Carlos Guzman

Carlos Guzman Email and Phone Number

Customer Success Manager @ PriceEasy AI
Houston, TX, US
Carlos Guzman's Location
Austin, Texas Metropolitan Area, United States, United States
Carlos Guzman's Contact Details
About Carlos Guzman

VC with prior experience in investment and client-facing roles. Web3 content writer for VC deal-flow at WAGMI Ventures. 2019 graduate from The University of Chicago Booth School of Business with concentrations in Finance, Strategy, and Accounting. Passionate about VC and investing in incredible founders and innovative tech startups.

Carlos Guzman's Current Company Details
PriceEasy AI

Priceeasy Ai

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Customer Success Manager
Houston, TX, US
Carlos Guzman Work Experience Details
  • Priceeasy Ai
    Customer Success Manager
    Priceeasy Ai
    Houston, Tx, Us
  • Ram Windows & Doors
    Outside Sales Account Executive
    Ram Windows & Doors Jul 2023 - Aug 2024
    Houston, Texas, Us
    I sell designer windows and doors for custom-built homes
  • Astralabs
    Senior Account Executive
    Astralabs Aug 2022 - May 2023
    Top sales performer in a fast-growing startup with Series A funding. The company liquidated in May 2023
  • Goingvc Partners
    Venture Capitalist
    Goingvc Partners Jan 2022 - Aug 2022
    San Francisco, Ca, Us
    Graduated from Cohort 10 of GoingVC – an immersive full-time program where I established proprietary deal-sourcing channels, evaluated numerous pitch decks and held 200+ pitch meetings with founders, performed qualitative & quantitative due diligence on compelling investment opportunities, and pitched top deals to GPs & Investment Committees.
  • Vu Venture Partners
    Venture Capitalist
    Vu Venture Partners Sep 2021 - Dec 2021
    San Francisco, California, Us
    Cohort 14 graduate from the world's leading Investor Accelerator for Venture Capital & Private Equity (highly competitive, <1% accepted) – an immersive full-time Venture Capital apprenticeship for emerging VC investors. At VU, I:– Sourced and met with 300+ startups, evaluating deals based on direct coaching and feedback from the two GPs (50+ years of combined experience and early investors in Facebook, Venmo, Uber, Oculus, Beyond Meat, etc.). – Conducted quantitative and qualitative due diligence analyses on the most compelling opportunities and pitched top deals to the GPs and investment committees. – I still serve as a Venture Fellow, sharing high-quality investment opportunities with VU and making introductions to incredible founders
  • Tpg
    Senior Associate, Strategic Finance
    Tpg May 2020 - Sep 2021
    San Francisco, California, Us
    In my role as Strategic Finance Senior Associate, I managed the budgeting and financial planning & analysis functions for five private equity fund platforms (Growth, Rise, Evercare, Real Estate, and our REIT) comprising >50% of TPG's overall firm-wide revenue. – I streamlined and created from scratch numerous financial models used for delivering ad hoc analyses, financial forecasts, project finance updates, investment performance, and overall financial health reporting to the C-suite for each platform. – In tandem with the above, I played an instrumental role in thinking through and executing the transformation of TPG's financial planning and reporting in preparation for its IPO in February 2022.
  • American Airlines
    Fp&A Financial Strategy
    American Airlines Jan 2019 - May 2020
    Dallas-Fort Worth, Texas, Us
    I worked in American Airlines' Corporate Finance team, within the FP&A MBA Leadership Dev program. Within this group, I was on the Flight Profitability & Financial Analysis team. – In this role, I constructed several critical financial models from scratch, each quantifying a key line item that rolled up to the firm's top-level P&L. I used these models to drill deep into expense and revenue line items, analyzing trends and variances to glean actionable insights, and making strategic recommendations that informed American Airlines' decision-making with regard to network planning, adding and removing flights from certain markets to optimize profitability. – I also leveraged my expertise in process improvement and strategic problem-solving to guide my team's efforts during a major project aimed at reducing the cycle time of our monthly flight profitability reporting process while drastically increasing confidence in our data integrity. I introduced the team to a project management framework called DMAIC (Define - Measure - Analyze - Improve - Control), which I guided them on to help keep the project on course from start to finish. Regarding data integrity, I recommended a creative solution based on statistical process control methodology and 'R' coding I brought experience in from previous roles.– Lastly, I created the firm's first version of a "Flight Profitability Bible" - a compendium of network insights & key knowledge that was geared towards training new incoming waves of MBA Financial Analysts on the Flight Prof team.
  • Conifer Health Solutions
    Director Of Business Development
    Conifer Health Solutions May 2017 - Dec 2018
    Frisco, Texas, Us
    - Developed a book of business consisting of 10 hospital systems for a Value-based Care Saas product - Served as the primary point of contact for all client communication & Bus Dev/Sales/Consulting Engagements/Customer Support/etc.- Delivered sales pitches & product demonstrations, conducted on-site consultations with hospital client CFOs to showcase population health analyses and product capabilities in conjunction with Conifer's Personal Health Nursing team to expand services and improve overall contract value- Directly led contract negotiations for new sales & renewals, working in close partnership with Legal
  • Conifer Health Solutions
    Strategic Alignment Manager, Hospital Revenue Cycle
    Conifer Health Solutions Aug 2016 - May 2017
    Frisco, Texas, Us
    - Formulated financial business cases for 17 enterprise-level initiatives in Conifer's 2017 roadmap, capturing $32M in revenue and client benefits against $7M in capex for a ~450% ROI. I presented these results to the executive steering committee to guide Conifer's strategic roadmap planning and prioritization of various work-streams. In preparing each financial business case, I created a financial model from scratch and worked cross-functionally with key leaders and stakeholders in various departments across the business to assess and quantify project benefits like incremental revenues and offsetting expenses like incremental labor expense and capex. resulting in a 2017 roadmap of $7M in capital expenditures with a 450% ROI of $32M in revenue and client benefits
  • Conifer Health Solutions
    Business Transformation Manager, Hospital Revenue Cycle
    Conifer Health Solutions Jul 2015 - Aug 2016
    Frisco, Texas, Us
  • Bank Of America
    Process Design Consultant
    Bank Of America Aug 2013 - Jul 2015
    Charlotte, Nc, Us
    Day-to-Day - Business performance management consultant responsible for analyzing various costs, benefits and risks associated with business change proposals and process improvement projects;- Quantitative analysis expert consistently relied upon for fast turnaround of assessments and statistical modeling of data to support high risk/reward business decision making;- Regular analysis and assessment reporting/advisement to executive leadership on trending key performance and risk indicators as part of end to end dashboard management;- Led design of business process management dashboards for four lines of business, including key performance and risk metrics and incorporation of statistical process control; this tool enabled our team, along with business leadership, to monitor and react to the most critical daily business data that drives overall profitability at the lowest cost and risk to the organization;- Effective communicator with honed business acumen developed through frequent interaction with executive mgmt and senior leadership on performance strategy and selling process change value proposals as robust business cases;
  • Bell Helicopter
    Internal Process Improvement Consultant
    Bell Helicopter Sep 2012 - Sep 2013
    Fort Worth, Texas, Us
    Industrial Engineer and certified Lean Six Sigma Black Belt deployed in cross-functional project management and continuous improvement efforts as well as coordination of general IE implementation of standardization, transformation and sustainability of systems and processes. Proven change agent with a track record of successful leadership and driving excellence in team culture and performance.
  • Itt Inc.
    Lean Six Sigma Black Belt
    Itt Inc. May 2010 - Sep 2012
    Stamford, Connecticut, Us
    - Led cross-functional teams across all levels of the organization to develop and execute strategies to drive top-line growth and bottom-line efficiency (ex's: reducing warranty expense, labor productivity savings, opex, and process waste elimination)- Experience in facility layout, capital improvement projects, staffing and capacity management, transactional and manufacturing process refinement, marketing and forecast analysis, vendor-related cost reductions and inventory control- Responsible for development and leadership of site employee engagement in lean continuous improvement culture- Responsible for filling, tracking, and managing Dallas site project productivity funnel pipeline and an annual Lean Six Sigma budget of $1M.- Responsible for managing site leadership's timely completion of KPI tracking, monthly management objectives reporting, and site preparation for monthly Operations Review with VP, Ops.- Member of internal audit team tasked with transforming Dallas site into ISO-9000 compliant organization as part of business-wide marketing and quality initiative to enhance attractiveness to new prospective business and improve quality control and standardization within engineering and manufacturing processes

Carlos Guzman Skills

Cross Functional Team Leadership Business Process Improvement Management Business Strategy Continuous Improvement Team Building Financial Modeling Strategic Planning Financial Analysis

Carlos Guzman Education Details

  • The University Of Chicago Booth School Of Business
    The University Of Chicago Booth School Of Business
    Strategy And Finance
  • Texas Tech University
    Texas Tech University
    Industrial Engineering

Frequently Asked Questions about Carlos Guzman

What company does Carlos Guzman work for?

Carlos Guzman works for Priceeasy Ai

What is Carlos Guzman's role at the current company?

Carlos Guzman's current role is Customer Success Manager.

What is Carlos Guzman's email address?

Carlos Guzman's email address is ca****@****hip.com

What schools did Carlos Guzman attend?

Carlos Guzman attended The University Of Chicago Booth School Of Business, Texas Tech University.

What are some of Carlos Guzman's interests?

Carlos Guzman has interest in Stalked 2015, The Social House Addison, Household Supplies, Clear, American Giant, 9 To 5 Life, Lgbtq@facebook, Composer, Mexican Restaurant, Soi Dog Foundation.

What skills is Carlos Guzman known for?

Carlos Guzman has skills like Cross Functional Team Leadership, Business Process Improvement, Management, Business Strategy, Continuous Improvement, Team Building, Financial Modeling, Strategic Planning, Financial Analysis.

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