Monalisa Olarte

Chief Financial Officer at The Colorado Trust
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Contact Information
us****@****om
(386) 825-5501
Location
Austin, Texas, United States, US
Languages
  • English Native or bilingual proficiency
  • Spanish -

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Credentials

  • Growth Series
    Reforge
    Feb, 2018
    - Nov, 2024

Experience

    • United States
    • Philanthropic Fundraising Services
    • 1 - 100 Employee
    • Chief Financial Officer
      • Feb 2022 - Present

    • United States
    • Veterinary Services
    • 1 - 100 Employee
    • Chief Financial Officer
      • Jan 2020 - Feb 2022

    • United States
    • Software Development
    • 700 & Above Employee
    • Channels Trading Manager
      • Nov 2018 - Dec 2019

    • United States
    • Internet Publishing
    • 700 & Above Employee
    • Senior Financial Analyst Global Marketing
      • 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

    • Spain
    • Higher Education
    • 700 & Above Employee
    • International MBA Exchange Student
      • Aug 2015 - Dec 2015

    • United States
    • Retail Apparel and Fashion
    • 700 & Above Employee
    • Senior Financial Analyst - Segment Finance
      • 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

    • Senior Financial Analyst - Brand Business Planning
      • 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

    • Finance Analyst - Intern
      • Jun 2013 - Aug 2013

      ● Worked on cross-functional team to analyze how to redefine the strategy behind customization and other personalized product offerings

    • United States
    • Airlines and Aviation
    • 700 & Above Employee
    • Central Region Team Lead - Field Business Planning Sr. Analyst
      • 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

    • Field Business Planning Analyst
      • 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

    • Technical Marketing Intern - Global Petroleum Division
      • 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

Education

  • Fletcher School of Law and Diplomacy
    Master of International Business, International Finance and Economic Development
    2012 - 2015
  • IE Business School
    International MBA Exchange Student, Technology and Emerging Markets
    2015 - 2015
  • The University of Texas at Austin
    Bachelor of Business Administration (BBA), Finance & Pre-med, minor MIS
    2004 - 2009

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