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Financial Analyst

- Generate reoccurring reports to track loan product performance and monitor problem loans for an $8.5B portfolio
- Created and manage tracking system that allows CB&T and its 7 affiliate banks to track all syndication projects
- Perform in-depth analysis of loan products and create presentations for senior managers to present to the board
- Manage transfer of files requested by FDIC during audits by uploading to a secure portal and tracking files delivered
- Assisted in project to revise lending authority amounts and streamline process of communicating updated amounts
- Create ad-hoc reports directly for senior managers and assist in various projects to improve efficiency of reporting

Click to edit position descriptionFINANCE & ANALYSIS:
- Assisted in development and launch of credit card products for country’s top bank (per ABA Banking Journal)
- Monitored financial performance of products and created daily, weekly, and monthly reports for upper managers
- Performed weekly variance analysis, assisted in creation and refining of forecasts, and analyzed P&L statements
- Created and managed several large databases and analyzed data to find trends and make strategy recommendations
- Redefined accounting treatment and finance management processes for reward points alongside Finance Manager
- Developed spreadsheets to track key financial metrics, inventory, product usage and document accounting entries
- Reconciled 1.5 years-worth of invoices, activity reports and accruals surrounding rewards points program
- Generated desktop procedures for various finance management processes in preparation for department audits
- Managed reporting to vendors, income and expense accruals, invoice processing, purchase orders and GL entries
- Presented overview of portfolio performance and program enhancements to senior managers in quarterly meeting

MARKETING & PROJECT MANAGEMENT:
- Lead creative development and copywriting for physical collateral and product pages on BOH.com for 5 products
- Developed and managed all direct marketing initiatives (email, direct mail & telephone) for customer engagement 
- Worked alongside Legal and Compliance departments for review and approval of all customer-facing content
- Assisted in planning and performance monitoring of five new product launches and three sales campaigns
- Implemented and managed program for customers to redeem points for gift cards from local Hawaii vendors online
- Traveled to branches state-wide to train salesforce on new products, product features and sales strategies
- Given the Chairman’s Discretionary Award for outstanding performance in 2013
- Part of Step Up to Excellence Team Award-winning team which developed private client card

Product Associate

Find out detailed information about Alejandro Garcia, Financial Analyst in San Diego, CA

Alejandro Garcia: Financial Analyst in San Diego, CA

Alejandro Garcia

California Bank & Trust

Bank of Hawaii

University of San Diego