Director of Portfolio Managment

Posted on: 2007-03-21

Julie E. Walker 710 Amberidge Trail, Atlanta, Georgia 30328 404.202.8033 [email protected] PROFESSIONAL EXPERIENCE ISTA NORTH AMERICA, ALPHARETTA, GA Director of Portfolio Management, (Mar 2006-Current)  Manage 10 employees, including selection, training, performance reviews, employee growth, and budgetary considerations, including P&L responsibilities.  Six Sigma Yellow Belt  Manage 90,000 billing units for multifamily division  Monitor quality of deliverables and manage a Portfolio Team effectively to ensure exceptional performance and manages day-to-day client relationships to ensure a high level of satisfaction.  Identify key client business issues, determines client needs by utilizing Six Sigma project management tools, and developing recommendations for the client to optimize ROI  Coordinate client training and client portfolio growth  Interface with Sales department to support Portfolio Expansions and Client Retention  Coordinate cross-functional team projects and daily activities with internal departments including Utility Expense Management, Cash Management, Billing Services, and Shared Services.  Participate in Process Improvement projects that improve business performance through immediate \"quick hit\" improvements, process flow improvements and implementation of shared services PRENOVA, INC., ATLANTA, GA (December 1999 – March 2006) Manager Bill Payment and Utility Services, (Oct 2004 to Mar 2006)  Manage over $300 million in energy expenditures for five key clients  Increased gross margin by 25% by developing internal operating systems  Added $350,000 to bottom line annually by creating $1,000,000 in savings for clients via energy rebates  Manage and coordinate Client’s energy start up for new site construction and upgrades to existing facilities enabling customer to focus resources on core competencies resulting in $500,000 in savings to the client through increased efficiency on construction projects.  Contributed to $250,000 in new sales through proposal preparation, deal structuring, and prospect visits.  Manage five energy analysts, including training and reviews PRENOVA, INC., ATLANTA, GA Bill Payment Services Coordinator (Jul 2003 to Oct 2004)  Successfully managed 6 outsourced bill payment transition projects for clients.  Manage 15,000 utility invoices per month ensuring accurate and timely processing of payments.  Ensure accurate general ledger data.  Creation of internal pricing models for Bill Payment department.  Facilitated $150,000 in bill payment sales by structuring deals based on internal pricing models.  Prepare and present sales proposals to potential and existing clients for Bill Payment Transition.  Manage outsourced vendors and maintain client relationships in order to increase up-sell EDUCATION Masters of Business Administration, Management Information Systems (1999) Tennessee Technological University, Cookeville, Tennessee Bachelor of Science, Business Management (1997) Tennessee Technological University, Cookeville, Tennessee