Key Responsibilities:- Lead the Service Delivery Organization with 2 Senior Managers, 7 first-line managers, and 300+ employees, providing Accounting, Historical Accounting, and Due Diligence services to 200+ Property Management firms in the USA, generating $12M in ARR. - Drive success through operational excellence, change management, and transformation initiatives.- Oversee strategic programs for business expansion and client retention, implementing service excellence, improving SLAs, reducing error rates, and enhancing quality.- Streamline Service Delivery and Customer Journey processes to eliminate rework, reduce time, and optimize resource utilization, increasing efficiency and reducing costs through automation and Lean/Six Sigma/Agile projects.- Develop automated quality controls and processes to maintain high service standards, ensuring adherence to internal best practices.- Set clear, measurable goals, and accountability measures, implement reporting mechanisms for timely data insights, and establish KPIs for scalability.- Oversee the capacity model and resource allocation strategy to maximize resource utilization and reduce costsKey Results:- Improved HC Planning process, achieving 95% resource utilization- Developed dashboards using Domo, enhancing KPI tracking, engagement, accountability, and performance by 15%.- Reduced Client Onboarding lead time by 25% through Service Design mapping.- Increased Accuracy rate to 98.5% with automated quality controls.- Standardized engagement policies, raising CSAT score by 10%.- Achieved 95% Logo Retention through coordinated Client Retention Strategy.- Supported growth, onboarding 130+ clients, representing a 10% YoY increase.- Achieved 98.5% Accuracy, 97% Timeliness, 95% Utilization, and 50% reduction in Escalations through an Accountability Program.- Attained 36 eNPS (8/10) score, indicating a positive work environment.- Improved GAAP Margins from 40% to 60% through efficiency projects

Key Responsibilities:- Led Product Development and Continuous Improvement teams of 5 Product Managers and 3 CI Specialists, driving strategic initiatives for company growth and profitability.- Collaborated with CEO, Chief of Staff, PMO, and leadership to translate vision into operational plans, fostering cross-functional collaboration.- Owner of the Product Roadmap, established productization processes for digital solutions, ensuring alignment with stakeholders.- Implemented Strategic Planning frameworks, Operational Rhythm, and Goal-Setting processes, ensuring project success and risk mitigation.- Conducted financial analysis, monitored performance against targets, and recommended strategic adjustments.- Developed KPIs, department scorecards, and dashboards to drive business insights and outcomes.Key Results:- Implemented Cost Reduction and Margin Improvement Program, achieving 30% cost reduction and 40% margin improvement. This included successful Process Automation (RPA, E2E, Macros), QA Sampling, Shared Service Model, Standardization, Deskilling, Org Design, and pricing initiatives.- Automated critical processes: Bank Reconciliations, Management Fees, Owner Distributions, Financial Statements, AP, and Due Diligence processes through RPA. Additionally, over 100 Excel and Google Sheets Macros related to MEC processes were implemented, reducing costs by 20%.- Increased user adoption of digital solutions to over 90% - Enhanced client operations visibility by 85% with Jira implementation as the main Workload Management Tool.- Implemented Domo BI tool, enhancing performance management and strategic planning- Developed Pricing Calculator optimizing operational costs contributing to a 10% margin improvement.- Designed hybrid Strategic Planning Framework (OGSM and OKRs), fostering accountability, and achieving 85% goal adherence.- Supported $15M fundraising efforts by pitching Margin Improvement and Cost Reduction Strategy to investors.

Key Responsibilities:- Led a Continuous Improvement Team of 2 CI Specialists and 1 CI Analyst, reporting directly to the CEO.- Planned and executed Continuous Improvement and Operational Excellence strategy across Sales, Onboarding, Customer Experience, and Accounting teams.- Cultivated Continuous Improvement, Lean, and Agile culture, driving training, awareness campaigns, and application of CI methodologies.- Analyzed and prioritized CI and RPA automation opportunities, integrating them into hyper-automation strategy, including the creation of detailed business cases.Key Results:- Designed and implemented Process Documentation and Standardization Strategy, documenting 17 processes and +40 sub-processes with SOPs and BPM methodology, achieving +90% standardization rate.- Developed Capacity Model Strategy for Accounting Operations, conducting Time and Motion Study for accurate Headcount Planning and identifying efficiency gains and automation opportunities, achieving 95% accuracy.- Led cost reduction initiatives including Process Deskilling, Shared Service Model implementation, AP QA Sampling, RPA Automation, and Excel/gSheets Macros, saving +15 FTEs.

Key Responsabilities:-Collaborated within OTC (Order to Cash) Shared Service Center providing support to a +900 team members organization.-Led the Continuous Improvement, Quality Assurance, and Training & Development teams, with 24 Reports providing support to OTC Processes: Booking, Billing, Dialer, Collections, Cash Applications.-Directed the high-level strategy for the three teams directly related to achieving company goals and supporting OTC Transformation.-Led the Implementation of Continuous Improvement and Digital Solutions:-Lean/Six Sigma and Process Improvement Projects: Value Stream and E2E Mapping and Analysis, Kaizen Events, Brainstorming Sessions, and Process Standardization.-Digital Solutions: VBA Macros / Python Scripts, RPA, Power Automate, Chatbots, Power Apps, MS Flow, Forms, and SharePoint sites, Power BI Dashboards, and ERP custom developments.-Led the Quality Assurance strategy including:-Audit plan creation, developing digital and integrated forms, sample analysis.-Development of Operational rhythm, weekly reviews with Internal Managers, and feedback loops with agents.-Root cause and data analysis, error rate reporting, and analytics.-Led the Training & Development strategy including:-Excellence Execution: Employees Onboarding, Training Sessions, SOPs Development and Governance Process, Knowledge Material Design, and Deployment.-Growth Platform: Desing and Development of SSC University and Mentor’s program.-Performance Culture: Change Management and Communication support for company-wide Projects, Project Transitions, and Massive Communication Campaigns.Key Results:-Managed a Pipeline of 71 Lean/CI/Automation Initiatives, yielding benefits of 32 FTEs and 2.4M USD in savings.-1410 Training hours provided, +400 SOPs created, updated, and implemented, engaged in +15 change management projects.-5.7K audits conducted to the OTC team, +500 hours in feedback and coaching sessions, increasing SLA and performance scores by 15%.

Key Responsabilities:-Led Requirements Gathering, Solution Analysis, Design, Development, and Deployment of Analytical Applications for a startup focused on Intercompany Process Management, Reporting, and Automation.-Developed Continuous Improvement and Operational Excellence initiatives on current platforms focusing on automation, security, and performance optimization.-Led cross-discipline teams to establish and execute an integrated plan to deliver customer commitments on time and within budget.-Acted as a thought leader for the application of digital technologies in addressing customers’ use cases with a strong focus on value realization.-Conducted project reviews, feasibility, prioritization, initiation, execution, user acceptance, and operationalization for all project work related to customer delivery programs.-Developed RPA-Automation solutions using Alteryx, Python, SQL, and related technology in both prem and cloud.-Administered Alteryx Non-Prod and Prod environments by managing users, groups, connections, data sources, promoting workflows to production environments, monitoring and troubleshooting performance issues, and proposing enhancements.Key Results:-Developed, adjusted, deployed, and monitored +30 Alteryx Workflows and Analytical Applications for the Operations team handling +5M USD in business value.-Led the Comarch RPA Implementation successfully, integrating the solution into existing processes and workflows.-Developed and deployed an Invoice Processing automation tool through the use of Alteryx Workflows and Python scripts, processing +2K Invoices/Month

Key Responsabilities:•Led the evolution of processes and platforms for all CEMEX back-office departments and corporate areas in alignment with the digital transformation strategy.•Advised C-level executives on benchmarks, trends, best practices, and emergent technologies for digital transformation.•Co-designed End-to-End processes and platforms for 11 Functional Networks and 12 corporate areas using VSM, Service Design, and BPM techniques.•Converted high-level strategy into functional and technical requirements, developed Business Cases and supported IT Demand Planning from budget approval to vendor selection and contract negotiation.•Directed the piloting of new and emergent technologies to evolve current business processes (e.g., RPA, Blockchain, AI, ML, Process/Data Mining, etc.), developed solid business cases to integrate the technology into the company.•Planned and managed Scrum Projects using Agile Methodologies.Key Results:•Introduced RPA, leading proof of concept, vendor selection, deployment strategy, and governance, resulting in +100 bots in the pipeline and estimated savings of $900K.•Implemented Process Mining in Order to Cash process using Celonis IBC, identifying efficiency opportunities worth $500K.•Developed Project Management Tool using SharePoint and Power BI, increasing visibility and timely deliverables by 20%.•Created an ML Model for Cashflow Forecasting using Python (ARIMA Time series Model), achieving estimated financial savings of $2M.•Led Digital Marketing Suite Implementation, aligning departments and supporting Oracle implementation for the $1M turnkey project.

• Lead Continuous Improvement projects through Lean, Six Sigma, Fastworks and other innovation techniques combined with Digital technologies within GE Shared Services Operation for all countries of Latin America.• Implement and run Kaizen program in Finance Operations to identify Key Issues and Initiatives and proposed projects that lead to process standardization and increase productivity.• Lead data machine program to automate manual and repetitive tasks in order to increase teams efficiency.• Provide training in Lean and CI Techniques (Lean, Six Sigma, Fastworks, Kaizen, Workouts, Advanced Excel etc).• Organize Vertical/Horizontal Workout Sessions and wing to wing process assesments with operational teams to identify gaps and CI Opportunities across the whole value stream map.• Perform productivity projects with the use of extended Lean Portfolio : RPA (Robotics), Data Machine, Kaizen, W2W, Tableau, DataLake, Alteryx, Process Workflows, etc.• Support on Global Initiatives : Customer Centric, FastWorks, Operationalization of Lean (Kaizen), RPA (Robotics), BCP, Knowledge Management.

• Lead CI Projects and Global Initiatives within the corporate shared service organization.• Responsible for delivering financial savings through the implementation of CI projects within the different finance departments.• Responsible for the deployment of the Continuous Improvement Strategy within the finance center.• Conduct and train Green Belt, Yellow Belt, Kaizen Events, CI Awareness, 5S and other CI related training for all finance personnel.• Mentor and coach active green belt, yellow belt and other project leaders for certification and help accelerate results.• Work with Finance and associated business leaders in identifying potential business opportunities in the area of process improvement.• Responsible for implementing and maintaining KPIs performance reviews and action plans.• Identify and leverage best business practices across the organization.• Run Benchmarking Analysis to identify new improvement opportunities.• Lead the Business Continuity Plan within the Corporate Shared Service• Lead major CI initiatives as the Lean Advantage for AP Organization.

• Consultancy and support of 11 Yellow Belt Six Sigma Projects in the finance areas: AR, AP & GL- Supporting the creation of the VSM (Current and Future state)- Helping with other CI techniques and tools (SOW, A3, 5W1H, Statistical tools, Minitab, etc)• Analysis and report of the intern KPI’s from AR and AP• Identification and Support of CI Improvements in AP and AR departments.• Analysis and support in the deployment of the Business Continuity Plan (BCP) within the SSC.• Gathering, Reporting and Monitoring the Best Business Practices (BBP) metrics as well as the forecasting of the BBP targets.• Monitoring and implementation of action plans from surveys of customer satisfaction.

• Configuration of Inventory, Order Management and Purchasing Modules of Oracle E-Business Suite.• Loading of static and dynamic data into ERP system.• In-Site Training for end users.• Resolution of operational and system problems.• Responsible for monitoring the Service Requests in Metalink.

• Design and deployment of Layout Projects• Materials Flow and Handling Design• Process mapping• Inventory control• MRP Analysis

• Time and Motion Analysis• Calculation of production lines Capabilities.• Lean Projects Development

• Statistical analysis of Tests on the different types of process materials.• Development of a Design of Experiments (DOE) to find the factors that influence the measurement system• Analysis and Improvement of the measuring system using statistical tests ("Measurement System Capability", R&R, Test of Normality).

• Responsible for the management of 8 Improvement Projects.• Bring up to date the production, quality, and security indicators on the production floor.• Analyze the indicators with the Teams in order to propose new improvement projects with the DMAIC Methodology.• Train the personnel in the use of the Operations Management System.• Analyze the insecure operations of the plant to prevent it, and to make known of it with the “MOTS” (Operational Methods of Safe Work).