Talent Acquisition Human Resource

JULIET REYES, MBA

Human Resource & Compliance Professional

Miami, Florida • 305-***-**** • ******.*********@*****.*** •https://www.linkedin.com/in/ba8285196/ SKILLS

Core Competencies:

● Regulatory Compliance (SEC, FINRA, Fiduciary) Risk Mitigation

● Executive Coaching Workforce & Succession Planning Cross Functional Collaboration

● HR Strategy & Leadership Talent Acquisition & Retention

● Payroll & Benefits Administration ($250K+ bi-weekly) Total Rewards

● Business Development Strategic Vendor Management Contract Negotiations

● Bilingual: English & Spanish

Technology Competencies:

● CRMS & Operational Systems: Salesforce, Redtail, Cerner, Needles, LexisNexis, Wealthscape, Nitrogen, Retirement Analyzer, Loom, Encore, LucidChart, Webex, Teams, Slack, Woosender

● HRIS, ATS and Compliance platforms: Gusto, ADP, Quickbooks, Paychex, EddyHR, JazzHR, Dice, ICIMS, MyRiainabox, Comply

● Google Suite & Microsoft Office

CAREER HIGHLIGHTS

● Salesforce Implementation: Led the end-to-end company-wide implementation to seamlessly transition the firm from legacy CRM. Customized the platform to mirror the sales processes, and crafted comprehensive SOPs and training plans for pre-launch and post-launch of the CRM.

● Developed the Guerra Growth Lab: Created a succession planning framework that improved employee retention increased internal promotions, and established career pathways for employees.

● Optimized Operational Excellence: Proactively identified inefficiencies in employment cost and revenue growth. Integrating virtual assistants domestically and internationally, allowing internal staff to focus on boosting revenue through sales initiatives and removing clerical efficiencies. WORK EXPERIENCE

Guerra Wealth Advisors, Miami, FL • Director of Compliance & Human Resources November 2017- December 2024

Led human resource and compliance operational strategies for an RIA managing $600M in assets and generating over

$150M in revenue. ensuring regulatory adherence, operational efficiency, and workforce development. Partnered with executive leadership to coach, develop organizational structure, and implement high-impact talent strategies.

● Talent Acquisition & Retention: Recruited and onboarded 60+ company-wide professionals, including C-suite executives, financial advisors, operational leaders, and supporting staff increasing retention rates by 40%.

● Strategic Workforce Planning: Designed a tailored 90 onboarding & leadership development program, fast-tracking employee integration and succession readiness.

● Payroll & Compensation Leadership: Administered $250K bi-weekly payroll, optimizing compensation structures, 401(k) contributions, and benefits administration for domestic & international employees.

● Compliance & Risk Management: Led SEC & FINRA compliance operations, managing regulatory reporting and annual filings (ADV Part 1 & 2B, 13F, Client Relationship Forms). Implemented policy and procedure manuals, client service agreements, and regulatory audits to mitigate risk and uphold fiduciary obligations.

● Business Development & Vendor Optimization: Orchestrated different firm-wide vendors & SaaS platform management (HR tech, compliance solutions, finance software). Managed business partnerships with CPAs, attorneys, insurance professionals, and realtors to provide additional value-driven services to clients. Nicklaus Children's Hospital, Miami, FL • Patient Financial/ Auditor March 2015-November 2017

Managed high-volume audits, insurance verifications, and compliance processes, ensuring financial accuracy and claims optimization.

● Optimizing billing accuracy and claims processing records in Cerner, securing pre-authorizations, and ensuring alignment with hospital coding policies.

● Exceeded financial performance targets of recovering $1M in rendered services, contributing to a $48M monthly revenue goal.

● Trained and mentored junior staff in auditing techniques, managed escalated audits with physicians and oversaw international collection projects.

Mestre Behavioral Therapy, Miami, FL •Behavioral Therapist April 2012- March 2015

Provided therapeutic interventions and trained caregivers, improving developmental outcomes for more than 20 clients with autism spectrum disorders.

● Trained staff in Applied Behavioral modification techniques, ensuring long-term success in daily environments.

● Utilized data-driven strategies to track progress and optimize interventions, achieving measurable improvements and ensuring the generalization of clients' behavioral plans Rubenstein Law, Miami, FL• Pre-Litigation Assistant Aug 2008 - Jan 2015

Managed over 300 pre-litigation cases monthly, ensuring accurate preparation and organization of personal injury procedures and medical malpractice demands.

● Collaborated with medical providers and insurance companies to secure and maintain comprehensive case documentation to file legal demands.

● Drafted demand letters and legal correspondence with precision and professionalism under attorney supervision.

● Trained and supervised a team of five pre-litigation assistants, enhancing team performance and efficiency in case management and settlement negotiations.

EDUCATION & PROFESSIONAL DEVELOPMENT

St. Thomas University- Master of Business Administration (MBA), Human Organization Florida International University- Bachelor of Applied Science, Psychology-Applied Behavior Modification, Minor in Social Work

Florida International University- Certificate- Human Resource Management SHRM-CP- examination scheduled for May 2025

Tony Robbins Business Mastery Attendee•Entrepreneurial Operating System (EOS) Certification• Grant Cardone University Leadership Training

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