Erik A.

About Erik A.

A Treasury Consultant with over 20 years of experience as a banking professional. Currently a consultant for Middle Market clients in the Southwest Region who have complex needs looking to maximize cash flow by increasing their efficiencies with accounts payable/receivable, information reporting and liquidity management.The primary focus is to understand the client’s operating rhythms and activities. In turn, able to provide solutions to areas that may be lacking necessary internal controls, security measures and ultimately providing ease of access for key executives within the company to conduct business anywhere in the world.

Experience

1. Director - Sr Treasury Consultant

   Bmo Commercial Bank

   Sep 2024 — Present · US

   A Middle Market and Corporate Treasury Consultant to clients who have complex needs looking to maximize cash flow, increase their efficiencies with Accounts Payable and Accounts Receivables. Supporting the Southwest Middle Market client segment for BMO. The primary focus is in understanding the clients business needs and day to day activities. Having a consultative approach allows for the uncovering of solutions to areas that may be lacking necessary internal controls, security measures and ultimately providing ease of access for key executives within the company to conduct business anywhere in the world. Services offered but not limited to- Electronic Payment and Processing Solutions- Reporting and Account Management Tools- Cash Management Services- Receivables and Payables Solutions

Education

• University of Arizona

  Bachelor