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Summary

An experienced Future Manager and Functional Connectivity Consultant, brings a wealth of expertise in project management, financial operations, and implementation. With a strong background in cash management, FX, and data initialization, has successfully executed multiple projects, ensuring seamless execution and client satisfaction. Collaborated with cross-functional teams to develop and execute payment testing scenarios, optimizing transaction processing and integration. Additionally, has provided hypercare support for premium clients, resolving issues promptly and maintaining strong client relationships. With an MBA from Centenary University, and is equipped with the knowledge and skills to drive process enhancements and optimize efficiency. Experience in database initialization and management, as well as expertise in specific software systems, makes them an ideal candidate for roles requiring strong technical proficiency.

Work Experience

Sr. Advisory Consultant

04/2023Present
Deloitte & Touché LLC
  • Assisted in planning, directing, and coordinating activities to effectively manage multiple projects, ensuring seamless project execution and client satisfaction.
  • Demonstrated working knowledge of cash management, FX, cash accounting, data initialization, and bank reporting, contributing to accurate and efficient financial operations.
  • Collaborated with cross-functional teams to develop and execute payment testing scenarios with corresponding banks, ensuring smooth and error-free transaction processing.
  • Assisted with 3PO database initializations, ensuring accurate and timely setup for current and new clients, facilitating seamless onboarding and data management.
  • Provided hypercare support for premium clients, conducting weekly calls with banks and internal departments, ensuring prompt issue resolution and maintaining strong client relationships.
  • Evaluated technology and process enhancements for implementation, leveraging existing software systems to optimize efficiency and effectiveness.
  • Supported implementation timelines, ensuring timely completion of projects and adherence to client requirements.
  • Enhanced the process for database sandbox copy over for specific 3PO clients, streamlining data transfer and minimizing downtime.
  • Proactively supported emergency issues, collaborating with Kyriba product and support teams to identify root causes and ensure timely resolution.

Implementation Consultant

12/201903/2023
3PO Consulting LLC/Olaa Consulting Group LLC
  • Assisted in planning, directing, and coordinating activities required to effectively manage multiple projects, ensuring timely and successful implementation.
  • Demonstrated expertise in cash management, FX, cash accounting, data initialization, and bank reporting, effectively leveraging this knowledge to drive project success.
  • Collaborated with cross-functional teams to develop and execute payment testing scenarios with corresponding banks, ensuring seamless integration and functionality.
  • Led the initialization of 3PO databases for current and new clients, adhering to specific criteria and ensuring accurate and efficient data management.
  • Provided hypercare support for premium clients, conducting weekly calls with banks and internal departments to address any issues and ensure client satisfaction.
  • Evaluated technology and process enhancements for implementation, leveraging existing software systems to optimize efficiency and effectiveness.
  • Supported adherence to timelines and ensured timely completion of implementation tasks, providing ongoing support and troubleshooting as needed.
  • Streamlined the process for database sandbox copy over for specific 3PO clients, ensuring timely and accurate data transfer.
  • Proactively addressed emergency issues, collaborating with Kyriba product and support teams to identify root causes and facilitate prompt resolution.

Manager, Treasury Services

12/201812/2019
FitechGelb LLC- Property Management Consulting
  • Successfully led the implementation of clients' TMS database applications, ensuring smooth transition to production after project delays.
  • Provided expert guidance on corporate payments best practices, optimizing operations and maximizing utilization of the system.
  • Conducted weekly calls with stakeholders and users, effectively managing project timelines and delivering on commitments.
  • Developed comprehensive plans and recommendations throughout the software development life cycle (SDLC), ensuring successful project outcomes.
  • Adhered to contract guidelines and scope of work, implementing a change order process to accommodate client needs.
  • Provided hypercare support to clients transitioning to support solutions teams, ensuring a seamless experience post-implementation.
  • Designed and delivered effective training plans for TMS software users, enabling them to fully leverage its capabilities.
  • Led the integration of Property Account with Yardi & MRI software, streamlining payments and accounting processes.
  • Collaborated cross-functionally with client teams to implement the workstation in multiple phases, effectively coordinating efforts across global teams.

Sr. Support Consultant- Partner Manager

02/201412/2018
Kyriba Corporation
  • Provided support to all global Kyriba clients. Assisted issues with bank reporting, and incidents request, and served as a focal point until the issue is resolved (Jr & Sr Support Services). Provided support with sandbox and production database servers
  • Trained and guided new employees with our process, and how to use the TMS applications with guides and tricks
  • Lead daily Zoom, and Webex calls with the clients to understand the issue of the application. Also provided a record of how we solved the problem
  • Supported Premium/Platinum Clients from transition to support, and any request that they created we will POC to help resolve or escalate the issue to the product team
  • Assisted on special projects with the support team, and organize the documentation based on the Kyriba modules
  • Monitored all connections for Kyriba databases to ensure timely transmissions for banks files and ERP connections (incoming & outgoing communications)
  • Created customized end-user documentation on how to resolve the issue going forward. Provided workarounds that will be helpful with their process
  • Provided documentation or assisted on calls with Internal and external Auditors 
  • Supported all Spanish speaking countries with their Kyriba issues

Corporate Treasury

01/200302/2014
PBM, Energy, Logistics, Books, Music, Fashion
  • Managed daily cash positions and capital needs for multiple business units, utilizing various banking platforms for accurate and timely bank reports.
  • Prepared and executed wire transfers, FX wires, and ACH payments within appropriate cutoff times, ensuring smooth financial transactions.
  • Responded to ad-hoc requests from management and finance teams, providing necessary support and information.
  • Facilitated the opening and closing of accounts with bank relationship managers, coordinating the drafting of forms and letters for sales and credit teams.
  • Administered monthly journal entries for accounting groups during month-end, semi-annual, and yearly close, ensuring accurate financial reporting.
  • Collaborated with internal and external auditors to review day-to-day operations and comply with additional documentation requirements.
  • Reviewed and updated standard operating procedures (SOPs) based on new industry standards, ensuring compliance and efficiency in financial processes.

Education

Kyriba Certification

05/2019Present
COE - Center of Excellence

PLANTINUM PLUS: Core/Bank/Cash Management and Forecasting/Payments/Deal Capture/BFA -Bank Fee Analysis/BAM-Bank Account Management/Connectivity - Banks/ERPS & Hypercare support 

Master of Business Administration

20112012
Centenary University

Concentration: Business Management

Bachelor of Business Administration

20002003
New Jersey City University

Concentration: Finance/International Business

Strengths

  • Experience in handling multiple projects and large programs.
  • Supported and Lead on payment factory projects with multiple countries 
  • Project/Program and People Management is one area, which is part of my life.
  • Customer Service Oriented using my bilingual languages to assist all clients around the globe
  • Strong ability to effectively communicate with a variety of partners/stakeholders with sound decision-making ability 
  • Ability to learn new systems and processes 
  •  Working knowledge of accounting requirements and impacts from Treasury Related activity
  • Direct Experience mapping standard and settlement instructions in Swift Messaging standards from a TMS software
  • Experience leading projects related activities to TMS implementations, enhancements, modifications, integrations project management
  • Lead both internal and external teams to deliver key initiatives by evaluating recommended technical solutions. Ensure that we meet customer requirements, ensure scalability, and project timelines
  • Working knowledge of Capital Markets and Financial instruments

Professional Development

  • Pursuing PME Project Management Certification 
  • Pursing certificates in IT Automation, Cloud Practioner, Operations, and Data Analytics (Google or AWS) 

Software

  • Google Docs
  • NotePad++
  • Asana
  • MS Project Planner (office products) Word, Excel, etc
  • Fresh Desk
  • SIM Tickets, Project Playbook
  • Creating customized forms 
  • NetSuite Bridge and Configuration
  • Agile Process 
  • ALM - Learning Application Lifecyle Managment

Skills

  • Payment Formats  (XMLPAIN, NACHA, EDI820) Global Payments
  • Bank Reporting (CAMT, BAI, MT940) and Bank Fees (Twist, CAMT, EDI822)
  • Customer Service
  • Problem Solver
  • ERP Payment Workflow - Payments and Cash Accounting
  • Business Analysis
  • Project Management
  • Biligual (English/Spanish)