Treasury Analyst at TriWest Health Alliance (2025-03 – Present)
- Conduct daily cash positioning across multiple bank accounts, ensuring optimal fund allocation and liquidity coverage.
- Prepare and deliver daily, weekly, and monthly cash flow reports and forecasts to senior leadership.
- Build and maintain dynamic forecasting models using treasury systems and financial data to project future liquidity needs.
- Manage banking relationships, perform reconciliations, and monitor service fees to reduce costs and improve efficiency.
- Analyze treasury and investment data to identify trends, assess risks, and provide actionable recommendations.
- Monitor credit card processing fees and transactional costs, identifying opportunities to reduce operational expenses.
Treasury Controls Associate at Goldman Sachs (2021-01 – 2024-11)
- Led real-time fraud monitoring and mitigation efforts across high-volume transactions.
- Investigated suspicious activities in collaboration with Compliance, Risk, and IT teams.
- Designed and implemented fraud prevention strategies aligned with treasury best practices.
- Analyzed fraud trends and treasury data to recommend procedural and control enhancements.
- Utilized Actimize, Positive Pay, and AWS tools to safeguard transactions and reduce operational risk.
- Executed daily bank-to-ledger reconciliations, resolving discrepancies within 24 hours.
- Oversaw cash flow operations including forecasting, wire transfers, and compliance with SOX and FFIEC standards.
- Partnered cross-functionally to optimize liquidity management and strengthen fraud defenses.
Senior Financial Analyst at Viable Financial Services, LLC (2019-04 – 2020-09)
- Delivered forecasting, reporting, and decision support to executive leadership.
- Produced financial reports on KPIs, performance results, and variance analysis.
- Built financial models for strategic planning and ad hoc analysis.
- Collaborated with billing and sales teams to improve projection accuracy.
- Led initiatives to enhance reporting efficiency and financial transparency.
Senior Financial Analyst at Freeman Company (2018-10 – 2018-12)
- Conducted financial analysis, forecasting, and budget development.
- Provided insights based on data trends to support strategic decisions.
- Created models for investment evaluation and resource allocation.
- Presented findings to executive leadership for planning purposes.
Senior Financial Analyst at ManaCare Health (2017-08 – 2018-09)
- Led financial planning and variance analysis to support strategic goals.
- Developed dashboards and KPIs to monitor financial performance.
- Partnered with cross-functional teams to implement financial strategies.
Financial Analyst at McKesson (2016-12 – 2017-08)
- Supported business planning through financial modeling and forecasting.
- Interpreted financial statements and market trends to guide investment decisions.
- Created reports to support strategic initiatives and new business evaluations.
Financial & Mortgage Analyst at J.P. Morgan (2014-11 – 2016-11)
- Assessed mortgage eligibility, increasing loan approvals by 20%.
- Maintained performance models to analyze mortgage portfolio health.
- Ensured regulatory compliance and improved operational procedures.
- Reduced loan processing time by 15% through workflow improvements.
