In lieu of a Bachelor's Degree, 12 years of professional experience involving technology-focused process improvements, transformations, and/or system implementations.

Certified Treasury Professional (CTP)

Demonstrates thorough knowledge and/or a proven record of success in product and solution focusing on Corp and Commercial cards,, commercial payments, transaction banking, or payment hub solutions. Demonstrates thorough abilities and/or a proven record of success in payment processing and financial services, and success contributing to or managing specific work streams that involve the following areas:
- Global Transaction Banking and Cash Management products;
- Money movement capabilities for High Value, Low Value and Instant Payments;
- Global clearing and market infrastructures (Fed, CHIPS, CHAPS, TARGET2, SWIFT ETC);
- Correspondent banking structure and NOS/VOS accounts;
- Transaction life cycles of payment products and solutions (e.g., wires, ACH, check, money transfer, and card solutions);
- Financial operations, including settlement operations, reconciliation, and exception processing;
- Operations and administration of Financial Services businesses;
- Data and payment systems interactions including IT tools and technology; and,
- Documentation and the identification of key controls within payment transaction lifecycles.Demonstrates thorough abilities and/or a proven record of success in working collaboratively and independently to address client needs by:
- Participating in client discussions and meetings actively;
- Communicating a broad range of offered consulting services;
- Managing workstream(s) or small team engagements;
- Preparing concise, accurate documents, including utilizing PC applications including Microsoft Word, Excel, PowerPoint and Project to write and deliver proposals to prospective clients; and,
- Maintaining project economics while maintaining flexibility for unanticipated issues.Demonstrates extensive abilities and/or a proven record of success as a team leader by:
- Creating a positive environment;
- Monitoring workloads of the team while meeting client expectations;
- Respecting the work-life quality of team members;
- Providing candid, meaningful feedback in a timely manner;
- Keeping leadership informed of progress and issues;
- Answering questions and providing direction to less experienced staff; and,
- Developing, writing, presenting and facilitating discussions on strategy to all levels of industry audiences, clients and internal staff and management.