Carlos Guzman Email & Phone Number

Houston, Tx, Us

Houston, Texas, Us

I sell designer windows and doors for custom-built homes

Top sales performer in a fast-growing startup with Series A funding. The company liquidated in May 2023

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.

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

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.

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.

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

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

Frisco, Texas, Us

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;

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.

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

Master Of Business Administration (Mba), Strategy And Finance

Bachelor Of Science, Industrial Engineering