Victor Coello Email & Phone Number

Greater New York City Area

• Collaborated with cross-functional teams to gather and interpret financial data, identify key performance indicators (KPIs), and establish data-driven strategies for business improvement.• Developed and maintained SQL queries to extract, manipulate, and analyze large datasets, providing critical insights into financial trends, cost optimization, and revenue opportunities.• Designed and delivered interactive Tableau dashboards and reports, enabling stakeholders to visualize complex financial data and make informed decisions.• Utilized Excel to create sophisticated models, attribution and variance analysis to aid in data quality control.• Performed root cause analyses on financial anomalies and present actionable recommendations to management, leading to process improvements and cost containment initiatives.• Proactively monitored key financial metrics and performance indicators, highlighting trends and potential risks, and communicating findings to management and team members in a clear and concise manner.

Moonachie, Nj

I supervised all aspects of the day-to-day finances, operations and reporting for this private financing firm. I established operational budgets and forecasting reports before making strategic decisions.I initially stepped into an organization with no defined sales process or instituted structured systems to meet sales targets. I focused on top-line growth, profitability, and new business through diversified lending, business innovation, and business development. Later, after identifying budget inefficiencies, I implemented some cost-cutting measures to improve the overall bottom line.✓ Developed and implemented a business plan, strategy, procedures and budget projections which helped reduced overhead by 40%.✓ Increased commission revenues by negotiating relationships with new lending partners while also expanding financing options.✓ Reengineered financial operations and reduced staffing requirements by 15%.✓ Increased daily call total by introducing new dialing systems with statistics and analysis integration. ✓ Generated over 100,000 new leads after developing and implementing an innovative data scraping system to extract relevant information.

Morristown, Nj

Acertus Capital Management was an affiliate of the MDE Group. While I was still responsible for both the MDE Group and Acertus Capital, for logistical reasons, I was considered an Acertus employee. Asset management brought upon new reporting challenges. Working closely with programing consultants, I successfully incorporated some very complex programming changes and performance reports to our existing portfolio management system. I managed all aspects of the company’s client reporting and data consolidation process, as well as the related technology. Oversaw and coordinated the daily, monthly, and quarterly client reports across relationship, account, style, asset, and security levels. Being there from almost the very beginning, I was instrumental in the growth of this firm and witnessed its transformation from a Financial Planning firm into one of the top Wealth Management firms in New Jersey and the country.✓ Improved the integrity of monthly/quarterly/annually client reports by 30% through the implementation of automated quality assurance checks and the integration of various systems.✓ Optimized the calculation and collection of $6 million of annual management fees by designing a flexible database fee module.✓ Increased client satisfaction scores by about 25% by designing and implementing more user-friendly investment allocation, performance, and attribution reports.✓ Prepared metrics and management reports for the CEO and COO.✓ Achieved compliance with all controls and procedures outlined in the procedures manual and general company policies working directly with the Director of Compliance and COO.

Morristown, Nj

While the company’s primary bread and butter was still comprehensive financial planning, at this time, the company was transitioning to include Wealth Management services. As this happened, the need for a more robust investment operations department became more evident. I was lucky enough to be allowed to lead this department and tackle the new challenges. This experience expanded my client reporting, project management, business analysis, and process improvement skills as we saw a significant jump in the money management business.✓ Responsible for all aspects of investment operations and daily/monthly/quarterly client reporting.✓ Optimized the firm’s investment operations workflow needs through the design and implementation of a custom CRM.✓ Saved the firm approximately $20,000 in annual expenses by replacing a third-party financial planning system with a proprietary one.✓ Trained advisors and financial analysts in proprietary software, other systems, and forecasting analyses.✓ Analyzed large and complex data sets through queries to derive strategic recommendations.✓ Leveraged technology to automate custom client reports and other analyses.✓ Worked closely with various teams across several locations through various PMS migrations.

Parsippany, Nj

Donning my computer programming hat, I immediately jumped in the ring to reconfigure and make programming changes to the existing financial planning system to streamline the process. I worked closely with advisors to improve both the system reports and financial analyses to give users more flexibility and eliminate time-wasting calculations. The result was a much faster, accurate and tailored personal financial plan. ✓ Streamlined the preparation of client financial plan reports by over 50% through the design and implementation of a fully integrated financial planning system.✓ Reduced time spent on client data gathering by about 30% through the development of data imports/exports between systems.✓ Produced an average of 120 personal financial plans per year. ✓ Analyzed, reviewed, and tracked monthly performance, attribution, and risk of over 200 individual and aggregated client accounts.