Tony Correia

Finance Professional UC Davis MBA Project Management Professional (PMP) Innovator

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Tony

Correia

ABOUT ME

I have 9 years of finance and business experience as a finance manager/director, business unit finance lead, fintech founder, and relationship banker. I have an additional 13 years' experience in business development & customer service. I’m an MBA at UC Davis and a certified Project Management Professional (PMP). Most recently, my focus has been on developing a skillset in cloud architecture and computer science for analytics. I believe that celebrating a company’s traditions creates a competitive advantage, and that my expertise in finance, innovation, business development, and new technologies would make me a valuable asset to your team.

Email: acorreia@ucdavis.edu

RESUME

EDUCATION

Masters of Business Administration (MBA)
UC Davis - 2022
• STEM Designation
• Managing Director, UC Davis Innovation Network 2020 – 2022
• 2021 Corbett Entrepreneurship Fellow, awarded to an MBA student for motivation, potential, and passion for succeeding in the entrepreneurial world.
Bachelor of Arts:
Communication
UC Santa Barbara - 2014
• Academic Excellence Award for academic success and community outreach (1 of 106 in graduating class)
• Department Recognitions and Honors for research in the field resulting in publication (1 of 7 in department)
• Lambda Pi Eta for involvement with National Communication Honors Society (1 of 30 in department)
Associate of Arts:
Economics, Global Studies, Natural Sciences, Social Sciences, Humanities
Santa Rosa Junior College - 2012
• Highest Honors
• Dean’s List during all semesters of attendance

CERTIFICATIONS

Project Management Professional (PMP)

AWS Cloud Practitioner

Duke University's Cloud Computing Foundations

California Notary Public

EXPERIENCE

FINANCE & MANAGEMENT

Solidigm (Formerly Intel) | 2022-Present

Revenue Finance Director

Improved 11 SOX revenue controls and quarter-end close processes by adding and automating validation checks, helping to strengthen the company’s external audits and maintain KSOX compliance.
Revised the company’s rebate and customer-incentive strategies, leading to a simpler business approach with customers that saves the company time and money.
Performed key business model (PnL) analyses and summarized findings in financial slides for board of director review, resulting in additional funding being secured for the company.

Data Center Finance Lead

Stood up the company’s Product Portfolio program, compiling product roadmap data for BU-level summaries, resulting in the most profitable product roadmap and receiving the quarterly finance excellence award.
Developed from scratch the company’s Monte Carlo file, reducing data input and run time by several hours, replacing an important tool prior to third-party contract termination, and saving the company money in licensing fees.
Performed company’s product margin, NPV, and decision quality analyses, resulting in benchmarking high-level financial metrics, saving potentials of over $400M, and commendation from top managers.

SKILLS

Financial Reporting 98%

Corporate Budgeting 97%

Data Analysis 98%

Process Improvement 98%

SOX Controls 95%

Cloud Architecture 70%

2020 Sacramento King's Capitalize Semi-Finalist, resulting in a pitch to Pres. John Rinehart of the Sacramento Kings, CIO Louis Stewart of the City of Sacramento, and 3 additional VC panelists.

+ 3 years of additional experience in independent bookkeeping and consulting, resulting in obtaining a $120,715 grant for an LLC client, a total-cost-of-ownership financial analysis for a publicly traded corporate client, and the complete redo of a small business client’s PnL to save $5,000+ in taxes.

Founder & CEO | Soma Loans, Inc.

Santa Rosa, CA, 2019-2023

Refined the business strategy, pro-forma, product/market fit, and marketing strategy for the company, resulting in a VC investment of $150,000.
Managed a software development team, from ideation through prototype, ensuring development of key application features, a smooth customer UX flow, and integration of security requirements for legal and third-party vendor compliance, resulting in the release of a fully developed application prototype.
Procured and manage third-party partnerships, including those with MX, Dwolla, and Transunion, resulting in software integration of key SAAS features to operate our platform in most competitively-priced way.
Pitched to President John Rinehart of the Sacramento Kings organization and 4 other innovation panelists at the Sacramento Kings Capitalize Contest, resulting in being selected 2019 Contest Semi-Finalist. Also awarded 2020 UC Davis Big Bang Business Competition Finalist and 2019 Little Bang Prize Winner.

Relationship Banker
& Manager on Duty | Exchange Bank

Healdsburg, CA, 2015-2022

Worked side-by-side with Branch Manager on loan goals, resulting in an average yearly loan production increase of 40% from 2017 to 2021. Top loan referrer amongst all Relationship Bankers from 2018 to 2021, resulting in referring 101% more loans than the second highest referrer over the same period.
Coordinated with title companies, accountants, fiduciaries, and law offices to further the goals of customers, resulting in opening more new accounts than any Relationship Banker from 2019 to 2021.
Compiled and worked with a list of over 100 businesses to coordinate and underwrite PPP loans, resulting in over 95% successful funding for the branch’s clients and being the top 3 application submitters for bank.

+ 3 years of additional experience in independent bookkeeping and consulting, resulting in obtaining a $120,715 grant for an LLC client, a total-cost-of-ownership financial analysis for a publicly traded corporate client, and the complete redo of a small business client’s PnL to save $5,000+ in taxes.

SOCIAL VENTURES EXPERIENCE

Board Member & Treasurer |
Healdsburg Performing Arts Theater

Healdsburg, CA, 2022

Review financial statements on a monthly basis, ensuring enough cash to meet operating needs.
Propose financial strategies to ensure the longevity of the company, resulting in the implementation of new ticket prices, differentiated pricing for ticket sales, a change in donor strategy, and a change in the company’s financial goals (i.e. to move towards industry standards in regards to donor vs. ticket revenue).

UC Big Ideas Contest Ambassador |
University of California

Berkeley, CA, 2020

Contributed to a 5% increase in total number of applications from an already-successful previous year.
Onboarded UC Hastings to the contest, resulting in contest applications from the campus for the first time.
Mentored 35 teams, aiding with business development, executive summaries, and funding opportunities.

+ 8 years of additional experience with 3 companies in customer service, sales, and business development.

I've also written a novel that is available for sale through bookstores and online. I gained experience in graphic design, manuscript formatting for publication, marketing, and website development.

TECHNOLOGIES

Web Development
with HTML/CSS, Bootstrap, & Wordpress

Data Analysis
with Excel, SQL, & Power BI

Cloud Architecture
with AWS

Graphic Design
with GIMP

Video Post-Production
with Lightworks

Microsoft Office
Word/Excel/Powerpoint

Community Involvement

Innovation Network

Director, 2019-2022

Founded the Network with the mission to connect students innovating in various industries with industry professionals.

UCD Student Startup Center

Early Stage Venture Judge, 2022

Invited as a judge to hear pitches and provide feedback to early stage venture founders.

Women in Leadership

First Male Speaker, 2021

Invited as a speaker for the inaugural EmpowHer Speaker Series hosted by Women in Leadership, Sacramento Chapter.

Relay for Life

Luminaria & Board Director, 2016

Helped organize the marketing, fundraising, and logistics. Asked to be the Luminaria, resulting in performing the ceremonial speech for the event.

Mr. Healdsburg Contest

Participant, 2017

Participated in Mr. Healdsburg Contest, a mock pageant intended to raise funds for the local non-profit theater.

Rotary International

Volunteer, 2015-2020

Volunteered for the annual crab-feed event intended to raise money for Rotary International. Occassionally assist in other events for Rotary as requested.