Anju Puri

Experience

• 

  Compaq Financial Services

  Oct 1998 - Oct 2001

  Corporate Treasury Analyst

  Treasury Analyst for the start up leasing division of Compaq. Gained exposure to many aspects of Treasury. Involved in daily cash positioning process, funds transfer initiation, bank relationship management, cash forecasting and use of major banking systems

• 

  Conair Corporation

  Nov 2001 - Mar 2008

  Treasury Support Specialist

  Provided support to the Treasury function to meet operational, analytical, reporting and administrative responsibilities. Made recommendations to management to effectively administer Treasury activities to minimize costs and maximize returns through the effective utilizations of cash resources. Managed investment & debt portfolio, foreign exchange & credit card activity, and the banking structure for effective cash management.

• 

  Bristol-Myers Squibb

  Mar 2008 - Jan 2014

  Responsible for providing strategic direction and leadership to the Global Payments team. Focused on process improvements and standardization of the Payment Process globally, managed offshore teams & Regional Operating Centers. Lead the design & implementation of Treasury workstation (SunGard Quantum). Developed cash management operations, processes & controls for the new workstation environment and provided on-going training to the staff members. Lead the implementation of the company’s SWIFT connectivity. Key stakeholder in the continued development of the treasury system & managed all the system upgrades.

  • Global Payments Service Manager

    Jan 2013 - Jan 2014

  • Cash Management Manager

    Mar 2008 - Feb 2013
• 

  Citi

  Jan 2015 - Feb 2023

  Collaborate with all TTS cross-functional partners to improvise internal network and manage In Business Risk and controls for all liquidity products. Lead the Management Control Assessments and provide oversight and governance on all risk related initiatives Lead Client Experience efforts by defining and measuring Global Consistencies across the TTS network. Work closely with Product, Sales, Implementation, Operations and Service organizations to rationalize and simplify Liquidity and Investment product offerings. Lead Global Liquidity representation in the implementation of Citi Risk system migration Management Control Assessments and Annual Risk Assessment

  • SVP, CCB Treasury Sales Consultant

    Feb 2022 - Feb 2023

  • COO, Global In Business Risk & Controls (IBC) - TTS Liquidity, SVP

    Jan 2020 - Mar 2022

  • Vice President, TTS Liquidity Client Experience, Global Governance

    Jan 2015 - Dec 2019
• 

  Pathways to Holistic Life LLC

  Jul 2022 - now

  Life Coach

  1-1 life coaching and group workshops customized to empower leaders to moving through life transformations.

• 

  Learning Tree International

  Feb 2023 - now

  Leadership Facilitator
• 

  ExponentUp

  Jul 2024 - Jan 2025

  Senior executive coach

  Workplace Relationship Coaching Loss and Grief specialist Energetic Healer