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Lina Petrov

Treasury Analyst

Charlotte, NC lina.petrov@example.com +1 (555) 002-1113

Profile

Treasury analyst who keeps cash visible and borrowing boring. Daily positions, forecast vs actual, and a bank relationship that does not live in one person’s inbox.

Experience

Treasury Analyst 2021 – Present

Clearwater Holdings · Charlotte, NC

  • Built a 13-week cash forecast that missed weekly closing cash by less than 3% on average.
  • Consolidated 6 bank portals into a daily position file the CFO opened every morning.
  • Renegotiated idle-cash sweeps that added about 0k annual interest without new risk.
Staff Accountant 2017 – 2021

Piedmont Ledger · Charlotte, NC

  • Owned month-end cash reconciliations and cleared a 90-day reconciling-item backlog.
  • Documented wire controls after a near-miss vendor change request.

Skills

Cash forecasting · Banking · Excel · Controls · Reconciliations · Reporting

Education

B.S. Finance 2017

Piedmont University

Projects

Cash Board

Sample 13-week forecast with receipts, disbursements, and covenant notes.