Mateo D. Email and Phone Number

Operational Leadership: Structured and sustained operations for a company with 50+ employees, ensuring efficiency and alignment with strategic goals.Revenue Growth: Achieved a 60% increase in company revenue through strategic initiatives and operational improvements.Payments Platform Transition: Successfully moved the company to a new payments platform, streamlining financial transactions and improving cash flow.Event Management: Drove the organization and sponsorship of key industry events, including the Network Automation Forum (NAF), enhancing brand visibility and industry positioning.Employee and Client Engagement: Led efforts to engage 50+ employees and multiple clients, resulting in high levels of satisfaction and retention.Business Development: Oversaw the development of new web pages and the launch of a targeted marketing strategy, contributing to significant business growth.Hiring and Referral Programs: Implemented effective hiring practices and established business referral programs, improving talent acquisition and business partnerships.Satisfaction Metrics: Realized increased employee satisfaction and customer satisfaction through targeted initiatives and continuous improvement efforts.

Management Consulting and Business Advisory: Lead Advisory Services offering serving small to mid-size businesses in financial services, information technology (IT), and real estate development industries.Corporate Strategy and Operations Management: Manage corporate strategy and operations function, increasing assets under management by 70% in 1 year.Corporate Governance and Role Profiling: Develop governance model for financial services company; define roles, responsibilities, and decision rights.Change Management and Business Transformation: Collaborate with private equity clients' to create a scalable accounting, compliance, and reporting function that provides actionable insights to leadership and investors; reduced reporting time by 30 days.New Client Acquisitions, New Business Development, and Niche Marketing: Increased business advisory client base by 50% by targeting niche industries, creating past performance qualifications, and presenting to prospective clients.

Executive Coaching, Lean Principles, and Continuous Improvement Culture: Coached ~250 - 300 executives, business leaders, and staff on lean management practices that promoted transparency, collaboration, accountability, customer-centric work, continuous improvement, and business impact.Root Cause Analysis and Problem Solving: Led problem solving to address root cause of issues and prevent their recurrence; identify improvement opportunities; drive measurable business impact; and institute coaching frameworks to empower teams.Organizational Needs Analysis and Continuous Improvement: Conducted quarterly organizational assessments that identified continuous improvement opportunities.Business Strategy, Goal Setting, and Organizational Alignment: Collaborated with business leaders to define strategy, set goals and metrics, and cascade to frontline teams to ensure alignment across organization.Process Optimization, Cost Reduction, and Cross-functional Collaborations: Decreased external legal review costs by 60% for Securities Administration & Bond Custody teams through continuous improvement initiatives, process optimization, and cross-functional collaboration.Customer Engagement and Customer Satisfaction: Increased customer satisfaction by 27% through customer engagement, survey data collection and analysis, and a client feedback loop.Root Cause Problem Solving and Defect Elimination: Reduced product defects by > 20% through root cause problem solving and correction.Strategic Business Change and Client Issue Resolution: Centralized intake sources from 8 to 1, reducing client issue resolution time by 40%.

Management Consulting, Organizational Effectiveness, and Creative Problem Solving: Partnered with Fortune 100 finance & tech industry clients to develop innovative solutions to complex problems.Continuous Improvement Facilitation and Executive Advisory: Spearheaded assessment and continuous improvement projects and presented recommendations to executives.Business Process Design, Payroll Conversions, and Time-efficient: Defined payroll process and adopted a new platform that reduced processing time by 90% and costs by 50%.Data Analysis and Program Analysis: Determined the effectiveness of incentive programs through data analysis, reducing unnecessary spend by 30%.Standards Compliance and Strategic Collaboration: Increased adherence with corporate policies by 50% through improved collaboration efforts, reducing the reimbursement of non-compliant expenses by 80%.Business Transformation, Human Capital Management, and Strategic Business Change: Enabled strategic change and solutions by focusing on business transformation driven by cloud-based human capital management and finance technologies.Thought Leadership and Intellectual Capital: Exercised thought leadership to develop intellectual capital, developing 5 new service offerings, reusable templates for data gathering, and frameworks that increased leadership capacity.Business Case Development: Developed quantitative business cases that articulated cost savings for adopting Software as a Service (SaaS) solutions.Strategic Planning, Process Redesign, and Project Management: Performed business case development, merger and acquisition integration, process redesign and optimization, project management, and strategic planning.Acquisition Integration and HR Transformation: Supported merger of technology acquisitions into a Fortune 50 company’s portfolio by focusing on integrating the organizations’ human resources (HR) staff, processes, and tools, streamlining and optimizing HR processes.

Business Consulting, Performance Improvement, and Transformational Leadership: Guided organizations to optimize performance through people, process, and technology transformation.Coaching & Mentoring: Mentored and coached 20+ junior team members across projects, helping them set goals and maximize performance.Peer Mentoring and Diversity: Served as peer mentor, recruiting and developing 30+ African American and Hispanic staff for leadership roles.Project Management: Led project that reduced customer’s tax reserve time from 60 months to 6 months. Organizational Design and Strategy Implementation: Supported organization design and implementation to enable multilateral agreement between foreign financial institutions and global tax authorities, resulting in 100,000 individuals and institutions coming into compliance and collecting > $10BExecutive Advisory and Continuous Improvement Facilitation: Spearheaded assessment and continuous improvement projects and presented recommendations to executives.Business Model Development and M&A Modeling: Created an M&A integration model to determine suitability and level of integration of acquisitions into the acquiring entity’s portfolio; this repeatable model was used to guide the integration of 4+ acquisitions.Business Development, Trust Building, and Operating Models: Revived a project by renewing client trust and creating operating model, capturing $5M in additional work. Expanded business with existing clients through relationship building, contributed to business development efforts to capture new business.Strategic Planning and Fraud Prevention: Developed and implemented a strategic plan that reduced the fraudulent release of funds by 50%.Organizational Design and Operational Streamlining: Spearheaded organization design that streamlined efforts from 4 divisions into 1 centralized office to prevent, detect, and resolve identity theft, reducing identity theft by 40% within 1 year.

Competitive Analysis and Business Development: Led competitor analysis and past performance qualifications creation in business development effort that captured a $120M contract.Streamlining Operations: Streamlined customer HR Service Center operations by moving to a paperless model, reducing labor costs by 50% and customer response time by 90%.

Market / Data Analysis and Cross-functional Collaboration: Worked with cross-functional Corporate Partners Team to manage the development of a market study to identify trends and consumer preferences for Casa Herradura's “El Jimador” product line within the Mexican market. Executive Presentations: Consolidated findings and developed presentation for Casa Herradura's executive team.