Financial/Operational Director

Provides visible leadership in the promotion of sound operational, financial, and risk management across all business units.

A multilingual leader who promotes a unifying mission in a multi-cultural and cross-functional organization.

Highly-driven and results-oriented Senior Executive with more than 20 years of experience in strategic planning, business operations, new business development, marketing, and financial management for publicly listed companies including those in the financial and service industries. Expertise in defining, implementing, and monitoring processes and performance measures to proactively address challenges and seize opportunities. Maintains oversight and direct delivery responsibility for multiple operations exceeding $25M in annual revenues. Provides solution-focused approach that drives organic and new business growth. Delivers measureable performance improvements through effective requirements definition, risk management, transparent reporting, and a keen focus on leveraging technology to support business process improvements and execute mission objectives. Profound knowledge of finance principles, accounting procedures, and federal accounting standards. Exceptional experience using and developing complex financial systems.

Extensive travel abroad provides an in-depth understanding of cultures, traditions, business practices, and market trends which allows for better navigation in today’s global economy. Fluency in English, Portuguese, and Spanish.

CORE EXPERTISE

Strategic Planning

Customer Relations

SOX, GAAP, AML

Legal Compliance

New Business Development

Sales and Marketing

Financial Planning

Employment Law

Risk Management

Project Management

P&L Accountability

Strategic Alliances

Operational Controls

Contract Negotiation

Budget and Forecast

Organizational Leadership

Productivity Improvement

Supply Chain Management

Cost Reduction

Global Business Operations

PROFESSIONAL HISTORY AND SELECT ACHIEVEMENTS

SERVICE CORP. INTERNATIONAL

(San Diego, CA and North Hollywood, CA)

April 2006 - June 2015

Ranked in Fortune 1000, SCI is North America's largest provider of funeral and cemetery services.

Market Manager.

April 2010 - June 2015

Provided strategic leadership to 290 employees in 17 locations within Southern California. Spearheaded the development and management of territory with the goal of maximizing revenue and resources while ensuring SCI tailored services to the needs and customs of deceased and their surviving loved ones. Directed all activities of the team including definition of sales goals, strategies, and performance management. Executed several marketing campaigns to raise awareness about services, enhance customer relations, and strengthen community relations. Managed and developed the skill sets and overall performance of associates through proper training and development, performance management, and team building initiatives. Employed customer-centric approach to business by focusing on giving dignity, respect, and compassion.

Delivered revenue growth of $2M for 2010-2013 or equivalent to $600K of increased operating profit per year.

Managed the realization of the Century Club yearly event to recognize leading associates in sales and operations and other special projects involving outsourcing of grounds maintenance and location needed remodels.

Developed partnerships with main hospices and organizations to secure educational events for the aging and veterans in coordination with the VFW and other organizations. Enhanced brand awareness, profits, and public relations.

Possessed P&L responsibilities for about $25M in revenues and $7.5M of operating profits.

Delivered consistent growth annually with an average market share of 23%+ coverage of the San Diego territory.

Inducted into the SCI's High Potential Group of Top 25 Managers in the Nation (2009).

Six-time recipient of SCI's "Century Award Club" (2007 – 2012).

Delivered cost savings of 5% by streamlining processes and utilizing vendors for non-essential functions. (2010-2014).

Led Sales Team to achieve and exceed sales quota ranging from $9M in 2010 to $11.5M in 2013- achieving PPM above threshold through business development and assertive marketing strategies. (7% of profit growth yearly 2010-2013, quota in 2014 reached the $12M goal for the first time).

General Manager.

October 2006 - March 2010

Led a busy operation with 38 associates in 4 business units. Managed all aspects of the business from operations, accounting, sales and marketing, and facility maintenance of a 120-acres park. Led efforts to promote and sell properties and services to families by the Family Service Team and external sales teams. Provided critical tools, direction, and training in order for the Location Manager, Sales Manager, Office Manager, and Sales Team to exceed sales revenue, profitability goals, and enhance operational efficiencies.

Improved sale with minimal cancellations while increasing revenues under management by $2M from 2006-2009.

Partnered with VFW leadership to hold Memorial Day Celebrations at SCI property and led special projects as Blood Drives, Toys for Tots, Car Shows, and Voting Poles at locations managed to increase foot traffic and public awareness.

Led team to deliver $7M per year and Operating Profits of 107% equivalent to $800K each year during tenure.

Management Trainee.

April 2006 - September 2006

Led a special project involving operational analysis allowing upper management to decide on the feasibility of the use of third-party vendor (lawn mowing and maintenance of parks under management). Oversaw contract negotiations and administration for various third-party vendors. Traveled extensively across the country supporting various projects and marketing campaigns. Produced reports assessing locations “State of Affairs” to upper management during training program to achieve savings while executing special projects for outsourcing and SWOT analysis of internal processes.

Created new tool to support sales counselors calculate interest rates and payments on contractual agreements in front of families and directly on their screens. Tool increased efficiency and client satisfaction as well as sales averages.

Landscaping contracts delivered up to $5,000 savings per month per location managed under the division (California).

FRANKLIN TEMPLETON INVESTMENTS (Fort Lauderdale, FL)

September 2000 - March 2006

Global investment firm with over $844.7B in assets under management. Ranked 364 in the Fortune Global 500 as of June 2015.

Financial Analyst. Conducted quantitative analysis of financial data to forecast revenue, identify future trends, and assess risk associated with capital expenditures, acquisitions, and joint-venture projects for various clients. Analyzed complex data to assess multimillion-dollar accounts and business units. Developed comprehensive reports, abstracts, and charts to present data and guide investment strategies. Monitored and maintained accounts to identify revenue opportunities and minimize exposure risks. Integral in ensuring due diligence involving investments and acquisitions.

Produced manual for emergency and disaster recovery operations. It was utilized in response to Hurricane Wilma – operations needed to be transferred to another facility with negligible downtime.

OVERVIEW OF EARLIER CAREER HISTORY

Portfolio Analyst - SPHERION (CONTRACTOR FOR FTI) (Fort Lauderdale, FL)

July 2000 - August 2000

Gap in employment due to full-time academic enrollment.

Account Executive - ACTIVALORES SA. (Caracas, Venezuela)

August 1997 – September 1998

Worldwide Securities Services Intern - CITIBANK NA (Caracas, Venezuela)

July 1996 – July 1997

Academic Internship – Domestic Equity Sales - FINCOR SA – BANCO PORTUGUES DE NEGOCIOS (Portugal)

Summer 1995

EDUCATION

Master of Business Administration

1999

NOVA SOUTHEASTERN UNIVERSITY - WAYNE HUIZENGA SCHOOL OF BUSINESS AND ENTREPRENEURSHIP (Davie, FL)

Bachelor of Science in Business Administration and Management

1997

UNIVERSIDAD METROPOLITANA ESCUELA DE CIENCIAS ADMINISTRATIVAS (Caracas, Venezuela)

PROFESSIONAL DEVELOPMENT

Actively participates in professional development programs focused on leadership, legal compliance, finance, etc.

AMERICAN MANAGEMENT ASSOCIATION (Los Angeles, CA and Manhattan, NY)

Situational Leadership

2013

Achieving Leadership Success Through People

2012

SERVICE CORP. INTERNATIONAL (Houston, TX)

Management for Excellence – Growth Leadership Master Class

2009

PROFESSIONAL AFFILIATION

American Funeral Directors Association (AFDA)

International Cemetery, Cremation & Funeral Association (ICCA)

California Funeral Directors Association (CFDA)

Cremation Association of North America (CANA)

PUBLICATION

“Planificación estratégica de una empresa en el área del outsourcing, caso específico: COM C.A., para los próximos cinco años / Deborah Naim Hoefle; Jorge Ferreira Da Silva; Tutor: Moisés Naim .--Caracas, 1997.-- 194 h. : il., cuadros, gráficos; 28 cm“ (Undergraduate Thesis on Strategic Planning)

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