* CFO - Idea Man: Create financial, operational and fiscal strategies to increase the profitability of the company in a product and customer basis. Allocate resources to all areas in the organization through the creation of budgets and be responsible of their execution. Develop financial models and major risk analysis to implement operative and strategic projects. Build Commercial, OPEX, CAPEX and Financing forecasts. Responsible of the Cash Flow, Financial Control and Financial Health of the organization.
*Financial Planning Manager - Grupo ITISA: Measure and control profitability of the business lines of the group (Prefabricated Construction, Industrial Tubes, Railways, Track Mobile Equipment and Chuck E’ Cheese Franchises) through financial KPIs. Build Financial Models for short and long term runs with scenario analysis for decision making and risk evaluation (providing Financial Statements and Company Valuation). Creation of Cash Flow projections ensuring compliance, by monitoring them and identifying leverage needs and exchange rate coverages. Private Equity Fund managing and Joint Ventures feasibility. Due Diligences participant: Validate and analyze information from other companies and structure information of our own company for the study. Advise to stockholders and owners in new businesses. Gather the financial and accounting information to perform business intelligence. Follow up to provision costs in projects in execution. Oversee the projects in guarantee period. Perform monthly review of results in operational and directive meetings. Control major customer’s contracts by business unit.
*Commercial Manager - Resuelve tu deuda: Counselling accounts in overindebtedness situation. Risk analysis of non-performing credits in consumer lending. Preliminary negotiations with traditional banks to liquidate credits in default for 90 days or over. Create financial runs to liquidate credits and quote the services. Record payments and follow global situation of debtors in financial rehabilitation. Manage Key Accounts from customers with overindebtedness over $400,000 pesos. Sales Budget and Commercial reports creation trough a CRM. Analyze commercial indicators and create executive presentations of the sales results. Lead & Pipeline management. Review and guide the Sales Activities of co-workers. Develop the co-workers career plan and the monthly evaluation of my teams. Increase the distribution channels through forming a network of representatives that involves agents and institutions of the industry.
*Former Owner - Better Me! Diet Cooking Service: Financial, Commercial and Operational strategies execution. Creation of a Payment and Credit system to acquire the diet cook service. Sales Budget creation and fulfilling. Financial Statements analysis: P&L and Cash Flow. Negotiate, analyze and obtain Business Loans. Governmental financial funds obtaining. Market studies generation to develop commercial campaigns. Strategic alliances forming with private and public entities. Corporative sales closing. Formation of a Call Center for customer service and follow-up. Retail optimization in the restaurant adapting brand concept and reinforcing customer experience. Inventory and Logistic control to produce and deliver in large scale the cooking diet service. Dissolution of the company in 2014 conserving the Trade Mark.
*Senior Analyst in Strategic Planning: Financial Planning for the next 5 years of the company: Financial Statements, CAPEX, Investment Projects valuations (IRR & NPV) and strategies forming to obtain business loans. Risk analysis of the credit area. Develop a Balanced Scorecard for the company based in Visual Basic available to run in Excel. Key Financial and Operating Indicators (KPIs) analysis and interpretation from sales, credit, profit, inventory, productivity, rotation of the human capital and others. Support and follow-up compliance of company's Short and Long Term goals. Strategic Project administration with PMO methodology. Multidisciplinary teams coordination. Process audits for documentation and improvement. Create reports and executive presentation for CEO. Provide organizational culture trainings.