Keith Barclay

Keith Barclay

Senior Mutual Fund Accountant

Followers of Keith Barclay2000 followers
location of Keith BarclayWashington, District of Columbia, United States

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  • Timeline

  • About me

    Finance | Sales | Strategy | Product | Non-Profit Advisory Board Member

  • Education

    • Howard University

      2003 - 2007
      B.B.A Finance

      Activities and Societies: Finance and Investment Club

    • Howard University School of Business

      2016 - 2018
      Master of Business Administration (M.B.A.) Finance, General

      Activities and Societies: Merit Scholarship Recipient, Vice President - Graduate Student Student Council, Howard University Admissions Ambassador, Treasurer- Finance Club, Beta Gamma Sigma,

  • Experience

    • ICMA-RC

      Aug 2009 - Jul 2012
      Senior Mutual Fund Accountant
    • Navigant

      Jul 2012 - Feb 2015
      Senior Consultant - Risk Management
    • EY

      Feb 2015 - Jul 2016
      Senior Consultant - Business Controls
    • Bill & Melinda Gates Foundation

      Jun 2017 - Aug 2017
      Summer MBA Financial Planning & Analysis Associate
    • IBM

      Jul 2018 - now

      • Led B2B strategic initiatives and stakeholder needs for the organization’s three largest commercial financing clients, driving annual $5.1B in inventory financing volumes globally• Led financial transformation for sales forecasting and reporting, leveraging data-driven insights to optimize budget planning efforts for IBM's Chief Credit Officer, resulted in a 50% reduction in forecasting discrepancies and improved revenue forecasting accuracy • Drove $40M of top-line revenue for IBM and Federal Systems Integrators clients in the Washington D.C. metro and northeast U.S. territories; Completed six-month rotations in Credit/Risk Management, IBM Garage, Pricing/Deal Structuring, and Legal.

      • Product Manager

        Nov 2022 - now
      • Global Ecosystems Account Executive

        Mar 2021 - Nov 2022
      • Financial Sales Executive - Federal/Public Market

        Jul 2020 - Mar 2021
      • Program Manager - Global Financing Leadership Development Program

        Jul 2018 - Jun 2020
    • Per Scholas

      Sept 2021 - now
      Member Of The Board Of Advisors - National Capital Region

      I am passionate about diversity within the Technology and Finance industry. We're committed to open doors to technology careers for individuals from often overlooked communities. Building careers. Improving businesses. Enriching communities.

  • Licenses & Certifications

  • Volunteer Experience

    • Advisory Board Member

      Issued by Per Scholas
      Per ScholasAssociated with Keith Barclay
    • Volunteer

      Issued by Food Lifeline on Jun 2017
      Food LifelineAssociated with Keith Barclay