Rocio Castro
Summary
Diligent project manager with background in managing complex projects across various industries. Known for successfully leading cross-functional teams to deliver projects on time and within scope. Demonstrated ability to manage project lifecycles and implement process improvements.
Overview
6
6
years of professional experience
Work History
Project Manager
TIAA
04.2025 - Current
- Coordinate complex onboarding programs for new institutional retirement plan clients, managing scheduling of 15+ live training sessions monthly while partnering with SMEs across Operations, Compliance, and Client Services
- Own operational rhythm of client transition programs, maintaining communication cadences with 25+ stakeholders and ensuring 96% program completion rates through proactive coordination
- Drive continuous improvement initiatives by collecting feedback from participants and stakeholders, implementing process enhancements that reduced onboarding timeline by 18%
- Contract
Financial Analyst
Zenith Media
04.2024 - 06.2025
- Designed and delivered training programs for 8 client account teams, creating automated dashboards and educational resources that reduced knowledge transfer time by 25%
- Collaborated with cross-functional teams across Finance, Operations, and Client Services to standardize reporting processes, improving team productivity and reducing training requirements by 40%
- Managed content updates and documentation for financial forecasting tools, ensuring all training materials reflected real-time system changes and maintaining 95% user adoption rates
Business Operations Manager
Venteur
08.2023 - 01.2024
- Launched comprehensive onboarding program for 3,000+ employees across 15 states, designing scalable workflows and SOPs that standardized new hire experience and reduced time-to-productivity by 30%
- Built performance monitoring systems providing real-time insights to leadership, enabling data-driven decisions and improving operational efficiency across 6 departments
- Coordinated cross-departmental training initiatives, partnering with HR, Finance, and Operations to deliver consistent messaging and eliminate 85% of process-related escalations
- Contract
Senior FP&A Analyst
IPG MediaBrands
09.2022 - 09.2023
- Constructed financial models for $120M+ annual revenue portfolio, aligning budget forecasts with company OKRs and enabling leadership to adjust resource allocation 3 weeks ahead of quarterly reviews
- Led enterprise data integration project consolidating reporting from 8 business units into unified BI platform, reducing executive report preparation time from 12 hours to 3 hours weekly
- Streamlined financial reporting infrastructure by implementing Power BI solutions, eliminating 200+ hours of manual data entry monthly and reducing reporting errors by 90%
Business Operations Analyst
Arrowlytics
08.2019 - 04.2021
- Supported SaaS product onboarding for 10+ medical practice clients, creating training materials and KPI dashboards that improved user adoption and increased client retention from 85% to 94%
- Developed interactive learning experiences including performance monitoring dashboards, resulting in 78% improvement in client engagement and successful strategic implementations
- Collaborated with product and customer success teams to continuously improve onboarding materials based on user feedback and usage analytics
Education
BS - Finance
University of North Carolina at Charlotte
Skills
- Project management, project tracking, schedule management, process improvement & standardization, cross-functional collaboration, data analytics & KPI reporting, financial & operational reporting, creation & standardization of standard operating procedures, Microsoft Office Suite (Excel, PowerPoint, Access, SharePoint), Notion, PowerBI, Tableau, SAP, Trello, Wrike, Google Suite, SQL
Languages
Spanish
Native or Bilingual
Timeline
Project Manager
TIAA
04.2025 - Current
Financial Analyst
Zenith Media
04.2024 - 06.2025
Business Operations Manager
Venteur
08.2023 - 01.2024
Senior FP&A Analyst
IPG MediaBrands
09.2022 - 09.2023
Business Operations Analyst
Arrowlytics
08.2019 - 04.2021
BS - Finance
University of North Carolina at Charlotte