Marco A. Ramirez, Mba, Cams Email & Phone Number

Oakland, California, Us

As the Senior Manager of Business Operations, my responsibilities encompass enhancing the strategic execution capabilities of the Card Program Management (CPM) team. My duties involve developing the Team's operational rhythm, managing executive and status reporting, overseeing the program management of strategic initiatives, and driving improvements in cost and operational efficiencies. I am also tasked with workforce development, supporting annual and quarterly planning cycles, monitoring business health metrics, managing people allocations and hiring, and facilitating change management within the CPM team.

Santa Barbara, California, Us

As the Senior Business Operations Manager of Receivables, my mission is to drive long-term, safe, and sustainable revenue growth through the evolution and iteration of the receivables growth strategy, to unlock usage and adoption. I am responsible for delivering results in this area for 2023 and beyond.

Berlin, Berlin, De

As a Senior Customer Operations Manager, I planned and oversaw strategic, operational, and customer support projects to deliver on OKRs and customer-centric KPIs. I established and implemented short- and long-term organizational goals, objectives, and policies and monitored and evaluated operational effectiveness to drive improvement. I developed the team through skill-building, talent acquisition, succession planning, coaching, and recognition programs.

Berlin, Berlin, De

As a Business Operations Manager, I ensured the readiness of Customer Operations Teams for new product releases and provided feedback to the Product Team to improve, scale, or automate procedures. I identified opportunities for improvement by documenting the customer journey and analyzing KPIs, and made business cases for implementation.

Menlo Park, California, Us

Protiviti is a global consulting firm that delivers deep expertise, objective insights, a tailored approach and unparalleled collaboration to help leaders confidently face the future. Protiviti and our independently owned Member Firms provide consulting solutions in finance, technology, operations, data, analytics, governance, risk and internal audit to our clients through our network of more than 70 offices in over 20 countries.

London, England, Gb

Leveraged expertise in optimizing workflow processes to optimize the gathering and analysis of information for risk mitigation in the Compliance Department. Performed KYC, DD, and EDD during the onboarding process to adhere to AML and CFT policy and ensure compliance with regulations governing financial institutions.

London, England, Gb

Key contributor to Currencycloud's establishment of their first collection point outside of London. Involved in search and negotiations with banking partners for US collection and payout channel. Collaborated on technical scoping of the project and saw it through to full implementation, including testing. Created, coordinated, and monitored policies and procedures and trained the Operations team once fully live.

London, England, Gb

Oversaw day-to-day management of transactions for payment, including matching funds to clients and settlements, closing FX positions, instructing payments, and reconciling accounts. Handled client queries.

New York, Ny, Us

Managed a corporate trust division portfolio of over 250 accounts with a value of more than $1 billion in assets. Examined governing documents to ensure adherence, validated reconciliation reports, and adjusted trial balances and accounting journals as needed. Satisfied client appeals related to transactions in a timely manner, including investing funds in various instruments. Properly documented pertinent documents and created centralized location for easy accessibility.

Mclean, Va, Us

Managed finance and front desk operations at Palmer House, a Hilton hotel. I adjusted and compiled financial revenue reports, analyzed critical account trends, and investigated anomalies. At the front desk, I managed top-tier clients and preferred business partners and coordinated housekeeping assignments to enhance efficiency. Demonstrated consistent top performance, ranking in the top three for incremental revenue.

Master Of Business Administration (M.B.A.)

Bachelor Of Business Administration (B.B.A.), Economics