Emerson Lemus
Private Investor at Self-Employed- Claim this Profile
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Spanish Native or bilingual proficiency
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English Native or bilingual proficiency
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French Elementary proficiency
Topline Score
Bio
Faye Olson
I enjoyed working with Emerson at Walmart as he is always trying to figure out how to make things better and add value to the organization. Emerson works hard and is fun to be around, he has high potential for a very successful career. I highly recommend him on any team.
John Shaw, J.D.
I've known and worked with Emerson closely for more than 4 years in various roles. He has great experience across multiple cross functional teams, gets along with others well and possesses the skills to continue developing into higher leadership. In addition, Emerson speaks multiple languages and highly thought of as a friend and colleague. I would highly recommend and welcome the opportunity to work with Emerson again.
Faye Olson
I enjoyed working with Emerson at Walmart as he is always trying to figure out how to make things better and add value to the organization. Emerson works hard and is fun to be around, he has high potential for a very successful career. I highly recommend him on any team.
John Shaw, J.D.
I've known and worked with Emerson closely for more than 4 years in various roles. He has great experience across multiple cross functional teams, gets along with others well and possesses the skills to continue developing into higher leadership. In addition, Emerson speaks multiple languages and highly thought of as a friend and colleague. I would highly recommend and welcome the opportunity to work with Emerson again.
Faye Olson
I enjoyed working with Emerson at Walmart as he is always trying to figure out how to make things better and add value to the organization. Emerson works hard and is fun to be around, he has high potential for a very successful career. I highly recommend him on any team.
John Shaw, J.D.
I've known and worked with Emerson closely for more than 4 years in various roles. He has great experience across multiple cross functional teams, gets along with others well and possesses the skills to continue developing into higher leadership. In addition, Emerson speaks multiple languages and highly thought of as a friend and colleague. I would highly recommend and welcome the opportunity to work with Emerson again.
Faye Olson
I enjoyed working with Emerson at Walmart as he is always trying to figure out how to make things better and add value to the organization. Emerson works hard and is fun to be around, he has high potential for a very successful career. I highly recommend him on any team.
John Shaw, J.D.
I've known and worked with Emerson closely for more than 4 years in various roles. He has great experience across multiple cross functional teams, gets along with others well and possesses the skills to continue developing into higher leadership. In addition, Emerson speaks multiple languages and highly thought of as a friend and colleague. I would highly recommend and welcome the opportunity to work with Emerson again.
Credentials
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Business and Financial Modeling Specialization Program
The Wharton SchoolAug, 2019- Nov, 2024 -
Series 65
FINRA
Experience
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Self-Employed
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United States
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Financial Services
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400 - 500 Employee
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Private Investor
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Jan 2017 - Present
• Lead overall strategic and tactical direction of a multi-million dollar investment portfolio. • Analyze market, customer, products/services, and financial data; business models and related growth prospects; competitors’ business plans; management teams' capabilities; micro and macroeconomic factors; and other qualitative and quantitative information to determine strategic fit and potential success of investments across a variety of industries and asset classes such as real estate, commodities, and credit/fixed income. • Produced a private fund Compound Annual Growth Rate (CAGR) of 37.3% as of September 2023 since inception (January 2017) versus a CAGR of 9.5% for the S&P 500 and 12.7% for the Nasdaq Composite. • Generated average annual excess returns of 24.8% vs S&P 500 since inception. Show less
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Walmart
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United States
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Retail
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700 & Above Employee
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Senior Manager II - Strategy & Execution, Walmart Technology
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Sep 2014 - Apr 2017
• Supported development and definition of strategies and measurement of metrics for digital transformation journey at Walmart enterprise, Walmart Technology, and GBS (Global Business Services) division Finance, Real Estate, Human Resources, and Goods Not For Resale domains. • Led value management process within GBS, focusing on identifying, measuring, and tracking value and benefits for GBS programs/projects and related domains. • Developed and shared best practices and standards across the organization related to project intake, contract management, executive steering committee, and value realization processes. • Developed and led contract management strategy, processes and governance for GBS as well as related procurement/financial management activities worth $300M+ annually. • Coordinated customer relationship management activities for Latin American markets. Show less
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Senior Manager I - Strategy & Implementation, Global Business Services
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Oct 2012 - Aug 2014
• Directed activities and strategy for revamped Post Payment Audit (PPA) process implementation for Latin America region to recover monies negotiated with suppliers and not honored per contract, producing $30M annually, during three-year period. • Led continuous improvement of accounts receivable processes within Global Shared Services Centers.
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Merchandise Financial Planner - Seasonal, Sam's Club
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Jan 2011 - Sep 2012
• Provided category financial management and forecasting for $250M seasonal décor and foods business at Sam’s Club. • Responsibilities included control of inventory, specific category/item financial plans, cost allocations, and logistics plans among other merchandising, financial, and operational activities with suppliers, replenishment associates, buyers, space planning, and Clubs. • Developed pre-season plans and maintained in-season sales, profits, stock keeping units (SKU), and inventory data. • Provided and supported implementation of business solutions by building relationships and partnerships with key stakeholders in Merchandising, Operations, Replenishment, Space Planning, Merchandise Planning, Pricing, and Marketing. Show less
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Staff Auditor I & II, Global Internal Audit Services
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Aug 2007 - Dec 2010
• Analyzed financial and operational data, while working with cross-functional teams to learn business and financial processes. • Created process maps and risk assessments to assist in identifying operational and financial risks.• Assisted in identifying opportunities for process improvements, while performing compliance audits in areas such as food safety, pharmacy, and anti-money laundering to strengthen Walmart’s business control environments. • Partnered with business owners and audit leadership to set planning, testing, and wrap up of milestones, enabling completion of audit projects aligning with company business objectives. Show less
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Logistics Analyst/Coordinator - Walmart Supply Chain, Direct Imports
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Jul 2006 - Aug 2007
• Co-managed, with import flow managers and other parties, $5M in merchandise daily (~$1.8B annually) from origin to company’s import distribution centers to ensure timely flow of merchandise. • Analyzed weekly work volume reports of historical data to feed short-term forecasts of ports’ workloads, providing facilities and upper management with tools to plan labor and help make operational decisions. • Performed analysis of demurrage charges from deconsolidating facilities, resulting in savings of up to 80% (average of $5,000) per invoice. • Analyzed operations reports and ensured proper and timely distribution of merchandise, helping to avoid excess of demurrage per item and per diem charges at ports and flow distribution facilities. Show less
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Education
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University of Arkansas - Sam M. Walton College of Business
Bachelor of Science in Business Administration (BSBA), Finance -
John Brown University
Master of Business Administration (MBA), International Business