ROBERT VENEZIA

-Develops Client Facing documents reporting on quarterly business.
-Performs quality Data Analysis
-Monitors the effectiveness of systems, policies and procedures and makes appropriate recommendations to ensure daily operations are efficient.
-Appropriately communicates and escalates concern in a fashion avoiding unnecessary personal and client anxiety.
-Updates and monitors internal reports to ensure the timely and efficient progress of each project.
-Partners with other Shareholder Mail team, as well as other departments, to continually add efficiency to the day to day processes as well as to increase client satisfaction.
-Monitors project completion from initiation through delivery.
-Draws on daily tasks and interactions to further develop understanding of Mutual Funds and the securities industry.

-Performed customer service transactional support functions such as accepting loan payments, taking deposits,
-verifying cash and endorsements, cashing checks, and issuing cashier's checks
-Performed end of day reconciliations to ensure accuracy
-Adhered to internal controls and operational procedures and policies
-Assisted associates and customers with timely delivery of service, or resolution of issues.
-Enforced OFAC bank policies by checking new customers primarily against the banks list of denied customers

- Analyze financial data to assess dealership performance and profitability.
- Prepare monthly, quarterly, and annual financial reports for management review.
- Conduct variance analysis to identify trends, opportunities, and areas for improvement.
- Assist in budgeting, forecasting, and financial planning processes.
- Evaluate pricing strategies and profitability of truck sales and financing options.
- Collaborate with sales, operations, and finance teams to optimize business performance.
- Perform ad-hoc financial analysis and provide insights to support decision-making.

-Supervised day-to-day operations to meet performance, quality and service expectations.

-Maintained a clean, safe, and organized store environment to enhance the customer experience.

-Developed strong working relationships with staff, fostering a positive work environment

-Monitored cash intake and deposit records. increasing accuracy, and reducing discrepancies