Francisco J Garcia, Cpa Email & Phone Number

United States

Houston, Texas, United States

Houston, Texas, United States

United States

manage staff accountant, GL accounting, monthly reconciliation. Internal and external reporting. Financial accounting and reporting.

Cincinnati, Ohio

accruals, internal and external reporting, gl accounting, monthly reconciliation.

Oak Lawn, Il

Work at the largest Fifth Third Bank financial center nationwide. Manage a team of 6 Bankers and 6 customer service representatives.Increased branch overall operational excellence by 50% year over year.

Oak Lawn, Il

Financial advisor to customers financial situations, identify plans to save clients time and/or money, assist in managing equity, assets, and liabilities to a more convenient or affordable plan. Within top 5 bankers in lending in Region with most assets added to bank through personal loans and lines, auto loans, credit card balances, and mortgage loans. Currently over 500,000 in increased loan growth to bank in first quarter 2018. Coach and mentor to other bankers to meet and exceed goal thresholds.

Chicago, Il

Review financial documents, income verification, tax returns, and bank statements in order to consolidate debts and determine budgets. Update customer information on existing accounts; keep records of tasks associated with customer accounts. Thorough knowledge of products and services in assigned area especially credit reviews and budgeting. Assist with completing reports and interpret data for management. Financial representative to all clients to accommodate for individuals financial goals either current, future, education, and retirement.Leader and mentor in district for credit reviews and financing in top 5% of company. Added over 2 million in assets for the bank on an annual basis throughout lending options to clients. Over 95% in customer service satisfaction through client surveys. Leadership award, lending award, and top banker award in 2016 and 2015.

Mokena, Illinois, United States

Make multiple calls to set appointments with clients for financial needs. Lobby leadership in the bank mart to attract customers in to the banking lobby. Promote lending and financial wellness by going to local businesses and passing bank flyers about current bank promotions.

Denver, Colorado, United States

Handle cash transactions, recommend credit cards to clients. Refer clients over to bankers for lending needs or commercial banker for small business needs. Open and close bank, vault, set and deactivate alarms, order weekly currency.

Lansing, Il

Manage team of 10 employees, provide training to new staff on cash handling and customer service, report employee time sheets, handle bank deposits, order invoices, and stock inventory. Maintain assembly line for timely service for every client on orders improving quality and timeliness.

Develop relationships with community suppliers for providing donations or discounts for our organization for fundraising events. Advertise for biannual fundraiser to obtain enough profits to build houses for the homeless. Reviewed best offers from food chains for the box city fundraiser.Speaker throughout campus to promote box city event for maximum fundraising throughout the community. Involved in the organization, preparation, and advertising.

Master Of Business Administration (M.B.A.), Accounting And Finance, 3.8/4.0

Activities and Societies: CPA

Bachelors Of Science, Mathematics

Mathematics Graduate Student, core concentration in accounting courses. Joined the national honors society, math club member, joined.

Associates Of Applied Science, Mathematics

Associates of applied Science, in school full time and worked full time, joined the national honors society, tutored mathematics to other.