Assistant Vice President, Treasury at Walker & Dunlop (2025-07 – 2026-08)
Treasury Manager at Walker & Dunlop (2022-08 – 2025-07)
- Warehouse facility optimization: Drove a $6B, seven-bank warehouse lending facility from multimillion-dollar annual interest expense to net positive interest income through disciplined rate-spread analysis and utilization management across the complex.
- Treasury operating model design: Independently identified a fully manual wire input bottleneck, engineered a macro-driven ingestion architecture to eliminate manual touchpoints, allowing the process to scale to clear 1,700+ monthly mostly domestic wires ahead of API integration.
- Enterprise technology optimization: Directed a comprehensive Kyriba system rationalization that removed 60 redundant user licenses, drastically reduced application overhead, and lowered inbound pipeline data inquiries by 90% via automated Power BI dashboards and self-service reporting for both business leaders and operational teams.
- Investment portfolio reporting: Direct monthly consolidated reporting across Walker & Dunlop's full investment portfolio, delivering board-level packages and executive dashboards that inform capital allocation decisions.
- Banking operations: Manage domestic and international banking operations across payment execution, bank relationship management, and account administration. Established two new bank relationships by partnering with Accounting, Legal, Technology, Project Management, and external consultants to navigate KYC and technical requirements; led bank fee optimization efforts generating more than $120K in annual savings.
- Controls & governance: Redesigned wire approvals to remove bottlenecks in a high-value, high-volume wire workflow, reducing the process from a 10-step, multi-system workflow to a 4-step, single-system process for users. Reassigned final release authority to the appropriate control team, enabling wires to be processed in minutes rather than hours.
- Cross-functional leadership: Lead multi-functional teams spanning Accounting, Technology, FP&A, Project Management, Legal, AP, and Closing to develop and refine internal processes. Directed external consultants on API integrations, ISO 20022 payment file migration, SFTP (host to host) connections with banks for BAI, 822, and payment files. Separately build, manage, and develop a three-person treasury team, restructuring responsibilities by skill set and establishing cross-training coverage to reduce key-person risk
Professional Service Consultant at FIS (2022-03 – 2022-07)
- Supported client-side implementation of FIS Quantum treasury solutions, translating treasury operations requirements into system configuration and workflows.
Senior Treasury Analyst at F&G Life and Annuities (2020-09 – 2021-12)
- Liquidity forecasting: Built a 52-week rolling cash forecast across 20 legal entities; evolved the model from weekly to daily; collaborated with investments to create reporting that helped optimize cash deployment of $300M in idle cash.
- Cash management: Managed daily cash positioning and liquidity requirements across 500+ accounts and all legal entities, ensuring capital availability for investment and operational needs.
- TMS optimization: Led efforts to enhance the FIS Integrity treasury workstation by working with our FIS partners to expand automation, scalability, and improve controls without adding headcount.
Finance & Investments Analyst at HD Supply (2018-04 – 2020-09)
- Debt management: Managed daily borrowing and repayment decisions across $100M in revolving credit facilities — drawing on real-time cash position and forward forecast to optimize utilization and minimize interest cost; partnered with FP&A and accounting to provide accurate accrual data for revolvers and term debt.
- Corporate separation: Supported full treasury separation following corporate divestiture — maintaining liquidity continuity, rebuilding reporting infrastructure, and ensuring uninterrupted banking operations for both successor entities.
- Share repurchase administration: Partnered with the company's broker-dealer to administer HD Supply's share repurchase program while publicly traded, tracking program utilization and shares repurchased to support accurate reporting and SEC compliance.
- Cash & reporting: Automated a consolidated cash position report across global cash that went directly to the Treasurer and CFO.
- FX Exposure: Monitored North American operational cash balances and executed USD/CAD spot FX trades via Bloomberg to mitigate transaction risk; delivered daily conversion activity reporting to Corporate Accounting.
Treasury Analyst at DEKRA North America (2017-07 – 2018-04)
- Relationship management: Served as the primary contact for all North American legal entities managing the relationships with banks, merchant service providers, and insurance carriers; participated in a multi-month carrier RFP and selection process, then led data compilation and validation (property, drivers, key executives) for all North American entities to transition to the new carrier within a month window ahead of policy renewals.
- M&A integration: Led treasury integration of acquired entities — opening and closing accounts, migrating banking relationships to DEKRA's corporate structure, and ensuring compliance with group treasury policies.
- Process improvement: Partnered with AP teams to streamline payment workflows into the banking platform, reducing manual data entry, eliminating redundant touchpoints, and cutting processing errors.
- Intercompany debt management: Tracked intercompany loan balances and repayment schedules across North American legal entities; coordinated with entity leaders to ensure timely payments on both intercompany and external obligations.
Financial Analyst II at Blue Cross Blue Shield, South Carolina (2016-02 – 2017-07)
- Cash forecasting: Rebuilt the cash forecast for two large legal entities, reducing the actuals-to-forecast variance by $3M daily against $100M in daily activity and cutting time spent on the forecast by 90% through standardization and automation.
- Bank fee optimization: Conducted systematic bank fee analysis across all banking relationships; identified overcharges, negotiated refunds, and reduced ongoing fees at each bank — compressing time-to-resolution from months to days.
- Cash operations redesign: Digitized the daily cash management routine end-to-end, replacing manual processes with an auditable, macro-enabled workflow validated by internal audit.
- TMS upgrade: Led testing, implementation, troubleshooting, and documentation for the FIS Integrity platform upgrade; managed cross-functional stakeholder coordination to ensure a smooth transition.
