Summary
Overview
Work History
Education
Skills
Volunteer Work
Languages
Hobbies and Interests
References
Timeline
Generic
Roberto C. Flores

Roberto C. Flores

Freedom,CA

Summary

Business Analyst II with 8+ years of experience at Monterey Bay Aquarium, specializing in data management and analysis, process optimization and efficiency, and strategic thinking. Skilled in Salesforce administration, project management, fostering a culture of open communication and building relationships. Committed to leveraging data-driven insights to optimize educational program delivery and support the Aquarium’s mission of ocean conservation. Contributes to the optimization of operational policies, processes, and procedures to reach strategic goals.

Overview

12
12
years of professional experience

Work History

Business Analyst II

Monterey Bay Aquarium, Education, Operations
Monterey, CA
10.2023 - Current
  • Org-Wide Systems Migration Leadership:
    Serve as the Education Division lead and business analyst on the aquarium’s 18-month RIPPLE initiative, supporting the transition to Salesforce (CRM), Ticketure (e-commerce), a new CMS (website), and a new BI tool. Represent Education across all four workstreams—Business Intelligence, CRM, E-commerce, and Website—collaborating with IT and implementation partners to gather requirements, influence system design, and advocate for team needs.
  • Stakeholder Collaboration & Salesforce Optimization: Worked closely with division leadership to define objectives, set priorities, and customize Salesforce for enhanced reporting, program delivery, and participant tracking. Maintained our Salesforce instance of several hundred thousand records and nearly 40 years of performance data
  • Strategic Guidance & Training: Advised leadership on integrating SCRUM/Agile methods within Asana and developed the Community Outreach Database (C.O.D.) for tracking recruitment efforts. Co-led the LINGCODS group, training Salesforce power users across program teams. Hired and trained new staff as needed including a direct report.
  • Project Management & Agile Expertise: Co-managed program development projects using Agile methodologies to ensure alignment with strategic goals and timely delivery
  • Performance Reporting: Produced detailed program performance reports for Directors, VPs, and Board meetings.

Senior Operations Coordinator

Monterey Bay Aquarium, Education, Operations
Monterey, CA
02.2019 - 10.2023
  • Financial Management & Budgeting: Managed a $2.2 million annual budget, collaborating with department leadership and reducing expenses to $0.22 million during COVID-19 while maintaining essential activities. Oversaw financial processes, credit card reconciliations, and staff training on financial procedures.
  • Salesforce Administration & Data Integration: Configured and managed Salesforce to meet division needs, building program applications and integrating data from platforms like Eventbrite and Tessitura to streamline operations and reporting.
  • Operational Support & Crisis Management: Assumed additional responsibilities during COVID-19 layoffs, supporting virtual field trips with new policies and procedures, and providing logistical and data support for field programs.
  • Leadership & Staff Development: Led recruitment, training, and supervision of new staff, summer assistants, and temporary workers. Delivered training sessions on financial processes and Salesforce, ensuring effective onboarding and team growth.

Resource Coordinator

Monterey Bay Aquarium, Education, Teen Programs
Monterey, CA
10.2017 - 02.2019
  • Program Logistics & Resource Coordination: Managed food provision, inventory, and vendor coordination for school year and summer programs, ensuring timely access to necessary resources.
  • Data Management & Reporting: Customized applicant data spreadsheets to align with each program's demographic targets, scoring criteria, and reporting needs.
  • Vendor & Financial Management: Coordinated transportation logistics with vendors, processed scholarship applications, and reconciled credit card purchases for over 30 accounts while maintaining accurate budget records.
  • Team Leadership & Field Operations: Supervised program assistants for the annual W.A.T.C.H. Alumni survey, provided logistical field support, and led participant activities.

Assistant Administrative Analyst

City of Watsonville, Public Works, Outreach
Watsonville, CA
11.2016 - 10.2017
  • Community Engagement & Marketing: Developed a comprehensive marketing plan with bilingual materials and social media content, significantly boosting visibility and community engagement with the Nature Center.
  • Program Leadership & Development: Led a summer adventure camp for elementary and middle school students, creating engaging activities and exhibits to enhance exploration of the Pajaro River Watershed.
  • Outreach & Relationship Building: Coordinated with schools, businesses, and organizations for private visits and guided nature walks, fostering strong partnerships with diverse community groups.
  • Operational Optimization & Team Management: Streamlined the Nature Center Visitation Tracking system, introduced KPIs for success measurement, managed inventory distribution, and trained new staff while co-managing operations during a coworker’s leave.

On-call Staff

Monterey Bay Aquarium, Education, Teen Programs
Monterey, CA
11.2016 - 05.2017
  • Recruitment Campaign Management: Independently managed the spring recruitment campaign for the W.A.T.C.H. Program, achieving over 100 applicants and surpassing previous year’s numbers.
  • Stakeholder Collaboration & Engagement: Partnered with teachers, administrators, and counselors to deliver multiple bilingual information sessions daily across three school campuses, effectively reaching diverse student populations.
  • Data Tracking & Support Systems: Designed a tracking system to monitor engagement with prospective students, ensuring they received the information and support needed throughout the recruitment and application process.
  • Process Development & Documentation: Developed a comprehensive SOP from scratch to guide future staff in running effective recruitment campaigns across three campuses, ensuring consistency and success in future efforts.

Outreach Coordinator

Monterey Bay Aquarium, Marketing, Public Affairs
Monterey, CA
08.2016 - 11.2016
  • Campaign Management & Operations: Oversaw day-to-day field operations and administrative tasks for the No on Measure P campaign, ensuring smooth execution of activities.
  • Volunteer Coordination & Training: Managed volunteer recruitment, training, and scheduling, coordinating efforts for tabling, precinct walking, phone banking, and data tracking.
  • Stakeholder Communication & Collaboration: Facilitated communication among team members, including consultants, volunteers, elected officials, and community activists, fostering a cohesive team environment.
  • Community Outreach & Coalition Building: Led outreach efforts and coalition-building with stakeholders, providing voter feedback and contributing to a decisive 76-23% campaign victory.

W.A.T.C.H. Program Assistant

Monterey Bay Aquarium, Education, Teen Programs
Monterey, CA
06.2016 - 08.2016
  • Team Leadership & Process Improvement: Led a team of interns by developing and implementing a system that increased efficiency in food and material preparation for daily summer programming and logistics.
  • Enhanced Communication & Collaboration: Collaborated with supervisors to improve communication between teachers and staff, establishing clear points of contact at each employee and intern level.
  • Student Engagement & Safety: Facilitated outdoor activities and supervised groups of up to 30 students, ensuring a safe and enriching experience for all participants.
  • Data Management & Reporting: Conducted annual WATCH office inventory and alumni survey, maintaining accurate program data to support grant reporting requirements.

Field Operations Assistant

University of California San Diego, Special Events
La Jolla, CA
02.2013 - 09.2015
  • Team Leadership & Mentorship: Managed teams of 2-5 employees during high-profile public and private events, streamlining training, facilitating effective onboarding, and providing mentorship to ensure high performance.
  • Client Collaboration & Problem Solving: Worked closely with high-profile clients to meet event requirements, quickly addressing and resolving unexpected challenges to maintain satisfaction and event success.
  • Event Logistics & Efficiency: Prepared event signage and materials daily, creating optimized delivery routes to ensure timely setup and smooth event operations.

Education

Certification of Completion - Tableau Bootcamp, Desktop II: Intermediate

Trailhead Academy By Salesforce
San Fransisco, California
04-2025

Certification - Salesforce Business Analyst

Trailhead Academy By Salesforce
San Francisco, CA
12-2024

Certification of Completion - Tableau Bootcamp, Desktop I: Fundamentals

Trailhead Academy By Salesforce
San Francisco, CA
05-2024

Certification - SCRUM Master

SCRUM Alliance
Westminster, CO
06-2022

Certification - Salesforce Administrator

Trailhead Academy By Salesforce
San Francisco, CA
02-2021

Superbadge - Security Specialist

Trailhead By Salesforce
San Francisco, CA
07-2020

Superbadge - Business Administration Specialist

Trailhead By Salesforce
San Francisco, CA
07-2020

Superbadge - Lightning Reports And Dashboards Specialist

Trailhead By Salesforce
San Francisco, CA
05-2020

Certificate of Completion - Thinking & Learning in The Maker-centered Class

Harvard Graduate School of Education
Cambridge, MA
01-2019

Bachelor of Arts - Psychology

University of California, San Diego
La Jolla, CA
06-2015

Skills

  • Leadership & Team Development: Proven ability to manage, mentor, and develop staff, fostering a culture of growth, accountability, and inclusivity
  • Strategic Planning & Business Development: Expertise in developing and implementing strategic plans, business process improvements, and operational strategies to achieve organizational goals
  • Data-Driven Decision Making: Strong skills in data analysis, needs assessment, and data reporting, leveraging insights to inform program improvements and enhance outcomes
  • Operations & Financial Management: Extensive experience in budget administration, forecasting, financial planning, and managing logistics and inventory to ensure efficient operations
  • Project & Program Management: Adept at leading complex projects from concept to completion, including scheduling, resource allocation, and process optimization
  • Cross-Functional Collaboration: Skilled in building relationships and coordinating with diverse teams to align operations with organizational objectives
  • CRM & Technology Proficiency: Certified Salesforce Administrator with expertise in CRM systems, data tracking, and process automation
  • Problem Solving & Process Optimization: Analytical thinker with a talent for identifying root issues and implementing innovative solutions to streamline workflows and improve efficiency
  • Bilingual Communication & Public Speaking: Fluent in Spanish, with the ability to engage diverse audiences through presentations, training sessions, and outreach efforts
  • Emotional Intelligence & Relationship Building: High level of self-awareness and emotional intelligence, enabling effective mediation, conflict resolution, and team dynamics management

Volunteer Work

  • Director of Intake and Expansion, National Service Chair Nu Alpha Kappa Fraternity Inc, National Executive Board, 2015-2017

Languages

Spanish
Native/ Bilingual

Hobbies and Interests

  • Online Reselling, Off-roading, Project-cars, Thrifting, Fishing, Adventuring, Horror Movies, Learning

References

References available upon request.

Timeline

Business Analyst II

Monterey Bay Aquarium, Education, Operations
10.2023 - Current

Senior Operations Coordinator

Monterey Bay Aquarium, Education, Operations
02.2019 - 10.2023

Resource Coordinator

Monterey Bay Aquarium, Education, Teen Programs
10.2017 - 02.2019

Assistant Administrative Analyst

City of Watsonville, Public Works, Outreach
11.2016 - 10.2017

On-call Staff

Monterey Bay Aquarium, Education, Teen Programs
11.2016 - 05.2017

Outreach Coordinator

Monterey Bay Aquarium, Marketing, Public Affairs
08.2016 - 11.2016

W.A.T.C.H. Program Assistant

Monterey Bay Aquarium, Education, Teen Programs
06.2016 - 08.2016

Field Operations Assistant

University of California San Diego, Special Events
02.2013 - 09.2015

Certification of Completion - Tableau Bootcamp, Desktop II: Intermediate

Trailhead Academy By Salesforce

Certification - Salesforce Business Analyst

Trailhead Academy By Salesforce

Certification of Completion - Tableau Bootcamp, Desktop I: Fundamentals

Trailhead Academy By Salesforce

Certification - SCRUM Master

SCRUM Alliance

Certification - Salesforce Administrator

Trailhead Academy By Salesforce

Superbadge - Security Specialist

Trailhead By Salesforce

Superbadge - Business Administration Specialist

Trailhead By Salesforce

Superbadge - Lightning Reports And Dashboards Specialist

Trailhead By Salesforce

Certificate of Completion - Thinking & Learning in The Maker-centered Class

Harvard Graduate School of Education

Bachelor of Arts - Psychology

University of California, San Diego

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Roberto C. Flores