Monalisa Olarte
Chief Financial Officer at The Colorado Trust- Claim this Profile
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English Native or bilingual proficiency
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Spanish -
Topline Score
Bio
Credentials
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Growth Series
ReforgeFeb, 2018- Nov, 2024
Experience
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The Colorado Trust
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United States
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Philanthropic Fundraising Services
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1 - 100 Employee
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Chief Financial Officer
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Feb 2022 - Present
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Emancipet
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United States
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Veterinary Services
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1 - 100 Employee
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Chief Financial Officer
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Jan 2020 - Feb 2022
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Expedia Group
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United States
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Software Development
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700 & Above Employee
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Channels Trading Manager
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Nov 2018 - Dec 2019
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HomeAway
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United States
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Internet Publishing
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700 & Above Employee
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Senior Financial Analyst Global Marketing
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Mar 2016 - Nov 2018
● Manage global operational and headcount budget for brand and performance marketing teams during unprecedented growth post Expedia acquisition ● Created the company's first financial model evaluating the profitability of TV advertising and production ● Collaborated with senior leadership on financial management of the marketing organization during two major department re-orgs ● Recognized with CFO award for building an integrated visits model and financial reporting by medium ● Manage global operational and headcount budget for brand and performance marketing teams during unprecedented growth post Expedia acquisition ● Created the company's first financial model evaluating the profitability of TV advertising and production ● Collaborated with senior leadership on financial management of the marketing organization during two major department re-orgs ● Recognized with CFO award for building an integrated visits model and financial reporting by medium
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IE Business School
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Spain
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Higher Education
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700 & Above Employee
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International MBA Exchange Student
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Aug 2015 - Dec 2015
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Converse
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United States
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Retail Apparel and Fashion
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700 & Above Employee
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Senior Financial Analyst - Segment Finance
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Oct 2014 - Jul 2015
● Researched strategic pricing of products in North America wholesale market and recommended changes to corporate policy of revenue management ● Presented first geographical/segment deck to share product level financial performance with company ● Developed and tested web-based reports that were translated into SAP/BO for rollout of new ERP system
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Senior Financial Analyst - Brand Business Planning
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Aug 2013 - Oct 2014
● Created constant dollar global revenue quarterly report to deliver FX neutral performance to investors ● Overhauled balance sheet ratio reporting to holistically incorporate all parts of the cash conversion cycle ● Covered Converse impact on SXSW music festival and published the article on internal Nike website
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Finance Analyst - Intern
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Jun 2013 - Aug 2013
● Worked on cross-functional team to analyze how to redefine the strategy behind customization and other personalized product offerings
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American Airlines
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United States
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Airlines and Aviation
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700 & Above Employee
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Central Region Team Lead - Field Business Planning Sr. Analyst
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Apr 2011 - Jul 2012
● Led a budget process improvement team and enhanced analyst efficiency by 33% during budget season ● Oversaw budget and benchmark for AMR operations in 20 cities totaling an annual average of $202 million in expenses and $123 in revenue ● Served as FBP liaison for central region labor discussions involving operational and contractual concerns between union representation and… Show more ● Led a budget process improvement team and enhanced analyst efficiency by 33% during budget season ● Oversaw budget and benchmark for AMR operations in 20 cities totaling an annual average of $202 million in expenses and $123 in revenue ● Served as FBP liaison for central region labor discussions involving operational and contractual concerns between union representation and management ● Trained and mentored new analysts, and fostered the development of second-year analysts in order to encourage and support their transition into leadership positions
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Field Business Planning Analyst
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Jun 2009 - Apr 2011
● Created and analyzed operational budgets for St. Louis, Kansas City, Detroit, and Columbus totaling an annual average of over $40 million in expenses and $23 million in revenue ● Collaborated with general managers in minimizing non-salary expenses and finding the most efficient staffing solutions for all labor groups involved in the airport operation ● Wrote appropriations requests for real estate leases in Detroit and Columbus, saving Detroit $410,000 annually in rent, and yielding… Show more ● Created and analyzed operational budgets for St. Louis, Kansas City, Detroit, and Columbus totaling an annual average of over $40 million in expenses and $23 million in revenue ● Collaborated with general managers in minimizing non-salary expenses and finding the most efficient staffing solutions for all labor groups involved in the airport operation ● Wrote appropriations requests for real estate leases in Detroit and Columbus, saving Detroit $410,000 annually in rent, and yielding Columbus a 104.9% ROI on the sale of its jetbridges ● Initiated department's first analyst led discussion informing peers about the joint business agreement with Japan Airlines and its impact on the American Airlines OneWorld Alliance
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Technical Marketing Intern - Global Petroleum Division
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Aug 2008 - Dec 2008
● Regulated inventory turn targets and managed inventory levels by maintaining communication between territory managers, regional coordinators, and demand management team ● Consolidated several business forecasting templates into one unified automated framework ● Generated monthly inventory report used by all regions of the Global Petroleum Sales Team ● Regulated inventory turn targets and managed inventory levels by maintaining communication between territory managers, regional coordinators, and demand management team ● Consolidated several business forecasting templates into one unified automated framework ● Generated monthly inventory report used by all regions of the Global Petroleum Sales Team
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Education
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Fletcher School of Law and Diplomacy
Master of International Business, International Finance and Economic Development -
IE Business School
International MBA Exchange Student, Technology and Emerging Markets -
The University of Texas at Austin
Bachelor of Business Administration (BBA), Finance & Pre-med, minor MIS