José de la Luz L.

Chief Operating Officer at albo
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Contact Information
us****@****om
(386) 825-5501
Location
San Francisco Bay Area

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Experience

    • Mexico
    • Financial Services
    • 100 - 200 Employee
    • Chief Operating Officer
      • Aug 2023 - Present

      Mexico City, Mexico

    • Mexico
    • Higher Education
    • 1 - 100 Employee
    • Mentor in the Master of Business and Technology at CA
      • Feb 2017 - Present

      Founder Mentor of the 'Mindfulness and Leadership' class and Mentor of the Strategy Class at Collective Academy. Coach of the Class of Corporate Strategy The M&L class is based on positive psychology, ancient meditation techniques, and emotional intelligence research. The ready-to-apply approach at Collective Academy makes this course a real skill for the current business demands. Collective Academy is an educational platform designed to empower professionals and… Show more Founder Mentor of the 'Mindfulness and Leadership' class and Mentor of the Strategy Class at Collective Academy. Coach of the Class of Corporate Strategy The M&L class is based on positive psychology, ancient meditation techniques, and emotional intelligence research. The ready-to-apply approach at Collective Academy makes this course a real skill for the current business demands. Collective Academy is an educational platform designed to empower professionals and entrepreneurs of the XXI century to solve their daily challenges by developing the most relevant disciplines. Show less

    • Mexico
    • Financial Services
    • 1 - 100 Employee
    • Founder & CEO
      • May 2019 - Aug 2023

      Mexico, San Francisco CEO and Co-founder, acquired by albo

    • Gibraltar
    • Financial Services
    • 1 - 100 Employee
    • Head of Budget, Forecasting and Corporate Planning
      • May 2018 - Apr 2019

      Palo Alto, California, United States Xapo provides the most secure bitcoin wallet combined with a cold storage vault and a bitcoin-based debit card. Xapo provides financial access to unbanked population in more than 150 countries and currencies.

    • Mexico
    • Financial Services
    • 400 - 500 Employee
    • Director Of Finance
      • May 2016 - Apr 2018

      Bitso is a Financial Technology Company, currently offering currency exchange connection between novel financial platforms, like Bitcoin, Ether, and Ripple, and the Mexican Peso, easing access to digital finance to the general public. My job here is to head the financial department, developing it from its roots in order to provide the best financial information and reporting to enable faster, better and more accurate business decisions. The finance department is comprised by:… Show more Bitso is a Financial Technology Company, currently offering currency exchange connection between novel financial platforms, like Bitcoin, Ether, and Ripple, and the Mexican Peso, easing access to digital finance to the general public. My job here is to head the financial department, developing it from its roots in order to provide the best financial information and reporting to enable faster, better and more accurate business decisions. The finance department is comprised by: Accounting, Finance Planning and Administration and Strategy. This involves many challenges in the current regulatory environment especially for financial reporting of digital financial assets. Show less

    • United States
    • Financial Services
    • 700 & Above Employee
    • LatAm Food and Beverages Lead Analyst
      • Nov 2014 - Aug 2015

      Mexico City Area, Mexico Primary Analyst of the Food & Beverages sector within the LatAm Consumer Industry. Covering Latin America based companies with operations in LatAm, United States, Canada, Europe and Asia. Streamlined and improved models for financial forecasting and valuation of public companies in LatAm valued at USD 30 billion market cap. Constant client interaction to market our coverage, providing industry insights, corporate access and forecasts. Close collaboration with worldwide peers to… Show more Primary Analyst of the Food & Beverages sector within the LatAm Consumer Industry. Covering Latin America based companies with operations in LatAm, United States, Canada, Europe and Asia. Streamlined and improved models for financial forecasting and valuation of public companies in LatAm valued at USD 30 billion market cap. Constant client interaction to market our coverage, providing industry insights, corporate access and forecasts. Close collaboration with worldwide peers to build a Global Consumer Staple Coverage, focused on thematic pieces, global trends and potential business roadmap.

    • Equity Research Associate Analyst
      • Jul 2013 - Nov 2014

      Mexico City Area, Mexico Associate Analyst on the LatAm Consumer sector. Covering Latin America based companies on the Food and Beverage industries with operations in LatAm, United States, Canada, Europe and Asia. Created models for financial forecasting and valuation of public companies operating in Latin America. Coverage initiation for 9 large cap companies in the region. Streamlined different internal processes for fast refreshing and automatic data retrieval. Conducted client meetings to market our… Show more Associate Analyst on the LatAm Consumer sector. Covering Latin America based companies on the Food and Beverage industries with operations in LatAm, United States, Canada, Europe and Asia. Created models for financial forecasting and valuation of public companies operating in Latin America. Coverage initiation for 9 large cap companies in the region. Streamlined different internal processes for fast refreshing and automatic data retrieval. Conducted client meetings to market our current coverage. Fostered company access through meetings with companies.

    • United States
    • Food and Beverage Services
    • 700 & Above Employee
    • Finance Intelligence Coordinator
      • Oct 2011 - Jul 2013

      Mexico City Area, Mexico Created and Contributed to the improvement of System Value Chains Architecture. Developed New Brands & Products Financial Assessments. Led Mergers and Acquisitions Analysis for Beverages Industry. Industry, System and Company Profit Analysis. Hyperion Financial Management System Business Developer. Financial Forecasting and Scenarios Carried out diverse Competitive Intelligence Analyses

    • United Kingdom
    • Tobacco Manufacturing
    • 700 & Above Employee
    • Trading Terms and Conditions Senior Analyst
      • Aug 2010 - Oct 2011

      Top Line Strategies. Development of pricing strategies and scenarios. Excise Specialist. Cash Flow Management Revenue Intelligence Promotions and Marketing Activities Analysis. Forecasting and Planning Scenarios. Tax scenarios and strategies construction. Devising on pricing and excise scenarios for diverse fiscal strategies.

    • Marketing Finance Senior Analyst
      • Jan 2010 - Aug 2010

      Marketing Finance Department at BAT Mexico. Responsible for budget management on the Go-To-Market expenditure. Led financial analysis for Trade Marketing Activities. Developed profitability Analysis for contracts with Key Accounts. Led Financial Management of trade programmes. My personal goal for this position was to achieve excellence in service for our internal clients and become a powerful associate for our commercial area while maximizing profitability of our… Show more Marketing Finance Department at BAT Mexico. Responsible for budget management on the Go-To-Market expenditure. Led financial analysis for Trade Marketing Activities. Developed profitability Analysis for contracts with Key Accounts. Led Financial Management of trade programmes. My personal goal for this position was to achieve excellence in service for our internal clients and become a powerful associate for our commercial area while maximizing profitability of our activities.

    • Management Trainee
      • Jun 2008 - Dec 2009

      Management Trainee at British American Tobacco Mexico. Succesfully completed a thorough review of every area of the financial department. The areas covered were: Cost Accounting, Consolidation, Treasury, Operations Finance, Marketing Finance, Audit, Tax and Trade departments, on a 18 months length program. Some of the main projects led and executed were: Creation of SKU Financial Performance Dashboard. Creation of Route of Sales Financial Performance Dashboard. Waste reduction… Show more Management Trainee at British American Tobacco Mexico. Succesfully completed a thorough review of every area of the financial department. The areas covered were: Cost Accounting, Consolidation, Treasury, Operations Finance, Marketing Finance, Audit, Tax and Trade departments, on a 18 months length program. Some of the main projects led and executed were: Creation of SKU Financial Performance Dashboard. Creation of Route of Sales Financial Performance Dashboard. Waste reduction financial dashboard. Investment Matrix for outlets.

    • United Kingdom
    • Tobacco Manufacturing
    • 700 & Above Employee
    • Finance Intern
      • Sep 2006 - Dec 2007

      Internship in the Trade Operations Control Department. In charge of statistical analysis of Trade Debtors Account. Also worked on a SKU rationalisation project.

Education

  • Y Combinator
    Winter 2020
    2019 - 2020
  • Georgetown University McDonough School of Business
    GCL Programme, Business and Politics
    2008 - 2008
  • Instituto Tecnológico y de Estudios Superiores de Monterrey
    BSc. Economics, Business
    2004 - 2007
  • University of Westminster
    AVCE Business, Economics, Accounting, Business
    2002 - 2003
  • Risk Mathics

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