Ana Fonseca Email & Phone Number

Los Angeles, Ca, Us

San Francisco, California, Us

Valencia, Ca, Us

Valencia, Ca, Us

Participate in the development and execution of the organization's business strategy. Responsible for revenue growth and member experience, including oversight of branches, sales and loan fulfillment channels.

Valencia, Ca, Us

+ Lending Operations and Fullfillment

Valencia, Ca, Us

Executive team member participating in the development and execution of the organization's business strategy. Responsible for all financial matters of the organization, including forecasting, budget development and management, asset liability management (ALM), investment portfolio management, secondary marketing, liquidity management, financial reporting, financial analysis, internal controls, pricing and a key participant in the oversight of the employee savings and retirement plans. Other responsibilities include oversight of facilities management, branch deployment strategy, fraud mitigation and investigations, procurement, office services, physical security, business resumption planning and emergency response.

Los Alamitos, Ca, Us

Responsible for all financial matters of the organization, including forecasting, budget development and management, asset liability management (ALM), cash management, investment portfolio management, financial reporting, financial analysis and internal controls. Other responsibilities included oversight of IT, eCommerce and card services.

Valencia, Ca, Us

Held various positions responsible for: A/P, month-end close, Cash Management, Budget development/variance analysis, management, financial reporting, investment portfolio administration, GL reconciliation, asset liability management (ALM) and forecast modeling, financial analysis, product and service pricing, profitability analysis, etc.

Prior to becoming Revenue Manager, I was responsible for A/P, GL entries and reconcilement, preparation of financials, audit schedules, inter-company tax schedules, property tax filings, sales and use tax reporting and budget variance analysis. As Revenue Manager, I serviced a $145 million purchase and credit facility and was responsible for A/R functions, including income accruals. I maintained relationships with various VPs and Treasurers of banks participating in the purchase and credit facility.

Stanford Executive Program, Executive Leadership

Mba, Finance

Bs, Business Administration