Mario Montero Email & Phone Number

Clearwater, Florida, United States

Leading project delivery throughout all of the FrankCrum family of businesses that includes three operating companies: FrankCrum Staffing, FrankCrum (a Professional Employer Organization - PEO) and Frank Winston Crum Insurance. Our PEO offers a full range of HR services, including payroll, employee benefits, HR consulting services and workers’ compensation insurance. In 2003, Frank Winston Crum Insurance was established to serve the insurance needs of the PEO clients and other organizations.

Tampa/St. Petersburg, Florida Area / Remote

Managing several long-term disciplined agile projects over 2+ years focused on delivering strategic value.Implemented a new reporting platform to replace legacy systems saving over $200k per year.Integrated data from 2 firms (Penn Trust and Athena Capital) acquired through M&A activity for reporting and performance in coordination with a full firm accounting platform migration.Delivered 3rd party integrations for aggregating held away accounts for over 1000 client accounts to supplement client portfolio reporting and financial planning.Reduced accounting platform technology overhead by 50% through process optimization. Driving sustainability reporting throughout the firm for enhanced preference visibility, (IPS) investment objective tracking, and impact reporting for clients, prospects, and relationships.Consultant through Granite Solutions Groupe, San Fransisco, CA

Tampa/St. Petersburg, Florida Area

Directed all applications and data analysis supporting retail sales and marketing teams servicing 250+ Time Inc. and client magazines with nearly 1M magazine pockets at retail locations, airports, and terminals throughout the US, Canada and UK.Delivered roadmap and drove simultaneous projects ranging from $100k to $800k each.Managed the CRM, Data Warehouse, and BI/Analytical reporting for the retail division.Saved 20% of labor through enhanced worker efficiency through application optimization, actionable reporting re-design, and cost efficiencies across sales and marketing teams.Introduced SharePoint mobile functionality for retail and digital ad sales teams across all of the Time Warner and Time Inc company umbrella impacting over 2000 employees.Created robust sales tracking metrics and dashboards for enhanced executive visibility, employee performance evaluation, and strategic sales analysis and planning.Served as interim VP of Marketing Applications during strategic re-alignment of the company to position it for sale directing Salesforce Marketing Cloud, direct mail, newsletters, and mail conversions for all Time Inc. brands. Impacted over 750M mailings.

Wayne, New Jersey

Implemented the successful Rewards R Us customer loyalty program that attributed to over 90% penetration of sales tracking and marketing data gathering for the company and over 5M enrollments within the first year.Improved back-of-house to front-of-house inventory management system for end of supply chain optimization to achieve over 95% stock availability in all 1200+ US and CAN stores.Enhanced point of sale integrations to increase sales and stock success visibility metrics. Re-designed sign printing application and processes to produce 20% labor and cost savings.Realized yearly savings of 1.5M+ through optimization of inventory inquiry system.

Weehawken, Nj

Managed processing of correspondent clearance trades from outside over 50 outside firms.Created Patriot Act and SOX reporting for monitoring over $60M of 3rd party distributions.Drove introduction of Informatica ETL tool to support enterprise data warehouse reporting.Implemented performance upgrades to managed accounts billing system responsible for payments of $400M+ per quarter to managed account fund managers.

Morristown, New Jersey, United States

Created specs, analysis, and programmed processes across international shipping and finance systems. Responsible for leading initiatives, communicating with all levels of management, creating technical and training documentation, and training developers on new methodologies for implementation. Primarily projects involved the 24x7 real-time international shipping system, HUB automation, package scanning system, optimization initiatives, production support, disaster recovery, and global data movement.Consultant through Chubb Computer Services April 1999 - April 2000, then converted to full-time UPS employee.

Graduate Certificate

Bachelor Of Science

Education record

Education record