VAN GALVAN
San Jose,CA
Summary
Dynamic and detail-oriented finance professional with a strong foundation in treasury operations, credit analysis, and customer relationship management. U.S. Army Veteran with proven leadership in high-pressure environments. Known for delivering strategic insights, fostering collaboration, and driving operational efficiency. Adept at navigating complex financial systems and committed to continuous growth and excellence.
Overview
3
3
years of professional experience
Work History
Treasury Management Advisor
Western Alliance Bank
07.2025 - Current
- Serve as a strategic partner to clients, delivering tailored treasury solutions that optimize cash flow and mitigate financial risk
- Lead onboarding and implementation of treasury products, ensuring seamless integration and client satisfaction
- Collaborate with cross-functional teams to identify process improvements and enhance operational efficiency
- Analyze client portfolios and provide consultative insights to support business growth and financial health
- Present performance metrics and solution recommendations to senior leadership and stakeholders
Treasury Management Analyst
Western Alliance Bank
06.2023 - Current
- Compile data and analytical results into useable reports.
- Work with team members and customers to find workable solutions to improve operations.
- Create reporting packages and presentations for various purposes, including business performance results and company overviews.
- Assist Treasury Management Officers by compiling paperwork and taking detailed meeting minutes.
- Provide excellent service and attention when dealing with customers face-to-face or over the phone.
Credit Analyst
Western Alliance Bank
06.2022 - 06.2023
- Provide direct support to the Relationship Manager.
- Prepare draft proposals, loan presentations, and administrative action memo.
- Provide in-depth customer research and analysis.
- Prepare financial and analytical breakdown of clients' financial statements to include Profit and Loss, Balance Sheet, and Cash Flow.
- Analyze a company's A/R, A/P, BBC, and A/R Audit.
Education
Bachelor of Science - Business Finance
San José State University
San Jose, CA01.2022
Associate of Science - Business Management
San Jose City College
San Jose, CA01.2020
Skills
- Technical Proficiency: Microsoft Outlook, Word, PowerPoint, Excel
- Financial Acumen: Accounting principles, financial statement analysis, credit risk evaluation
- Analytical Thinking: Logical, systematic problem-solving with data-driven decision-making
- Communication: Clear, concise writing and presentation skills across all organizational levels
- Adaptability: Agile in fast-paced environments with a growth mindset
- Team Collaboration: Strong interpersonal skills, receptive to feedback, and committed to team success
- Time Management: Reliable multitasker with excellent prioritization and organizational skills
Affiliations
- FMA - Financial Management Association
- Beta Alpha Psi
Timeline
Treasury Management Advisor
Western Alliance Bank
07.2025 - Current
Treasury Management Analyst
Western Alliance Bank
06.2023 - Current
Credit Analyst
Western Alliance Bank
06.2022 - 06.2023
Associate of Science - Business Management
San Jose City College
Bachelor of Science - Business Finance
San José State University