Summary
Overview
Work History
Education
Skills
Timeline
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Jiyoung Chang

Chicago

Summary

Accomplished Treasury Specialist with a proven record at TradeStation, delivering exceptional financial analysis and spearheading treasury management initiatives. Noteworthy achievements include driving effective cash flow management and consistently surpassing productivity standards through collaborative team leadership. A strong focus on analytical thinking and attention to detail has resulted in significant improvements in financial operations.

Overview

29
29
years of professional experience

Work History

Treasury Specialist

TradeStation
06.2021 - Current
  • Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
  • Collaborated in team settings to boost workplace efficiency.
  • Overseeing cash flow operations to maintain precise financial settlement.
  • Executed complex financial operations, such as currency conversions.
  • Performed detailed midday cash reports to maintain precise financial records.
  • Monitored bank accounts and reconciled discrepancies promptly.
  • Reviewed incoming wire transfers, ensuring compliance with internal policies, and accurate instructions.
  • Processed payables, including ACH, and wire transfers, ensuring compliance.
  • Performed daily bank reconciliation to oversee cash flow.
  • Increased efficiency through a 10% improvement in processing incoming wires.

Remittance Processing Specialist/Team Leader

JPMorgan Chase
03.1997 - 06.2021
  • Preparing and processing batches of financial data while following standard operating procedures and customer-specific information.
  • Supervised a team of 10 employees, and assisted in training staff as Team Leader to process check deposits using the Remit One Citrix program.
  • Perform internal audits and review the quality of work on various commercial accounts to ensure the accuracy and timeliness of the process.
  • Maintain site productivity and quality standards to ensure all customer and bank guidelines are followed, as related to operations, internal audit, security, and general practices.
  • Excellent attention to detail, ability to multi-task with various responsibilities, and adaptable to learning new processes and challenges within my position.

Accounting Clerk

Hubbard Galbraith
01.2017 - 07.2017
  • Aided with the processing of large volumes of vouchers, cash receipts, and payments to vendors, as well as the entry of financial information into QuickBooks.
  • Assisted in the generation of month-end closing of finance activities.
  • Reconciled bank balances and recorded general ledger entries.

Education

Bachelor of Science - Accounting

Roosevelt University
Chicago, IL
06.2019

Skills

  • Continuous improvement mindset
  • Time management
  • Financial analysis proficiency
  • Team collaboration
  • Cash management expertise
  • Intermediate Excel
  • Detail-oriented
  • Analytical thinking
  • Adaptable Mindset
  • Positive attitude
  • Bank reconciliation
  • Treasury management
  • Accounts Receivable Management

Timeline

Treasury Specialist

TradeStation
06.2021 - Current

Accounting Clerk

Hubbard Galbraith
01.2017 - 07.2017

Remittance Processing Specialist/Team Leader

JPMorgan Chase
03.1997 - 06.2021

Bachelor of Science - Accounting

Roosevelt University
Jiyoung Chang