Irma Kozak
Timnath
Summary
Dedicated treasury professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Assistant Vice President, Treasury Sales Analyst
Independent Financial
04.2012 - Current
- Detail oriented professional with experience in managing top 100 clientele with $20MM+ in annual revenue
- Highly skilled with participating in initial client working capital meetings, provide proformas, annual reviews, and proposals for middle market clients
- Vast experience in assisting with more complex treasury solutions
- High involvement in assisting with upgrading online bank system and system conversions due to multiple bank acquisitions
- Conducted regular meetings with senior management to review progress of projects
- Performed detailed analysis of financial statements to assess risk management strategies
- Addressed customer inquiries regarding product features or availability
- Established and maintained relationships with key clients and partners
- Facilitated open communication between departments to improve collaboration among teams
- Assisted in a few bank acquisition conversion
- Well versed in treasury solution products
- Identify and recommend new treasury services to help with cash cycle of clients
- Consistently work with middle market cliental and their needs
- Implemented quality assurance practices to ensure customer satisfaction levels remained high
- Identified opportunities for innovation and process improvement to drive operational efficiency and effectiveness.
Education
Bachelor of Science (B.S.) in Finance Candidate -
Colorado State University Global
Aurora, CO05.2027
Skills
- Quality Assurance
- Sales Strategy
- Customer Relationship Management
- Financial Analysis
- Public Speaking
- New business pursuits
- Effective relationship building
- Department Policies & Procedure Implementation
- Attention to Detail
- Customer Retention
- Decision Making & Judgment
- Corporate presentations
Accomplishments
- Basic Certification in Electronic Payment (ACH) Processing.
- Used Microsoft Excel to maintain sales tracking spreadsheets.
- Resolved product issue through consumer testing.
Certification
Basic Certification in Electronic Payment (ACH) Processing
Volunteer Experience
Junior Achievement, Denver, CO, Participate in various assigned task/request for Junior Achievement., Present
References
References available upon request
Languages
Spanish
Limited Working
Timeline
Assistant Vice President, Treasury Sales Analyst
Independent Financial
04.2012 - Current
Bachelor of Science (B.S.) in Finance Candidate -
Colorado State University Global
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