Melissa Steidl
Wadsworth
Summary
Dynamic Treasury Operations Senior Analyst/Investment Accountant with a proven track record at Westfield Insurance. Excelled in automating processes and enhancing efficiency, demonstrating strong ERP systems proficiency and exceptional client relationship building. Achieved significant operational improvements and fostered interdepartmental collaboration. Skilled in cash flow management and client management, adept at driving financial success and client satisfaction.
Overview
11
11
years of professional experience
Work History
Treasury Operations Senior Analyst/Investment Accountant
Westfield Insurance
06.2019 - Current
- Assisted in the implementation of treasury management software solutions to further automate processes, enhance data integrity and improve overall efficiency within the function.
- Coordinated with accounting teams to ensure accurate recording of treasury transactions in general ledger systems and timely reconciliation of discrepancies.
- Increased operational efficiency, managing daily cash positioning, and initiating electronic payments for global subsidiaries.
- Streamlined treasury operations by consolidating bank accounts and optimizing banking relationships.
- Participated in cross-functional teams focused on improving interdepartmental communication and collaboration related to cash management initiatives.
- Handled cash flow, debit and interest schedules and bank accounts.
- Evaluated the effectiveness of current procedures regularly, recommending improvements where necessary.
- Reviewed daily trade confirmations for accuracy while ensuring adherence to established guidelines and policies.
Client Administrator II/Trust Associate
KeyBank
10.2013 - 06.2019
- Maintained high level of client satisfaction through outstanding customer service and support.
- Developed strong working relationships with internal teams to better serve clients'' needs holistically.
- Developed models and best practice guides for client support.
- Reviewed benefits paperwork for accuracy and completeness.
- Identified opportunities for cross-selling additional services to existing clients, generating new revenue streams.
- Mitigated risks by conducting regular portfolio reviews and adjusting asset allocation as needed based on market conditions.
- Provided ongoing support to clients through regular meetings, updates, and timely responses to inquiries or concerns.
Education
Bachelor of Arts - Applied Conflict Management
Ken State University
Kent, OH12-2006
Skills
- Client management
- Cash flow management
- Strong organization
- Client relationship building
- ERP systems proficiency
- Legal compliance
- Portfolio management
- GAAP
- Asset allocation
- Investment management
- Customer service
- Trust management
Timeline
Treasury Operations Senior Analyst/Investment Accountant
Westfield Insurance
06.2019 - Current
Client Administrator II/Trust Associate
KeyBank
10.2013 - 06.2019
Bachelor of Arts - Applied Conflict Management
Ken State University
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