Jose Luis Daza
Office Manager
Mexico City
Summary
Maximize the value of a company
Overview
17
17
years of professional experience
Work History
Finance Specialist
Mexmovil
06.2022 - 03.2024
- Proficient in Pay Back, Net Present Value, and Internal Rate of Return analyses
- Led benchmarking studies for performance evaluation against industry standards and competitors
- Developed strategies for decision-making in uncertain financial environments
- Diversified investments across asset classes for optimal returns
- Utilized the Efficient Frontier concept to balance risk and return
- Led budgeting, midterm planning, and forecasting initiatives
- Implemented key financial and non-financial KPIs for enhanced transparency
- Oversaw the monthly closing process, with a focus on operational expenses and profit and loss.
Financial Analyst and Strategic Cost Reduction Specialist
self-employed
01.2019 - 05.2022
- Established objectives and key results (OKRs) along with strategic business plans, resulting in a substantial reduction in operational costs
- Conducted scenario development and assessed investment opportunities using the Weighted Average Cost of Capital (WACC) model
- Evaluated economic utility and identified key value drivers, focusing on metrics like Return on Invested Capital (ROIC), Net Operating Profit Less Adjusted Taxes (NOPLAT), and Cash Flow
- Utilized Discounted Cash Flow analysis to determine the attractiveness of potential investments
- Implemented investment strategies that led to an impressive increase in compounded interests.
Head of Accounting and Financial Analysis Office
Regional Central Transmission Management
04.2016 - 12.2018
- Oversaw critical financial operations, including evaluating major financial moves such as mergers, buyouts, and investments
- Analyzed stock market trends through various methods to determine stock prices
- Played a pivotal role in ensuring the company's financial decisions were well-informed
- Streamlined operations and achieved notable energy benchmarks.
Head of Treasury and Budget Office
Regional Submanagement of Transmission
04.2013 - 04.2016
- Managed the company's cash flow, overseeing incoming and outgoing funds
- Allocated resources to different departments and projects based on their financial needs and strategic priorities
- Conducted in-depth financial analyses utilizing methodologies including model valuation based on multiples and discounted cash flow
- Identified, assessed, and mitigated financial risks
- Conducted financial forecasting based on historical data and market trends
- Created and implemented financial policies and procedures.
Head of Human Resources, Materials, and Financials
Regional Submanagement of Transmission
04.2010 - 04.2013
- Managed conflicts, investigations, and provided support for disciplinary actions
- Emphasized fairness and clear communication
- Implemented programs for professional growth
- Administered competitive salary structures, bonuses, and incentives
- Oversaw end-to-end purchasing process
- Monitored and controlled expenses for HR and purchasing
- Established and maintained strong ties for timely delivery and quality of goods.
Administrative Assistant
Rotoplas
11.2008 - 03.2010
- Recorded all incoming and outgoing shipments
- Managed customer orders and coordinated with the shipping department
- Organized and scheduled shipments
- Prepared insightful reports on inventory levels and warehouse metrics
- Addressed and resolved administrative challenges
- Managed the processing of customer orders.
Export-Import Project Intern
FUNPROVER
06.2007 - 10.2008
- Prepared essential export-import documents with meticulous attention to detail and compliance
- Assessed potential risks associated with specific export-import transactions
- Conducted comprehensive cost analyses
- Participated in the planning and execution of export-import projects.
Education
International Business -
University of Xalapa
Financial Modeling And Valuation Analyst -
Corporate Finance Institute
Excel Skills For Business -
Macquarie University
10.2009 -
Investment Strategy Advisor -
Bolsa Mexicana De Valores
09.2010 - 05.2010
Financial Markets And Risk Analysis -
UNAM
Economy -
UNAM
10.2009 - 05.2000
Project And Valuation: Advanced Valuation -
ITAM
Management Training in Business Innovation -
Harvard Business Publishing -Dextro
09.1999 - 05.1990
Logistics Applied To The Company -
Universidad De Xalapa
10.2008 - 05.2008
Process Re Engineering -
ITAM
Skills
Budgeting and Forecasting
Financial Analysis
Logistics
SAP
Effective negotiator
Cash Flow
Human resources
Revaluation
Payment Coordination
Labor negotiations
Financial Risk Assessment
Treasury
Cost Reduction
Forecasting trends
Business Development
Investment strategies
Financial and operational reporting
Statistical data gathering
Financial modeling
Quality
Warehouse
Customs
Analysis of data
Export/Import
Transportation Planning
Problem-Solving
Inventory Control
Invoicing and shipping documentation
Logistics Analysis
Cost Control
Shipping procedures
ERP systems proficiency
Demand forecasting
Problem-solving aptitude
Order Picking
Health and Safety Regulations
Budgeting expertise
Bank Relationship Management
Stakeholder Communication
Investment strategy
Timeline
Finance Specialist
Mexmovil
06.2022 - 03.2024
Financial Analyst and Strategic Cost Reduction Specialist
self-employed
01.2019 - 05.2022
Head of Accounting and Financial Analysis Office
Regional Central Transmission Management
04.2016 - 12.2018
Head of Treasury and Budget Office
Regional Submanagement of Transmission
04.2013 - 04.2016
Investment Strategy Advisor -
Bolsa Mexicana De Valores
09.2010 - 05.2010
Head of Human Resources, Materials, and Financials
Regional Submanagement of Transmission
04.2010 - 04.2013
Excel Skills For Business -
Macquarie University
10.2009 -
Economy -
UNAM
10.2009 - 05.2000
Administrative Assistant
Rotoplas
11.2008 - 03.2010
Logistics Applied To The Company -
Universidad De Xalapa
10.2008 - 05.2008
Export-Import Project Intern
FUNPROVER
06.2007 - 10.2008
Management Training in Business Innovation -
Harvard Business Publishing -Dextro
09.1999 - 05.1990
International Business -
University of Xalapa
Financial Modeling And Valuation Analyst -
Corporate Finance Institute
Financial Markets And Risk Analysis -
UNAM
Project And Valuation: Advanced Valuation -
ITAM
Process Re Engineering -
ITAM
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