Giovanni Valentín

• Selected to support one of the firm’s top-producing teams, operating within a regulated financial environment and managing processes tied to high-value client relationships • Designed and implemented an Excel-based tracking system that improved onboarding visibility and efficiency across two teams • Built (with Copilot) and helped implement a Power Automate workflow to streamline client birthday communications and reduce manual follow-up • Handpicked as 1 of only 3 participants in a firm-wide mentorship program, recognized for strong performance and growth potential

• Maintained structured bookkeeping and operational records to monitor income, expenses, and performance trends • Evaluated and implemented tools and communication processes to improve client experience and operational consistency

• Supported the initial data collection process for a financial fraud investigation in Puerto Rico • Assisted in coordinating an internship program for accounting students, collaborating with academic and industry stakeholders

• Contributed to engineering and administration workstreams in a large-scale, ambiguous project environment • Supported governance considerations for a $250M mission concept by aligning technical proposals with financial and operational constraints

• Collaborated with the production manager to identify operational challenges and improvement opportunities • Collected changeover-time data and performed time-study analysis to evaluate process efficiency • Developed and economically justified a proposed improvement based on findings

• Successfully managed simultaneous projects, ensuring timely goal attainment • Forecasted material needs to prevent over-purchasing and support project timelines

Lean Six Sigma Yellow Belt Certification

IISE Association

Basic Data Descriptors, Statistical Distributions & Applications to Business Decisions

Rice University – Coursera

AI for Everyone

DeepLearning.AI

Google Generative AI Leader

Google