JENNA CALHOUN
Farmington
Summary
Reliable business professional with experience in project management, process improvement and financial analysis. Proven track record of successfully streamlining business operations and reducing costs. Adept at analyzing data to identify trends and developing strategies to improve efficiency.
Overview
10
10
years of professional experience
Work History
Treasury Consultant
UnitedHealth Group
10.2020 - Current
- Manage UHG’s commercial banking relationships with over 20 primary banks
- Provide internal treasury consulting services including cost/benefit and gap analysis
- Provide customer service and error resolution support
- Set up and maintain credit card processing services
- Facilitate new acquisition integrations
- Ensure financial liquidity with cash forecasting, cash equivalent investments, and bank credit facilities
- Manage capital structure to optimize shareholder return with financial risk
- Analyze prudent investment management with taxable and tax-exempt fixed income portfolios and venture capital investments
- Create efficient cash management processes within business collections, disbursements, and inter-company settlements
- Facilitate and coordinate treasury accounting and controls
AVP, Treasury Management Officer
Roundbank
03.2020 - 10.2020
- Manage and lead overall sales efforts for Treasury Management
- Develop and coordinate programs designed to promote deposit and Treasury Management products
- Responsible for expanding and building relationships, maintaining a high level of client satisfaction
- Identify other client banking needs and partner with the sales team on cross-sell opportunities
- Facilitate onboarding of major client relationships or complex industry types
- Lead employee and customer training on products, pricing, and operations
- Develop and maintain written procedures for Treasury Management services
Treasury Management Analyst
Old National Bank
11.2018 - 03.2020
- Provide client setup and support for online banking services, ACH origination, remote deposit, sweeps, account analysis, lockbox, wire transfers, and other treasury management products
- Handle requests for proposals and evaluate customer operations
- Analyze efficiency of operational controls
- Perform database research to identify sales opportunities
- Assist in sales calls and prospect meetings
Personal Banking
Old National Bank
11.2014 - 11.2018
- Demonstrate excellent customer service by identifying customer needs
- Plan and organize staff training and assist with on-site training
- Perform account reconciliations and cash teller transactions
- Serve as a training ambassador for conversions and acquisitions
Education
Bachelor’s Degree - Business Administration & Finance
Metropolitan State University
St. Paul, Minnesota12.2019
Associate Degree - Business Administration & Finance
University of St. Thomas
St. Paul, Minnesota08.2017
Skills
- Problem-solving
- Attention to detail
- Team leadership & development
- Client relationships
- Integrity and honesty
- MS office
- Strategic planning
- Issue resolution
- Project leadership
- Time management
Professional Development Programs
- Emerging Leadership Program, Old National Bank, Minneapolis, MN, 04/01/18
- Leadership Development, Minnesota Bankers Association, 03/01/19
- Leadership Development, Minnesota Bankers Association, 07/01/20
- Culture Ambassador, UnitedHealth Group Culture Program, 12/01/21 - Present
- Minnesota AFP Annual Conference, 2019, 2020, 2022, 2023, 2024
- Rotary Club of Farmington, Board of Directors, May 2016- Present
Timeline
Treasury Consultant
UnitedHealth Group
10.2020 - Current
AVP, Treasury Management Officer
Roundbank
03.2020 - 10.2020
Treasury Management Analyst
Old National Bank
11.2018 - 03.2020
Personal Banking
Old National Bank
11.2014 - 11.2018
Bachelor’s Degree - Business Administration & Finance
Metropolitan State University
Associate Degree - Business Administration & Finance
University of St. Thomas
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