Juan Garcia

About Juan Garcia

Experienced Investment professional with 6 years of proven fund management. Currently…

Experience

1. Project Manager

   Robert Half

   Sep 2013 — Present

   Managed high profile, risk sensitive $9million budget for LoanIQ project for Silicon Valley bank. • Designed and implemented revenue and expenditure model from scratch for tribal nation scholarship fund, presented model to Treasurer and Education Committee, resulting in improved forecast and optimization of variances for fiscal years 20••••25 and reduced budget modifications of • Launched financial statements project on Workiva for Board of Directors-project completed 3 weeks ahead of time. • Spearheaded project to upload financial analysis worksheets for asset manager to study variances on leasing rates to real estate properties. • Prepared portfolio of 12 vendors with monthly invoicing of to be outsourced. Developed procedures and process which resulted in outsourcing going online within 5 months of inception for Wells Fargo. • Conducted non-ePro invoicing using advanced excel ensure that all were correct in price and paid out in a timely manner to the banks vendors resulting in payout ratio of 100%. • Managed portfolio of aged invoices and reduced it by 75% resulting in enhanced record keeping. • Performed complex financial, fiscal, and/or economic analyses and cost/benefit analyses; monitored budget utilization, revenues and expenditures; provided financial expertise to department and programmatic management, federal another grantors including budget, cash management, reconciliation, compliance with state and federal regulations, federal reports and forecasts for State of Arizona Department of Economic Security using Excel Pivot Tables advanced modeling. • Developed and presented financial reports on an annual, monthly and ad hoc basis; identified, researched and analyzed possible impacts of proposed/pending federal and state legislation, for funding modifications.