Alexander Cortez
Cleveland
Summary
Strategic Operations and Financial Analyst with 10+ years of experience across foreign exchange, financial services, and client account management. Proven ability to manage multimillion-dollar portfolios, ensure regulatory compliance, and deliver data-driven insights that improve operational efficiency and client outcomes. Currently pursuing a B.S. in Computer Science with a focus on Software Engineering, with a strong interest in leveraging technology and automation to enhance financial systems and business processes.
Overview
13
13
years of professional experience
Work History
Foreign Exchange Analyst 2
Huntington Bank
09.2024 - Current
- Execute and process daily foreign exchange transactions with a high degree of accuracy and timeliness.
- Ensure compliance with internal controls, regulatory requirements, and risk management protocols.
- Analyze FX deal data to identify discrepancies, trends, and opportunities for process improvement.
- Collaborate with internal teams and clients to resolve transaction issues and maintain strong relationships.
- Support reporting and reconciliation of FX activities, ensuring alignment with financial records.
- Contribute to ongoing process optimization and system utilization improvements within FX operations.
Regional Account Specialist
Fidelity National Financial
01.2021 - 09.2024
- Manage financial operations and client service delivery for a portfolio of 2,600+ clients.
- Oversee accounts receivable and weekly reconciliation processes totaling $20M+ in revenue.
- Support month-end close activities and ensure accuracy across financial reporting systems.
- Partner with account management teams to enhance client satisfaction and retention.
- Maintain compliance with national banking laws and regional regulatory requirements.
- Generate and manage reports including escrow loss invoices, ACH commissions, wire transfers, tax reporting, and bank reconciliations.
- Utilize QuickBooks and proprietary systems to streamline reporting and financial workflows.
Table Games Floor Supervisor
JACK Cleveland Casino
05.2013 - 10.2021
- Led daily financial operations across multiple gaming tables, managing revenue ranging from $250K to $1.4M per shift.
- Oversaw accounts payable/receivable processes and ensured accurate transfer of funds to central banking systems.
- Built and maintained strong client relationships, enhancing customer satisfaction and retention.
- Conducted internal audits and financial reviews to ensure compliance and accurate reporting.
- Tracked and reconciled up to 300 accounts daily, maintaining high accuracy under fast-paced conditions.
- Trained staff on compliance procedures, financial tracking, and operational standards.
Education
Bachelor of Science - Computer Science
Southern New Hampshire University
Hooksett, NHSkills
- Foreign Exchange (FX) Operations
- Financial Analysis & Reporting
- Client Relations & Customer Success
- Compliance & Regulatory Adherence
- Account Management
- Accounts Receivable & Payable
- Reconciliation & Month-End Close
- Data Analysis & Process Improvement
- Strategic Planning & Problem Solving
- Tools: QuickBooks, Microsoft Office Suite, Proprietary Financial Systems
- Languages: Spanish (Bilingual)
Timeline
Foreign Exchange Analyst 2
Huntington Bank
09.2024 - Current
Regional Account Specialist
Fidelity National Financial
01.2021 - 09.2024
Table Games Floor Supervisor
JACK Cleveland Casino
05.2013 - 10.2021
Bachelor of Science - Computer Science
Southern New Hampshire University