Download PDF

Work experience

2007Feb 2009

Executive Manager of Analysis, Reporting and Procedures

Aon Risk Services

Managed team responsible for improving the efficiency and effectiveness of the premium processing center by monitoring and analyzing key financial metrics and creating reports for divisions throughout the organization to assist in financial decision making.

2002Feb 2009

Executive Manager of Treasury

Aon Risk Services

Managed relationship between ARS corporate, premium accounting service center, regional offices, Corporate Treasury, Internal Audit and Shared Services for treasury initiatives.

  • Saved business unit $6-$13M/year in interest expense allocation by coordinating the elimination of the corporate in-house banking mechanism.
  • Reconciled $234M in unidentified cash that would have critically impacted year-end audit. Designed and implement complete overhaul of treasury cash accounting to facilitate daily and monthly reconciliations resulting in better control over cash ledger accounts.
  • Identified opportunities to maximize investment income, minimize debt and comply with federal and state fiduciary requirements by restructuring bank architecture.
  • Introduced cash flow forecasting that enabled senior management to quantify the cost of their decisions, as well as identify trends and variance.
  • Treasury resource for corporate team established to evaluate globalizing premium processing initiative.
  • Member of executive team charged with providing an objective in-depth analysis of all service center processes and recommendations for off-shoring opportunities.
  • Educated department personnel on treasury products and services to facilitate their understanding and communication of their requirements.
  • Assisted departments in creating standardized procedures to create consistency throughout business unit.

Senior Treasury Consultant

Aon Corporation

Duties included conducting In depth analysis of bank accounts including structure, products and services, fees and institutional relationships.

  • Identified opportunities to improve treasury operations through use of technological advances in the financial industry.
  • Assessed treasury procedures for effectiveness and efficiency. Incorporated changes into documented policies and procedures.
  • Researched treasury products and services to determine applicability to treasury operations.
  • Facilitated discussions between business units and bank to ensure efficient communication and operations.
  • Designed cash flow forecast application for new treasury workstation.

Assistant Treasurer

Oversaw cash management encompassing over 100 bank and brokerage accounts for both domestic and international operations for Sam Zell’s private portfolio. Introduced cash flow forecast model.

  • Developed systems and models to report, forecast and analyze cash flow. Overhauled report that tracks the status of over $1.0B in assets for use by senior executives to manage entire portfolio.
  • Served as internal bank for 250-400 related legal entities providing centralized cash management services.
  • Developed a comprehensive database detailing all asset information and reviewed weekly with executive management to keep them apprised of the status of portfolio.
  • Maintained banking relationships. Established and developed efficient banking structures. Reviewed and presented quarterly/annual compliance reports to lending institutions.
  • Recommended domestic and international investment instruments.
  • Worked with internal/outsourced Treasury/Accounting teams to develop policies and procedures for reporting and transmitting cash activity.
  • Reviewed and monitored cash management controls, reports and bank reconciliations.
  • Participated in business planning/budget process to ensure reporting systems are integrated with cash forecast models.
  • Interviewed, researched, selected, structured and implemented international cash management services. Relied upon for research for international banking, working closely with International Vice President, Controller, Corporate Council, Tax and Accounting personnel, as well as joint venture personnel.

Assistant Treasurer

Responsible establishing and executing cash management. Developed cash flow statements and forecasts for monthly financial package. Assistant Treasurer, 1994-1996 Maintained relationships with banks. Negotiated line of credit in excess of expected availability. Selected, implemented and served as expertise for accounting software. Created accounting manuals establishing procedures for domestic and international operations. Managed A/P & A/R balances with average over 90 days of less than 3.5% and 1.2% respectively. Directed a staff of seven people in the U.S. and Canada. Accounting Operations Manager, 1986-1994/Assistant to the Corporate Counsel, 1985-1986




Loyola University


University of Illinois

Glenbrook South High School


Finance professional specializing in process re-engineering and delivering efficient and cost-effective treasury solutions. Demonstrated skills in researching, evaluating, identifying trends and providing recommendations in clear and concise deliverables.


•    Treasury Management Association of Chicago, 1995-present, Board of Directors, 2001 – 2003 •    Windy City Summit, Conference Co-Chair, Program Co-Chair, Program Committee Member•    Association for Financial Professionals, 1995 – present•    Financial Executive Networking Group, 2000 – present•    Young Executives Club of Chicago, 2000 – present•    Not-for-Profit domestic violence agency, Treasurer and Board of Directors, 2006 – 2008•    Tax Assistance Program and Chicago Cares, volunteer


Chicago Triathletes Unite, Organizer

Team in Training for the Leukemia Lymphoma Society

Chicago Area Running Association

3rd Coast Cruising

Chicago Council on Global Affairs