Senior Financial Analyst @ (November 2021 - October 2022)
Financial Analyst III @ (April 2020 - November 2021)
Senior Analyst II @ (January 2020 - April 2020)
Senior Analyst @ (January 2019 - April 2020)
Compliance Analyst II @ (January 2018 - April 2020)
Compliance Analyst @ (May 2017 - April 2020)
Customer Service Manager @ (May 2015 - January 2017)
Senior Performance Analyst @ (February 2006 - September 2010)
Financial Specialist -Officer @ (March 2003 - February 2006)
Office Manager @ (June 2000 - March 2003)
Anne Stefanacci Education
Xavier University - Williams College of Business
Master of Business Administration - MBA
2023-2026
Wittenberg University
Bachelor's Degree (Business Management)
1996-2000
Anne Stefanacci Skills
Alternative Investments
Analytical Skills
Anti-Money Laundering
Asset Management
Attention to Detail
Balance Sheet Review
Balance Sheets
Bank Audits
Bank Management
Banking
Budget Monitoring
Budget Process
Business Analysis
Capital Expenditures
Communication
Credit Analysis
Customer Service
Customer Service Management
Document Preparation
Equities
Finance
Financial Analysis
Financial Forecasting
Financial Modeling
Financial Monitoring
Financial Operations
Financial Planning
Financial Planning and Analysis (FP&A)
Financial Reporting
Forecasting
Fraud Investigations
Home Equity Loans
Infor Enterprise Resource Planning (ERP)
Investment Strategies
Investments
KYC Verification
Key Performance Indicators
Loans
Management
Microsoft Excel
Mutual Funds
Portfolio Management
Process Improvement
Retail Branch Operations
Sales
Sanction
Series 7
Strategic Financial Planning
Strategic Initiatives
Support Management
Support Services Management
Team Building
Underwriting
Microsoft Office 97
Series 63
Million Dollar Club
Art
Obtain
Accounting
Branch Banking
Fixed Annuities
Yahoo
Credit Cards
Retail
Windows
Mortgage Brokers
Applications
Referrals
Award Winner
Sold
Securities
Notary Public
Ohio
Business Partners
Bank Deposits
Training
Commerce
Business Management
Loan Sales
Office Managers
Computer Proficiency
Anne Stefanacci Summary
Anne Stefanacci, based in Vermilion, OH, US, is currently a Financial Analysis Manager at Invictus Group. Anne Stefanacci brings experience from previous roles at Cleveland Clinic. Anne Stefanacci holds a 2023 - 2026 Master of Business Administration - MBA @ Xavier University - Williams College of Business. With a robust skill set that includes Alternative Investments, Analytical Skills, Anti-Money Laundering, Asset Management, Attention to Detail and more. Anne Stefanacci has 3 emails and 1 mobile phone numbers on RocketReach.
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