Senior Learning Operations Consultant

JOSEMANUEL BAÑALES

Houston, TX ***** **********.*******@******.***

832-***-**** linkedin.com/in/josemanuelbanales/

SENIOR CONSULTANT, LEARNING OPERATIONS MANAGED SERVICES Results-driven business professional with an MBA from the University of Texas McCombs School of Business and experience leading training and development operations, business transformation initiatives, revenue growth strategies, organizational development, and data-driven decision-making across nonprofit, education, and consulting environments. Proven success in designing end-to-end training programs, empowering employees to improve performance and increase mission fulfillment. Track record of enhancing financial reporting accuracy, optimizing operational processes, implementing technology solutions, managing cross- functional teams, and developing sustainable revenue models. Expertise in budgeting, compliance, stakeholder engagement, performance analytics, and change management is affirmed by delivering measurable business outcomes.

KEY ACCOMPLISHMENTS

Financial Management & Revenue Growth

• Increased program revenue from $18K to $74K through subscription-model redesign.

• Generated $300K+ annual recurring revenue through licensing and donor programs.

• Supported successful pursuit of a $3.5M contract.

• Identified $12M+ in business opportunities through data analysis. Operational Excellence

• Improved financial reporting accuracy by 70%.

• Reduced payroll processing time by 30%.

• Reduced operational deviations by 70%.

• Implemented digital records systems supporting compliance and audit readiness. Business Analytics & Strategic Planning

• Analyzed multi-year operational, financial, and performance datasets.

• Developed executive dashboards using Power BI.

• Presented actionable recommendations supporting strategic decisions and resource allocation. Leadership & Organizational Development

• Directed multi-regional operations across 22 chapters.

• Developed onboarding programs and workforce enablement initiatives.

• Led organizational change efforts affecting 60+ regions and 2,000+ stakeholders. CORE COMPETENCIES

Financial Management • Budget Development • Strategic Planning • Business Operations • Revenue Growth • Process Improvement • Organizational Development • Change Management • Data Analysis • Business Intelligence • Power BI • Advanced Excel • Financial Reporting • Dashboard Development • Compliance Management • Project Management • Stakeholder Engagement • Cross-Functional Leadership • Workforce Development • Proposal Management • RFP Development • Executive Presentations • Vendor Management • AI Productivity Tools • Bilingual Spanish

Josemanuel Bañales 832-***-**** Page 2

PROFESSIONAL EXPERIENCE

St. Elizabeth Ann Seton Catholic School, Houston, TX August 2025 – Present Business Manager

Responsible for developing and implementing strategies to maintain and enhance operational capabilities to comply with Archdiocesan and regulatory expectations, ultimately strengthening SES financial position.

• Financial Reporting & Compliance: Applied GAAP principles and aligned accounting practices to Archdiocesan standards, increasing reporting accuracy by 70%.

• Budget Structure & Data Accuracy: Initiated chart of accounts review to reflect operational activity, streamlining budget development and improving reporting accuracy by 60%.

• Digital Records & Audit Readiness: Implemented digital record-keeping practices to organize and maintain compliance documentation and support audit requirements.

• Payroll Automation: Increased payroll efficiency by reducing processing time by 30% through targeted automation, improving consistency in payment disbursement.

• Program Revenue Growth: Transformed the Before and After School Program into a profit center by implementing a monthly subscription model, anticipating revenue increase from approximately $18K in 2025-26 to $50K in 2026-27.

Religion Coordinator, Theology Teacher, Data Analyst Responsible for curriculum strategy, assessment analytics, reporting, and cross-functional coordination supporting instructional quality, resource allocation, compliance, and institutional decision-making.

• Assessment Analytics: Evaluated 3 years of standardized assessment data to measure year-over-year student growth by grade level, enabling administration to assess curriculum and instructional delivery.

• Parish Revenue & Attendance Analysis: Aggregated 5 years of Mass revenue and attendance data to identify structural disconnects between giving levels and attendance patterns to inform executive decision-making and strategic planning.

• Assessment Operations & Compliance: Managed ARK testing platform, including scheduling, proctor training, execution, and reporting to ensure accurate data capture and compliance.

• Data Management and Reporting: Created Microsoft solution for students to digitally submit service hours to streamline reporting and improve accuracy.

• Curriculum Development and Implementation: Created lesson plans and assessment based on Faith & Life Series to align with Archdiocesan and NWEA standards.

• Faith in Action: Organized and supported student activities in liturgical celebrations, such as the Mass or Eucharistic Adoration, and created data tracker for Works of Mercy. Guidehouse, Inc., Houston, TX April 2024 – June 2025 Senior Consultant, Digital and Managed Services

Responsible for client management, solution implementation, project workstreams, and daily client interaction to ensure engagement success.

• Business Development & RFP Strategy: Supported pursuit for a successful $3.5M contract by authoring firm capability, qualifications, experience, staffing, and skills-matrix content aligned to client priorities.

• Benchmarking & Risk Mitigation: Averted $126M in federal fund reclamation by leading urgent benchmarking of 15+ peer entities, identifying obligation-rate underperformance, and translating high- performing practices into a prioritized action plan.

• Deadline-Driven Delivery: Delivered recommendations within 6 weeks, enabling the client to obligate 100% of ARPA funds by the December 2024 deadline and safeguard critical public-sector projects.

• Public-Sector Data Analysis: Analyzed 43 municipal departments using Excel Pivot Tables and Charts, synthesizing 5+ years of public data into actionable insights.

• Proposal Coordination: Coordinated proposal execution across shifting team structures, resolved content gaps, aligned credentials and organizational charts to client priorities, and delivered compliant RFP sections 3 days early.

Josemanuel Bañales 832-***-**** Page 3

• Client-Facing Workstream Leadership: Led two 4-person workstreams across requirements gathering, stakeholder interviews, current-state analysis, process mapping, reporting, and user-experience requirements to support budget-conscious solution design.

• Translated 311 stakeholder requirements and process analysis into recommendations that improved constituent experience, response visibility, and issue-resolution workflows.

• AI Prompt Engineering Enablement: Selected to help develop GPT prompt engineering training for senior and junior consultants, emphasizing focused prompt design, quality standards, and optimized model output.

• Performance Recognition: Recognized in annual review and nominated for an award for balancing client delivery, proposal priorities, and competing workstreams under compressed timelines. KATY ISD, Katy, TX August 2022 – May 2023

Teacher of Record: World History and Economy

Responsible for curriculum design, cross-functional planning, learning implementation, compliance, and performance improvement across district instructional teams.

• Curriculum Design & Standards Alignment: Designed and implemented district-wide social studies curricula with 100% alignment to Texas TEKS standards across 9 high schools, supporting 200+ teachers.

• Cross-Functional Planning: Collaborated with 9 cross-functional teams to create a unified grades 9–12 instructional calendar, reducing scheduling conflicts by 50%. SPRING BRANCH ISD, Houston, TX August 2019 – July 2022 Responsible for instructional operations, LMS adoption, data-driven learning pathways, and differentiated implementation strategies supporting performance improvement and compliance. Teacher of Record: World Geography and World History

• LMS Adoption & Teacher Training: Optimized LMS adoption during COVID through workflow enhancements and teacher training, increasing student assignment completion by 30% and reducing late submissions by 20% across 8+ classrooms.

• Competency-Based Learning Pathways: Developed data-driven competency pathways that enabled 70% of students to achieve graduation proficiency benchmarks.

• ELL Instructional Support: Modified instructional frameworks for English language learners, elevating pass rates by 50%.

• Personalized Learning & Credit Recovery: Designed and executed personalized learning programs that achieved an 86% credit recovery rate for at-risk students. ACTS MISSIONS, San Antonio, TX June 2013 – December 2018 Responsible for organizational growth, governance frameworks, change enablement, and execution of strategic plans to create new revenue streams. Created and implemented communication plans, training assets, and enablement resources to align stakeholders, safeguard program integrity, and generate new revenue streams. Director of Outreach, Education, and Training

• Operating Model & Governance: Designed and implemented an operating model and governance framework for 12 regional offices, defining hierarchy, SOPs, roles, responsibilities, and financial protocols that reduced constituent confusion by 90% within 18 months.

• Change Initiative Leadership: Managed enterprise change initiatives by overseeing a vendor, 4 employees, and 12 Regional Directors reporting monthly on finances, training, program activity, and growth; scaled the regional leadership structure to 22 directors.

• Strategy-to-Implementation Delivery: Owned LMS deployment, manual redesign, governance documentation, and organizational development initiatives that expanded the organization from 12 to 22 chapters and strengthened presence in Mexico and Canada.

• Stakeholder Readiness & Adoption: Improved cross-chapter collaboration by 75% through onsite readiness discussions across 12 chapters, resolving 60+ conflict incidents and securing buy-in through mission-aligned change messaging.

Josemanuel Bañales 832-***-**** Page 4

• Leadership Forum & Best-Practice Replication: Launched an annual 4-day leadership forum with reports, workshops, awards, and KPI reviews, enabling expansion from 12 to 22 chapters in 36 months and increasing fundraising revenue by 50%+.

• Program Manual Redesign: Revitalized adult, teen, and leadership programs by redesigning 210+ pages of operating manuals and creating a new core-team manual, reducing compliance complaints by 80% and increasing manual sales by 200% within one year.

• Learning Strategy & LMS Adoption: Created an LMS-based learning platform to improve learning programs through managed services, technology, and global delivery capabilities, with 30+ video modules, group activities, and 50+ digital resources, increasing revenue growth by 120% through standardized training delivery across 60+ geographic regions.

• Training Resources & Operational Consistency: Introduced 30+ job aids, templates, checklists, and visual guides to train 2,000+ leaders and participants, reduce operational deviations by 70%, and rebuild stakeholder trust in program outcomes.

• Monetization & Recurring Revenue: Formulated a multi-channel monetization strategy that launched a licensing framework, recurring donor program, and Evangelization Tithe campaign, generating $300K+ in annual recurring revenue and increasing merchandise sales by 40%.

• Employee Development & Retention: Standardized onboarding around mission-driven identity and established growth-focused performance indicators, reducing turnover by 40%.

• Licensing Package & Market Expansion: Designed and marketed a turnkey program package with training materials and event support, driving $80K in first-year licensing fees and expanding organizational reach to 30 new regions while maintaining brand and mission integrity. EDUCATION

Master of Business Administration (MBA), 2024

McCombs School of Business, The University of Texas at Austin, Austin, TX Bachelor of Arts (BA), Religious Studies; Minor: Organizational Development University of the Incarnate Word, San Antonio, TX

CERTIFICATIONS

Texas Educator Certificate

• Business and Finance, grades 6-12, valid thru 3/31/2032

• Social Studies, grades 7-12, valid thru 3/31/2032 TECHNICAL PROFICIENCY

Microsoft Office 365 ● CoPilot ● PowerPoint ● Excel, Pivot Tables & Charts ● Power BI ● Project ● Visio ● Salesforce CRM ● ADP Workforce Now ● FACTS Mgt ● ParishSoft ● Flocknote

Contact this candidate