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Tom Portillo

@tomportillo

Strategy and Operations Analyst at USAA who improved Renters conversion from 14.9% to 32.3% through operational analysis.

United States

Message

At USAA, I evaluate cross-functional initiatives and analyze Renters sales interactions to identify growth opportunities and improve the quote journey. My recommendations on third-party service conversion helped improve conversion from 14.9% to 32.3%.

Previously, I developed a workforce planning model and supported expense planning at Bank SFO, then improved branch efficiency as a Service Manager at Wells Fargo. I also increased unit readiness as a Lead Petty Officer in the United States Navy, and hold an MBA from Texas A&M University, Mays Business School.

Experience

Work history, roles, and key accomplishments

Current

P&C - Business Strategy Analyst Sr.

Current

USAA

Nov 2021 - Present (4 years 11 months)

Evaluated and prioritized 13 cross-functional initiatives to address forecast gaps, led analysis of sales interactions to improve frontline execution, and drove improvements in conversion and bundling rates.

Strategy Operations Financial Analysis Forecasting KPI development Reporting Process Improvement Customer Analytics Sales Analytics Tableau Excel

Bank SFO - Financial Analyst

USAA

Feb 2018 - Nov 2021 (3 years 9 months)

Developed a workforce planning model connecting staffing decisions to operational and financial outcomes, and facilitated allocation of $8.2M in direct expenses for 2021.

Financial Analysis Workforce Planning Forecasting Expense Management Vendor Management Excel

CFO - MBA Intern

USAA

Jun 2017 - Aug 2017 (2 months)

Collaborated on fixed-income portfolio analysis of insurance companies with emphasis on foreign investments to aid portfolio managers in risk reduction and yield diversification.

Fixed Income Portfolio Analysis Risk Management Investment Analysis

Service Manager

Wells Fargo

Feb 2013 - Jul 2016 (3 years 5 months)

Led and coached a six-person frontline team, increasing retail branch operational efficiency from 88% to 92% within three months through performance analysis and process improvements.

Team Leadership Coaching Operational Efficiency Process Improvement Performance Analysis

Lead Petty Officer

United States Navy

Jun 2007 - Aug 2013 (6 years 2 months)

Increased Bravo Company unit readiness from 65% to 93% by spearheading medical workup with Marine Corps staff for 120+ marines during pre-deployment; nominated for Sailor of the Year award.

Leadership Readiness Management Medical Coordination Team Coordination