Erika Williamson
Chicago,IL
Summary
Finance professional with 5+ years of experience driving cash visibility, process optimization, and operational control across complex financial environments. Proven ability to analyze broken processes, implement structured solutions, and improve financial accuracy and efficiency. Background spans cash management, business rules modeling, and consulting across financial services and government-backed programs. MBA candidate with strong technical and analytical capabilities, experienced in cross-functional execution, audit readiness, and scalable process design in high-volume, high-stakes environments.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Project Assistant
Bentall Kennedy (via Keepers Staffing)
12.2017 - 09.2018
- Supported investor communications and financial reporting distribution
- Conducted financial reviews of spending and investment allocations
Account Services Representative
The World Bank Group
05.2018 - 08.2018
- Managed client accounts and processed international wire transfers
- Delivered financial insights and improved transaction efficiency for clients
Cash Management Professional
Freddie Mac
09.2022 - 03.2026
- Led daily cash operations and liquidity oversight for Multifamily portfolios, ensuring accuracy, control, and continuity of high-volume financial activity.
- Managed end-to-end cash visibility, including ACH, wires, and daily reconciliations, ensuring accurate positioning and resolution of cash discrepancies
- Identified and resolved negative cash positions, mitigating financial risk and maintaining operational continuity
- Strengthened financial controls and audit readiness through consistent reconciliation and participation in internal audits
- Partnered with Accounts Payable to streamline payment execution, improving timeliness and reducing operational friction
- Oversaw counterparty setup and validation processes, ensuring compliance and reducing risk in payment execution
- Monitored and analyzed cash movements across systems to detect anomalies and enforce process discipline
Business Rules Associate II
Freddie Mac
04.2023 - 09.2024
- Translated complex business processes into structured decision models to improve operational consistency and system-driven execution.
- Designed and implemented business rules and decision models supporting loan servicing and delivery functions
- Collaborated cross-functionally with business, IT, and operations teams to align system logic with real-world processes
- Led validation sessions with stakeholders to ensure accuracy, usability, and business alignment of rule logic
- Developed and executed test scenarios, ensuring reliability and minimizing downstream operational errors
- Contributed to process standardization efforts in an Agile development environment
Business Rules Consultant
Convergenz LLC
10.2022 - 04.2023
- Supported financial services clients in structuring and implementing operational logic for improved process execution.
- Modeled and deployed decision frameworks for complex servicing processes
- Acted as liaison between business stakeholders and technical teams to ensure accurate implementation of requirements
- Led reviews and validation of business logic prior to deployment
- Designed testing strategies to ensure integrity and performance of rule-based systems
Banking, Insurance & Capital Markets Analyst
Guidehouse
11.2020 - 10.2022
- Delivered financial analysis, regulatory support, and operational leadership across multiple large-scale programs.
- Conducted KYC, CDD, and EDD reviews, supporting regulatory compliance and risk mitigation
- Performed transaction monitoring to identify suspicious financial activity
- Led teams supporting PPP loan processing and forgiveness, managing workflows, escalations, and stakeholder communication
- Tracked and reported on operational performance metrics to drive accountability and efficiency
- Reviewed and processed complex loan documentation for government-backed programs
Consulting Development Analyst
Accenture
05.2019 - 09.2020
- Supported large-scale operational and transformation initiatives across government and private sector clients.
- Helped scale unemployment insurance operations during COVID, contributing to high-volume claims processing and issue resolution
- Acted as functional SME between client and technical teams, ensuring accurate translation of requirements
- Designed test cases and validated system requirements to support successful implementation of solutions
- Facilitated onboarding and training of 100+ personnel, improving operational capacity and execution speed
- Analyzed workflows and supported process improvement initiatives across multiple client environments
Education
MBA -
DePaul University
Chicago, IL05.2026
Bachelor of Science - Global & International Studies
Pennsylvania State University
08.2018
Skills
- Cash Flow Visibility & Liquidity Management
- Financial Process Transformation
- Reconciliations, Controls & Audit Support
- Business Rules Analysis & Decision Modeling
- Cross-Functional Stakeholder Management
- Operational Risk Identification & Mitigation
Certification
- Financial Modeling & Valuation — CFI
- Budgeting & Forecasting — CFI
- Scenario & Sensitivity Analysis — CFI
- Financial Statement Analysis — CFI
Timeline
Business Rules Associate II
Freddie Mac
04.2023 - 09.2024
Business Rules Consultant
Convergenz LLC
10.2022 - 04.2023
Cash Management Professional
Freddie Mac
09.2022 - 03.2026
Banking, Insurance & Capital Markets Analyst
Guidehouse
11.2020 - 10.2022
Consulting Development Analyst
Accenture
05.2019 - 09.2020
Account Services Representative
The World Bank Group
05.2018 - 08.2018
Project Assistant
Bentall Kennedy (via Keepers Staffing)
12.2017 - 09.2018
MBA -
DePaul University
Bachelor of Science - Global & International Studies
Pennsylvania State University