Summary
Overview
Work History
Education
Skills
Timeline
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CHAQUITA LEWIS

Princeton,Texas

Summary

Experienced Treasury Analyst skilled in managing financial risk and optimizing investments. Demonstrated expertise in dealer finance and the hotel industry, with a strong focus on cash flow management and financial operations optimization. Proven ability to implement strategic financial plans that enhance profitability. Detail-oriented and committed to delivering results, dedicated to driving financial success for organizations through a comprehensive understanding of treasury functions and commitment to excellence.

Overview

26
26
years of professional experience

Work History

Treasury Analyst

Aimbridge Hospitality
02.2023 - Current
  • Monitor daily bank account balances for 300+ properties over 25+ bank accounts
  • Work directly with asset owners and hotel management
  • Implemented automation solutions for various treasury functions, enhancing accuracy while reducing manual workload demands on staff members.
  • Paying weekly utilities through Realcom and Capturis for multiple properties
  • Daily reconciliation of activity to maintain proper account balances within tracking system
  • Manage M7 Support tickets/ Stop Payments / Provide Cleared Checks
  • Managed daily liquidity needs by monitoring cash positions and executing necessary transactions.
  • Served as subject matter expert on treasury matters, providing guidance and support to colleagues as needed.
  • Participated in client meetings to discuss financial analysis and investment strategies.
  • Cash sweeps
  • Monitor and decision positive pay exceptions
  • Back up for other treasury analyst and cross-train for various roles in treasury
  • Initiate online electronic fund transfers (i.e., Wires, ACHs, account transfers, book transfers)
  • Monitor treasury support box and responding to inquiries promptly
  • Assists with opening, closing and modifying bank accounts
  • Special Projects

Senior Specialist Private Wealth Management

Goldman Sachs Investment Firm
07.2022 - 02.2023
  • Oversee various projects with Senior Financial Advisor (SFA)
  • Manage executing trades, client onboarding, answering SFA and client questions on accounts and portfolios
  • Assure follow-ups are resolved promptly
  • Manage 60-70 accounts daily focusing on margin and maintenance calls
  • Triage and troubleshoot Appian production issues and provide ongoing support to end users
  • Gather business requirements from stakeholders in preparation for system enhancements
  • Cash money movement, Wire and ACH transfers
  • Establish strong working relationships with Regional Lending Managers and functional partners including Technology, Credit, Product Lending Group, Operations, Compliance, and Legal.
  • Fostered culture of continuous improvement, leading by example and encouraging innovation at all levels.

Executive Response Office of the President

Capital One
01.2017 - 07.2022
  • Managed up to 200 inbound calls relating to account reconciliation of delinquent accounts, de-escalating, and answering all client's questions, concerns, and utilizing creative problem-solving for challenges on a tier 2 or 3 escalation
  • Yearly average of 99.75 for quality, Customer Focus 98.75, NPS 93%
  • Collaborated with other staff to assist with implementation and tracking of process improvement initiatives
  • Managed goals, metrics, and feedback to peers
  • Led team daily huddles in implementing new processes, discuss common trends
  • Escalated trends through continuous monitoring and reporting
  • Coordinated staff events within proposed budget
  • Lead morale teams and rally events
  • Recorded, Transcribed and distributed meeting minutes
  • Internal Projects: Going Google Suite Transition, Catch-Up Atticus / Amazon Connect Ambassador Trainer, QA Ambassador Program.

Blue Card Quality Assurance Analyst

Blue Cross Blue Shield
04.2007 - 12.2017
    • Audited calls thru NICE systems
    • Collaborated with agents to decrease errors by 30%
    • Evaluated and audited 60 active agents accounts from 3 departments completing over 400 audits within a month
    • Achieved and maintained 99% audit rating for periods of 36 months at a time
    • Provided feedback to management regarding individual progress of peers and team leads
    • Operated as the Subject Matter Expert by maintaining strong industry knowledge to educate staff.

Store Manager

Alpha Communication
02.1998 - 04.2007
  • Managed a team of 20+ cellular specialists and prepared plan of action and milestones
  • Prepared spreadsheets to track monthly goals
  • Responsible for store reports, traffic, incident, maintenance, and software
  • Created and implemented team building exercises for staff
  • Traveled to other locations to provide leadership coverage when needed
  • Organized weekly meetings to promote creativity and improve risk-based impact assessments
  • Collaborated with IT /Dell to escalate and track issues/troubleshooting via Jira and ServiceNow.

Education

Master of Business Administration -

Governors State University
University Park, IL
01.2026

Bachelors of Arts - Interdisciplinary Studies -

Governors State University
University Park, IL
08.2015

Skills

  • Debt Management
  • Innovis
  • Jira
  • LexisNexis
  • ZenDesk
  • SharePoint
  • Sprinklr
  • Event Management
  • Cash Management
  • Budgeting and Planning

Timeline

Treasury Analyst

Aimbridge Hospitality
02.2023 - Current

Senior Specialist Private Wealth Management

Goldman Sachs Investment Firm
07.2022 - 02.2023

Executive Response Office of the President

Capital One
01.2017 - 07.2022

Blue Card Quality Assurance Analyst

Blue Cross Blue Shield
04.2007 - 12.2017

Store Manager

Alpha Communication
02.1998 - 04.2007

Master of Business Administration -

Governors State University

Bachelors of Arts - Interdisciplinary Studies -

Governors State University

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CHAQUITA LEWIS