My Professional
Summary
Strategic Executive Leader with 15+ years of experience driving growth, operational excellence, and digital transformation across insurance, financial services, and accounting sectors. Proven track record of scaling multi-state operations, leading cross-functional teams of 100+, and delivering measurable results including 35% revenue growth and 32% cost reduction. Adept in P&L management, compliance strategy, M&A due diligence, and client retention. Known for leveraging technology to streamline workflows, enhance customer experience, and improve organizational efficiency. Seeking executive leadership opportunities where innovation, strategic planning, and stakeholder alignment are key to success.
My Work Experence
PRESIDENT
Kurv Inc
Apr 2024 – Present
Headed a team of 137 employees, including 7 direct reports, overseeing multi-location operations to drive efficiency, profitability, and strategic growth in accounting sector
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Automated reconciliation processes by integrating AI intelligence into the workflow, reducing turnaround time from 14 days to 2 days and improving accuracy
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Transitioned clients from an exiting partner to a new service lead, achieving a 99% client retention rate through proactive communication and personalized onboarding
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Planned and executed a comprehensive exit strategy for the business, aligning stakeholders and ensuring operation continuity during transition
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Engaged with partners and executive leadership to establish a centralized billing department, reducing accounts receivable collections from 105 days to 11 days
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Utilized data-driven insights to optimize resource allocation, leading to a 20% reduction in operational costs while maintaining service quality
VICE PRESIDENT OF BUSINESS DEVELOPMENT
Got Coverage Inc
Dec 2016 – Nov 2023
Headed a nationwide general lines insurance brokerage focusing on commercial, personal, life, and health insurance, producing over 1,700 sizeable policies in sixteen states
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Engaged with all levels of professionals to negotiate a 10% cost reduction for clients by contract negotiation of a lowered down payment interest rate, resulting in improved short- and long-term customer service, brokerage relationships and retention
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Devised tailored SOPs for property and casualty insurance branch, collaborating across engineering, sales, and legal teams, minimizing compliance exposure from 33% to 2%, increasing sales by 2.2MM
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Established employee-customer matching rulesets to enhance stakeholder journey by utilizing employees' language and expertise skills, hiking average renewal rate from 69% to 89%
EXECUTIVE DIRECTOR, OPERATIONS
JustCountants Inc
Dec 2008 – Nov 2016
Directed operations of a bookkeeping and tax preparation firm servicing small and medium-sized businesses with portfolio of over 2,500 clients
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Originated business strategy to focus on low volume high-value client acquisition to adapt to market trends, pivoting teams to focus on business clients, leading to sizeable ROI on marketing by 84%
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Allied with Internal Revenue Services, decoding tax publications and providing tax notice resolutions, to save $22M in tax debt for 2,443 clients
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Re-engineered workflows by employing task management software across cross-functional teams to mitigate interdependencies of teams, lowering account processing time by 47%
MANAGING PARTNER AND VP STRATEGIC EXPANSION
ExpressTax
Jan 2005 – Dec 2008
Founded a tax preparation firm servicing small and medium-sized businesses with portfolio of over 7,300 clients across 16 offices
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Spearheaded strategic expansion efforts by managing and overseeing 16 tax offices across Dallas/Fort Worth vicinity, resulting in significant market presence and revenue growth
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Championed employee engagement and management operations across all 16 establishments, fostering a culture of excellence and ensuring seamless operations
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Maintained precise cost records and ensured month-end accruals for 16 offices, contributing to financial stability and compliance
REGIONAL MANAGER, FRONT-END OPERATIONS
Southwest Bank
Feb 2006 – Oct 2008
Managed front-end operations in 7 locations through strategic thinking, process optimization, and team leadership to ensure operational excellence in the banking environment
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Mentored, trained, and developed entry-level and existing leadership in the retail division
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Entrusted for achieving financial performance and revenue goals for all front-end operations while managing revenue cycle management through a third party vendor
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Partnered with executive leadership to adapt and align on innovative marketing strategy, built cross-selling workflows for bank tellers, increasing loans and credit card lines by 234%
WHY RENATO?
A Different Approach, Using Thought Leadership Skills
• Strategic Leadership
• Operational Efficiency
• Sales Enhancements
• Client-Centric Innovations
• Operational Excellence
• Strategic Planning
• Financial Control
• Business Development
• People Management
• Strategic Expansion
• Innovation Management
• Project Management
• Change Management
• Training and Development
• Multilingualism
Education and Certifications
Tarleton State University
Business Administration/Management
PMP Certified
Insurance
General P&C, Life, Health in 14 States
Appointments
If you would like to discuss my experience or are interested in me being a part of your organization, feel free to schedule an informational call with me.