Dominic Juarez, MBA

I have led over 100 clients to start their small business. Free start up workshops. Free guidance on establishing your own LLC.

• Developed complete business plans and operational strategies for new and existing business.
• Performed as consultant for startup business in areas of marketing, logistics, and training to various behavioral healthcare service professionals.
• Established and maintained relationships with key stakeholders for growth opportunities and successful partnerships.
• Led restructuring of organization internal processes, resulting in improved performance.

• Served as Financial Coach & Consultant; Interim Director
• FY24: Reduced clients' debt by $81K+.
• FY24: Increased client's FICO scores by 500+ points, according to KPI's.
• FY25: Reduced clients' debt by $61K+.
• FY25: Increased client's FICO scores by 550+ points, according to KPI's.
• Provided financial guidance and consultation to clients and organizations in San Antonio, TX and lectures across the United States.
• Budgeted finances, Analyzed financial data, Conducted risk assessments, Developed comprehensive financial plans, Educated clients on investment strategies and market trends, and Utilized financial software to empower clients' success.

REFERENCES:

https://operationhope.org/wp-content/uploads/2024/04/OHI-Audit-Report-2023.pdf

https://www.businesswire.com/news/home/20250206259524/en/Operation-HOPE-Releases-2024-National-Impact-Report-Highlighting-Continued-Impressive-Growth-and-Improved-Client-Outcomes#:~:text=Delivered%20over%20330%2C000%20financial%20coaching,with%20each%20HOPE%20coaching%20session.

• Served as Public Administrator; Director of Operations for A/R and Educators
• Served as Grade Level Chair
• Budgeted grant funds to exceed goals that facilitate campus needs such as resources, computers, bus fleets, and mental health services for AR Zone, Summer Education, ELAR programs.
• Stayed abreast of local, state, and federal regulations impacting corporate compliance.
• Maintained up-to-date knowledge of company and federal regulations to drive product quality, consistency and compliance..
• Cross-trained existing employees to maximize team agility and performance.
• Developed and maintained relationships with customers and suppliers through account development.

• FY 21: Generated $216K+ per quarterly revenue, for 3 quarters, consecutively.
• Budgeting private sector funds for digital business solutions and services for both commercial and government clients.
• Coordinated cross-departmental meetings to streamline project timelines and resources.

• Budgeted franchise business funds to expand franchise into new communities.
• Analyzed company's expenditures and developed financial models.
• Audited company's legal documents to verify compliant policies and procedures.

• Secured $2M+ in grant money for mental health and technology projects.
• Researched grant and funding proposal opportunities in philanthropic databases to identify potential income sources.
• Project Management: Secured $3,600 per employee in incentive pay through grants.
• Managed bond portfolios of $1M+ per year (9 years total) under U.S. GAAP (ASC 320) and IFRS (IFRS 9).
• Project Management: Secured/budgeted $25K+ for mental health services.
• Project Management: Established partnerships with local businesses to secure sponsorships for STEM programs.
• Campuses included San Antonio ISD, East Central ISD, and Brooks Academy of Science and Engineering.

• Served as Interim Manager for Tax Processors.
• Served as Business and Residential Tax Processor.
• Budgeting public sector funds for taxation services.
• Property assessment and valuation services.
• Identified discrepancies in financial statements and made necessary corrections.
• Developed strategies to minimize overall tax liability for clients according to current laws and regulations.
• Processed tax returns for various property types and assessed values.
• Reviewed documentation to ensure compliance with county tax regulations.
• Assisted taxpayers with inquiries and provided guidance on tax processes.
• Maintained accurate records of processed tax documents and payments.

Temporary - Jan 2009 to Oct 2009/Fulltime - Oct 2009 to Dec 2011

• Served as Internal Business Audit Manager
• Served as Manager for Business Exchange (PBX).
• Served as Manager for Customer Service.
• Budgeting department funds for hospitality, restaurants, and client services.
• Ensured all audit engagements were conducted in accordance with professional standards.
• Reviewed financial statements for accuracy and adherence to accounting standards.