Summary
Overview
Work History
Education
Skills
Websites
Certification
Accomplishments
Service
Relevant Experience
Timeline
Generic

TANYA COWGILL

McKinney,TX

Summary

Experienced and enthusiastic leader with track record of success delivering financial technology solutions across wide range of industries. Possesses exceptional interpersonal, problem-solving and analytical skills to provide advice and expertise to client organizations improving business performance. Experienced in all aspects of operations, strategy and finance.

Overview

1
1
Certification

Work History

Chief Revenue Officer

Destination Systems, LLC
2023 - Current
  • Oversaw business-wide changes to modernize procedures and organization.
  • Managed financial, operational and human resources to optimize business performance.
  • Directed technological improvements, reducing waste and business bottlenecks while addressing key business risks by consolidating 10 payrolls down to 1, and realigning 13 charts different charts of accounts to single platform. Implemented telematics for fleet of over 160.
  • Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
  • Successfully negotiated business acquisition to establish stronghold in new market

Strategic Business Consultant

Self Employed
2022 - Current
  • Chief Revenue Officer, Destination Systems - Transit 2023-present
  • Strategist, International tech company 2023
  • Advisor, Matty.ai, early stage tech company 2022-2023
  • Advisor, Canadian business data platform, 2023
  • Chief Revenue Officer, Seed stage consumer lending platform 2022

Strategic Solutions Consultant-Partnerships & Head of Sales

MX Technologies
2020 - 2022

Guided Catalyst consulting initiatives with partners and resellers. Fostered partnerships with sales teams to grow professional services and promote effective client product utilization for North American financial institution and fintech clients resulting in 10x pipeline growth in 6 mos.

  • Met with clients, management, and sales teams delivering presentations on product and service features and offerings.
  • Facilitated workshops with financial institution executives to develop innovative strategies utilizing first party data to produce campaigns aligning business objectives with customer needs resulting in increased revenue and business growth.
  • Mentored Sales and Client Success in navigating complex industry challenges
  • Developed enterprise-wide Small to Midsize Business Banking Data utilization strategy and go to market plan.

Senior Vice President of Sales

Happy State Bank And Trust Company
2013 - 2020

Advisor to President/COO and board; responsible for deposit strategy and cash management systems through rapid expansion including Core, digital banking conversion required to support exponential growth. Product owner of all depository and non-lending commercial products (treasury services, merchant processing and commercial cards). Instrumental in delivering business value through technology across a diversified client base

Director of Cash Management Defined vision and roadmap to lead a highly skilled team supporting 42 locations, and over 200 partners to sell and support cash management technology to small to midsize businesses and municipalities

  • Aligned business plan & sales metrics with corporate strategic plan yielding a 57% increase in new business
  • Facilitated YoY revenue growth of 300%; exceed budget by 21% by realigning products and sales
  • Refined operational risk evaluation and enhanced security standards to minimize fraud and improve credit quality
  • Owned all facets of sales, marketing, product management, contract negotiation, audit and delivery.

President, Commercial Banking Dallas & Collin Counties Led boutique commercial bank through rapid expansion.

  • Restructured and stabilized 2 teams and associated commercial portfolios
  • Nurtured and expanded $120MM loan portfolio of nationwide client relationships across multiple industries.

VP of Business Development, Gold Star Trust Launched account rollover nationwide and enhanced sales and delivery of Self Directed IRA offering. Designed roadmap to improve customer onboarding & product delivery to increase partner satisfaction for legacy offerings

  • Identified key industry players to integrate nationwide strategy for full brand recognition within 12 months
  • Boosted lead generation and audience through well-defined trade show presence and business development
  • Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.

SVP Treasury Management & Lending

Valliance Bank & Shareplus FSB
2010 - 2013

Realigned treasury management offerings and integrated 3 new services based on comprehensive competitive analysis to improve portfolio diversification for both community banks

  • Devised and presented business plans and forecasts to CEO and Board of Directors incorporating treasury management to strengthen and diversify C&I portfolio.
  • Trained team to effectively develop new depository relationships and expand existing portfolio
  • Awarded Rookie of Year for outstanding business development, loan production and deposit pipeline

Vice President

Capital One (Hibernia Bank)
2003 - 2010

Relationship Manager, Middle Market Banking

Deposit specialist to middle market clients. Evaluated and presented financial instruments and technology to improve clients' market position to achieve both short and long-term business strategies. Extensive business development and client entertainment through curated events.

  • Designed and directed successful programs focused on commercial deposit growth for North TX/LA Region producing over $50MM in new deposits within targeted spreads through strategic partnerships with other lines of business
  • Led cross-functional teams for successful completion of major projects, resulting in increased efficiency and client satisfaction (Capital One Auto Finance, Diamond Dealer Program)
  • Established and maintained strong relationships with customers, vendors and strategic partners.

Regional Public Funds Manager Responsible for $500MM municipal deposit portfolio throughout Texas and Louisiana. Co-managed securitization and directed disbursement for $4.5B municipal deposits. Produced all government depository contract RFPs. Prepared and managed annual budget for 13+ cost centers.

  • Employed comprehensive marketing communication strategies emphasizing complex treasury management solutions
  • Improved YoY profitability by $3MM by increasing interest spreads and non-interest income
  • Designed and executed plan to divest $150MM in underperforming contracts and retain key political relationships

Senior Market Manager Launched first de novo Hibernia Bank branch in Texas. Company-wide presenter for sales leadership and business development

  • Forged professional community relationships and networks critical to developing centers of influence and business growth.
  • Built high-performance teams through effective recruitment practices focused on competency alignment coupled with ongoing performance management processes.
  • Achieved profitability within 15 months by implementing strategic business plans and optimizing operational process

Education

MBA Candidate -

University of Mississippi
Online
08.2024

BBA - Finance

Texas A&M University
College Station, TX
2000

Skills

  • Partnership Development
  • Product Demonstration
  • Deposit Strategy
  • Market Expansion
  • Business Development
  • Client Relationship Management
  • Treasury Management
  • Digital Transformation
  • Teamwork and Collaboration

Certification

  • Certified Treasury Professional, Association of Financial Professionals, 2011-present


Accomplishments

Ironman Chattanooga 144.6 finisher, Inaugural St George Half Marathon finisher (PR), Ironman Austin 70.3 & Galveston 70.3 finisher

Service

  • MNHS Cross Country & Track Booster Club Board & Running of the Bulldogs 5k Committee
  • YMCA Plano former board member and annual campaign chairman
  • Gingerbread for Humanity committee chairman
  • Co-Chairman Capital One DFW Market United Way Campaign

Relevant Experience

  • Strategic Solutions Consultant-Partnerships & Head of Sales, Catalyst Advisory Services, MX TECHNOLOGIES, Lehi, Utah, 2020, 2022
  • SVP Treasury Management & Deposit Strategy, HAPPY STATE BANK, TEXAS, 2013-2020
  • VP, CAPITAL ONE, NA, 2003-2010

Timeline

Chief Revenue Officer

Destination Systems, LLC
2023 - Current

Strategic Business Consultant

Self Employed
2022 - Current

Strategic Solutions Consultant-Partnerships & Head of Sales

MX Technologies
2020 - 2022

Senior Vice President of Sales

Happy State Bank And Trust Company
2013 - 2020

SVP Treasury Management & Lending

Valliance Bank & Shareplus FSB
2010 - 2013

Vice President

Capital One (Hibernia Bank)
2003 - 2010

MBA Candidate -

University of Mississippi

BBA - Finance

Texas A&M University
TANYA COWGILL