Molina,, Orlando

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Orlando Molina
linkedin.com/in/Orlando-molina-l Tampa , FL
(305)-850-2147
orlandomolina.mba@gmail.com
Professional Summary
 Financial and management expert with demonstrated success in leading strategic
initiatives, optimizing capital efficiency, and cultivating high-value client relationships
within complex financial environments.
 Proficient in financial modeling, risk management, and regulatory compliance, proven
expertise in driving financial performance through tailored consultation, risk assessment,
and adherence to regulatory compliance.
 Skilled in leveraging in-depth knowledge of banking products, investment strategies, and
market trends to deliver customized financial solutions and identify business
development opportunities.
 Adept at streamlining operations, leveraging data analytics and market insights to identify
opportunities, enhance service delivery improving processes in high-volume
environments and fostering collaborative, high-performing teams.
Core Competencies
 Strategic Planning and Team Development
 Leadership and Mentorship
 Operational Efficiency
 Budget Management and Financial Planning
 Risk Management
 Regulatory Compliance
 Client Relationship Management
 Business Development
 Data Analytics and Performance Reporting
 Cross-Functional Collaboration
 Change Management
 Process Optimization

Experience
Relationship Manager Bank of America, 2023-2024

• Cultivated strong client relationships by delivering customized financial strategies that
enhanced overall satisfaction.
• Implemented consultative sales approaches to promote banking products, strengthening
client loyalty and product adoption.
• Oversaw risk and compliance protocols, ensuring full regulatory alignment and
minimizing operational exposure.
• Partnered with internal departments to enhance service delivery and optimize workflow
efficiency.
• Utilized CRM tools and market insights to identify opportunities for portfolio expansion
and business development.
• Championed the integration of advanced CRM features, improving data reliability and
supporting strategic decision-making.
• Devised and launched a client communication framework that fostered transparency and
reinforced long-term engagement. Page 2 of 2

Operations Manager West Flager Association, 2019-2023

 Directed daily operations to enhance service quality and ensure alignment with industry
standards.
 Lead a team of professionals, initiating training programs that elevated team
performance and morale.
 Designed guest engagement initiatives that enriched customer experience and promoted
loyalty.
 Managed budgets and resource planning to streamline costs and support sustainable
growth.

Operations Supervisor

 Applied data-driven decision-making to refine service offerings and drive operational
improvements.
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Maintained high standards of compliance by actively monitoring accounts and adhering
to regulatory policies.


Contributed to process enhancements by collaborating with leadership to improve day-
to-day operations.


Developed and implemented performance metrics to track team productivity, resulting in
improved accountability and a measurable boost in operational output.
Education
 (MBA) Master’s in Business Administration
Florida National University, FL, USA

 Bachelor’s Degree B.S, Finance
Florida National University, FL, USA

Additional Credentials
Google Project Manager, Google Business Intelligence. QB-pro Advisor. Tableau Certified,
Salesforce Administrator, SQL for Data Science, Business Strategy Certificate, Harvard Business
School Online Certificate.
Additional Information
Languages: English, Spanish.
Technical Proficiencies: Advanced Excel (Power Query, PivotTables, Macros), Financial
Modeling, Budgeting, Forecasting, Investment & Valuation Analysis (DCF, Comps), Cash Flow
Management, Cost Accounting, Financial Reporting, Tax Strategy, GAAP/IFRS, Internal Controls,
ERP Systems (SAP, Oracle, NetSuite), BI Tools (Tableau, Power BI), QuickBooks (ProAdvisor),
Hyperion, Bloomberg, Capital IQ, SQL, VBA, Python (basic), Windows 10/11, Microsoft Office
Suite.

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