Adrian Orozco

About Adrian Orozco

I am a seasoned financial planning and analysis leader with more than 20 years of experience in the U.S. banking sector. Recognized for demonstrating a strong aptitude for enterprise budgeting, forecasting, and profitability analytics, as well as for creating financial models and reporting frameworks that strengthen executive decision-making, I have a verifiable history of contributing directly to organizational performance throughout my career. As such, I have consistently supported senior management in meeting financial and operational targets, and I am adept at structuring high-impact planning cycles that optimize resource allocation and financial visibility. Currently, I am the VP, Budgeting Manager with Amerant Bank. Under my leadership, I direct the full annual Budget for the bank, its subsidiaries, and holding company, ensuring alignment across Strategic Planning, Treasury, Operations, and the business lines. I also lead the quarterly Rolling Forecast and Multi-Year Strategic Plan cycles, guide profitability analysis across multiple dimensions, and oversee the Capital Plan and capital stress scenarios relied upon by senior leadership and the Board. In addition, I partner closely with the Head of FP & A to improve planning methodologies, refine financial systems, and ensure the accuracy and integrity of FP & A and Profitability system.Colleagues describe me as a reliable, thoughtful, detail-oriented finance leader who can be trusted to develop structured solutions that produce clear, actionable results for executives.I am interested in connecting with former colleagues and peers throughout the banking and finance community. Please feel free to contact me through this profile if you wish to connect.

Experience

1. VP, Budgeting Manager

   Amerant Bank

   Oct 2024 — Present · US

   Directed the full annual Budget process for Amerant Bancorp and its subsidiaries by orchestrating planning frameworks, calendars, projection methodologies, and unit-level coordination while ensuring alignment between Strategic Planning, senior executives, and business managers across multiple subsidiaries and the holding company.• Prepared comprehensive Capital Plans by evaluating dividend capacity, debt-coverage ratios, shareholder distributions, and buyback scenarios and ensured that projected capital and performance ratios adhered to leadership expectations and regulatory standards.• Reinforced Amerant’s strategic execution by delivering more consistent Budget, Forecast, and Strategic Plan outputs to enable faster and more confident decision-making by executive leadership.

Education

• Universidad Metropolitana (VE)

  Bachelor of Arts, Business Administration and Management, General

  1993 — 1999

• Saint Michael's College

  Master's degree, Science of Administration

  2000 — 2002

Skills

• Cost Accounting Standards
• Budgets
• Finance
• Financial Analysis
• Forecasting
• Management
• Corporate Finance
• Variance Analysis
• Strategy
• Financial Reporting
• Financial Modeling
• Access
• Banking
• Risk Management
• Cost Accounting
• Activity Based Costing
• Analysis
• Profitability Enhancement
• Data Analysis