Anthony Rebeterano Email & Phone Number

San Jose, California, United States

The Senior Financial Analyst’s primary responsibility is to assist in the development andadministration of financial analysis for Technology Credit Union (Tech CU). The incumbentparticipates in asset-liability management preparation and modeling, profitability measurement,preparation of recurring financial reports, financial research, financial modeling, ad-hoc financialanalyses, budget planning and coordination, and developing and/or utilizing spreadsheets,databases, and other computer applications.

San Jose, California

ResponsibilitiesConsolidate and analyze financial data (budgets, income statement forecasts etc) taking into account company’s goals and financial standingProvide creative alternatives and recommendations to reduce costs and improve financial performanceAssemble and summarize data to structure sophisticated reports on financial status and risksDevelop financial models, conduct benchmarking and process analysisConduct business studies on past, future and comparative performance and develop forecast modelsIdentify trends, advise company and recommend actions to a senior financial analyst based on sound analysisTrack and determine financial status by analyzing actual results in comparison with forecastsReconcile transactions by comparing and correcting dataGain and update job knowledge to remain informed about novelty in the fieldConsult with management to guide and influence long term and strategic decision making within the broadest scopeDrive process improvement and policy development initiatives that impact the function

Sunnyvale,Ca

• Perform a wide variety of banking transactions, processing all transactions accurately, handling each efficiently and with appropriate discretion. • Open/process new member accounts and loan applications. Honor commitments to members and follow up with them to ensure satisfaction.• Cross-sell products/services as appropriate. • Participate in business development events outside of the branch,e.g. Company on-sites and community activities.• Meet assigned sales goals; report progress to manager.• Ensure all sales referrals are correctly entered into the designated tracking system.• Open and close cash drawer daily, ensuring proper handling of cash and negotiables. Balance cash drawer at the close of business each day.• Travel to other Financial Centers as directed by manager.• Connect with manager to establish personal goals for professional development.

Process transactions accurately and efficiently in a fast-paced environment while simultaneously introducing products and services that meet the customer’s needs and encouraging customers to expand their relationship with Bank of America. Create a connection and develop rapport with customers to provide outstanding, personalized service Meet or exceed sales goals by influencing customers to learn about products/services that will benefit them.

Duties included: Customer engagement, Cash handling, Up-selling, Assisting shift manager, Leading of team and shift, Training of new partners, Inventory Counts, Product knowledge, Maintaining stock of retail and coffee.