Peter Tatrai, CFA

San Francisco Bay Area United States

Manager of Treasury and Financial Operations

Finance / Banking / Insurance

• Own the processes related to flow of funds, from capital provided by both bank and non-bank investors, to disbursements and customer payments, and financial returns to funders • Work closely with Product Management team to design and enhance the funds-flow on products to ensure accuracy, compliance, risk management, controls, and positive customer experience • Manage the research and resolution of issues on partner disbursements and customer payments as well as any chargebacks on transactions • Develop systems: Identify and build software solutions to enhance tracking and reconciliations • Controls: Ensure controls are in place on all funds flows • Reporting: Daily, week...