Description
Over twenty years of experience in financial services with a deep knowledge in front/middle/back office processes. An expert in derivatives, hedging, valuations, cash management and regulatory compliance (FAS 133/IFRS 9). Always in a client facing role, having worked with leading banks, hedge funds, asset managers and corporate treasury, A proven track record of retaining clients and increasing revenue within existing accounts. Very comfortable in dealing with clients from analyst levels to the C-suite. REVAL Treasury Management System (Saas), New York, NY 2015 - Present Director of Client Solutions/Product Specialist/Client Success Manager * Responsible for client optimization of the Reval platform * Work with clients to hone their strategy on hedging * Work with clients to implement hedging strategies * Responsible for client retention and renewals, analyze all data available to assess client risk * Work with account managers to increase revenue from our existing client base * Upsell existing clients on new functionality within the platform * Conduct training classes in-house as well as externally on derivatives and hedging. HEDGETRACKERS, New York, NY 2014 - 2015 Senior Manager Client Services * Demonstrated software to potential clients and implemented software for new clients. * Built client relationships and retained existing accounts in designated region. * Identified opportunities for upsell or consulting engagements and took necessary steps to close the deal. * Subject Matter Expert on hedge accounting, general ledger systems and derivative instruments across multiple asset classes (Commodity, Foreign Exchange, Interest Rates). * Maintained current knowledge base on FASB pronouncements and updated staff on potential business impacts. REVAL Treasury Management System (Saas), New York, NY 2007 - 2013 Director of Client Solutions/Product Specialist/Client Success Manager * Functioned as Global Director for the Customer Service Desk and managed 26 employees in four locations. * Upsold existing clients on enhancements and modules that would better suit their needs. * Resolved client issues via phone, email and/or WebEx in addition to conducting necessary on-site training. * Wrote specifications for system enhancements including reporting, effectiveness testing, general ledger, accounting entries and unwinds. * Tested system to assess functionality and assisted in preparing Reval training manuals. * Led team to win "Treasure Management International (TMI) Innovation & Excellence Awards." * Industry participants voted Reval as "Best Technology Provider for Client Support Services."
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