Isabel Garza

Isabel Garza Email and Phone Number

Senior Treasury Analyst @ Thrive Pet Healthcare I Certified Treasury Professional Candidate @ Thrive Pet Healthcare
Isabel Garza's Location
Austin, Texas, United States, United States
Isabel Garza's Contact Details
About Isabel Garza

Isabel Garza is a Senior Treasury Analyst @ Thrive Pet Healthcare I Certified Treasury Professional Candidate at Thrive Pet Healthcare. She possess expertise in universal life, risk management, personal finance, small business, key person protection and 10 more skills.

Isabel Garza's Current Company Details
Thrive Pet Healthcare

Thrive Pet Healthcare

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Senior Treasury Analyst @ Thrive Pet Healthcare I Certified Treasury Professional Candidate
Isabel Garza Work Experience Details
  • Thrive Pet Healthcare
    Senior Treasury Analyst
    Thrive Pet Healthcare May 2024 - Present
    Austin, Texas Metropolitan Area
  • Thrive Pet Healthcare
    Treasury Analyst
    Thrive Pet Healthcare Oct 2020 - Present
    Austin, Texas Metropolitan Area
    - Provided strategic financial support and guidance during the acquisition of veterinary clinics and hospitals, ensuring the financial viability and success of these ventures- Continuously sought innovative treasury solutions to support the dynamic financial needs of a rapidly expanding healthcare network, enhancing overall operational efficiency- Collaborated closely with legal, operational, and acquisition teams, streamlining financial processes and systems in the context of ongoing business expansion- Crafted and implemented Standard Operating Procedures (SOPs) in treasury operations, pivotal for standardizing processes across both long-standing and newly acquired clinics- Produced detailed ad hoc treasury reports, offering crucial insights for strategic decision-making during the acquisition and integration processes- Expertly managed the opening and closing of bank accounts, crucial for the seamless financial integration of newly acquired veterinary clinics and hospitals under Thrive Pet Healthcare- Led the establishment and management of point-of-sale systems across all hospitals, including those newly acquired, ensuring uniformity and efficiency in financial transactions- Maintained rigorous daily cash reporting, offering a comprehensive view of financial health, particularly important during periods of acquisition and integration- Oversaw lending programs, providing vital financial support for both existing and newly acquired veterinary practices, facilitating their growth and operational success
  • Bumble Inc.
    Fp&A Business Operations Analyst
    Bumble Inc. Apr 2019 - Sep 2020
    Austin, Texas Area
    - Effectively managed and optimized individual location marketing budgets, ensuring strategic allocation of funds and maximizing ROI on marketing spend- Played a key role in the month-end close process, ensuring timely and accurate financial reporting, and analyzing variances to maintain budgetary control- Oversaw the entire Profit and Loss management for Bumble Mexico, providing detailed financial insights and strategies to enhance profitability- Worked closely with marketing, sales, and operational teams to align financial strategy with business objectives, enhancing overall business performance- Effectively communicated complex financial information to stakeholders, providing clarity on financial performance and strategic financial planning- Seamlessly integrated financial operations with business processes, ensuring cohesive and efficient management of financial resources- Initiated and implemented process improvements in financial operations, focusing on automation and best practices to increase efficiency and accuracy- Conducted in-depth financial analyses to support strategic decision-making, identifying key performance drivers and areas for cost reduction and revenue enhancement.
  • Gulshan Enterprises Inc
    Treasury Analyst
    Gulshan Enterprises Inc Jul 2018 - Apr 2019
    Houston, Texas, United States
    - Demonstrated strong collaboration skills by partnering effectively with commercial bankers, serving as the subject matter expert on corporate card-related matters, and ensuring optimal financial solutions for the company- Excelled as the go-to expert for the corporate card program, providing critical insights and strategies to optimize card usage and benefits, enhancing overall financial efficiency- Proficient in creating, managing, and analyzing a suite of complex financial reports, transforming data into actionable insights to drive business decisions and revenue enhancement- Managed and oversaw Profit and Loss statements for various subsidiaries, ensuring accurate financial reporting and contributing to strategic decisions- Assisted in the smooth transition of newly acquired businesses, ensuring they were effectively integrated into existing financial systems and processes- Played a key role in acquiring new business for the restaurant portfolio, facilitating seamless integration and onboarding to the company's platform and business processes- Collaborated across departments to develop and implement revenue strategies, focusing on profitability and sustainable growth
  • New York Life Insurance Company
    Financial Planning Analyst
    New York Life Insurance Company Dec 2015 - Sep 2016
    - Efficiently prepared comprehensive financial reports, highlighting critical metrics and indicators, and delivering both retrospective analyses and forward-looking insights to guide decision-making- Continuously monitored industry trends and economic indicators, integrating insights into financial forecasts and strategic planning, ensuring readiness for market changes and opportunities- Ensured strict adherence to financial regulations and standards, particularly in the insurance industry, maintaining compliance and upholding the highest ethical standards- Established a record of successful collaboration with multiple departments to integrate financial plans with business operations, complemented by a talent for articulating complex financial concepts to non-specialist audiences- Regularly conducted detailed variance analysis, skillfully identifying and interpreting deviations from budgeted figures, and providing actionable insights and recommendations to senior management
  • Lenscrafters
    Sales Associate
    Lenscrafters Oct 2012 - Oct 2014
  • American Electric Power
    Revenue Analyst
    American Electric Power May 2009 - Aug 2010

Isabel Garza Skills

Universal Life Risk Management Personal Finance Small Business Key Person Protection Buy Sell Agreements Asset Protection Annuity Sales Income Protection Retirement Planning Wealth Preservation Planning Gifting Strategies Education Funding Strategies Retirement Income Strategies Teamwork

Isabel Garza Education Details

Frequently Asked Questions about Isabel Garza

What company does Isabel Garza work for?

Isabel Garza works for Thrive Pet Healthcare

What is Isabel Garza's role at the current company?

Isabel Garza's current role is Senior Treasury Analyst @ Thrive Pet Healthcare I Certified Treasury Professional Candidate.

What is Isabel Garza's email address?

Isabel Garza's email address is is****@****ets.com

What schools did Isabel Garza attend?

Isabel Garza attended University Of The Incarnate Word, Dulles High School.

What skills is Isabel Garza known for?

Isabel Garza has skills like Universal Life, Risk Management, Personal Finance, Small Business, Key Person Protection, Buy Sell Agreements, Asset Protection, Annuity Sales, Income Protection, Retirement Planning, Wealth Preservation Planning, Gifting Strategies.

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