Results-oriented Chief Financial Officer bringing 15 years of experience in Real Estate and Wealth Management. Strong history of achieving both financial and non-financial business goals with effective controls and planning.
Overview
21
21
years of professional experience
Work History
CFO / CCO Wealth Mangement
Quattro Financial Advisors
03.2019 - Current
Authored, evaluated and reviewed reports to highlight company financials to key stakeholders.
Tracked cash flow and financial planning to analyze company's financial strengths and weaknesses and propose strategic directions.
Conducted detailed analysis of company financial information and oversaw preparation of related reports.
Conducted detailed analysis of company financial information to drive internal and external financial reporting, stewardship of company assets and ownership of cash management.
Developed and oversaw yearly budgets and capital structure of company to determine best mix of debt, equity, and internal financing.
Negotiated favorable terms with vendors and suppliers, achieving significant savings on procurement expenses.
Cultivated company-wide culture of innovation and collaboration.
Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
Mentored finance team members, fostering a culture of professional growth and skill development within the department.
Worked closely with audit team to hedge against or mitigate operational risks.
Monitored key business risks and established risk management procedures.
Ensured compliance with all regulatory requirements by staying current on industry developments and implementing necessary controls within the organization.
Managed financial, operational and human resources to optimize business performance.
Created succession plans to provide continuity of operations during leadership transitions.
Coordinated company-wide training programs to improve employee skills and enhance overall performance.
Coached and guided senior managers to improve employee job satisfaction and achieve higher performance levels.
Led recruitment and development of strategic alliances to maximize utilization of existing talent and capabilities.
Cultivated forward-thinking, inclusive, and performance-oriented business culture to lead industry in innovation and push progress.
Founded performance- and merit-based evaluation system to assess staff performance.
Managed time efficiently in order to complete all tasks within deadlines.
Capital Market and Banking Relationships
Fibra Uno
01.2013 - 09.2018
Responsible for planning, structuring, negotiating and managing the necessary loans and financial resources to ensure meeting strategic growth objectives.
Capital Market and Banking Relationships
Mexico Retail Properties (MRP)
01.2007 - 01.2013
Responsible for planning, structuring, negotiating and managing Capital Market transactions.
Financial Analyst
YUM! Restaurants International
01.2005 - 01.2007
Responsible for budget elaboration, P&L management and franchise sales analysis.
Process and Quality Leader
Luxtronic
01.2003 - 01.2004
Responsible for implementation of ISO 9000 standard and internal processes.
Education
Degree in Valuation Analysis -
Instituto Tecnologico Autonomo de Mexico - ITAM
12.2012
Masters in Business Administration (MBA) -
Polytecnic University of Catalunya
12.2005
Bachelor on Industrial Engineering -
Universidad Iberoamericana
12.2001
Skills
Operations Oversight
Corporate Governance Understanding
Business Administration
Budget Development
Languages
Fluent English certificated at proficiency level with TOEFL.
Timeline
CFO / CCO Wealth Mangement
Quattro Financial Advisors
03.2019 - Current
Capital Market and Banking Relationships
Fibra Uno
01.2013 - 09.2018
Capital Market and Banking Relationships
Mexico Retail Properties (MRP)
01.2007 - 01.2013
Financial Analyst
YUM! Restaurants International
01.2005 - 01.2007
Process and Quality Leader
Luxtronic
01.2003 - 01.2004
Degree in Valuation Analysis -
Instituto Tecnologico Autonomo de Mexico - ITAM
Masters in Business Administration (MBA) -
Polytecnic University of Catalunya
Bachelor on Industrial Engineering -
Universidad Iberoamericana
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