Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

Claudia Ariza

VANCOUVER,British Columbia

Summary

Strategic and results-oriented business leader with experience in strategy, planning and operations. Skilled in developing and executing business plans to maximize profitability, streamline operations and maintain compliance with industry regulations. Proven people leader motivates and optimizes staff performance and productivity. As an experienced finance professional with a background in the technology and financial sectors, as well as non-profit organizations, offer a strong skill set in team leadership, strategic planning, financial resource mobilization, cash products, and financial services. Efficient financial management skills and experience in structuring businesses through win-win relationships

Overview

22
22
years of professional experience

Work History

Managing Director

Davinci Technologies
07.2018 - 08.2022

Davinci Tech is a company dedicated to democratizing innovation and making it accessible to individuals and organizations through the transformation of people and processes leveraged by cutting-edge technological tools.

  • Earned prestigious recognition as the recipient of the Google Cloud Partner of the Year Award for Data Analytics.
  • Led the team to get three Specializations as a distinguished Google partner. Specializing in Google Applications Development, Google Data Analytics, and Work Transformations.
  • Achieved outstanding 600% revenue growth within a span of just four years.
  • Recovered CAD 450,000 by implementing improvements in accounting, tax, and regulatory reporting processes.
  • Managed and coordinated cross-functional teams to successfully deliver more than 50 projects on time and within budget.
  • Standardized critical processes and operational models through proactive guidance and continuous monitoring.
  • Successfully implemented comprehensive dashboard systems to track and optimize performance indicators.
  • Introduced cutting-edge methodologies such as OKRs (Objectives and Key Results), OPM (Ongoing Performance Management), and agile frameworks like Kanban and Scrum, achieving efficiency, improvement, and optimization in the process.
  • Leave the company at 90% for the ISO 27001 certification.
  • Throughout my tenure at Davinci Tech, my leadership and expertise have fueled remarkable achievements and fostered growth for the benefit of all stakeholders.

Executive Director

Corporación Microcrédito Aval (CMA)
03.2016 - 06.2018

CMA is a non-profit organization dedicated to providing resources to low-income micro-entrepreneurs with limited access to formal financing, complemented by financial education and business skills development program aimed at improving their living conditions.

  • Led the first-ever business fairs to enhance the entrepreneurial skills of the clients.
  • Designed, implemented, and launched new insurance products for clients.
  • Developed, executed, and introduced new credit products for our clients.
  • Managed to reduce the operational cost through the implementation of electronic collection cards. Expanded the number of collection points from 350 to 6,200.
  • Increase productivity by 10% by implementing a business model aligned with the strategic objectives.
  • Implemented an operational monitoring model to support the achievement of the corporation's objectives.
  • Enhanced the selection, training, and engagement processes for new employees.
  • Achieved 5% higher social and financial goals and made business, risk, operational, HR, accounting, tax, IT, and information infrastructure changes that delivered value to customers with a positive impact on their business journey and overall well-being.

Government Banking Director

Banco De Bogotá
06.2015 - 02.2016

Banco de Bogotá is a leading financial institution within one of the country's most important business groups, employing over 40,000 employees and 12 million customers.

  • Developed and executed a comprehensive sales strategy that led the bank to become the second-largest player in the government banking market.
  • Negotiated and secured partnerships with key stakeholders to drive business growth. Increasing market share in government resources across 14 states of Colombia.
  • Developed soft skills within my team of territory managers, which increased productivity by 7%.
  • Provided specialized advisory services to government corporations.
  • Achieving financial goals and objectives.
  • Worked alongside the government's Banking Segment Management to structure a comprehensive training and development plan for newly appointed mayors and governors in January 2016. This programme covered topics such as government planning, resource acquisition, royalties, and technological support.
  • Recognized at the commercial recognition convention for achieving outstanding results in 2015, with participation from the best territory manager and best home manager.
  • Consistently ranked among the top performers in the commercial rankings.
  • Through effective leadership and collaboration, my team and I made significant contributions within the specialized government banking model.

Business Development Manager

Banco De Bogotá
03.2014 - 06.2015
  • Improved and optimized the suite of reports according to the needs of the retail banking sales force and the commercial vice presidency staff.
  • Implemented a streamlined reporting process, resulting in a one-day reduction in workload for a team of 25 individuals while significantly enhancing the quality of reports produced.
  • Coordinated the strategic and monitoring committees of the Retail Bank Vice Presidency to support the achievement of the proposed goals.
  • Successfully obtained approval for new incentive plans for 10 positions within the Vice Presidency. Planned and evaluated quarterly contests for the sales force.
  • Strategically planned, organized, and executed the commercial sales conventions, where 120 individuals were recognized for their excellent results in 2014. The event took place at an international destination.
  • Restructured the department to align with the needs of the sales force.
  • Completed the construction of commercial models for government banking, interbank business, and the mobile sales force.
  • Led special projects aimed at capturing market opportunities.

Micro-entrepreneurs Segment Manager

Banco De Bogotá
10.2012 - 03.2014
  • Developed and executed strategic guidelines, plans, and tactics to drive growth and profitability in the micro-entrepreneur segment.
  • Revamped the value proposition and defined an enhanced service and sales model, increasing customer satisfaction and sales by 4%.
  • Exceeded targets and budgets for microcredit products, the commercial portfolio, and commissionable products within the branch network, driving revenue growth and achieving exceptional financial performance.
  • Defined and refined the service and sales model, aligning it with market demands and customer needs to maximize revenue generation.
  • Established strategic guidelines to guide the team in achieving budgetary targets and positioning objectives, ensuring consistent growth and market success.

National Microfinance Manager

Banco De Bogotá
09.2010 - 10.2012
  • Defined, developed, implemented, and monitored strategic guidelines and plans to effectively drive the development and evolution of the microfinance model, ensuring profitability, market participation, and social indicators.
  • Developed and implemented the business strategy. exceeded social, financial, and budgetary expectations and goals, achieving growth rates exceeding 100%.
  • Successfully implemented strategic guidelines that consolidated the microfinance unit, leading to its recognition as an additional unit economics within the bank.
  • Achieved self-sustainability and generated profits for the Microfinance Unit, demonstrating its financial viability.
  • Increase from 3 to 15 business units nationwide
  • Expanded our reach to 311 municipalities, tripling the number of areas served.
  • Managed a team of 400 dedicated collaborators, fostering a culture of collaboration, growth, and excellence.

Territory Manager

Banco De Bogotá
05.2008 - 09.2010
  • Guided and mentored a team of managers and account executives, fostering their professional growth and witnessing their positive evolution in sales skills, teamwork, and business structuring capabilities.
  • Exceeded the established targets for each business unit, thanks to the remarkable progress achieved by my team in their respective competencies.
  • Facilitated the advancement of several team members into other segments and areas of the bank, recognizing their outstanding performance and promoting their professional development.
  • Successfully integrated the managers and account executives under

Bank Branch Manager

Banco De Bogotá
02.2001 - 04.2008
  • Assessed employee performance and developed improvement plans.
  • Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
  • Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
  • Exceeded the established commercial targets in each business unit where I served as a manager.
  • Improved the portfolio's debt recovery rate for the clients under my supervision, leading to increased financial stability and reduced risks.
  • Strengthened the teamwork and collaboration within the different branch offices, promoted a friendly cohesive work environment.
  • Successfully built and nurtured a high-performing team.

Education

MBA - Business Administration

UNIVERSIDAD DE LOS ANDES
Bogota Colombia
03.2011

Bachelor of Financial Engineering - Finance

UNIVERSIDAD AUTÓNOMA DE BUCARAMANGA UNAB
Bucramanga Colombia
07.2000

Skills

  • Effective communication
  • Assertive engagement
  • Organizational abilities
  • Adaptability under pressure
  • Collaboration and teamwork
  • Problem-solving
  • Team leadership
  • Strategic planning
  • Knowledge of financial services
  • Business structuring Multitasking
  • Social strategy implementation
  • Negotiation

Additional Information

Volunteer at Burnaby Neighborhood House

Timeline

Managing Director

Davinci Technologies
07.2018 - 08.2022

Executive Director

Corporación Microcrédito Aval (CMA)
03.2016 - 06.2018

Government Banking Director

Banco De Bogotá
06.2015 - 02.2016

Business Development Manager

Banco De Bogotá
03.2014 - 06.2015

Micro-entrepreneurs Segment Manager

Banco De Bogotá
10.2012 - 03.2014

National Microfinance Manager

Banco De Bogotá
09.2010 - 10.2012

Territory Manager

Banco De Bogotá
05.2008 - 09.2010

Bank Branch Manager

Banco De Bogotá
02.2001 - 04.2008

MBA - Business Administration

UNIVERSIDAD DE LOS ANDES

Bachelor of Financial Engineering - Finance

UNIVERSIDAD AUTÓNOMA DE BUCARAMANGA UNAB
Claudia Ariza