Experience

Schok LLC

• United States
• Telecommunications
• 1 - 100 Employee

• Co-Founder and Board Member - Treasurer - CFO

  • 2016 - Present

  Founder member of Schok, LLC. Developed the financial business case which has been instrumental in securing initial funding of the operation. Secured funding, both equity and debt, which enabled successful launch of first Schok Turbo generation of smartphones as well as Schok Classic flip phone. Currently, focus on Series A round of Capital, to be able to continue ramping-up the business. Founder member of Schok, LLC. Developed the financial business case which has been instrumental in securing initial funding of the operation. Secured funding, both equity and debt, which enabled successful launch of first Schok Turbo generation of smartphones as well as Schok Classic flip phone. Currently, focus on Series A round of Capital, to be able to continue ramping-up the business.



iSee Consulting, LLC

• Plano, TX

• Founder and General Manager

  • Jun 2018 - Present

  "Provide financial guidance to small & mid-cap businesses through insights and increased visibility while enabling a robust financial planning and analysis process" 1. Financial planning process implementation at a hospital management corporation (mainly in Latin America). Annual operating plan, regular forecasting and long range plan with key analytics (e.g. trending, moving annual totals, ratios and key performance indexes). 2. Developed a financial evaluation model for a credit/ loan company to complement investor's deck and capital raise activities. 3. Schok LLC: Financial model and investor's deck supporting rounds of capital raise including debt. 4. Business analysis and insights into a financial services company; identify key drivers of profitability and margin. Financial models for new initiatives. Development of sales incentives plans including tracking mechanism. 5. Financial model development for a virtual financial institution.



MoneyGram International

• United States
• Financial Services
• 700 & Above Employee

• Head of Financial Planning and Analysis US and Canada

  • 2016 - 2018

  . Financial partnership with sales teams with $1.4B annual Revenue (or 80% of MoneyGram International) covering Money Transfer, Payments and Financial Paper Products, in the US and Canada, through enhanced business reporting & analytics leading into specific action to deliver financial commitments.. Pro-forma valuation of key agent renewals along with new retail business prospects.. Enhanced and refined contribution analysis to focus on higher margin opportunities while increasing visibility in each line of product, agent and specific country corridor.. Revenue management and detailed elasticity tracking to ensure volume and revenue maximization.

• Sr. Finance Director Americas and Emerging Markets

  • 2012 - 2016

  • Established quantitative and qualitative tracking of self-service platforms (staging kiosks) exceeding 15%-20% Year-On-Year revenue growth expectations versus mid-single digit industry growth.• Estimated impact from brick and mortar consumer preferences migrating into global digital alternatives.• Assessed key marketing programs and campaigns effectiveness (e.g. Mother’s Day, Easter, Year End Holidays, Ramadan, Chinese New Year).

• Finance Director - Americas

  • 2011 - 2012

  • Director, Americas Finance serves as the senior finance leader responsible for financial consulting to senior management within the Americas Money Transfer and Bill Payment product lines to develop strategic and financial plans and analysis to help drive and increase revenue and profitability. Act as the key contact person for all financial matters relevant to the assigned products.• Started the financial planning and analysis team of 15, under a partnership approach with revenue teams; designed and established the annual planning process, forecasting and monthly reporting to track and ensure delivery of financial commitments covering 80% of MGI’s revenue.



Schok, LLC

• Plano, TX

• Co-Founder and Board Member - Acting Chief Financial Officer (CFO)

  • 2015 - 2016

  Consultant new startup business (consumer electronics space) – acting head of Finance • Financial and operations lead resulting in the creation of Schok, LLC by establishing a business plan, options for initial and ongoing funding, forecasting, banking requirements and legal configuration. • Established a dynamic repository via File Maker to focus on the creation of a profitable portfolio. • Configuration and management of accounting via QuickBooks. Consultant new startup business (consumer electronics space) – acting head of Finance • Financial and operations lead resulting in the creation of Schok, LLC by establishing a business plan, options for initial and ongoing funding, forecasting, banking requirements and legal configuration. • Established a dynamic repository via File Maker to focus on the creation of a profitable portfolio. • Configuration and management of accounting via QuickBooks.



Dr Pepper Snapple Group

• United States
• Food and Beverage Services
• 700 & Above Employee

• Director Corporate Planning

  • 2009 - 2010

  • Developed long-range financial planning model to obtain the intrinsic value of a multi-billion dollar company ($6B-plus annual Revenue) along with valuation of strategic initiatives.• Established a dynamic and holistic capital expenditure repository, circa $300M, for an optimized prioritization of allocation of resources and increased focus on return on capital.• Improved forecast accuracy, increased sales and marketing financial support and streamlined consolidation and analysis by developing /implementing monthly financial forecasting process / model.• Increased profit & loss and cash flow visibility by developing depreciation planning tool, over current, work in progress and projected new assets depreciation.

• Director Corporate Planning

  • 2008 - 2010

• Director of Sales Finance - Reporting Finished Goods and Concentrates

  • 2008 - 2009

  • Provided accurate and timely financial consolidated information related to the newly created Finished Goods and Concentrates organization after de-merger from Cadbury Schweppes, PLC.• Completed monthly Chairman’s letter, reporting package, calendar of activities, and led corporate financial planning process (annual operating plan and forecasts).• Facilitated financial evaluation of strategic initiatives within the Sales and Marketing organizations resulting in carbonated soft drink share growth measured by Nielsen.



Cadbury Schweppes

• Director Financial Planning and Analysis Carbonated Soft Drinks

  • Jan 2007 - Jan 2008

  • Supported de-merger activities from Cadbury Schweppes, PLC., within a year through gathering of detailed historical financial information (carbonated soft drinks). • Developed relevant monthly business unit commentary forecast exceeding financial commitments. • Led Corporate Planning and Analysis process for Carbonated Soft Drink organization. • Supported de-merger activities from Cadbury Schweppes, PLC., within a year through gathering of detailed historical financial information (carbonated soft drinks). • Developed relevant monthly business unit commentary forecast exceeding financial commitments. • Led Corporate Planning and Analysis process for Carbonated Soft Drink organization.



Cadbury Schweppes

• Director Finance Americas Information Technology

  • 2004 - 2007

  • Increased visibility and plan alignment on IT financial performance in the Americas. • Enabled global service line implementation and cost charge-back model by business within Americas IT.

• Director Finance North America Confectionery

  • 2000 - 2004

  • Initiated, set-up, operation, and financial support for Northern Latin America (NOLA) regional office overseeing 32 territories (Mexico, Caribbean, Central America) with multiple sourcing units (Canada, Argentina, and the UK).• Effective forecasting and scenario planning that contributed to surpass trading profit financial targets by 28% (CAGR ‘99-’02).• Designed, proposed, and implemented financial structure under a Distribution and Supply Agreement with Alegro (Frito-Lay in Mexico) which secured viable and profitable route-to-market.• Created the valuation model for Adams Mexico, Caribbean and Central America that identified value at stake of base business and synergies that assisted due diligence resulting in a $4.2B worldwide Adams confectionery acquisition by Cadbury Schweppes from Pfizer, Inc., in 2003.



Cadbury Beverages

• United States
• Biotechnology Research

• Assistant Director Finanance Mexico / Andean Franchises

  • 1999 - 2000

  • Led successful finance transition and integration in Latin America as a result of the acquisition by The Coca-Cola Company of Cadbury Schweppes’ franchises and operations. • Led successful finance transition and integration in Latin America as a result of the acquisition by The Coca-Cola Company of Cadbury Schweppes’ franchises and operations.



Schweppes Spain

• Spain

• Director Finance

  • 1997 - 1999

  • Started Managing for Value (MFV) implementation to bring the Andalusia soft drink commercial unit to a positive economic profit. • Reduced risk through working capital management that established inventory levels and credit limits in accordance to the distributor’s size, performance and guarantees. • Accounts receivables optimization rate through systematic outsourcing of collections process. • Started Managing for Value (MFV) implementation to bring the Andalusia soft drink commercial unit to a positive economic profit. • Reduced risk through working capital management that established inventory levels and credit limits in accordance to the distributor’s size, performance and guarantees. • Accounts receivables optimization rate through systematic outsourcing of collections process.



Cadbury Aguas Minerales

• Mexico City Area, Mexico

• Manager Projects, Planning, Analysis and Control

  • 1992 - 1997

  • Initiated the financial planning and control department by delivering a budget model with sensitivities and scenario planning based on pre-determined assumptions; Established actual versus budget tracking and drivers of variation to increase visibility into business performance. • Initiated the financial planning and control department by delivering a budget model with sensitivities and scenario planning based on pre-determined assumptions; Established actual versus budget tracking and drivers of variation to increase visibility into business performance.



FEMSA

• Mexico
• Manufacturing
• 700 & Above Employee

• Manager Industrial Engineering

  • 1987 - 1992

  • Led the industrial engineering department (Supply Chain) which resulted in optimization of working capital resources within the soft drink industry in Mexico. • Led the industrial engineering department (Supply Chain) which resulted in optimization of working capital resources within the soft drink industry in Mexico.