We found the following information about Jeremy J Dobes at Pscu, where this expert has worked as a Vp, Financial Analysis and Reporting since 2020. Jeremy's total work experience is over 16 years, during which time they had at least ten jobs at different companies to develop professional skills. Jeremy studied at the Eckerd College from 2019 to 2019. This expert received the following certifications: License 38147, Institute of Management Accountants Cma® (Ima/Cma), and Certified Management Accountant: Cma®, License 38147. Currently, Jeremy J Dobes is located in Phoenix, Arizona. You can contact with Jeremy by looking for phone or email or get further information by requesting access to Jeremy's further details from us.
Name variants:
Jeremiah Dobes,
Jerry Dobes
Last updated May 21, 2024
Contact Information
Last Update
Jul 6, 2022
Email
jd**@pscu.com, do**@gmail.com, je**@email.com
Location
Phoenix, AZ
Company
Workplace
Vp, Financial Analysis and Reporting
Saint Petersburg, FL
Industry
Financial Services, Finance and Insurance, Credit Intermediation and Related Activities, Activities Related to Credit Intermediation, Credit Card Processing And Other Electronic Banking Services For Credit Unions, Credit Card Services For Credit Unions, Business Services
Colleagues
Work History
Senior Financial Analyst
9620 Executive Center Dr north SUITE 200, St Petersburg, FL 33702
Senior Financial Analyst at YourMembership
Mar 2016 — Sep 2016
Senior Financial Analyst
1511 north West Shore Blvd STE 350, Tampa, FL 33607
Built additional revenue streams from account-based business. Assisted transitioning to non-bank custodian. Increased interchange revenue and net-interest margin. Built new pricing model for...
Sep 2013 — Mar 2016
Senior Financial Analyst
Towers Watson
Acquired Acclaris
May 2015
Sep 2013 — Mar 2016
Financial Business Analyst
1001 east Palm Ave, Tampa, FL 33605
Built market-level trending models.
Improved quarterly A/R trending process for forecasting.
Analyzed inefficiencies to improve resource allocation.
Developed capacity dashboards.
Decre...
Nov 17, 2008 — Sep 19, 2013
Senior Financial Analyst
720 east Wisconsin Ave, Milwaukee, WI 53202
Assisted in team growth of 125% AUM in less than six months.
Executed all trading and operational activities for advisory and brokerage programs.
Developed new prospect portfolios for pot...
May 1, 2008 — Nov 1, 2008
Financial Advisor Associate
1585 Broadway, New York, NY 10003
Created comprehensive personal investment plans for high-net-worth clients based on personal risk profiles.
Increased branch deposits by $17M in new assets in 13 months.
Performed varianc...
Apr 2007 — May 2008
Financial Controller - Fixed Income Derivatives - Associate
1585 Broadway, New York, NY 10003
Responsible for all single names books in auto/manufacturing sectors.
Responsible for Index Derivatives across all sectors.
Executed arbitrage opportunities between single names and index...
Jul 2005 — Apr 2007
Financial Controller - Fx and Interest Rate Derivatives - Global Analyst
270 Park Ave, New York, NY 10010
Responsible for daily P&L of FX & Interest Rate Derviatives Traders.
Automated month-end funding process.
Department lead for integrating new bond pricing software.
Prepared and executed...
May 2004 — Jul 2005
401 and Pension Benefits Advisor
New York, NY
Provided support to retail clients in the area of retirement products.
Analyzed and implemented mutual fund asset allocation models to suit clients’ risk tolerance for retirement plans.
C...
Jun 2002 — Aug 2003
Education
2019 — 2019
2018 — 2018
2017 — 2018
2012 — 2012
2010 — 2012
1998 — 2002
upto
Occupations
Executive
Vice President
Accountant
Financial Analyst
Chief Executive
Skills
Financial Analysis
Internal Controls
Financial Services
Financial Modeling
Strategy
Corporate Finance
Strategic Financial Planning
Analytics
Trend Analysis
Capital Markets
Hyperion Enterprise
Portfolio Management
Corporate Fp&A
Financial Planning and Analysis
Key Performance Indicators
Decision Analysis and Risk Management
Cost Management
Financial Forecasting
Enterprise Reporting Solutions
Financial Statement Analysis
Performance Management
Sensitivity Analysis
Essbase
Cash Flow Forecasting
Capital Budgeting
Cash Flow Management
Benefit Cost Analysis
Finance
Forecasting
Budgeting
Business Analysis
Salesforce.com
Qlikview
Planning Budgeting and Forecasting
Private Equity
Derivatives
Equities
Fixed Income
Bonds
Credit Risk
Investment Decisions Analysis
Portfolio Optimization
Complaince
Treasury
Equity Valuation
Mutual Funds
Erp Implementations
Treasury Management
Fx Options
Securities
Hedging
Interest Rate Derivatives
Interest Rate Hedging
Fx Derivatives
Fx Hedging
Strategic Planning
Cash Management