Results-drive VP Treasury Management Officer experienced in financial statement review, auditing and reporting. Well-versed and innovative leader in producing reports, evaluating department operations and handling month- and year-end closings. Meticulous, conscientious and methodical in approach.
Overview
9
9
years of professional experience
Work History
VP Treasury Management Officer
PNC Bank
Pittsburgh, PA
12.2019 - 03.2023
Conducted financial due diligence on potential investments and acquisitions.
Established internal audit procedures to validate and improve accuracy of financial reporting.
Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
Collaborated with C-level executives and stakeholders to develop long-term financial plans.
Utilized financial software to prepare consolidated financial statements.
Developed strategic plans for day-to-day financial operations.
Director of Sales
Diamond Specialty Pharmacy
Mount Pleasant, PA
03.2016 - 11.2019
Resolved problems with high-profile customers to maintain relationships and increase return customer base.
Prepared sales presentations for clients showing success and credibility of products.
Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
Achieved established KPI for company, regional team and individual performance through teamwork and focus on customers.
Managed team of sales representatives, providing guidance, coaching and support.
Sales Executive
Aytu Bioscience Inc
Pittsburgh, PA
01.2014 - 11.2016
Lead NE Regional team to first place (Tier 3 – 179%)
Recorded accurate and efficient records in customer database.
Trained new employees on customer service, money handling and organizing strategies.
Engaged with Urologists, office managers, and Health Insurance programs to provide effective formulary/step therapy information.
Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
Education
Bachelor of Science - Biochemistry, Psychology & Spanish
Bucknell University
Lewisburg, PA
05.2013
Skills
Excellent Sales Leader through multiple industries
Business Development & Strategic Planning
Risk Assessment and Classification
Business Acquisition & Asset Management
Financial Software Systems
Cash Flow Management
Risk Management Expertise
Financial Efficiency
Languages
English
Native or Bilingual
Spanish
Professional Working
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
VP Treasury Management Officer
PNC Bank
12.2019 - 03.2023
Director of Sales
Diamond Specialty Pharmacy
03.2016 - 11.2019
Sales Executive
Aytu Bioscience Inc
01.2014 - 11.2016
Bachelor of Science - Biochemistry, Psychology & Spanish