Omar S. Email & Phone Number

California, United States

Menlo Park, California, United States

San Jose, California, United States

Santa Clara, California

San Jose, Ca

Santa Clara, Ca

Conduct outside sales to bring in new business while expanding existing personal and business banking relationships*Conduct comprehensive review of client portfolios, including: meeting with clients, lawyers and advisors to assess strategies based on objectives and risk profile, identify opportunities, and prepare customized asset allocation suggestions*Collaborate with partners regarding development and implementation of cross-selling initiatives *Present written reports detailing the financial position and cash flow of the client, potential risks, collateral position, strengths, and weaknesses. Recommendations for credit structure, risk rating, pricing, and credit approval.

Los Altos, Ca

Identified and responded to partnership prospects having an interest in the enhancement of property assets and programs emphasizing mutually beneficial and aligned opportunities*Benchmarked, developed and implemented appropriate tracking methods for volunteerism, leadership, and contributions. Maintain awareness of and make recommendations to enhance the city's effectiveness of educational donor-recognition related practices, policies, and guidelines*Managed all fundraising campaign or event planning and logistics including budget, goals, date, venue program, promotion, community and staff role clarity, fulfillment/recognition and impact reporting*Collaborated and coordinated with partners and other city educational foundations to achieve objectives in marketing, communications, operations, and finance

Los Altos, Ca

Lead and manage all day-to-day activities related to the sales function with a focus on building long-term, value-based customer relationships that enabled achievement of property sales objectives*Provided analytical support during budget reviews to identify cost saving and productivity opportunities for property managers*Compiled information, analyzed and monitored actual sales against projected sales*Provided direction and assistance to other organizational units regarding accounting and budgeting policies and procedures, and efficient control and utilization of financial resources

San Mateo, Ca

Documented processes in the areas of general accounting, accounts receivable, accounts payable, and financial reports preparation*Participated in record audits and evaluations and used electronic management systems to organize and track electronic records*Provided assistance on special research, analysis and drafting projects, as identified by the Chief Financial Officer (CFO)*Drafted analytical memoranda for the Deputy Chief Financial Officer (DCFO) for distribution to FM (Finance Manager) and other stakeholders

Los Altos, California

Managed workflow to ensure the timely rendering of accounting statements to talent, other studios, investors, etc. who are entitled to share in the results from the distribution of theatrical productions pursuant to various legal agreements with the company*Represented and participated with the Executive Director, Chief Financial Officer, and Senior Vice President of Participations in dealings with management outside the financial function including interaction with: Legal, IT and Treasury departments, as well as with financial and operating management personnel*Specialized in the identification of high-quality video programming, from theatrical trailers to full-length feature films, as well as overseeing decisions about what types of video content best serves audiences and best fulfills the stated goals for consumption and generation of revenue*Proactively lead a joint partner planning process that develops mutual performance objectives, financial targets, and critical milestones associated with a productive partner relationship on an ongoing basis*Developed and executed partnership programs with corporate brands, supporting studio theatrical releases with marketing campaigns