Marco Carvalho

About Marco Carvalho

PROFESSIONAL SUMMARY • Experienced, innovative financial services and analysis leader with nearly 15 years of experience across multiple facets of the financial services sector, consistently contributing to the improvement of profitability and development of new opportunities. • Leverage strong leadership, interpersonal, and verbal/written communication skills to engage and collaborate with all levels of personnel and leadership on dynamic business environments while leading and influencing decision-making and change management. • Possess strong understanding and experience across diverse areas including organization restructuring, change management, risk mitigation, process management, quantitative analytics, financial analysis, credit spreading and compliance. • Extensive track record of leading strategic direction and transformational efforts related to operational standards and process optimization to consistently drive efficiency and profitability throughout all leadership roles. KEY ACCOMPLISHMENTS • Offshoring Project: Identified needs to strategize, plan and build international offshore teams in Hyderabad and Bangalore as well as managing ongoing relationships and growth from 20 team members to 75; representing 60% of total global staffing. • Lending Transformation: Implemented new spreading tool, FIS Optimist, which will replace Moody’s Risk Analysis and required leadership engagement across BBG and Wholesale Lines of Business to identify and remediate gaps in the system. • Workflow Model: Identified gaps in the operating model and implemented a new workflow across multiple sites, improving efficiency and standardizing processes which resulted in increased customer service and creation of fluid tracking / monitoring for Credit Analysis Department. • Workflow Tool: Partnered with technology group to create and implement new workflow tool to efficiently monitor and control our queue and provide better insights through reporting accuracy and process streamlining. • LOB Resource Guide: Created resource guides of the most complex tasks for our LOB partners, to provide on demand, quick learning opportunities. CORE COMPETENCIES • Collaboration & Consultation • Relationship Development • Team Building & Coordination • Business Development • Financial Evaluation & Analysis • Data Management • Data Analysis • Evaluation & Recommendation • Communication • Project Leadership • Strategic Planning • Process Optimization • Operational Improvement • Virtual Leadership Experience • Proficient in Excel

Experience

1. Lead Business Execution Consultant

   Wells Fargo

   Jul 2022 — Present · Denver, CO, US

   Lead cross functional teams to strategize, plan, and execute a variety of programs, services, and initiatives. • Drive accountability for assigned initiatives, limit risk exposure, and create efficiencies as appropriate. • Review strategic approaches and effectiveness of support function and business performance. • Perform assessments through fact finding and data requiring creative approaches to solving complex issues and develop appropriate solutions or recommendations. • Make decisions in highly complex and multifaceted situations requiring solid understanding of business group\'s functional area or products, facilitate decision making and issue resolution, and support implementation of developed solutions and plans. • Collaborate and consult with members of the Business Execution team and team leaders to drive strategic initiatives.

Education

• Middle Tennessee State University

  BBA

  1999 — 2004