optimize the cost and efficiency of the banking structure and consolidation of bank services as well as maintenance of authorized signatories on all accounts.
- Responsible for bank account opening and account closures.
- Provide daily, weekly, and monthly variance analyses by comparing forecast to actuals and assist business partners to produce better cash forecasts.
- Implemented Cash Management Policies and Procedures and collaborated with Internal Audit to ensure SOX compliance by reviewing risks and implementing controls.
- Oversee all corporate credit cards.
- Perform Program Administrator duties and ensure cardholders comply with cardholder policy.
- Provide analysis on all credit card spend.
Treasury Analyst
Xango
01.2012 - 01.2013
- Actively forecasted and directed cash needs of 20 European/African/CIS markets.
- Worked closely with CFO and Senior Treasury Manager managing five million dollars across 30+ international bank accounts with cross currency trading.
- Provided various financial analysis reports for management including monthly variance analysis of cash flows and operating expenses, collections, and FX trading reports
- Responsible for daily payment reconciliation, repatriation, and initiating bank wires.
- Partnered with Xango’s IT department to improve 'eWallet' (a Xango owned payment platform) which helped distributors better manage their commission payments.
Education
CTP Designation (Certified Treasury Professional) -
The Association For Financial Professionals
01-2017
Bachelor of Science - Business Management/International Business with Spanish emphasis
Utah Valley University
Orem, Utah04.2010
Skills
- Advanced experience with banking platfotms: JPM ACCESS, HSBCnet, Bank of America CashPro, US Bank Single Point, Wells Fargo CEO
- Fluent in Spanish
- Microsoft Excel
- Microsoft Word
- Microsoft PowerPoint
- ERP
- JD Edwards
- Concur
- GTreasury
- Tableau
Certification
CTP Designation (Certified Treasury Professional), The Association for Financial Professionals, 01/01/16, Current
References
- Lee Bowen, Former CFO, Young Living Essential Oils, 801-857-7895
- Kurt Standifird, Sr. FP&A Director, TruHearing, 801-636-8207
- Cole Johnson, VP Finance, 801-885-2112
Languages
Spanish
Full Professional
Timeline
Client Advisory Board Member
U.S. Bank
01.2019 - 01.2021
Sr. Director of Treasury
Young Living Essential Oils
12.2014 - Current
Sr. Treasury Analyst
Vivint
01.2013 - 01.2015
Treasury Analyst
Xango
01.2012 - 01.2013
Bachelor of Science - Business Management/International Business with Spanish emphasis
Utah Valley University
CTP Designation (Certified Treasury Professional) -
The Association For Financial Professionals
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