Henderson, Nevada, United States
Business and technical professional with extensive expertise in managing implementation projects and developing products for global payments and treasury services. Excellent ability to effectively interact with clients and internal stakeholders on complex implementation projects. Recognized for creating the best possible product through end to end quality of systems, people and process. Leverages experience leading initiatives within operations, technology, global markets and transaction banking at two international banks to effectively anticipate client requirements and most recently applying that experience to modernize the technology stack used within Visa’s global treasury function.
Director of Operations | Digital Treasury Technology Leader | Compliance & Data Strategist
Treasury lead for B2B Connect, responsible for assisting in the product design, implementation of global settlement services and working closing with legal and product to obtain the necessary regulatory approvals. Manage team of senior treasury analysts and project managers responsible for the design and implementation of technology and process improvements supporting Visa Treasury. Business architect responsible for the design and implementation of our Treasury Technology Architecture Program (TTAP), goal of which is to implement new systems and processing including: SmartStream Corona, upgrade SWIFT capabilities, implementation of a new payments hub and leveraging Hadoop and Tableau build-out a global data analysis platform. Managing banking relationship with J.P Morgan Chase, Bank of America, Bank of Nova Scotia and Citi. Scope of engagement includes contract negotiation, management of new initiatives and service levels provided to Visa’s Treasury Settlement. Current initiatives include: o Managing the implementation of SmartStream Corona, creating a global reconciliation platform for Visa International and Visa Europe. o Implementation of Brazilian Real as a new International Settlement currency o Managing engagement with Deloitte to define point of arrival configuration of Quantum (TWS) to optimize cash management processing, enable use of ECHOS SWIFT Service Bureau, implementation of eBAM and Bank Fee Analysis modules. o Leading effort to identify and implement market leading Payment Hub used to manage daily settlement with Visa’s client banks. o Leveraging enterprise tool sets to automate core functions within treasury, utilizing Automation Anywhere (RPA), Dynamics (Case Management) and Appian (Workflow Management) to increase efficiencies within Visa’s Treasury payments, cash management and reconciliation processes.
Directed regional project and service management team charged with execution of corporate and financial institution clients’ initiatives to improve cash management, risk management, foreign exchange and payments operations. Project portfolio consists of global cash management mandates requiring the implementation of liquidity management, payment and collection solutions in Standard Chartered Bank's franchise markets within Asia, Africa and the Middle East.
Completed the integration of American Express Bank’s channels capabilities as part of Standard Chartered Bank’s acquisition of the business. Upgrade of Straight2Bank included the introduction of three products specifically designed for our financial institutions clients: White label international cash management solution, foreign currency payments with request for quote capability Enquiry and Investigation module. Project included the migration of over four hundred American Express financial institution clients to Standard Chartered Bank’s Straight2Bank.