Summary
Overview
Work History
Education
Skills
Languages
Timeline
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MANUEL RUIZ GUTIERREZ

Boerne,TX

Summary

Motivated professional with developed analytical skills and proven high level performance during professional career. Committed to help clients to professionally comply with their tax obligations while at the same time maximizing for them the benefits the tax code provides. Fluent in Spanish will help to enhance the client relationship with the Spanish speaking community.

Overview

30
30
years of professional experience

Work History

CFO

Citibanamex
07.2005 - 11.2013
  • Oversaw deployment of strategic lines of business plans to accomplish revenue targets.
  • Oversaw budgets by lines of business.
  • Conducted detailed analysis of company financial information and oversaw preparation of related reports.
  • Directed budget development, creation of budgetary controls and recordkeeping systems and investment management.
  • Authored, evaluated and reviewed reports to highlight company financials to key stakeholders.
  • Worked closely with risk team to hedge against or mitigate different business risks.

CFO & CAO

Seguros Banamex
01.1995 - 06.2005
  • Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
  • Oversaw budgets, payroll, and accounts payable and receivable.
  • Directed budget development, creation of budgetary controls and recordkeeping systems and investment management.
  • Conducted detailed analysis of company financial information and oversaw preparation of related reports.
  • Oversaw Human Resources, Actuarial, Legal and Risk functions of the Company

Financial Planning Vice President

Banamex (Banco Nacional De Mexico)
01.1992 - 12.1994
  • Identified opportunities to improve business process flows and productivity.
  • Established performance goals for department and provided methods for reaching milestones.
  • Collaborated with senior management to develop strategic initiatives and long term goals.
  • Enabled revenue generation by pursuing partnerships, sourcing funding, and capitalizing on market opportunities.

Investment Manager

California Commerce Bank
01.1987 - 12.1991
  • Developed and presented detailed analysis of investment performance, portfolio attributes and benchmark composition to evaluate investment strategies.
  • Researched and shared recommendations on interest rate market trends and economic forecasts to support portfolio decisions.
  • Monitored, managed and developed investment portfolios.
  • Supported financial director with special projects and additional job duties.
  • Supervised all liquidity positions of the Bank to make sure that the Bank all its financial obligations as well as those of its depositors

Financial Analyst

Banamex
08.1983 - 12.1986
  • Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
  • Collaborated to develop and maintain targeted profit plans to sustain growth.
  • Analyzed and processed project specifics before capital deployments.
  • Developed and implemented financial models to analyze complex information and assess health of organization.

Education

No Degree - Tax Preparer

H&R Block Academy
USA
11.2023

MBA - Business

Cornell University
Ithaca , New York
05.1983

Bachelor of Arts - Economics

Universidad Iberoamericana
Mexico
08.1979

Skills

  • Accounting Principles
  • Fiscal Management
  • Quantitative Analysis
  • Budget Development
  • Communication skills

Languages

Spanish
Bilingual or Proficient (C2)

Timeline

CFO

Citibanamex
07.2005 - 11.2013

CFO & CAO

Seguros Banamex
01.1995 - 06.2005

Financial Planning Vice President

Banamex (Banco Nacional De Mexico)
01.1992 - 12.1994

Investment Manager

California Commerce Bank
01.1987 - 12.1991

Financial Analyst

Banamex
08.1983 - 12.1986

No Degree - Tax Preparer

H&R Block Academy

MBA - Business

Cornell University

Bachelor of Arts - Economics

Universidad Iberoamericana

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MANUEL RUIZ GUTIERREZ