Ivan Valad has over 10 years of experience in project management, operations management, financial analysis, and customer service roles in the banking and financial services industries. He holds an MBA in Finance and various technical skills including Six Sigma Black Belt certification. His experience includes managing complex projects, analyzing data, improving processes, increasing profits and reducing costs through process improvement strategies, and consistently surpassing goals.

1. Ivan M. Valad
7 Sears Place, East Hampton, CT 06424. Tel: 860.335.2255 Email: Ivan.Valad@Yahoo.com
LI: https://www.linkedin.com/pub/ivan-valad/21/535/a28
_______________________________________________________________________________
Professional Summary
Meticulous Project Manager responsible for complex administration and management of varying projects that
include profitability; products; technological advancement. Applies superior analysis, Six Sigma and
management skills to recommend changes to existing (or new) processes and products. Key ability to work fast
and efficient under heavy stress loads and tight time schedules. Fluency in Portuguese and moderate Spanish.
Financial Analysis - Project Management - Strategic Planning - Forecasting - Operations Analysis - Financial
Services - Insurance - Underwriting - Financial Advising - Credit Analysis - Management - Process Improvement
____________________________________________________________________________________________
Professional Experience
Guilford Savings Bank - Project Coordinator Oct.2015 – Sep.2016
Administers and manages several projects simultaneously, ranging from technology and products to process
improvement via use of project management and Six Sigma black belt methodologies. Presentation of
recommendations to the COO on a consistent basis while managing employees to best effectively execute active
projects. Brainstorm new concepts and products to bank committees. Developed project charters; budgets;
reports; presentations; project facilitation. Significant portion of the work included cost analysis and forecasting.
Analysis Work
 Worked on several systems such as Hyperion and Excel to compile and analyze data/Big Data to find
areas of inefficiency and potential revenue increases/cost savings.
 Compiled forecasts, pivot tables and ad hoc analysis. Utilized variances, ANOVA, Pareto charts, and
some financial analysis metrics such as liquidity/debt ratios.
Project Work
 Managed, overlooked and coordinated projects that ranged not only in departments (operations,
retail, IT) but in scale and duration. Managed several projects up to $250,000 and ranged from a few
months to 9 months.
 Provided senior level management with weekly and biweekly project updates.
 Negotiated contracts with vendors. Sought out new vendors and products/projects to ensure the
company is meeting the demands of the stakeholders.
 Involved in several bank committees including data management, and bank innovation.
Bank of America - Operations Manager - Officer. Feb.2012 - October.2015
Responsible for operational proficiency often among differing centers to ensure utmost adherence to company
policy and regulatory requirements. Coaching of up to 3 centers and a 25-person branch staff simultaneously and
ensuring all operations are performing to the utmost efficiency. Analysis of budgets, forecasts, performance and
other varying processes in relation to operations and sales. Market management collaboration to develop process
improvement initiatives via Six Sigma in the 40 banking center market. Increased revenue by approximately
$15,000 per quarter by market and decreased costs by about $25,000.
 Increased market-wide profits/sales efficiency through Six Sigma process improvement strategies.
 Consistently improved and surpassed operational goals every quarter among all managed centers.
 Management also involved utilizing workforce management systems to ensure staff is working in
according to expectations, meeting hourly requirements, budgeting for payroll, etc.
TD Bank - Financial Service Representative - Officer. Sep.2010 - Feb.2012
Establishing strong relationships with clients in order to build deposits and revenue for the center. Also
responsible for both financial advising via annuities (fixed income) and life insurance, as well as home equity
underwriting and processing in order to deliver the best results for clients in a timely manner. Requires strict
understanding of banking regulations (Reg. D, E, CC, BSA, etc.) as well as insurance (SEC) and state laws. Aided
business loan processes with commercial credit analysis and approvals based on credit factors, industry data, and
KYC data.
 Developed spreadsheets and reports to analyze patterns in the market in order to determine
strongest approach to company required goals.

2.  Trained and mentored others on how to properly underwrite secured and unsecured loans.
 Top 5 performer in Connecticut for 3 consecutive quarters for life and annuity products. 2/4 of the
remaining top 5 have been other associates I have mentored.
People’s United Bank – Customer Service Associate - Aug.2007 – Sep.2010
Position required an even split among operations and sales. Operations aspect of position required developing
and adhering to scheduled audits that ensured compliance to bank policy/procedure and regulatory adherence.
Sales portion of the position required identifying financial needs of the customer and consulting with them to
ensure their goals are met. Such sales minimums included mortgage applications, account opening, and referrals
for investments.
 Promoted 3 times within 3 years for consistently surpassing sales, operational, and customer
satisfaction goals.
 Developed market wide sales blitzes and initiatives that are still utilized today.
_____________________________________________________________________________ __
Technical Skills
Proficiency in MS Office Suite: Advanced Excel; Advanced Word; Access; Project; Outlook; Advanced Power Point.
Intermediate ADP; Intermediate Impact 360; Six Sigma Green Belt; Six Sigma Black Belt; Lean DFSS; Oracle;
Python; SharePoint; Adobe Suite; ALSCOM; Intuit; Basecamp; Quicken; Notary; Medallion Signature; CT
Life/Health license.
____________________________________________________________________________________________
Education
Master's in Business Administration (MBA) in Finance - University of Connecticut _ May 2015
Bachelor's in Communication Sciences - University of Connecticut _ May 2009
Certificates & Licenses
Six Sigma Black Belt Certification – Aveta Business Institute _ July 2015
Connecticut Life, Credit, Travel, and Health License – 2010
Python Programming –ALISON - 2016
CT Public Notary – 2009
____________________________________________________________________________________________
Other
Connecticut Credit Consultants – Lead Credit Consultant – Dec.2013 – Dec.2014
Consulted with businesses and individuals to help them improve their credit or better understand what entails
credit. Implemented project timelines with expected outcomes based on historical data to show clients what they
can expect in terms of ROI. Analyzed existing reports to determine root causes and implemented into the
timelines the best course of action based on client goals.