Open To Work
Frank J. Avitia
Tucson,AZ
Work Preference
Summary
Dynamic finance and operations executive with over 15 years of progressive leadership experience in higher education and corporate sectors. Expertise in directing multimillion-dollar budgets, modernizing ERP systems, and enhancing operational efficiency through data-driven decision-making. Renowned for cultivating collaborative, high-performance teams and establishing financial transparency that fuels sustainable growth. Possessing dual master's degrees (MBA and MS in Psychology – I/O) and a strong foundation in finance, operations, and organizational development, with a proven track record of driving financial performance and delivering strategic results.
Overview
18
18
years of professional experience
Work History
Director of Finance & Administration – College of Engineering
University of Arizona
11.2022 - Current
- Provide strategic leadership for all-funds budgets exceeding $20 million, supporting academic, research, and administrative portfolios.
- Lead a 10-member finance team overseeing forecasting, analytics, compliance, and audit readiness.
- Implemented enterprise-level ERP and BI solutions that reduced reporting time 30% and increased data accuracy 20%.
- Developed multi-year financial models that improved long-range planning and resource allocation.
- Introduced internal-control redesign and process automation, achieving 25% efficiency gain and 15% annual cost reduction.
- Represent the college on University Business Officers and CABO councils, influencing UA-wide fiscal policy and transparency standards.
- Developed and implemented financial strategies to optimize budget allocation and resource management.
- Led cross-departmental teams in financial planning initiatives, enhancing collaboration and alignment with institutional goals.
- Analyzed complex financial data to inform strategic decisions and improve operational efficiency across departments.
- Oversaw compliance with federal, state, and university regulations in financial reporting and budgeting processes.
- Value Add: Elevated UA’s financial governance model, integrating CAST financial systems into the Engineering Business Center–North with zero audit exceptions and sustained budget surplus targets.
Senior Manager, Revenue Operations & Demand Generation
Everise – Global BPO & CX Solutions
01.2021 - 11.2022
- Directed revenue operations and cross-functional alignment across sales, marketing, and client success teams.
- Managed business portfolios exceeding $200M and delivered 20% year-over-year revenue growth.
- Built and implemented analytics dashboards (Tableau, Dundas BI) to improve forecast accuracy and visibility.
- Reduced operational costs 10% while enhancing productivity and profit margins.
- Led cross-functional teams to streamline project execution and enhance operational efficiency.
- Developed and implemented strategic initiatives to drive revenue growth and market expansion.
- Value Add: Built the company’s first integrated RevOps structure, enabling data-driven decision-making and year-over-year revenue growth exceeding 20%.
General Manager
TMX Finance
01.2017 - 01.2019
- Oversaw 20 locations and a $25M regional budget; increased district profitability 7%.
- Created automated Excel reporting templates, reducing analysis time 25%.
- Implemented vendor-pricing controls cutting operating expenses 5%.
- Drove 15% increase in new-loan production and $225K net-profit gain.
- Led operational strategy to enhance customer service and improve overall satisfaction.
- Developed and implemented training programs for staff, fostering a culture of continuous learning.
- Oversaw budget management, ensuring effective allocation of resources to achieve business objectives.
- Analyzed financial reports to identify trends and drive strategic decision-making initiatives.
- Mentored junior managers, promoting leadership development within the organization.
- Managed budget implementations, employee reviews, training, schedules, and contract negotiations.
- Value Add: Introduced financial discipline and operational transparency at district level, directly improving ROA and customer retention.
Director of Operations
AIS, LLC
01.2010 - 01.2015
- Led operational and financial planning for multi-site service organization, achieving 20% annual growth.
- Managed large teams and monthly budgets while driving $1M new production in one quarter.
- Implemented sales-incentive systems that raised team productivity 18%.
- Streamlined operational processes to enhance efficiency across multiple departments.
- Established performance benchmarks and monitored adherence to ensure compliance with industry standards.
- Value Add: Re-engineered field operations, transforming a regional startup into a scalable, profitable business unit.
Assistant Vice President
Merrill Lynch Global Wealth Management
01.2008 - 01.2010
- Managed 175 clients with $75M in assets under management.
- Developed custom financial plans improving client retention 10%.
- Collaborated with product specialists to increase planning-service sales 15%.
- Developed and implemented comprehensive financial strategies tailored to diverse client portfolios.
- Mentored junior staff, fostering professional growth and enhancing team performance in investment strategies.
- Facilitated cross-functional collaboration to align investment goals with market trends and client needs.
- Analyzed market data to inform strategic decision-making and optimize asset allocation for clients.
- Value Add: Introduced financial discipline and operational transparency at district level, directly improving ROA and customer retention.
Education
Master of Science - Psychology – Industrial & Organizational Psychology
Grand Canyon University
Tucson01-2025
Bachelor of Applied Science (BAS) - Computer Science (Informatics)
University of Arizona
Tucson01-2016
Master of Business Administration (MBA) - Business Administration And Management
University of Phoenix
Tucson, AZBachelor of Science (BS) - Business Administration
University of Phoenix
TucsonSkills
- Financial Planning & Analysis (FP&A)
- Audit & Risk Compliance
- ERP & BI Systems (Anaplan, Workday, UAccess, Axiom, Tableau, Dundas BI)
- Advanced Excel
- CRM (Salesforce, HubSpot)
- Cross-Functional Leadership
- Data-Driven Decision Making
- Financial reporting and analysis
- KPI tracking
- Audit coordination
- Financial policy development
- Risk management
Languages
English
Native or Bilingual
Spanish
Professional Working
Quote
Hard work beats talent when talent doesn't work hard...
Tim Notke
Timeline
Director of Finance & Administration – College of Engineering
University of Arizona
11.2022 - Current
Senior Manager, Revenue Operations & Demand Generation
Everise – Global BPO & CX Solutions
01.2021 - 11.2022
General Manager
TMX Finance
01.2017 - 01.2019
Director of Operations
AIS, LLC
01.2010 - 01.2015
Assistant Vice President
Merrill Lynch Global Wealth Management
01.2008 - 01.2010
Master of Science - Psychology – Industrial & Organizational Psychology
Grand Canyon University
Bachelor of Applied Science (BAS) - Computer Science (Informatics)
University of Arizona
Master of Business Administration (MBA) - Business Administration And Management
University of Phoenix
Bachelor of Science (BS) - Business Administration
University of Phoenix