My Professional
Summary
Dynamic Executive Leader with 15+ years of proven success in business intelligence and operations management. Expertise in leveraging data-driven strategies to achieve measurable results, cultivating high-performing teams, and driving innovation through ethical, optimized solutions. Renowned for strategic vision, fostering inclusive collaboration, and delivering operational excellence to attain sustainable growth.
My Work Experence
PRESIDENT
Kurv Inc
Apr 2024 – Present
Headed a nationwide accounting firm with multiple locations and a team of 130 employees concentrating on public, governmental and private accounting.
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Directed and aligned global operations, overseeing 2 international remote teams, a U.S.-based remote team, and 3 brick-and-mortar locations to ensure seamless service delivery to over 3,500 clients nationwide
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Increased net profits by $575K (12%) within one fiscal year by executing strategic cost optimization initiatives, reducing overhead expenses by 20%, and boosting operational efficiency by 30%
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Collaborated with executive team and executed a 3-year financial strategy, establishing a scalable budget and forecast aligned with organizational growth objectives and revenue predictability
VICE PRESIDENT OF BUSINESS DEVELOPMENT
Got Coverage Inc
Dec 2016 – Nov 2023
Headed a nationwide general lines insurance brokerage focusing on commercial, personal, life, and health insurance, producing over 1,700 sizeable policies in sixteen states
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Engaged with all levels of professionals to negotiate a 10% cost reduction for clients by contract negotiation of a lowered down payment interest rate, resulting in improved short- and long-term customer service, brokerage relationships and retention
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Devised tailored SOPs for property and casualty insurance branch, collaborating across engineering, sales, and legal teams, minimizing compliance exposure from 33% to 2%, increasing sales by 2.2MM
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Established employee-customer matching rulesets to enhance stakeholder journey by utilizing employees' language and expertise skills, hiking average renewal rate from 69% to 89%
EXECUTIVE DIRECTOR, OPERATIONS
JustCountants Inc
Dec 2008 – Nov 2016
Directed operations of a bookkeeping and tax preparation firm servicing small and medium-sized businesses with portfolio of over 2,500 clients
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Originated business strategy to focus on low volume high-value client acquisition to adapt to market trends, pivoting teams to focus on business clients, leading to sizeable ROI on marketing by 84%
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Allied with Internal Revenue Services, decoding tax publications and providing tax notice resolutions, to save $22M in tax debt for 2,443 clients
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Re-engineered workflows by employing task management software across cross-functional teams to mitigate interdependencies of teams, lowering account processing time by 47%
MANAGING PARTNER AND VP STRATEGIC EXPANSION
ExpressTax
Jan 2005 – Dec 2008
Founded a tax preparation firm servicing small and medium-sized businesses with portfolio of over 7,300 clients across 16 offices
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Spearheaded strategic expansion efforts by managing and overseeing 16 tax offices across Dallas/Fort Worth vicinity, resulting in significant market presence and revenue growth
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Championed employee engagement and management operations across all 16 establishments, fostering a culture of excellence and ensuring seamless operations
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Maintained precise cost records and ensured month-end accruals for 16 offices, contributing to financial stability and compliance
REGIONAL MANAGER, FRONT-END OPERATIONS
Southwest Bank
Feb 2006 – Oct 2008
Managed front-end operations in 7 locations through strategic thinking, process optimization, and team leadership to ensure operational excellence in the banking environment
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Mentored, trained, and developed entry-level and existing leadership in the retail division
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Entrusted for achieving financial performance and revenue goals for all front-end operations while managing revenue cycle management through a third party vendor
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Partnered with executive leadership to adapt and align on innovative marketing strategy, built cross-selling workflows for bank tellers, increasing loans and credit card lines by 234%
WHY RENATO?
A Different Approach, Using Thought Leadership Skills
• Strategic Leadership
• Operational Efficiency
• Sales Enhancements
• Client-Centric Innovations
• Operational Excellence
• Strategic Planning
• Financial Control
• Business Development
• People Management
• Strategic Expansion
• Innovation Management
• Project Management
• Change Management
• Training and Development
• Multilingualism
Education and Certifications
2021-2022
Tarleton State University
Business Administration/Management
2001-2002
Tarrant County College
Associates Degree
2024
PMP Certification
Appointments
If you would like to discuss my experience or are interested in me being a part of your organization, feel free to schedule an informational call with me.