DILCIA MORALES
Port St Lucie
Summary
Strategic and results-driven operational excellence and finance leader with 15+ years of experience in process improvement, data analytics, business operations optimization, and financial planning. Expert in driving organizational effectiveness through workflow optimization, data-driven insights, and cross-functional collaboration. Skilled in leading large teams and managing multi-million-dollar budgets while delivering innovative solutions that enhance performance and profitability.
Business transformation expert with proven track record in optimizing operational efficiency and streamlining processes. Successfully managed large teams and implemented strategic initiatives that improved productivity and reduced costs. Demonstrated leadership and problem-solving skills to drive continuous improvement and achieve organizational goals.
Overview
36
36
years of professional experience
1
1
Certification
Work History
Operations Director, Marketing
Nextera Energy
Juno Beach, FL
01.2023 - Current
- Leads annual strategic planning to align with cross-functional stakeholders and business goals
- Oversees a $60 Million marketing operations budget, including forecasting and financial reporting
- Structures vendor contracts with SaaS providers and service partners to drive operational efficiency and delivered cost savings of $7.8 Million to date
- Champion process excellence by mentoring Lean Six Sigma candidates and spearheads continuous improvement initiatives and increased Six Sigma certification by 24%
- Instituted an AI-driven project workflow automation to track over 230 Marketing projects estimated to increase efficiency by 40% and increase customer satisfaction by 20%
Senior Manager, Finance Operations
Nextera Energy
01.2020 - 01.2022
- Responsible for timely and accurate billing and collections of non-utility Account Receivables
- Developed and deployed a key performance metrics tracker that helped identify issues and reduce late payments by 40%
- Designed and implemented a JIRA Service Desk for all customer issues to increase service levels
- The automation reduced billing issue resolution from 3 days to 6 hours
Strategy Program Manager
Nextera Energy
01.2017 - 01.2020
- Partnered with senior leaders to align transformation strategies with financial and operational goals using Lean Six Sigma methods
- Led cross-functional teams to identify and implement scalable process improvements, workflow optimization, and digital transformation—delivering $10M+ in impact
- Designed and launched a company-wide innovation accelerator modeled after “Shark Tank” to seed employee-led process improvement projects
Financial Controller
Nextera Energy
01.2015 - 01.2017
- Controlled all balance sheet and P&L transactions, including cash flow management, forecasting, reserves, and tax provisions for the Canadian Wind projects portfolio valued at over $80 Million
- Responsible for vendor contracts and compliance with terms of financing agreements
- Implemented automation of transfer price tax reporting which increased compliance from 20% from 20% to 100% and reduced cycle time from 70 hours to 5 hours
Director, Client Financials
First Service Residential
Hollywood, FL
01.2014 - 01.2015
- Directed month-end close and financial reporting functions of 1,386 Homeowners Associations with a $6 Million budget and a staff of 105 staff and senior accountants
- Led initiatives to streamline back-office processes that yielded a 20% error reduction and a 40% increase in timeliness
- Implemented a professional development program that reduced staff turnover by 34%
Senior Manager, Process Improvement
Office Depot
Boca Raton, FL
01.2012 - 01.2014
- Reviewed, analyzed, and selected vendors for collections and web development outsourcing
- Negotiated Service Level Agreement trackers and designed a vendor review process that increased ROI by 8%
- Created a performance metrics tracker that increased back-to-school program margins by 3%
- Launched a customer surveys program to measure support effectiveness in IT, Billing, and Collections and increased Net Promoter Score by 6 points
- Refined checkout processes to enhance the customer experience which increased sales by 2%
Senior Manager, Process Improvement
Tyco International
Boca Raton, FL
01.2004 - 01.2011
- Accountable for General Ledger accounting and month-end close
- Implemented monthly review and analysis of revenue forecasts, cash reserves, and capital spend
- Developed and executed SOX controls documentation and quarterly compliance review
- Standardized and digitized legal agreements to manage compliance with customer contract terms
- Increased revenue by $2 Million and reduced cancellations by 5%
Vendor Accounts Manager
Altria
New York City, NY
01.1998 - 01.2003
- Managed $9 Billion receivables for over 400 wholesalers and large chain retailers
- Oversaw the department’s $5 Million budget and supervised 3 staff accountants
- Established financial policy for the Accounts Receivable department in the US and Puerto Rico
- Installed a payment automation process that reduced aged receivables by $15 Million
Senior Financial Analyst
American Express
New York City, NY
01.1991 - 01.1998
- Conducted statistical and performance metrics analysis of consumer travel vendors to help create relevant offers to customers via the Card Rewards program
- Developed monthly tracker for domestic travel marketing budget totaling over $10 Million
- Created a sales database of over 1,000 travel offices to track progress against sales targets and co-op incentive payments
Education
MBA - Finance
Pace University
New York, NYBachelor of Science - Accounting
Bentley University
Waltham, MAMinor - Ancient Roman History
American University of Rome
Skills
- Operational excellence strategy
- Business Intelligence Analytics & Data Visualization
- Process Optimization & Automation
- KPI Development & Performance Measurement
- Strategic budgeting and forecasting
- Project Management & Cross-Functional Collaboration
- Strategic technology adoption
- Vendor Relations and Contract Management
- Leadership and mentoring
Websites
Accomplishments
- Achieved [Result] by introducing [Software] for [Type] tasks.
- Documented and resolved [Issue] which led to [Results].
- Collaborated with team of [Number] in the development of [Project name].
- Achieved [Result] by completing [Task] with accuracy and efficiency.
Affiliations
- Morikami Park IB Foundation, Executive Board President, 2011-2014
- Toastmasters International, Division Chairperson, 2013-2018
Certification
- Lean Six Sigma Master Black Belt
- Distinguished Toastmaster
LANGUAGES
Fluent in Spanish
Proficient in Italian
Timeline
Operations Director, Marketing
Nextera Energy
01.2023 - Current
Senior Manager, Finance Operations
Nextera Energy
01.2020 - 01.2022
Strategy Program Manager
Nextera Energy
01.2017 - 01.2020
Financial Controller
Nextera Energy
01.2015 - 01.2017
Director, Client Financials
First Service Residential
01.2014 - 01.2015
Senior Manager, Process Improvement
Office Depot
01.2012 - 01.2014
Senior Manager, Process Improvement
Tyco International
01.2004 - 01.2011
Vendor Accounts Manager
Altria
01.1998 - 01.2003
Senior Financial Analyst
American Express
01.1991 - 01.1998
Bachelor of Science - Accounting
Bentley University
Minor - Ancient Roman History
American University of Rome
MBA - Finance
Pace University