Daniel Flores Castro

Bilingual (English/Spanish) Transformation and Strategic Operations leader with 8+ years of experience driving enterprise change, governance, project and program management, and executive stakeholder alignment across financial services, regulated industries, and technology adoption in North America and LATAM. Proven track record translating strategic direction into structured execution — building governance frameworks, leading CRM/ERP transformation, and managing cross-functional initiatives that delivered a $36M commercial expansion, change and governance adoption across 125+ regulated environments, a 30% reduction in operational overhead, and measurable improvements in compliance, reporting, and stakeholder engagement.

Assistant Director of Admissions at Primacorp Ventures Inc. (2025-10 – 2026-05)

• Redesigned operational workflows across a regulated multi-campus environment, generating $117K in incremental revenue within four months and ranking Top 2 of 39 campuses in British Columbia.
• Implemented executive scorecards and pipeline reporting cadences that strengthened leadership visibility, improved accountability, and eliminated operational bottlenecks.
• Led a governance and compliance transformation across 30+ regulated programs using Kotter's framework, restoring 100% compliance and protecting $95K in revenue.

Finance Associate (MBA Practicum) at Careerin Tech Society (2025-07 – 2025-09)

• Coordinated a $450K government funding proposal across finance, leadership, and external stakeholders, managing deliverables, timelines, and procurement requirements end-to-end.
• Implemented CRM automation and reporting structures that increased organic engagement by 200% while reducing campaign costs by 15%.

Reimbursement Analyst at Assist Card (2023-10 – 2024-05)

• Adjudicated 100+ international medical and travel reimbursement claims weekly by interpreting policy provisions, contractual terms, and supporting documentation while maintaining 98% compliance.
• Exercised delegated authority to approve claims valued at up to $1,000 USD, applying internal governance standards, escalation protocols, and case-specific judgment.
• Improved claim segmentation workflows, reducing processing time by 20% while supporting consistent decision quality and customer experience.

Senior Consultant, Enterprise Transformation at OGB Global Limited (2021-10 – 2023-10)

Led NetSuite implementation and CRM transformation engagements across LATAM, establishing governance frameworks and operating cadences. Directed change adoption and structured accountability routines across 125+ regulated environments, reducing operational overhead by 30% and accelerating reporting by 5 days.

• Monitored and audited approximately $92M in cross-border transactions with global banking partners (including Davivienda) for a remittance client (Remitly), screening against FBI and international watchlists and applying AML/KYC compliance protocols to ensure regulatory adherence.
• Served as Account Manager for B2B client relationships within a credit bureau engagement (Equifax), managing client onboarding, account growth, and retention while supporting a digital transformation and process automation program that reduced closing cycles by 5 days and improved data accuracy by 40%.
• Trained B2B clients on platform usage for credit report generation and delinquency reporting, supporting onboarding and system adoption.
• Advised on life insurance and investment product strategy across academic savings, retirement, and wealth-linked insurance solutions for regional carriers within the Grupo Breca ecosystem (Rimac Seguros) and BBVA.
• Built executive dashboards and KPI frameworks supporting data-driven commercial decisions.
• Advised regulated fintech, insurance, and telecommunications clients on governance, risk culture, auditing, and cross-border operations.

Financial Consultant (Promoted from Debt Specialist) at Financial Future Inc. (2018-05 – 2021-09)

• Evaluated consumer financial capacity by assessing cash flow, debt obligations, repayment ability, financial hardship, and credit bureau information to determine appropriate debt restructuring solutions, holding approval authority over program qualification.
• Selected to lead Caribbean market expansion for a consumer credit and debt consolidation business, building bilingual operations and commercial infrastructure supporting a $36M engagement portfolio.
• Established Salesforce, RingCentral, and DocuSign ecosystems supporting regional growth and stakeholder coordination.
• Led performance transformation resulting in a company-record $2.3M production month.
• Maintained business continuity and structured accountability during the 2020 digital transition.

Master of Business Administration in Finance – University Canada West (2025)

Bachelor of Science in Business Administration & Management – Hawaii Pacific University (2017)