Sarah Stone

About Sarah Stone

Results driven, energetic professional with over ten years in the banking industry. Develop relationships with commercial clients and provide cash management consultation and thought leadership to further their success and achievement of company financial goals.Previously as an Internal Auditor, participated as an active team member critically assessing internal functions and communicating results to internal and external clients with professionalism. Skills developed:Quantitative Analysis - Change ManagementProcess Improvement - Insight SellingCustomer Relationship DevelopmentRisk Management

Experience

1. Treasury Management Consultant

   Wells Fargo

   Jun 2014 — Present · Raleigh, NC, US

   Manage portfolios of customers ranging from $25MM -$500MM in sales across all industries, maintaining portfolio health and managing risk on behalf of the Bank.Consult with customers to understand their businesses, financial goals and needs, providing guidance and identifying strategic solutions such as invoice, payables and receivables automation to help them reach these goals.Drive business opportunities to close utilizing tools such as customer process reviews and working capital models, providing thought leadership to assist customers in understanding financial impact of solutions and how their current processes will be improved.Partner with a team of professionals to manage the client\'s sales experience, implementation of services, account management and sales support.Actively involved in the North Carolina Treasury Management Association where I also volunteer on the planning committee for their sponsored event, Carolinas Cash Adventure.

Education

• North Carolina State University - College of Management

  BS, Business Management

  2004 — 2008

• North Carolina State University - College of Management

  Masters in Business Administration, Business

  2010 — 2012

Skills

• Contract Negotiation
• Analysis
• Accounting
• Research
• Cash Flow
• Powerpoint
• Microsoft Excel
• Banking
• Risk Management
• Budgets
• Finance
• Cash Management
• Access
• Relationship Cultivation
• Sap
• Change Management
• Six Sigma
• Leadership
• Financial Accounting
• Process Improvement
• Quantitative Analysis
• Accounts Receivable
• Financial Modeling
• Quantitative Analytics
• Management
• Project Management
• Mergers & Acquisitions
• Investments
• Business Analysis
• Microsoft Office
• Sales
• Internal Audit
• Microsoft Word