Open to opportunities

Christian Acosta

@christianacosta

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Operations leader driving process automation and financial performance through data-driven improvement.

United States

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What I'm looking for

I am seeking a leadership role in operations where I can apply process automation, data analytics, and compliance expertise to drive efficiency, mentor teams, and deliver measurable financial improvements.

I am a results-driven operations leader with over 10 years of experience, including 9+ years in financial services and client-facing roles.

I have led teams across multiple locations, improved collection efficiency by 60%, and reduced processing time through targeted workflow optimizations and automation.

I leverage Power BI and advanced Excel to build dashboards and reports that improve decision-making, and I have implemented Power Automate solutions that reduced errors by 45% and saved 20 hours monthly.

I focus on compliance, stakeholder collaboration, training and mentoring, and maintaining confidentiality while delivering measurable operational improvements.

Experience

Work history, roles, and key accomplishments

Current

Financial Aid Advisor

Current

UEI University

Jan 2025 - Present (1 year)

Provided comprehensive financial aid advising, guiding students through FAFSA, loans, grants, and payment plans while ensuring compliance with federal and institutional regulations and improving student retention.

Financial Aid Counseling FAFSA & Compliance Excel Power BI Confidentiality

Accounts Receivable Team Lead

Associa Client Shared Services

Jan 2022 - Jan 2025 (3 years)

Led an 18-person AR team and implemented process automation that improved collection efficiency by 60% and reduced weekly processing time by 8 hours while delivering Power BI dashboards for KPI tracking.

Accounts Receivable Process Automation Power BI Team Leadership Financial Reporting Cross Functional Collaboration Training

Accounts Receivable Auditor

Associa Client Shared Services

Jan 2020 - Jan 2022 (2 years)

Audited portfolios to SLA standards (48 files) and conducted 100% audits for new hires while overseeing randomized audits for a 20-person team to ensure accuracy and compliance.

Audit Quality Assurance Training & Compliance File Management SLA Management Coaching

Accounts Receivable Specialist

Associa Client Shared Services

Jan 2016 - Jan 2022 (6 years)

Managed 48 accounts including high-end client portfolios, processed settlements and resales in C3 within SLA, reconciled deposits via RDC, and coordinated with title companies and community managers on settlement issues.

Account Management C3S Client Communication & Compliance Documentation

Branch Operations Supervisor

CITIBank

Jan 2014 - Jan 2015 (1 year)

Supervised branch operations, trained staff on bank and safety procedures, conducted audits, and resolved customer discrepancies to maintain operational integrity and regulatory compliance.

Branch Operations Staff Training Auditing Cash Handling Customer Service Scheduling & Compliance Risk Management

Branch Operations Officer

Fort Sill National Bank

Jan 2010 - Jan 2014 (4 years)

Supervised branch staff to ensure policy and federal guideline adherence, conducted reconciliations and proof corrections, and delivered training on safety and operational procedures to improve accuracy.

Supervision Reconciliations & Compliance Training Customer Service

Branch Teller

Fort Sill National Bank

Jan 2007 - Jan 2010 (3 years)

Provided daily teller services to customers, maintained confidentiality, participated in dual-control procedures, and assisted with audits to ensure accurate transaction processing.