Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
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Sergio Pérez Candanosa

Zapopan,JAL

Summary

As an c-level business advisor and consultant, I bring extensive experience in guiding entrepreneurs to implement best financial, tax, and administrative practices within their companies. Over recent years, I've focused on defining objectives and enhancing processes across various administrative departments, fostering efficiency and growth. Additionally, I've served as a consultant to both family-owned enterprises and multinational corporations, assisting owners and directors in informed decision-making through financial data analysis and risk assessment. With 18 years of leadership experience at the helm of a tax advisory firm, I've successfully overseen a team of professionals in managing the accounting and fiscal administration of over 500 companies, demonstrating a proven track record of delivering strategic solutions and driving business success.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Director

AFCA Group / Knowledge Accountancy Management
10.2006 - Current
  • Boosted client satisfaction rates through exceptional relationship management and prompt resolution of issues.
  • Implemented innovative solutions to solve complex problems, resulting in increased productivity and streamlined operations.
  • Established a culture of continuous improvement by fostering open communication channels and empowering employees to voice their ideas.
  • Managed budgets effectively to ensure optimal use of resources while maintaining financial stability.
  • Facilitated cross-functional collaboration for improved decision-making processes within the organization.
  • Strengthened internal controls by reviewing existing policies and procedures, ensuring compliance with regulatory requirements.
  • Monitored and coordinated workflows to optimize resources.
  • Raised property accuracy and accountability by creating new automated tracking method.
  • Reduced operational risks while organizing data to forecast performance trends.
  • Implemented innovative programs to increase employee loyalty and reduce turnover.
  • Trained and guided team members to maintain high productivity and performance metrics.
  • Interacted well with customers to build connections and nurture relationships.
  • Leveraged professional networks and industry knowledge to strengthen client relationships.

Business Consultant

AFCA Group
10.2006 - Current
  • Streamlined operational processes with the integration of innovative technologies, reducing overall costs.
  • Implemented data-driven decision-making processes to optimize resource allocation and boost profitability.
  • Streamlined financial processes by implementing efficient budgeting and forecasting systems.
  • Evaluated existing business models, identifying areas of improvement to increase revenue generation potential.
  • Managed company cash flow by monitoring daily transactions and optimizing working capital.
  • Evaluated situations and delivered targeted solutions using various tools and resources.
  • Mentored junior finance team members, fostering a culture of continuous learning and professional development within the department.
  • Applied performance data to evaluate and improve operations, target current business conditions and forecast needs.
  • Prepared annual budgets with controls to prevent overages.
  • Developed and updated tracking spreadsheets for process monitoring and reporting.
  • Maintained database systems to track and analyze operational data.
  • Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making.

Foreign Trade Manager

AFCA Trade
09.2018 - 12.2020
  • Coordinated logistics operations, ensuring timely shipment of goods and compliance with international regulations.
  • Provided expert guidance on international tariff structures and trade agreements, ensuring company compliance.
  • Identified cost-saving opportunities through the analysis of transport routes optimization efforts.
  • Streamlined customs clearance procedures, minimizing delays in importing/exporting products across borders.
  • Boosted customer satisfaction levels by addressing inquiries promptly and resolving issues effectively.
  • Maintained full compliance with trade laws and regulations by tracking changing conditions.
  • Audited regulatory, procedural and customs activities every month.

Professor of Business Management

Tecnológico De Monterrey Campus Guadalajara
01.2023 - Current
  • Enhanced student comprehension by implementing real-world case studies and diverse teaching methods.


Professor of International Trade

ITESO
08.2007 - 12.2020
  • Enhanced student comprehension by implementing real-world case studies and diverse teaching methods.

Customs Coordinator

Laboratorios Pisa
01.2004 - 09.2006
  • Ensured timely delivery of shipments through meticulous coordination with carriers and freight forwarders.
  • Maintained up-to-date knowledge of import/export regulations, ensuring full compliance in all transactions.
  • Managed Customs audits, resulting in minimal fines and penalties for noncompliance.
  • Improved shipment visibility by developing comprehensive reports on import/export activities and performance metrics.
  • Monitored changes in trade regulations, providing timely updates to relevant stakeholders to mitigate potential risks.
  • Supported company growth by efficiently scaling customs operations to handle increasing shipment volumes.
  • Tracked shipments processing through customs and other agencies and obtained clearances.
  • Developed and maintained relationships with customs brokers, freight forwarders and customers.
  • Maintained up-to-date knowledge of US customs regulations and international trade laws.

Education

MBA - International Finance

EGADE BUSINESS SCHOOL
Guadalajara, Jalisco, Mexico
04.2019

Bachelor of Accountancy - Accounting And Finance

UVM
Tlaquepaque, Jalisco, Mexico
12.2009

Bachelor of International Business Economics - Customs

ITESO
Tlaquepaque, Jalisco, Mexico
05.2003

Skills

  • Business Analytics
  • Operations Management
  • Organizational Management
  • Professional Networking
  • Business Analysis
  • Entrepreneurship expertise
  • Business Forecasting
  • Cash Flow Management
  • Financial Forecasting
  • Compliance Monitoring
  • Business process improvement
  • Tax Planning and Compliance
  • Financial Strategy Development

Accomplishments

  • Organizer and exhibitor of the management and management skills diploma course with three generations 2021,2022,2023

Certification

  • Certified Green Belt, Lean Six Sigma International - 2021

Languages

Spanish
Bilingual or Proficient (C2)
English
Advanced (C1)

Timeline

Professor of Business Management

Tecnológico De Monterrey Campus Guadalajara
01.2023 - Current

Foreign Trade Manager

AFCA Trade
09.2018 - 12.2020

Professor of International Trade

ITESO
08.2007 - 12.2020

Director

AFCA Group / Knowledge Accountancy Management
10.2006 - Current

Business Consultant

AFCA Group
10.2006 - Current

Customs Coordinator

Laboratorios Pisa
01.2004 - 09.2006

MBA - International Finance

EGADE BUSINESS SCHOOL

Bachelor of Accountancy - Accounting And Finance

UVM

Bachelor of International Business Economics - Customs

ITESO
  • Certified Green Belt, Lean Six Sigma International - 2021
Sergio Pérez Candanosa