Lisa Tana, Ctp
About Lisa Tana, Ctp
Lisa Tana is a Senior Director of Global Treasury Operations at Interpublic Group, with extensive experience in treasury technology solutions and global cash management. She has a background in fraud prevention and risk mitigation, and has worked with various financial institutions and tools throughout her career.
Work at Interpublic Group
Lisa Tana serves as the Senior Director of Global Treasury Operations at Interpublic Group (IPG), a position she has held since 2005. In this role, she leads initiatives focused on fraud prevention and risk mitigation within the treasury operations. Her responsibilities include enhancing global cash visibility and management, which contributes to the overall efficiency of the company's financial operations. Tana's extensive experience in treasury technology solutions supports her leadership in this capacity.
Previous Experience in Treasury Operations
Before joining Interpublic Group, Lisa Tana worked as a Treasury Analyst at Cendant from 2003 to 2005 in Parsippany, New Jersey. Prior to that, she was an Admin/Relationship Assistant at Brown Brothers Harriman from 2001 to 2003 in New York, New York. These roles provided her with foundational experience in treasury operations and relationship management, which she has built upon throughout her career.
Education and Expertise
Lisa Tana holds a Bachelor of Science degree in Financial Economics from Binghamton University, where she studied from 1997 to 2001. She furthered her education by obtaining a Master of Business Administration (MBA) with a focus on Finance from Binghamton University School of Management, completing her studies in 2007. Her academic background supports her expertise in implementing treasury technology solutions, including WallStreet System, 360T, and Misys.
Proficiency in Financial Tools
Lisa Tana is proficient in various financial tools that enhance treasury operations. She has experience using Hyperion, SAP, and the ICD Money Market Portal. Additionally, she manages online banking platforms for several major financial institutions, including Citibank, Bank Mendes Gans, BAML, JPM, HSBC, Wells Fargo, TD, and RBC. This proficiency allows her to effectively oversee global cash management and financial operations.