Jesus Daniel Chavez
Financial Planning Business Partner
Mexico City
Summary
Accomplished FP&A Business Partner with a proven track record at Cloudflare and Citibank Mexico, adept in strategic planning and financial administration. Excelled in optimizing budgets and providing key advise through data analysis. Skilled in contract negotiation, fostering significant business development with a focus on impactful financial forecasting and operational improvements.
Overview
9
9
years of professional experience
4
4
years of post-secondary education
3
3
Languages
Work History
Financial Planning Business Partner
Cloudflare
03.2024 - Current
- Manage the Technological and Operations budget expenditure and headcount for the Go-To-Market and Partner Organization divisions globally, ensuring resources are aligned with business priorities.
- Drive the development of the annual financial forecast, collaborating with senior leadership and cross-functional teams to identify potential risks and opportunities.
- Support strategic territory alignment for the Channel Management and Partner organizations, utilizing data-driven insights to optimize geographical coverage, sales efficiency, and partnership effectiveness.
Senior Financial Planning Manager
Citibank Mexico
Mexico City
11.2021 - 03.2024
- Oversee operations and technological expenditures within the Private Banking division for the Latin American region and lead the development of quarterly and annual forecasts.
- Conduct thorough cost analyses and advise on resource location strategies for operations across Latin America.
- Develop and implement productivity improvement strategies to optimize financial performance.
- Manage a dedicated team of two financial planning professionals.
- Develop dynamic models to monitor macroeconomic variables to mitigate inflation-related risks and ensure budget accuracy across the region.
Senior Finance Accounting Analyst
Citibank Mexico
Mexico City
07.2019 - 10.2021
- Manage monthly expense analysis and reporting for Mexico’s Consumer Banking division, providing actionable insights into financial performance.
- Monitor key operational metrics, providing recommendations for cost efficiency and operational improvements.
- Led Q&A due diligence sessions for prospective buyers during a divestiture project, ensuring smooth transaction processes and minimizing financial risks.
Volaris Corporate Finance Analyst
Volaris
Mexico City
05.2017 - 06.2019
- Conduct in-depth financial analysis on debt and capital alternatives to support the company’s growth strategy.
- Negotiated new financing facilities, strengthening relationships with domestic and international banking partners to support operational funding needs.
- Spearheaded the issuance of the company’s inaugural Bond Certificate program, successfully diversifying the company’s capital structure.
- Played a key role in renegotiating and rolling over the company’s aircraft credit line, optimizing financial terms and conditions.
Supplier Development Analyst
American Express
Mexico City
11.2015 - 04.2017
- Provide strategic and financial advisory to the supplier relations team, fostering strong relationships with key suppliers.
- Manage division's budget, ensuring cost-effective allocation of resources to support business objectives.
- Developed innovative sales and ROI reporting tools for the Mexico and LATAM divisions, improving the tracking and analysis of key performance metrics.
Education
Bachelor of Arts - Finance
Tecnologico De Monterrey
Mexico, México, Mexico 08.2011 - 12.2015
Timeline
Financial Planning Business Partner
Cloudflare
03.2024 - Current
Senior Financial Planning Manager
Citibank Mexico
11.2021 - 03.2024
Senior Finance Accounting Analyst
Citibank Mexico
07.2019 - 10.2021
Volaris Corporate Finance Analyst
Volaris
05.2017 - 06.2019
Supplier Development Analyst
American Express
11.2015 - 04.2017
Bachelor of Arts - Finance
Tecnologico De Monterrey
08.2011 - 12.2015
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