Carolina Echeverri

Support executive priorities through operational planning, project execution, and stakeholder accountability. • Guide process improvements across reporting, workflow design, and leadership operating cadence. • Support special projects that improve accountability, visibility, and execution across priorities. • Prepare executive updates and organize timelines, communications, priorities, and next steps.

Built reporting structure and business review support for ownership, operations, and executive decision-making. • Built centralized reporting and governance framework replacing fragmented processes, improving bank compliance, Capital Expenditure (CapEx) visibility, and executive decision-making. • Supported leadership and ownership groups through due diligence, financial oversight, and operational analysis informing portfolio strategy, investment decisions, and census growth initiatives. • Translated financial and operational information into concise executive reports, business reviews, and actionable recommendations supporting ownership and operating decisions.

Coordinated executive planning, reporting cadence, budgeting, and recurring business reviews supporting a $100M+ portfolio across weekly, monthly, quarterly, and annual cycles. • Directed Vena enterprise planning system project, managing consultant/vendor communications, executive updates, timeline adherence, training coordination, and implementation, achieving 90%+ adoption within 60 days. • Managed cross-functional projects across Sales, Operations, IT, Marketing, and Accounting to align priorities, track deliverables, and support follow-through. • Prepared executive dashboards, decision-support reporting, and business review materials for leadership across 25+ communities, supporting portfolio accountability and margin visibility. • Recognized with the True Connector Award for bridging system deployment with organizational buy-in and sustained adoption across field leadership.

Managed operations projects, reporting, and platform initiatives supporting commercial execution and growth. • Managed enterprise CRM migration from Microsoft CRM to Salesforce, including data mapping, communications, timelines, testing, training, and rollout with zero business disruption. • Supported pricing, reporting, and sales operations initiatives that contributed to revenue growth from $10M to $26M+ and helped scale IVANS Exchange to 45,000+ trading partners. • Directed Seismic sales enablement platform project, managing vendor communications, backend and end-user workflows, content validation/upload, adoption activities, and centralized access to sales materials. • Prepared executive reporting and business review materials supporting pricing, forecasting, and pipeline visibility. • Recognized with Circle of Excellence Award for project-driven growth and stakeholder alignment, and the Seismic Community Award for advancing platform adoption and best-practice engagement.

Supported reporting, planning, and project coordination across a multi-site senior living portfolio. • Coordinated executive reporting cycles and prepared leadership documents covering sales, financial, and operational performance across 88 communities, 5,000+ units, and $200M in revenue. • Managed project plans, stakeholder communication, and follow-up activities supporting pricing and portfolio initiatives. • Supported development and rollout of an enterprise pricing project adopted across all communities. • Prepared executive summaries and presentations for leadership and investor audiences. • Coordinated planning, budgeting, and recurring business review activities across departments.

Introduction to Artificial Intelligence (AI)

IBM

Project Management (Foundations, Projects, Agile)

University of South Florida

Power BI Dashboards

Pragmatic Works