Roberto C. Ortiz, Mba's Location
Dallas, Texas, United States, United States
Roberto C. Ortiz, Mba's Contact Details
Roberto C. Ortiz, Mba work email
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Roberto C. Ortiz, Mba personal email
n/a
About Roberto C. Ortiz, Mba
Roberto C. Ortiz, Mba is a Finance & Strategy, AT&T at AT&T. He possess expertise in economics, time management, spanish english, strategic planning, international business and 10 more skills. He is proficient in French.
Roberto C. Ortiz, Mba Work Experience Details
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At&TDallas, Tx, Us -
Principal Business StrategyAt&T May 2024 - PresentDallas, Tx, UsOperational Efficiency and Supply Chain | GenAI Initiatives• Projected $10M+ in cost savings and avoidance in year 1 through operational efficiency initiatives focused on B2B sales and customer support, finance, tax, treasury, and commissions.• Manage a $25M portfolio of GenAI solutions in development, with several projects already deployed or in the adoption phase.• Collaborate with business unit heads, CFOs, and technology development teams to ensure alignment and drive results.• Focused on maximizing ROI by tracking and reporting on investment plans over a 5-year horizon. -
Lead Business StrategyAt&T Dec 2023 - May 2024Dallas, Tx, Us
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Lead Financial AnalystAt&T Jun 2020 - Nov 2023Dallas, Tx, UsFinance Lead – Enterprise Mobility• Financial Planner for $3.5B in expenses, managing equipment sales, marketing promotions, and business case analysis to support product CFO team.• Led strategic financial efforts for the 3G network shutdown, ensuring a seamless transition to LTE/5G by identifying capital needs and allocating budgets across business groups.• Collaborated cross-functionally with controllers, operations and marketing teams to align financial strategies with migration tactics and subscriber retention goals.• Expert in subscriber forecasting, utilizing data to predict upgrade cycles and improve customer retention strategies.
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Senior Financial AnalystAt&T Jun 2019 - May 2020Dallas, Tx, UsFinance Lead – External & Legislative Affairs• Managed financial planning for $100M+ in yearly expenses, overseeing headcount, corporate memberships, and corporate giving across multiple business units.• Partnered with business unit heads to support financial management of vendor contracts, large-scale agreements, and employee-related expenses.• Led budgeting and forecasting efforts to ensure resource allocation aligned with strategic business priorities and compliance with external regulations.• Analyzed and optimized spending on corporate memberships and giving programs, ensuring alignment with corporate governance policies.• Provided oversight on large contracts, ensuring cost-effectiveness and proper vendor management to support business goals.
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Senior Financial AnalystAt&T Jun 2018 - May 2019Dallas, Tx, UsDirecTV Latin America (Vrio Corp.)FP&A for $1B+ of revenue, working with peers across South America and the Caribbean on operational reviews, currency exchange impacts and periodical variance analysis.Testing and migration of historical data to Oracle PBCS.
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Practicum Consultant - Team LeadWashington University In St. Louis - Olin Business School Jan 2018 - May 2018St. Louis, Mo, UsTeam lead and project manager for leading craft brewer in the St. Louis area. Focus of the project was on auditing operations/financials to determine strategic direction of company's subsidiary in Germany, forecasting growth strategies to improve its financial predictability and short-term capital expenditures, and benchmarking prospective European markets for export. -
Finance Leadership Program (Summer Intern)At&T Jun 2017 - Aug 2017Dallas, Tx, UsInternship Placement: DirecTV Latin America - Financial Analysis and ReportingLeaded assessment and documentation effort of main data base (IBM: TM1) with the end goal of standardizing reporting practices throughout Latin America (11 countries). Evaluated KPI metrics and streamlined validation process. Steps taken included identification of data inventory, mapped server relationships, and examined user interactions.Communicated on a regular basis with colleagues in Argentina and Brazil to identify best practices and validate cash flow information.Assist on periodical reporting which included 5-Year Plans, 4+8 forecast, month-end close, capital intensity assessments, and other ad-hoc reports.
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Practicum ConsultantWashington University In St. Louis - Olin Business School Jan 2017 - May 2017St. Louis, Mo, UsWorked with Anheuser-Busch InBev's operations managers to create an import operating plan for Belgian product with the goal of improving service levels and developing greater financial predictability.Through cost modeling and operating sensitivity analyses, evaluating ratio of shipments through Anheuser-Busch network locations.
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Economic Development ResearcherDepartment Of State Dec 2014 - Jan 2016Project leader of research on the economic impact higher education has on the Puerto Rican economy; studied migration, enrollment and school dropout rates; results are now being utilized by the Department of Education's Under Secretary.Aided Under Secretary of State in the development of strategic plans that broaden the reach of “Campus Puerto Rico,” a project that seeks to enhance recruitment of Latin American students in Puerto Rican universities and potentially impact local economy by $3B.
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Product ManagementOriental Jun 2015 - Jul 2015San Juan, Puerto Rico, UsDeveloped and modeled profitability analyzes for three main checking accounts which led to an evaluation of assets in branch offices, and positively impacted yearly revenues by $40k.Research included scrutiny of bank's marketing strategies, financial and operational data, and new technology implementation to determine growth opportunities that could potentially decrease $4M yearly fluctuations in checking accounts portfolio. -
International EconomistU.S. International Trade Commission Jan 2014 - May 2014Washington, District Of Columbia, UsAided the Office of Economics staff in reviewing the files for U.S. bilateral trade issues, including: intellectual property, trade barriers, tariffs, free trade agreements, and quality compliance. Developed staff reports, and provided research overview for projects.
Roberto C. Ortiz, Mba Skills
Economics
Time Management
Spanish English
Strategic Planning
International Business
Leadership
Creative Strategy
Spanish
Research
International Relations
Goal Oriented
Translation
French
Intercultural Communication
Multilingual
Roberto C. Ortiz, Mba Education Details
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Washington University In St. LouisMba -
Universidad De Puerto RicoInternational Business
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California State University-San BernardinoInternational Business/Trade/Commerce
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The Washington Center For Internships And Academic SeminarsInternational Relations And Affairs
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Thomas Alva Edison SchoolHigh School Diploma
Frequently Asked Questions about Roberto C. Ortiz, Mba
What company does Roberto C. Ortiz, Mba work for?
Roberto C. Ortiz, Mba works for At&t
What is Roberto C. Ortiz, Mba's role at the current company?
Roberto C. Ortiz, Mba's current role is Finance & Strategy, AT&T.
What is Roberto C. Ortiz, Mba's email address?
Roberto C. Ortiz, Mba's email address is ro****@****att.com
What schools did Roberto C. Ortiz, Mba attend?
Roberto C. Ortiz, Mba attended Washington University In St. Louis, Universidad De Puerto Rico, California State University-San Bernardino, The Washington Center For Internships And Academic Seminars, Thomas Alva Edison School.
What skills is Roberto C. Ortiz, Mba known for?
Roberto C. Ortiz, Mba has skills like Economics, Time Management, Spanish English, Strategic Planning, International Business, Leadership, Creative Strategy, Spanish, Research, International Relations, Goal Oriented, Translation.
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