Project Manager Sales Representative

NICOLAS J. PENALOZA

Phone: 510-***-**** | Email: **********@*****.***

Address: **** ******* *** *****, ** Sobrante, CA 94803

SUMMARY OF QUALIFICATIONS

Innovative and highly accomplished leader with expertise in increasing revenue, enhancing profitability, developing strategic initiatives, and growing all business segments to total high-quality operations. Versatile strategist, recognized for having superior leadership skills, exceptional planning abilities, and superlative business acumen. Progressive, decisive, and highly valued for expertise interpreting corporate vision and strategy, translating objectives into actionable plans, and providing leadership to cross-cultural teams. Seeking a Management position which will utilize all skills, abilities, and areas of expertise as follows:

Global Operations Management

Project/Program Management

New Business Development

Team Building/Leadership

Business Analysis

Process Improvement

Cost/Expense Reduction

Technology Implementation

Business/Revenue Growth

Strategic Planning

Human Resources (HR)

KPI Monitoring

EXECUTIVE PROFILE

Rose International May 2011 - Present

Project Manager - Client: Bank of America

Serves as the options product manager and business operations analyst for 10 FX Options project initiatives, comprised of 75 sub-projects, while working across functions and other business lines, including Ops, Sales, Technology, Accounting, Legal, and Risk/Control. Prioritizes projects based on cost savings/profit-making initiatives and builds problem-solving models and matrices related to global resources, BAU, or change-related issues in workflows and systems.

Eliminated $30M in losses while adding $400K in hard dollar savings annually by negotiating prioritization and leading five urgent projects across six lines of business and technology vendors.

Successfully develops business/system requirement documents and test scripts to meet the enhancement requirements for any aspect or touch-point within the life cycle of a trade.

Created process and system maps using Microsoft Visio, leveraged key data analysis tools in Excel (like Pivot Tables and VLOOKUP functions), and presented data-backed recommendations using PowerPoint

International Assets Holding Corp. Oct. 2009 - May 2011

Contracting FX Business Developer

Devised customized marketing materials and presentations geared towards U.S. and Canadian prospects which identified solutions for payment issues that led to negotiating and closing contracts.

Successfully led 50+ forma client demonstration and meetings with technology in order to customize, white label, or integrate an online payment platform downstream to accounting.

Assembled a network of 500+ corporate treasury managers, middle market CFOs, non-profit FP&As, and lower-tier banking executives via cold calls, LinkedIn, and annual conferences (AFP/NACHA).

Generated 20K+ leads, qualified prospects, and negotiated/on-boarded second-tier banks, corporate and microfinance institutions to an online FX and payments product.

Bank of America Corp May 2005 - Oct. 2009

AVP | Operations Manager, Derivatives (Nov. 2007 – Oct. 2009)

Coached, developed, and oversaw 30 personnel, located in India and the U.S., while building procedures, adjusting SLAs, restructuring/improving processes, and building cross-business relationships to create a positive team environment and necessary diplomacy for project cooperation.

Successfully mitigated risk for an average of $2T in monthly interbank foreign exchange exposure with less than $200K in operational losses per year.

Maintained team metrics above the 90th percentile while extracting/analyzing data in order to create KPIs related to client servicing, SLAs, handle time, and cost.

FX Operations Tech/Analyst (Aug. 2006 - Nov. 2007)

Confirmed FX contracts, settled global payments via Swift for 100+ clients daily, trained personnel, and wrote standard operating procedures (SOPs) for confirmations, settlements, and audits.

Streamlined trades and increased trade quality by implementing new processes, including multiple SSIs and paperless processing.

E-Commerce Senior Sales Representative (May 2005 - Aug. 2006)

Initiated online sales chats with prospective Bank of America clients via e-commerce, collected/analyzed data for e-commerce marketing projects, and analyzed data via multiple-channel queuing systems through online service chats and call-center protocols.

Recognized for opening an average of 36 deposit accounts daily and generating $3,600 daily volume with a target of $2,000.

VOLUNTEER & COMMUNITY SERVICE

Silicon Valley Microfinance Network Apr. 2011 - Present

Volunteering Member

Accountable for collecting tickets and distributing food/drinks for various events related to reducing global poverty and bringing micro-products to a minority throughout the Bay Area.

Team In Training Winter 2006 - 2007

Kaiser Half Marathon Participant

Rasied over $3K for the Leukemia and Lymphoma Society in order to provide for research and support.

EDUCATION HISTORY

Golden Gate University | M.B.A. in International Business (2009)

Wright State University | B.S. in Education (2000)

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