Alejandro Garcia: Financial Analyst in San Diego, CA

- 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