Highlights:
• Cultivate strategic bank relationships to remedy internal issues. Evaluate daily investment activities to ensure compliance and approve share repurchase & commercial paper trading activity.
• Direct Treasury Back Office staff to achieve targeted organizational goals and deliver strong results amidst fast-paced, deadline-oriented environments.
• Analyze current assets and advise Investment Managers on liquidity strategies to ensure pension payments and sufficient cash flow.
• Successfully assisted in Trust financial reporting (10-K, FAS 157, etc.). Served as liaison between Trustees and Investment Managers (2011).
• Consistently achieve targeted company goals and receive high accolades from executive management for strong work ethic and leadership performance.
• Led internal financial and operational audit teams to reduce compliance risk; managed concurrent projects (including sensitive audit engagements; investigations processes, etc.) to achieve organizational objectives.
• Trained, developed, mentored, and directed audit staff to consistently deliver strong results amidst fast-paced, deadline-oriented environments. Provided strong leadership to boost morale.
• Improved organizational performance by identifying issues/deficiencies, preparing audit programs, and recommending viable testing, monitoring, and control solutions; presented to Executive Management.
• Analyzed internal controls and operating practices, and developed and implemented strategic plans and initiatives to mitigate risk, reduce costs, and increase efficiencies.
• Instrumental in reducing operating costs 33% by leading business-wide audio-conferencing conversion (impacted 1000+ users).
• Directed cross-functional London Team (transition specialists) to successfully manage 7 office integration into 3 regional centers.
• Mitigated risk by administering environment risk audit of property portfolio; organized transfer of 150 high-risk properties.
• Developed/implemented strategic marketing campaigns, tools, processes, and initiatives to drive revenue, increase efficiencies, reduce risk, and improve performance.
Companies I like:
General Electric, Apple, Google, Stanley Works, CarMax
Successful 8-year tenure with Altria. Promoted through a series of increasingly responsible leadership positions based on strong performance. Early career responsibilities included preparing audit programs, presenting findings, evaluating internal controls and operating processes, ensuring compliance, and more. As Benefit Investment Trust Operations Manager, responsible for managing daily Trust operations activities ($10B in assets), performing SOX compliance reviews, and analyzing/preparing/reporting critical financials. Currently responsible administering Treasury Back Office controls and maintaining bank account structure for 30+ legal entities and 6 banks (150+ accounts).
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