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.
Top 10 Challenges for Corporate & Investment BanksLapman Lee ✔
Ten themes around regulation, restructuring, and revolution in corporate & investment banking impacting the business, compliance & risk, IT and the way you make business with your customers
10 Essential Skills Of Financial Plannersrandonjames
In today’s fast-evolving workplace, accounting and finance professionals must demonstrate everything from razor-sharp analytical ability and stellar interpersonal skills to a sharp understanding of industry-standard software.
Top 10 Challenges for Corporate & Investment BanksLapman Lee ✔
Ten themes around regulation, restructuring, and revolution in corporate & investment banking impacting the business, compliance & risk, IT and the way you make business with your customers
10 Essential Skills Of Financial Plannersrandonjames
In today’s fast-evolving workplace, accounting and finance professionals must demonstrate everything from razor-sharp analytical ability and stellar interpersonal skills to a sharp understanding of industry-standard software.
Financial Consulting Start Up One Page Executive Summary Presentation Report ...SlideTeam
Here we present Financial Consulting Start Up One Page Executive Summary Presentation Report Infographic PPT PDF Document one pager To win the fundraising round, what matters the most is how you present your business. The art of presenting is crucial whether you are to raise funds from your stakeholders or to prepare a guideline of business plan for your start-up. For your convenience we have brought this start-up companys summary PowerPoint one pager template that includes your companys mission and vision. Present the customers problem and the solution that your organization offers to them. This customizable PowerPoint slide has a lot of space where you can add your companys logo and name. Give a personal touch to your presentation by adding the pictures of your team members along with their names and designation. Showcase how you are going to utilize or allocate the collected funds or resources in your organization. Conduct a comparative analysis of your organization with that of your competitors and depict how you are better than them. Highlight the reasons for convincing your audience to choose you among the others. This business summary one pager involves every information that is important for you to present in front of your stakeholders. Do not waste your time creating a summary from scratch, rather download this business outline readily available PowerPoint one pager template and deliver a stunning presentation in minutes. Grab this Financial Consulting Start Up One Page Executive Summary Presentation Report Infographic PPT PDF Document one pager now. https://bit.ly/3mV1TjH
Effective Turnaround Strategy For Business Restructuring PowerPoint Presentat...SlideTeam
The PowerPoint template is useful tool for firms which are performing poorly for extended period of time and delivering recovering strategies by identifying critical issues existing in firm. The template is useful tool in presenting various turnaround strategies such as change in management, stakeholder support rebuilding, operational efficiency, financial turnaround strategies and handling customers. Initially, it covers details about the firm present scenario with current concerns faced by firm leading to corporate failures such as reported financial loss, increase in customer attrition rate, addressing financial ratios of firm at present, determine digital delivery gap, determine current state of firm operations such as siloed data sources and complex IT systems, etc, analyzing ownership patterns of shareholders, determine capital structure funding sources and debt equity ratio and addressing financial statements. The firm will implement turnaround plan by determining turnaround restructuring path, different stages of turnaround, addressing workstreams in turnaround plan for key functional areas of firm. The firm will change its senior management for thought leadership, restore stakeholder support through effective communication, employee management through retention initiatives and downsizing, workforce upskilling, the firm will improve critical processes through quality improvement and overall cost reduction and will perform financial restructuring through asset reduction and short-term financing. It will handle customer through customer retention and marketing initiatives. The template covers details about budget for implementing digital advancement solution and determine the impact of turnaround plan on firms growth. https://bit.ly/2KssKCI
Project: definition, types and importance, phases of the project,
project identification, sources of idea generation, selection,
feasibility studies, formulation and project report, appraisal,
implementation, evaluation, and control.
Setting up a small business enterprise: identifying the business
opportunity- the importance of creativity, opportunities in various
sectors, stages for setting up of a small enterprise, Concept of
elevator pitch.
Business plan: meaning, Objectives, preparation.
One Expert is an interactive web-based nationwide pool of S&T experts intended to provide technical advise and consultancy services to Filipinos anywhere they are in the Philippines. OneExpert aims to improve access to experts and technologies particularly by people living outside of the major urban centers where most research and technical institutions are located. In the same manner, One Expert will likewise bring the services of any accredited expert located anywhere in the Philippines to clients that need S&T assistance.
Modeling Competition-driven Business Strategy for Business IT AlignmentCωνσtantίnoς Giannoulis
Business strategy aims at supporting the vision of an enterprise,
by paving the way to achieve it through goals that direct the
strategy’s execution. Aligning business strategy to system requirements
requires explicit models from both business strategy and requirements
engineering. However, existing business strategy definition approaches
are informal and their syntax is based on natural language, therefore,
they cannot be used in model-driven alignment. An objective of our
research is to define a well-structured business strategy modeling language.
In this paper, we propose a business strategy meta-model based
on Porter’s work on competition driven strategy and its extension by
Stabell and Fjeldstad. Our UML meta-model is formalized in Telos and
OWL. An initial validation is performed by instantiating the meta-model
using a case scenario.
Financial Consulting Start Up One Page Executive Summary Presentation Report ...SlideTeam
Here we present Financial Consulting Start Up One Page Executive Summary Presentation Report Infographic PPT PDF Document one pager To win the fundraising round, what matters the most is how you present your business. The art of presenting is crucial whether you are to raise funds from your stakeholders or to prepare a guideline of business plan for your start-up. For your convenience we have brought this start-up companys summary PowerPoint one pager template that includes your companys mission and vision. Present the customers problem and the solution that your organization offers to them. This customizable PowerPoint slide has a lot of space where you can add your companys logo and name. Give a personal touch to your presentation by adding the pictures of your team members along with their names and designation. Showcase how you are going to utilize or allocate the collected funds or resources in your organization. Conduct a comparative analysis of your organization with that of your competitors and depict how you are better than them. Highlight the reasons for convincing your audience to choose you among the others. This business summary one pager involves every information that is important for you to present in front of your stakeholders. Do not waste your time creating a summary from scratch, rather download this business outline readily available PowerPoint one pager template and deliver a stunning presentation in minutes. Grab this Financial Consulting Start Up One Page Executive Summary Presentation Report Infographic PPT PDF Document one pager now. https://bit.ly/3mV1TjH
Effective Turnaround Strategy For Business Restructuring PowerPoint Presentat...SlideTeam
The PowerPoint template is useful tool for firms which are performing poorly for extended period of time and delivering recovering strategies by identifying critical issues existing in firm. The template is useful tool in presenting various turnaround strategies such as change in management, stakeholder support rebuilding, operational efficiency, financial turnaround strategies and handling customers. Initially, it covers details about the firm present scenario with current concerns faced by firm leading to corporate failures such as reported financial loss, increase in customer attrition rate, addressing financial ratios of firm at present, determine digital delivery gap, determine current state of firm operations such as siloed data sources and complex IT systems, etc, analyzing ownership patterns of shareholders, determine capital structure funding sources and debt equity ratio and addressing financial statements. The firm will implement turnaround plan by determining turnaround restructuring path, different stages of turnaround, addressing workstreams in turnaround plan for key functional areas of firm. The firm will change its senior management for thought leadership, restore stakeholder support through effective communication, employee management through retention initiatives and downsizing, workforce upskilling, the firm will improve critical processes through quality improvement and overall cost reduction and will perform financial restructuring through asset reduction and short-term financing. It will handle customer through customer retention and marketing initiatives. The template covers details about budget for implementing digital advancement solution and determine the impact of turnaround plan on firms growth. https://bit.ly/2KssKCI
Project: definition, types and importance, phases of the project,
project identification, sources of idea generation, selection,
feasibility studies, formulation and project report, appraisal,
implementation, evaluation, and control.
Setting up a small business enterprise: identifying the business
opportunity- the importance of creativity, opportunities in various
sectors, stages for setting up of a small enterprise, Concept of
elevator pitch.
Business plan: meaning, Objectives, preparation.
One Expert is an interactive web-based nationwide pool of S&T experts intended to provide technical advise and consultancy services to Filipinos anywhere they are in the Philippines. OneExpert aims to improve access to experts and technologies particularly by people living outside of the major urban centers where most research and technical institutions are located. In the same manner, One Expert will likewise bring the services of any accredited expert located anywhere in the Philippines to clients that need S&T assistance.
Modeling Competition-driven Business Strategy for Business IT AlignmentCωνσtantίnoς Giannoulis
Business strategy aims at supporting the vision of an enterprise,
by paving the way to achieve it through goals that direct the
strategy’s execution. Aligning business strategy to system requirements
requires explicit models from both business strategy and requirements
engineering. However, existing business strategy definition approaches
are informal and their syntax is based on natural language, therefore,
they cannot be used in model-driven alignment. An objective of our
research is to define a well-structured business strategy modeling language.
In this paper, we propose a business strategy meta-model based
on Porter’s work on competition driven strategy and its extension by
Stabell and Fjeldstad. Our UML meta-model is formalized in Telos and
OWL. An initial validation is performed by instantiating the meta-model
using a case scenario.
A highly motivated and result driven professional utilizing enthusiasm, perseverance and strong desire to learn, contribute and make a positive difference to the organization. An attitude to learn and grow with multiple talents and skills.
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.
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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
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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.