Richard Sanchez Jr. Email and Phone Number
Rick is a seasoned strategy executive, corporate finance leader, and growth-focused manager with over 10+ years of experience in the Technology, Digital Media, Gig Economy, and FinTech industries.Known for developing high-performing world-class teams and data-driven processes, Rick has a strong and competitive passion for winning, team-building, and partnering across organizations to deliver value-based monetization strategies and collaborative planning processes.He is the CFO of AI Technologies, a venture studio and startup incubator in the fintech industry, and Principal & CEO at Robyn Consulting Group, LLC, a financial management consulting firm for startups and small businesses.His career with disruptive platforms in the gig economy and tech landscape has driven over $200 million in revenue acquisitions and successfully led an $800 million SPAC for a value-based healthtech provider.Rick's core focus is on developing robust monetization and revenue strategies for startups, enhancing decision-making processes and predictive analytics for organizations, and future-proofing businesses with sound financial planning strategies.Connect with Rick to explore how he can support your business's unique value positioning to your customers and strengthen your financial narrative.
Robyn Consulting Group
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- robyncg.com
- Employees:
- 3
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Principal And CeoRobyn Consulting GroupFlorida, United States -
Chief Financial OfficerAi Technologies Co Apr 2024 - PresentA Startup Incubator & Venture Studio hyper-focused on developing AI/ML tools, decision automation, and financial market algorithms for the FinTech industry. In this role, I lead a team of experienced financial and analytical professionals, overseeing:▪ Strategic Financial Planning▪ Financial Operations & Controls▪ Capital Management & Investor Relations▪ Technology Investment & Innovation▪ Governance & Compliance -
Principal & CeoRobyn Consulting Group Mar 2022 - PresentMany executives struggle in understanding how their day-to-day decisions impact financial results, so here at Robyn Consulting Group we develop custom financial tools, business plans, and analytics that support informed decision-making, giving executives the clarity and confidence to scale their business, profitably.▪ Financial Visibility & Reporting▪ Business Planning & Cash Management▪ Sales Analytics & Profit Growth▪ Exit Planning & Value-Enhancement -
Managing Partner | RevenueCarefuture Health May 2023 - Jan 2024CareFuture is a clinician-first platform that connects facilities with qualified, flexible healthcare professionals. Unlike staffing companies, CareFuture empowers clinicians to choose their facility, rates, and schedules while also providing facilities with quality patient care to fill their empty & short-staffed shifts. -
Chief Financial OfficerAgua Media Feb 2022 - Mar 2023Fort Lauderdale, Fl, UsIn this role I've built and led the Finance and Operations teams responsible for enabling Agua's day-to-day production schedule and digital platform. My team’s scope of work oversees multiple functional areas furthering success through:𝗙𝗶𝗻𝗮𝗻𝗰𝗲 & 𝗔𝗱𝗺𝗶𝗻𝗶𝘀𝘁𝗿𝗮𝘁𝗶𝗼𝗻• Raised $2.3M cash in 2022 to fund creator platform and content development of a $5.3M ACV pipeline.• Full scope of implementation of financial protocols, accounting SOPs, and connected planning processes to support financial budgeting, cash flow guidance, accurate P&L projections, and pre-money valuation.• Led a dynamic team of innovative producers, top-tier content creators, and savvy corporate employees to successfully launch seven cohort-focused and curated podcasts in 2022.𝗖𝗿𝗲𝗮𝘁𝗶𝘃𝗲 𝗢𝗽𝘀 & 𝗖𝗼𝗻𝘁𝗲𝗻𝘁 𝗔𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻𝘀• Developed a content acquisition strategy that balances lucrative compensation for creators with thorough and vetted due diligence to ensure quality and drive downloads for Agua.• Designed and implemented a streamlined operational infrastructure to achieve a 5-hour cycle time from pre-production to distribution while maintaining strict quality control checkpoints.𝗦𝗮𝗹𝗲𝘀 & 𝗠𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴 • Developed and launched go-to-market initiatives for green talents, focusing on their digital reach, guesting potential, and existing brand, resulting in $250K of cost savings and over 1M downloads over a 6-month period.• Successfully deployed podcast advertising dollars and utilized a marketing campaign tracker, resulting in a Cost per download of ~$4, a 60% improvement over the industry standard -
Director, Revenue Management, Business DevelopmentArise Virtual Solutions Inc. Apr 2020 - Jan 2023Miramar, Florida, Us𝗩𝗮𝗹𝘂𝗲-𝗕𝗮𝘀𝗲𝗱 𝗣𝗿𝗶𝗰𝗶𝗻𝗴• Elevated Arise's pricing approach from a cost+ methodology to a white-glove solution-focused strategy, delivering 12 new logos in 2020 and $100M+ in annualized value• Identified cost transformation opportunities, reducing client Capex/Opex by 30-50%, through increased flexibility and scale with Arise’s virtual partner platform• Designed client ROI calculator, quantifying Arise's key value propositions of superior agent quality, increased AOV/CLV generation, innate model flexibility, and enhanced productivity, increasing active pipeline health by 60%+𝗦𝗮𝗹𝗲𝘀 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀• Development of pipeline management tool through Salesforce and complementary analytics packages to improve executive oversight, opportunity throughput and deal closing, and alignment of Arise's revenue model to predict new logo wins within 10% MAPE in 2020• Led strategic and targeted account project to identify total addressable market of potential prospects for Arise to pursuit, resulting in segmented strategies by vertical, geographies, and client size, increasing the scope of qualified leads by 3x in 2020• Quantified Arise CX support across client scope and depth, resulting in Arise being named a leader in Work-at-Home and Best-in-Class CX management by Everest Group's 2021 Peak Matrix𝗗𝗮𝘁𝗮-𝗗𝗿𝗶𝘃𝗲𝗻 𝗗𝗲𝗰𝗶𝘀𝗶𝗼𝗻 𝗦𝘂𝗽𝗽𝗼𝗿𝘁• Implemented financial and operations reporting package to assess P&L variances to plan, gaps in contract rates, and deliver consistent pricing across multiple vertical, channels, & geographies• Implemented pipeline management processes to ensure revenue forecast integrity, salesperson productivity, and improvement in pipeline traction from opportunity identification to solutioning by 50%• Utilized client volume data to identify critical gaps and opportunities for Arise to support CX transformation and improve quality and performance goals through statistical analysis & modeling -
Sr. Manager, Go-To-Market Strategy, Fp&ASitel Nov 2019 - Mar 2020Miami, Fl, Us𝗚𝗼-𝘁𝗼-𝗠𝗮𝗿𝗸𝗲𝘁 𝗦𝘂𝗽𝗽𝗼𝗿𝘁• Engineered rollout and reporting cadence of pipeline analytics tools quantifying salesperson productivity, pipeline traction, and revenue generation, resulting in a 50% increase in won revenues vs. prior year• Development of executive dashboards, pipeline KPIs and metrics, and salesperson power rankings enabling C-suite to monitor deal progression and incentivize competition amongst the sales team• Implementation of cross-department revenue forecast for new logo growth, enabling finance and sales to decrease an $11M revenue discrepancy through Salesforce’s cloud platform𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗙𝗶𝗻𝗮𝗻𝗰𝗲• Monthly delivery of non-core product’s financial package to solution team inclusive of Sitel’s four core financial processes, resulting in enhanced visibility and improved decision-making leading to growing margins, predictive revenues, and efficient team allocation to projects• Strategic redesign of account management’s commission targets based on revenues, aligning with 2020’s aggressive revenue growth in budget and giving account management a more singular target for the year.• Integration of near-win opportunities in Salesforce into Sitel’s core forecasting process to estimate revenue generation through end of current year and into further length of contract𝗔𝗻𝗮𝗹𝘆𝘁𝗶𝗰𝘀• Development of sellable seats reporting and dashboard, enabling business development to direct client opportunities to the most suitable market based on client value need• Quantified existing clients’ international footprint using pareto analysis to identify revenue generation across Sitel’s various global markets• Implementation of credit check process into each opportunities’ pipeline through third-party vendor to estimate client’s risk of defaulting on payments and Sitel’s exposure to revenue loss -
Sr. Financial Analyst, Operations FinanceMednax, Health Solutions Partner Mar 2019 - Nov 2019Sunrise, Florida, UsA physician-led health care organization that partners with hospitals, health systems and health care facilities to offer neonatal, anesthesia, maternal-fetal medicine, and pediatric care services, as well as revenue cycle management, patient engagement and perioperative improvement consulting solutions. 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗙𝗶𝗻𝗮𝗻𝗰𝗲• Managed a market of 20 practice P&Ls totaling $220M in revenues and $33M in profit annually.• Adjudications to revenues and expenses impacting P&L performance and regularly assessed integrity of financial reporting and data.• Executive/board level commentary and reporting on prior year variances, performance to budget, payor mixes, and volume growth of all practices’ within market.𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗹𝗶𝗻𝗴 & 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀• Creation of profitability analysis of 10+ clinical compensation increases and physician hires across market with the strategic goal of incentivizing long-term tenure and reducing part-time expenditures.• Merging of two practices in market, increasing patient volume scale and a $100K annual reduction in office expenses.𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀• Conversion of the two largest practices in market from a common service model to revenue share split, resulting in an increased accountability from clinical staff and an increased projection of $10M+ gross profit over the next five years.• Developed regional database and analytics to support practice level operator’s decision making through the complexities of payor mix opportunities and drivers.• Active SME for market practice directors for financial matters regarding, reserve rate performance, cash management, budgeting & forecast cycle, and cost allocations. -
Manager, Portfolio Fp&A, Finance & StrategyArise Virtual Solutions Inc. Jun 2017 - Feb 2019Miramar, Florida, Us𝗥𝗲𝘃𝗲𝗻𝘂𝗲 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁• Redesign of pricing model, improving Arise’s P&L accuracy and providing a white-glove solution for prospective clients, resulting in a 20% improvement in costing.• Key driver of portfolio business reviews and capital partner presentations, detailing financial performance, operational metrics, and future pipeline opportunities.• Serves as active SME on prospective client RFPs & renewals for pricing and support, resulting in over $3,240,000 in revenues for 2017.𝗙𝗼𝗿𝗲𝗰𝗮𝘀𝘁𝗶𝗻𝗴 & 𝗕𝘂𝗱𝗴𝗲𝘁𝗶𝗻𝗴• Production of enterprise revenue forecast process and variance analysis, reviewed with CEO/CFO to drive opportunities across account P&Ls.• Integration of enterprise capacity plan and revenue forecast to estimate the supply and demand of agent strain on projected crowdsourcing.• Capital budgeting for new vendor software to improve agent quality assessments and $500,000 cost savings to Arise.𝗣𝗿𝗲𝗱𝗶𝗰𝘁𝗶𝘃𝗲 𝗔𝗻𝗮𝗹𝘆𝘁𝗶𝗰𝘀• Creation of agent based adherence what-if tool, allowing operations insight into correcting agent behavior.• Ownership of vendor payment analysis to estimate improvement in agent quality metrics and incentivize servicing behavior.• Development of dashboard analytics to track enterprise specific KPIs for agent behavior, financial variances, and operational performances for all accounts. -
Sr. Forecasting Analyst, Finance & OperationsArise Virtual Solutions Inc. Oct 2015 - Jun 2017Miramar, Florida, Us𝗩𝗼𝗹𝘂𝗺𝗲 𝗙𝗼𝗿𝗲𝗰𝗮𝘀𝘁𝗶𝗻𝗴• Predictive statistics to project client demand, vendor capacity, consumer behavior, and KPI attainment• Long, middle, and short-term forecasting techniques to quantify potential revenues and volume impacts for clients• Forecasts volume and revenues for a diverse portfolio of fortune 500 companies across a variety of industries• Maintains forecast accuracy within 5-10% MAPE, whilst balancing client required KPIs𝗖𝘂𝘀𝘁𝗼𝗺𝗲𝗿 𝗥𝗲𝗹𝗮𝘁𝗶𝗼𝗻𝘀𝗵𝗶𝗽 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁• Optimization of client forecasting models to increase portfolio revenues for internal stakeholders and reduce client costs by more than $100,000• Construction of business continuity planning analysis in an enterprise initiative to assess Arise’s ability to handle excess volume as well as impact of potential disaster event𝗪𝗼𝗿𝗸𝗳𝗼𝗿𝗰𝗲 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁• Production of reports and dashboards to present summarized descriptive analytics to internal and external stakeholders• Presentation of prescriptive analytics to assess long-term goals of model scaling and efficiency• Management of Forecasting department’s analysis, reports, dashboards, and databases that partner across all departments• Utilization of sensitivity analysis for multiple input variant scenarios• Responsible for departmental ad-hoc analytics and long-term forecasting for organization where improvements resulted in a 20% increases efficiency of agent utilization -
Business Analyst, OperationsArise Virtual Solutions Inc. Nov 2014 - Oct 2015Miramar, Florida, UsAwarded a position in the highly selective rotational Emerging Leadership Development Program at Arise. Led ambitious cross-functional Enterprise-wide projects generating savings of $50,000 in under one year. • Transformation of forecasting department’s data obtainment process for all possible programs, resulting in data simplification for 10 clients and a cost savings of $50,000• Construction of forecasting database to allow ease of data extraction for critical program information• Coached overnight analytics team on implementation processes for data importing for client programs, subsequently leading to creation of single forecasting database• Orchestrated legal verbiage change on statements of works for independent businesses to spot areas of opportunity for client programs, resulting in a net savings of $50,000 during off-peak seasons • Created client billing and metric report to analyze current needs, cutting processing time by 500%• Leveraged Salesforce CRM, Google AdWords (SEO), and Microsoft Dynamics to promote client growth and company reach leading to the implementation of one client• Development of marketing Public relations strategies to expose Arise to several television and radio outlets -
Associate, Finance & StrategyCano Health Aug 2016 - May 2017Miami, Fl, UsCano Health is a publicly traded primary care organization that offers patients 5-star Medicare and Medicaid personalized health programs that combine managed care with multi-specialty services across 71 clinics in the United states.• Valuation and negotiation of initial arbitrage with capital partners, leading to $100 million equity raise for denovo acquisitions• Deployment of financial and operational dashboards for executive oversight, resulting in a 20% increase in net patient service revenues and a 5% increase in reserve rate• Implementation of EHR software and transition of existing client and provider data to improve synergies and scale with acquired clinics, improving clinical efficiency and cost savings by 60%.• Capacity planning focusing on physician & labor to ensuring sustainable enterprise growth to meet customer service needs. -
Account Executive, Business DevelopmentMira Tv Apr 2014 - Oct 2014• Filmed, edited, and directed commercials for my portfolio of clients, increasing their ROI and sales volume by more than 55%• Expanded Mira TV’s clientele by signing advertising deals with companies whose demographics were English speaking and ages 25-50, capitalizing on market untapped by our competitors.• Generated more than $100,000 in revenue over first three months in contracts with buyers. -
Assistant ManagerTransmar Jun 2012 - Dec 2013- Maintained accurate monthly financial statements through use of excel to stabilize incoming business- Created weekly P&L for export business for financial uses of tracking organization profit and tracking expenditure. Delivered statements directly to manager.- Monitored inventory. Worked with owner to create controls -
Donor Associate, AthleticsFlorida International University Jan 2010 - Apr 2012Miami, Fl, Us- Worked directly with Athletic Director to create a unique game day experience for donors.- Worked with compliance department to ensure donors were aware of critical NCAA established rules and regulations regarding our student-athletes.- Provided Alumni donation office with background information of potential donors and future clients.- Integral member in raising over 100k for FIU Athletics- Managed and trained new members of the staff, on FIU policies and procedures
Richard Sanchez Jr. Education Details
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Florida International UniversityEconomics -
Harvard Business SchoolStrategy -
Nova Southeastern UniversityFinance
Frequently Asked Questions about Richard Sanchez Jr.
What company does Richard Sanchez Jr. work for?
Richard Sanchez Jr. works for Robyn Consulting Group
What is Richard Sanchez Jr.'s role at the current company?
Richard Sanchez Jr.'s current role is Principal and CEO.
What schools did Richard Sanchez Jr. attend?
Richard Sanchez Jr. attended Florida International University, Harvard Business School, Nova Southeastern University.
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