Sentences with phrase «overseeing treasury operations»

Senior Treasury Analysts ensure the financial health of a company by overseeing treasury operations.

Not exact matches

CEO of the company for past 5 years, overseeing all aspects of company operations and reporting, including investor relations, financing, operational strategy, business development, safety, contract negotiations,, change management, treasury management, capitalization for projects, safety, and budgeting.

Skilled Treasury Manager with expertise in overseeing corporate investment risk management and liquidity operations.

Professional Duties & Responsibilities Served as operations manager for $ 7 billion wealth management firm Oversaw 75 employees and approximately 15,000 client accounts Restructured new account operations reducing expenses by $ 120,000 annually Implemented new procedures for trading, marketing, and new account operations increasing company efficiency by 200 % Processed new accounts, terminations, transfers, and account registration changes for individual taxable accounts, trusts, IRA's, pension plans, endowments, foundations, and Taft - Hartley plans Created and ran performance, tax, and cost basis reports Oversaw SEC compliance and performance reporting for numerous funds Generated significant new client accounts and provided quality customers service ensuring repeat business and customer satisfaction Created marketing and sales collateral for company presentations Assisted in creation of client relationship and project management software Aided Federal Department of the Treasury for money laundering in the Financial Crimes Enforcement Network