Multi-talented leader, passionate and motivated. Driven with an entrepreneurial spirit, bringing 20 years of experience as successful Business Manager. Strategic problems solver, resourceful, innovative, forward thinking and committed. Visionary executive that implements plans that meets current and future needs. Key expertise in Media, Insurance and Banking industry.
Hi, I’m
Julian Macias-Roca
Houston,TX
Summary
Overview
29
years of professional experience
Work History
SAINDRE S.AGuayaquil, Guayas
CEO
02.2007 - 06.2023
Job overview
- Direct the development of plans for insurance, including management to achieve targets
- Developing plans for insurance progress
- Support to all other departments with insurance related issues
- Subject to agreed criteria; recruitment, training, set action and targets, appraise and manage performance, development, coaching and general support of all team members to ensure targets are met
- Reporting (content and format as agreed) on a monthly basis or as otherwise required
- Assist in developing plans for team activities to include strategy to achieve targets
- Delegate authority and responsibility to team with supervision, accountability and review
- Manage and maintain contact with internal and external clients/customers and suppliers
- Set an example for team members of commitment, insurance management, administration standards, work ethics and habits and personal character
- Maintain accurate records
- Responsibly use resources and control expenses to meet budgetary controls
- Adhere to all organization policies and procedures
- Interact and co-operate with all members of the organization, its suppliers and customers
SERVISKY S.AGuayaquil, Guayas
Business Director
04.2014 - 05.2023
Job overview
- Monitored the effective implementation of international business development activities
- Managed and developed initiatives to increase sales and market development activities
- Analyzed business strategies and developed improvement plans for it to provide adequate business growth
- Facilitate both pre and post-sale needs for digital opportunities
- Assist with lead gen and market research efforts, as well as the facilitation of case studies and success stories for pre-sale needs
- Facilitate proposal requests and pre-sale questions with internal teams
- Attend client kickoff calls and become the lead point of contact with the client post-sale
- Work with clients on asset collection, creative direction, and gathering all necessary details in order to launch campaign
- Submit fulfillment tickets with all required information to Digital Client Success Coordinator, and work together to seamlessly transition to Creative & Ad Ops teams
- Demonstrate strong client management and project management skills, managing multiple projects and timelines simultaneously
- Management and reporting
- Helped companies identify opportunities and develop strategic plans to improve them
- Designed plans to achieve goals and develop plans for new businesses
- Coordinated with the team to maintain budgets
- Managed all customer communication to maintain effective relationships with everyone
- Prepared and implemented various capture methods for business development
- Prepared pricing strategies according to clients' budgets and procurement methods
- Assessed market trends and offered adequate support for product development.
ASSOCIATION OF ECUADORIAN MUNICIPALITIESQuito, Pichincha
Finance Operations Manager
02.2015 - 04.2017
Job overview
- Approved institutional strengthening plan
- Arranged for the evaluation of institutional development processes and institutional strengthening
- Directed the design and establishment of a quality management system for services, framed in current and applicable technical standards
- Proposed methodologies, tools and regulations to guarantee the efficient development and good performance of the different financial administrative processes
- Coordinated administrative activities, human talent, materials, technological, documentation and financial of the Institution, in accordance with the policies issued by the authority and with the provisions of relevant laws, rules and regulations.
FECORSA S.AGuayaquil, Guayas
Product Director
04.2014 - 12.2014
Job overview
- Developed and managed product requirements by organizing documentation, feature requests and tickets for implementation
- Gain a deep understanding of customer experience, identify and fill product gaps and generate new ideas that grow market share, improve customer experience and drive growth
- Create buy-in for the product vision both internally and with key external partners
- Develop product pricing and positioning strategies
- Translate product strategy into detailed requirements and prototypes
- Scope and prioritize activities based on business and customer impact
- Work closely with engineering teams to deliver with quick time-to-market and optimal resources
- Drive product launches including working with public relations team, executives, and other product management team members
- Evaluate promotional plans to ensure that they are consistent with product line strategy and that the message is effectively conveyed
- Act as a product evangelist to build awareness and understanding
- Represent the company by visiting customers to solicit feedback on company products and services
TC TelevisionGuayaquil, Guayas
Business Operations Manager
06.2009 - 04.2014
Job overview
- Prepare staff work schedules and assign specific duties.
- Review financial statements, sales or activity reports, or other performance data to measure productivity or goal achievement or to identify areas needing cost reduction or program improvement
- Perform personnel functions, such as selection, training, or evaluation
- Establish or implement departmental policies, goals, objectives, or procedures in conjunction with board members, organization officials, or staff members
- Direct administrative activities directly related to making products or providing services
- Direct and coordinate activities of businesses or departments concerned with the production, pricing, sales, or distribution of products
- Direct or coordinate financial or budget activities to fund operations, maximize investments, or increase efficiency
- Monitor suppliers to ensure that they efficiently and effectively provide needed goods or services within budgetary limits
- Plan or direct activities, such as sales promotions, that require coordination with other department managers
- Perform sales floor work, such as greeting or assisting customers, stocking shelves, or taking inventory
- Manage the movement of goods into and out of production facilities to ensure efficiency, effectiveness, or sustainability of operations
- Set prices or credit terms for goods or services, based on forecasts of customer demand
- Develop or implement product-marketing strategies, including advertising campaigns or sales promotions
- Direct non-merchandising departments of businesses, such as advertising or purchasing
- Plan and execute all digital marketing, including SEO/SEM, marketing database, email, social media and display advertising campaigns
- Design, build and maintain our social media presence
- Measure and report performance of all digital marketing campaigns, and assess against goals (ROI and KPIs)
- Identify trends and insights, and optimize spend and performance based on the insights
- Brainstorm new and creative growth strategies
- Plan, execute, and measure experiments and conversion tests
- Collaborate with internal teams to create landing pages and optimize user experience
- Utilize strong analytical ability to evaluate end-to-end customer experience across multiple channels and customer touch points
- Instrument conversion points and optimize user funnels
- Collaborate with agencies and other vendor partners
- Evaluate emerging technologies. Provide thought leadership and perspective for adoption where appropriate
UNISEGUROS C.A.Guayaquil, Guayas
Sales Manager
01.2001 - 12.2006
Job overview
- Lead sales operations within an insurance company
- Analyze statistical data, such as mortality, accident, sickness, disability, and retirement rates and construct probability tables to forecast risk and liability for payment of future benefits
- Solicit potential buyers of policies
- Determine discounts and premiums
- Plan advertising budget and appropriate advertising channels
- Supervise local and regional sales managers.
- Oversee branches or other store locations
- Conduct market research
- Delegates work as needed
- Lead insurance agents and track performance
- Create and implement business strategies and goals
- Develop sales quotas
- Minimize company risks
- File reports of numbers of insurance quoted
- Manage and work alongside adjusters, investigators, and appraisers
FilanbancoGuayaquil, Guayas
Branch Manager
01.1996 - 01.2000
Job overview
- Direct all operational aspects including distribution operations, customer service, human resources, administration and sales
- Assess local market conditions and identify current and prospective sales opportunities
- Develop forecasts, financial objectives and business plans
- Meet goals and metrics
- Manage budget and allocate funds appropriately
- Bring out the best of branch’s personnel by providing training, coaching, development and motivation
- Locate areas of improvement and propose corrective actions that meet challenges and leverage growth opportunities
- Share knowledge with other branches and headquarters on effective practices, competitive intelligence, business opportunities and needs
- Address customer and employee satisfaction issues promptly
- Adhere to high ethical standards, and comply with all regulations/applicable laws
- Network to improve the presence and reputation of the branch and company
- Stay abreast of competing markets and provide reports on market movement and penetration
BANCO TUNGURAHUAGuayaquil, Guayas
Financial Officer
01.1994 - 12.1995
Job overview
- Keep accurate records for all daily transactions
- Prepare balance sheets
- Process invoices
- Record accounts payable and accounts receivable
- Update internal systems with financial data
- Prepare monthly, quarterly and annual financial reports
- Reconcile bank statements
- Participate in financial audits
- Track bank deposits and payments
- Assist with budget preparation
- Review and implement financial policies
Education
Universidad Del DesarrolloSantiago De Chile, Chile.
Governance and Political Leadership Program
10.2016
University Overview
Universidad Camilo José CelaMadrid, Spain.
MBA from Marketing
01.2016
University Overview
Wharton Business School Ecuador
Diploma from Business
04.2014
University Overview
- Business Growth (Steve Forbes PH.D.)
- Advanced Business Management (Steve Forbes PH.D.)
- Advanced Negotiations Congress, Strategy and Competitiveness Congress (Michael Porter PH.)
- Critical Thinking for Decision Making
- Strategic Planning Under Uncertainty
- Successful Negotiations in Troubled Economies (Michael E. Gibbs PH.D.)
- Prospecting, Key Man Insurance Sale (Swiss Re)
- Foreign trade, Marine (CHUBB Insurance Company)
- Engineering Insurance & Construction All Risk (Münchener Rück)
- I & II Financial Analysis of Insurance Companies, Latino Insurance
UNIACCSantiago De Chile, Chile.
Associate of Science from Marketing, Commerce
01.2001
University Overview
Excelsior CollegeNew York, NY
Bachelor of Science from Business Administration And Management
01.2000
University Overview
Villanova Preparatory SchoolSanta Barbara, CA
High School Diploma
06.1993
University Overview
Skills
- Project management
- Coaching
- Fostering teamwork
- Business knowledge
- Technical leadership
- Technical management
- Communication skills
- Organizational Management
- Business Development
- Business Planning
- Critical Thinking
- Negotiation
- Research and Trend Analysis
- Marketing and Advertising
- KPI Tracking
- Project Planning
- Strategic Planning
- Supply Management
- Crisis Management
Languages
English
Professional
Timeline
Finance Operations Manager
ASSOCIATION OF ECUADORIAN MUNICIPALITIES
02.2015 - 04.2017
Business Director
SERVISKY S.A
04.2014 - 05.2023
Product Director
FECORSA S.A
04.2014 - 12.2014
Business Operations Manager
TC Television
06.2009 - 04.2014
CEO
SAINDRE S.A
02.2007 - 06.2023
Sales Manager
UNISEGUROS C.A.
01.2001 - 12.2006
Branch Manager
Filanbanco
01.1996 - 01.2000
Financial Officer
BANCO TUNGURAHUA
01.1994 - 12.1995
Universidad Del Desarrollo
Governance and Political Leadership Program
Universidad Camilo José Cela
MBA from Marketing
Wharton Business School
Diploma from Business
UNIACC
Associate of Science from Marketing, Commerce
Excelsior College
Bachelor of Science from Business Administration And Management
Villanova Preparatory School
High School Diploma
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