Versatile financial services and management professional with 14+ years’ experience elevating productivity, efficiency, regulatory compliance, security, and profitability of diverse operational platforms. Builds and leads dedicated teams of up to 5 staff focused on achieving objectives in alignment with strict policies, procedures, and guidelines. Nurtures collaborative work environments on global levels, driving sustainable business growth, service quality, and superior customer journeys. Advanced communicator with all levels of staff, management, and clients in English and Spanish:
- Achieved and maintained top client satisfaction and retention by working closely with individuals to assess and address individual needs.
- Provided teams with training, guidance, support, resources, and motivation to succeed within high-pressure environments.
- Successfully orchestrated investigations ranging in scale and complexity, blending advanced analytical, financial, and business acumen.
- Generated revenue and account base growth through strategic promotions, customised product presentations, and effective development / allocation of key talents.
participate in Global Tresury Integration/Centering Projects
Perform Settlements / Confirmations related to Capital Markets, Short Term Investments, Foreign Exchange, Intercompany Loans, Interbank transfers and Borrowings.Coordination and execution of Treasury transactions which involve: large cash amounts, multiples currencies, adherence to cut-off times and coordination with Legal Entities across the globe.
Follow established standard operating procedures and recommend updates and/or changes when required.
Assess problems quickly and provide the appropriate resolution steps with the least amount of end user interruption
Drive Process Improvement and Standardization
Review and update of Global Operating / desk procedures
Promote adherence to internal control standards and promote security awareness to ensure system security