Frank Avitia
Director of Finance at University of Arizona- Claim this Profile
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English Native or bilingual proficiency
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Spanish Professional working proficiency
Topline Score
Bio
Jason Erdman
Frank reported to me for several years. He came onboard as we were in the middle of a new launch. During this time he took on additional duties and responsibilities. Frank was a leader from within on the team and drove performance not just for his direct reports but across the business. Frank was the POC for whenever I was OOO and I trusted his judgment implicitly. Frank is highly organized, able to lead people and deliver results,
Michael Ross
Frank is a very effecient financial consultant.
Jason Erdman
Frank reported to me for several years. He came onboard as we were in the middle of a new launch. During this time he took on additional duties and responsibilities. Frank was a leader from within on the team and drove performance not just for his direct reports but across the business. Frank was the POC for whenever I was OOO and I trusted his judgment implicitly. Frank is highly organized, able to lead people and deliver results,
Michael Ross
Frank is a very effecient financial consultant.
Jason Erdman
Frank reported to me for several years. He came onboard as we were in the middle of a new launch. During this time he took on additional duties and responsibilities. Frank was a leader from within on the team and drove performance not just for his direct reports but across the business. Frank was the POC for whenever I was OOO and I trusted his judgment implicitly. Frank is highly organized, able to lead people and deliver results,
Michael Ross
Frank is a very effecient financial consultant.
Jason Erdman
Frank reported to me for several years. He came onboard as we were in the middle of a new launch. During this time he took on additional duties and responsibilities. Frank was a leader from within on the team and drove performance not just for his direct reports but across the business. Frank was the POC for whenever I was OOO and I trusted his judgment implicitly. Frank is highly organized, able to lead people and deliver results,
Michael Ross
Frank is a very effecient financial consultant.
Credentials
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Insurance Agent (Health, Property, Casualty)
Arizona Department of Insurance and Financial InstitutionsFeb, 2000- Oct, 2024 -
Growth-Driven Design
HubSpot AcademyJul, 2022- Oct, 2024 -
Growth-Driven Design
HubSpot AcademyJul, 2022- Oct, 2024 -
Content Marketing
HubSpot AcademyJun, 2022- Oct, 2024 -
Email Marketing
HubSpot AcademyJun, 2022- Oct, 2024 -
Inbound
HubSpot AcademyJun, 2022- Oct, 2024 -
Inbound Sales
HubSpot AcademyJun, 2022- Oct, 2024 -
Sales Enablement
HubSpot AcademyJun, 2022- Oct, 2024 -
Social Media Marketing
HubSpot AcademyJun, 2022- Oct, 2024 -
Digital Advertising
HubSpot AcademyJun, 2022- Oct, 2024 -
Digital Marketing
HubSpot AcademyJun, 2022- Oct, 2024 -
HubSpot Reporting
HubSpot AcademyJun, 2022- Oct, 2024 -
Inbound Marketing
HubSpot AcademyJun, 2022- Oct, 2024 -
Inbound Marketing Optimization
HubSpot AcademyJun, 2022- Oct, 2024 -
Revenue Operations
HubSpot AcademyJun, 2022- Oct, 2024 -
SEO
HubSpot AcademyJun, 2022- Oct, 2024 -
Sales Management
HubSpot AcademyJun, 2022- Oct, 2024 -
Service Hub Software
HubSpot AcademyJun, 2022- Oct, 2024 -
Contextual Marketing
HubSpot AcademyMay, 2022- Oct, 2024 -
HubSpot CMS For Marketers
HubSpot AcademyMay, 2022- Oct, 2024 -
Frictionless Sales
HubSpot AcademyApr, 2022- Oct, 2024 -
HubSpot Marketing Software
HubSpot AcademyApr, 2022- Oct, 2024 -
HubSpot Sales Software
HubSpot AcademyApr, 2022- Oct, 2024 -
AHIP
AHIP -
Series 6 - Investment Company Products/Variable Contracts Representative Examination
FINRA -
Series 63 - Uniform Securities Agent State Law Examination
FINRA -
Series 65 - Uniform Investment Adviser Law Examination
FINRA -
Series 7 - General Securities Representative Examination
FINRA
Experience
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University of Arizona
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United States
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Higher Education
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700 & Above Employee
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Director of Finance
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Nov 2022 - Present
Responsible for managing, controlling, and coordinating accounting, budgeting, and other financial or related functions to ensure the financial integrity of the college and campus. The position is also responsible for providing business support to college faculty and staff across all College of Applied Science and Technology programs and helping serve as the department liaison to the University of Arizona's Financial Services, including participating in university-level finance and business committees. Additionally, responsible for the direct supervision of Business Office professionals within the college's Finance area, while reporting directly to the Dean, and being an active member of the college leadership team, with responsibilities for the college and campus business operations. Show less
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Everise
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United States
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Outsourcing and Offshoring Consulting
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700 & Above Employee
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Senior Operations Manager
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Jan 2022 - Nov 2022
This position involves being the liaison between SalesOps and the US Sales team. My main responsibilities revolve around ensuring alignment in business activities and processes that help the sales organization run effectively, and efficiently, and support our business strategies and growth objectives. This position also requires the utilization of multiple software applications including SalesForce, HubSpot, and Dundas BI.
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Operations Manager
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Aug 2019 - Jan 2022
As Operations Manager, I was responsible for the daily oversight and management of a team of supervisors charged with achieving client deliverables through high-performance teams of customer care representatives. This role was that of a coach while holding my supervisor team accountable to ensure that our agents met or exceed the standards set forth by Everise and the client. The role also had significant client-facing interaction. This included having to monitor, track and evaluate supervisor performance based upon pre-determined Key Performance Indicators (KPI’s) and provide personal ongoing support and feedback to supervisors to ensure all client deliverables and Everise standards are met on a constant basis to ensure success. Show less
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Operations Supervisor
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Apr 2018 - Aug 2019
As an Operations Supervisor, I was a constant presence on the Virtual floor and actively interacted with associates to ensure that they were engaged in productive work and systems were functioning properly• Ensure that underperforming associates meet client expectations through the creation and implementation of written action plans• Resolve customer escalations• Responsible for communication between contact center management, client, and associate(s)• Participate in associate selection and interviewing process• Provide on-the-job or up-training as necessary to enable associates to meet Everise and client expectations Show less
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TMX Finance Family of Companies
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Financial Services
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700 & Above Employee
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General Manager
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Dec 2015 - Dec 2017
Coaching, leading and developing the members of my team to excel at their daily performance potential and deliver world-class customer experience. Working directly with team members and district manager to set team profitability goals to maximize overall team performance while keeping the needs of our customers at the center of every transaction. Analyzed cost control and provided timely financial information to support corporate goals. Responsible for the development and accuracy of forecast and budget presentations (Quarterly Business Review – QBR) to an executive management team. Developed and executed short and long-term customized comprehensive financial strategies to reach company goals through financial processes including operating budgets, forecasting, program reporting and analysis, charge management, cost accounting, decision support, contracting and reimbursement analysis by coordinating resources to communicate with and leading process teams. Show less
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AIS /Securities America Inc.
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Tucson, Arizona Area
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Senior Director of Revenue Operations
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Jul 2010 - Dec 2015
Established the highest producing sales unit in the entire Southwest and New York territories with a consistent annual growth rate of 20%. Coordinated forecast and budget processes across multiple stakeholders ensuring timely and accurate submissions of reporting. Operated with organizational partners to develop functional forecasts and budgets for multiple locations in the US marketplace Responsible for developing and ensuring the accuracy of forecast and budget presentations (Quarterly Business Review – QBR) to an executive management team. Played a key role in developing a global reaching organization with locations in both Arizona and New York. Created internal controls and operating procedures for the entire Southern Arizona territory and New York markets in two months. Developing a successful finance business collaborating experience that consisted of accounting close, forecast/budget, and business/project valuations for the organizational project. Show less
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Merrill Lynch
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United States
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Financial Services
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700 & Above Employee
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Assistant Vice President
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Jul 2008 - Jul 2010
Diligently developed a relationship with clients that produced a book of business with an excess net worth of over 75 million in total client accounts in less than a year’s timeframe. Created complex financial plans that identified the financial goals and needs of clients based on risk and investment tolerance. Responsible for developing and ensuring the accuracy of forecast and budget presentations (Quarterly Business Review – QBR) to multiple executive management teams. Worked directly with team members and Regional Sales Manager to set team profitability goals to maximize overall team performance while keeping the needs of our customers at the center of every transaction. Show less
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Wells Fargo
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United States
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Financial Services
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700 & Above Employee
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Senior Financial Advisor
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Aug 2003 - Jul 2008
Established over 100 million in client assets in less than 5 years that produced over 600k in annual sales revenue. Selected as Private Client Advisor that served as a relationship manager and single point of contact with Wells Fargo Private Bank. Built a tailored relationship team of specialists around the needs of clients and helped orchestrate the overall experience received by the clients of Wells Fargo Private Bank Established over 100 million in client assets in less than 5 years that produced over 600k in annual sales revenue. Selected as Private Client Advisor that served as a relationship manager and single point of contact with Wells Fargo Private Bank. Built a tailored relationship team of specialists around the needs of clients and helped orchestrate the overall experience received by the clients of Wells Fargo Private Bank
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Education
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2014 - 2016
University of Arizona
Bachelor of Applied Science (B.A.Sc.), Computer and Information Sciences -
2001 - 2003
University of Phoenix
Master of Business Administration - MBA, Finance and Financial Management Services -
1997 - 1999
University of Phoenix
Bachelor of Science (B.S.), Business/Managerial Economics
Community
