Patrick Estevez
Treasury Specialist at Florida Peninsula Insurance Company | Fort Lauderdale, Florida, United States
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Patrick Estevez is a seasoned Treasury Specialist at Florida Peninsula Insurance Company, where he leverages his extensive expertise in financial management to optimize cash flow and investment strategies. With a strong foundation in economics, Patrick plays a pivotal role in monitoring cash balances to ensure that the company maintains adequate liquidity for its operations while capitalizing on short-term investment opportunities. His proficiency in tools such as Microsoft Excel, SAP (both ECC and S/4 HANA), and FIS Treasury Management Systems (including Quantum, eBAM, and Integrity) enables him to conduct detailed financial analysis and forecasting, which are critical for informed decision-making.
In his current role, Patrick is responsible for executing cash transfers and wire requests in alignment with established policies, ensuring compliance with KYC/AML regulations. His analytical skills shine through as he provides monthly performance reports on cash and investments, which are essential for the quarterly reporting process. By utilizing his knowledge of money market instruments and account reconciliation, Patrick not only enhances the financial health of Florida Peninsula Insurance Company but also contributes to strategic planning initiatives that drive long-term growth.
Patrick's commitment to teamwork and critical thinking allows him to collaborate effectively with cross-functional teams, ensuring that financial operations align with the company's overall objectives. His ability to manage time efficiently while delivering high-quality results makes him an invaluable asset to the organization. As he continues to navigate the complexities of treasury management, Patrick Estevez remains dedicated to fostering financial stability and growth within the insurance sector.
Treasury Specialist at Florida Peninsula Insurance Company in September 2024 to Present
Treasury Analyst II at Resideo in August 2022 to August 2024
Treasury Analyst at PayPal in April 2020 to August 2022
Treasury Analyst at Universal Property & Casualty Insurance Company in August 2018 to March 2020
Fleet Receivables Specialist at SIXT in March 2017 to July 2018
Data Specialist at Textbook Solutions in April 2015 to December 2016
Team Member/Intern at State Farm in June 2013 to August 2013
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University of Central Florida, Bachelor’s Degree, November 2026
St. Thomas Aquinas High School, November 2026
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Certified Treasury Professional
Liquidity
Money Market
Debt Management
Banking
Mergers & Acquisitions (M&A)
Financial Analysis
Anti-Money Laundering
Microsoft Excel
Data Analysis
Bank Reconciliation
Project Management
KYC
Forecasting
Cash Application
Data Entry
Bookkeeping
Cash Flow
Invoicing
Microsoft Power BI
Sales
Social Media
Accounts Payable
Accounts Receivable (AR)
Payments
Microsoft Outlook
Account Reconciliation
Microsoft Office
SAP ERP
Outlook
PowerPoint
Microsoft Word
Facebook
SPSS
Microsoft PowerPoint
Customer Service
Public Speaking
Leadership
Teamwork
Organization Skills
Communication
Cash Register
Time Management
Social Networking
Excel Pivot
Qualtrics
Workday
Vlookup
Expense Reports
Data Analytics
JIRA
Critical Thinking
Analytical Skills
SAP ECC
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Discover more about Florida Peninsula Insurance CompanyWhat is Patrick Estevez email address?
Email Patrick Estevez at [email protected], [email protected], [email protected] and [email protected]. This email is the most updated Patrick Estevez's email found in 2026.
How to contact Patrick Estevez?
To contact Patrick Estevez send an email to [email protected], [email protected], [email protected] or [email protected]. (updated on August 25, 2024)
What company does Patrick Estevez work for?
Patrick Estevez works for Florida Peninsula Insurance Company
What is Patrick Estevez's role at Florida Peninsula Insurance Company?
Patrick Estevez is Treasury Specialist
What is Patrick Estevez's Phone Number?
Patrick Estevez's phone (305) ***-*372
What industry does Patrick Estevez work in?
Patrick Estevez works in the Accounting industry.
Patrick Estevez Email Addresses
Patrick Estevez Phone Numbers
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