Adrian Morales Reyes
San Jose
Summary
I am a portfolio manager with experience in financial operations and strategic program execution within regulated environments. I specialize in managing stakeholder relationships, prioritizing projects, and delivering scalable, automated solutions that drive growth and cost efficiency. With a focus on performance monitoring, risk management, and data-driven reporting, I ensure alignment and clear communication across all levels to meet business goals and deliver high-quality results. Additional experience as a SaaS Implementation Specialist.
Overview
8
8
years of professional experience
Work History
Sr.Portfolio Analyst
Sysco
06.2024 - Current
- Streamlined reporting processes, resulting in reduced operational inefficiencies and increased productivity.
- Implemented process improvements to enhance data management capabilities, resulting in better insights for informed decision making.
- Facilitated portfolio performance review and implemented new strategies.
- Streamlined reporting procedures for greater efficiency in communicating portfolio updates to executives.
- Mentored junior team members, sharing knowledge on portfolio management techniques and fostering professional development.
- Developed strong relationships with stakeholders, fostering trust and confidence in the implementation process.
- Contributed to the continuous improvement of implementation processes through regular feedback sessions and lessons learned discussions.
Implementation Project Manager
Infinite(Fiserv)
12.2023 - 06.2024
- Streamlined project implementation by effectively coordinating cross-functional teams and resources.
- Reduced project completion time by optimizing scheduling, task allocation, and resource management.
- Improved client satisfaction with thorough requirement analysis and timely communication of progress updates.
- Developed comprehensive project plans to ensure on-time delivery and successful outcomes.
- Enhanced data accuracy by implementing advanced reporting tools and techniques.
- Streamlined report generation process for improved efficiency and faster delivery.
Master Data and Portfolio Assistance
Infotree(P&G)
03.2023 - 03.2024
- Boosted client satisfaction by effectively addressing concerns and providing tailored solutions.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Managed risk assessments and implemented mitigation strategies to minimize potential issues during project execution.
- Coordinated cross-functional teams and resolved conflicts, maintaining a positive work environment throughout the project lifecycle.
- Conducted regular account reviews to identify areas for improvement and ensure continued success.
- Championed continuous improvement initiatives by identifying areas of opportunity within master data management processes and proposing actionable solutions.
- Mentored junior analysts on best practices for managing large data sets, improving overall team performance.
Customer Success Specialist
Accenture
06.2022 - 02.2023
- Monitored customer progress and addressed customer inquiries with timely and accurate updates.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Cultivated and maintained strong relationships with customers to ensure a positive customer experience.
- Enhanced data accuracy by implementing advanced reporting tools and techniques.
Technical Customer Senior Associate
DXC
01.2020 - 12.2021
- Researched DXC accounts and systems for customer inquiries, product descriptions and specifications.
- Tracked customer service cases and updated service software with customer information.
- Translated complex technical issues into digestible language for non-technical users.
- Researched product and issue resolution tactics to address
customer concerns. - Diagnosed and troubleshot issues in the client's AWS/DXC account.
Sales Representative
Foundever
12.2017 - 03.2019
- Maintained up-to-date knowledge of product and service changes.
- Enhanced productivity levels by anticipating needs and delivering outstanding support.
- Followed-through on all critical inter-departmental escalations to increase customer retention rates.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
- Developed highly empathetic client relationships and earned
reputation for exceeding service standard goals.
Education
Bachelor of Science - Computer Engineering
Fidelitas University
San Pedro, SJ, Costa Rica12-2026
Technical - Software Development and Web Design
CENFOTEC University
Barrio Escalante, Costa Rica12-2026
High School Diploma -
Liceo Anastasio Alfaro
San Pedro, Costa Rica12.2016
Skills
- Account Management
- Project Management
- Planview & PMO Expertise
- Technical Expertise
- Communication Skills
- Customer Needs Assessment
- Customer Relationship Management
- Value Realization
- Strategic Planning
- Excel Expert
- Risk Management
- Salesforce Reporting
- Data Analyst
- SaaS Implementation
Languages
Spanish
Native language
English
Advanced
C1
Timeline
Sr.Portfolio Analyst
Sysco
06.2024 - Current
Implementation Project Manager
Infinite(Fiserv)
12.2023 - 06.2024
Master Data and Portfolio Assistance
Infotree(P&G)
03.2023 - 03.2024
Customer Success Specialist
Accenture
06.2022 - 02.2023
Technical Customer Senior Associate
DXC
01.2020 - 12.2021
Sales Representative
Foundever
12.2017 - 03.2019
High School Diploma -
Liceo Anastasio Alfaro
Bachelor of Science - Computer Engineering
Fidelitas University
Technical - Software Development and Web Design
CENFOTEC University