Carlos M.

Co-Founder and VP of FinOps at Coba (YC S23)
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Contact Information
us****@****om
(386) 825-5501
Location
Toronto, CA

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Co-Founder and VP of FinOps
      • Nov 2021 - 2 years 2 months

      Toronto, Ontario, Canada Built by and for Latin American remote talent, Coba's member-focused Financial Services platform optimizes the remote work experience for skilled individuals.

    • United States
    • Software Development
    • 1 - 100 Employee
    • Board Member
      • Nov 2021 - 2 years 2 months

      Austin, Texas, United States

    • CFO
      • Aug 2017 - Oct 2021

      Monterrey Metropolitan Area Icalia Labs is a software consulting firm that partners with companies to help them with their digital products, from auditing to designing and developing them, up to managing their operations; always focused on delivering value to the end-users. As CFO inside Icalia Labs, my main responsibility was to provide a financial structure that promotes the company to achieve its goals, streamlining its financial operations, to enable a quicker and seamless value delivery to its customers while… Show more Icalia Labs is a software consulting firm that partners with companies to help them with their digital products, from auditing to designing and developing them, up to managing their operations; always focused on delivering value to the end-users. As CFO inside Icalia Labs, my main responsibility was to provide a financial structure that promotes the company to achieve its goals, streamlining its financial operations, to enable a quicker and seamless value delivery to its customers while promoting company growth.

    • Member Of The Board Of Advisors
      • May 2015 - Aug 2017

      Monterrey Metropolitan Area As a member of the Board of Advisors, I offered my assistance through counsel, ideas, analysis and insight on pressing issues raised by the founders with the objective of improving their business.

    • Co-Founder & Product Owner
      • Jun 2015 - Dec 2019

      Monterrey Metropolitan Area Becap is an online platform for students to find eligible scholarships in less than 5 minutes, for free. http://app.becap.mx As Cofounder, I focused on nurturing the project as a whole, doing research and other activities in order to uncover its potential, and gain traction under a lean startup methodology to validate business hypothesis before scaling into a full-fledged platform. Accomplishments & responsibilities • Reached the first paying B2B customer and 500+ B2C users, by… Show more Becap is an online platform for students to find eligible scholarships in less than 5 minutes, for free. http://app.becap.mx As Cofounder, I focused on nurturing the project as a whole, doing research and other activities in order to uncover its potential, and gain traction under a lean startup methodology to validate business hypothesis before scaling into a full-fledged platform. Accomplishments & responsibilities • Reached the first paying B2B customer and 500+ B2C users, by executing an extensive customer interviewing research process and analysis (100+ interviews), and leveraged on the data to create a successful social media digital marketing campaign. • Released versions 1 and 2 of the software platform, by collaborating with two software engineers, and successfully deploying the platform within budget and with minimum delay. • Raised the necessary funds and received the accountability to deliver the first two versions of the software platform in time and scope. --- • Validating the business model and its value proposition for the defined customer segments. • Create and evolve the (lean) Business Plan together with the Cofounder. • Creating a financial model that providing value to all stakeholders, while keeping it free of charge towards the students. • Delivering the platform as a Product Owner, based on the feedback from the Customer Discovery interviews. • Delivering a marketing campaign to obtain users. Show less

    • Co-Founder
      • Feb 2017 - Feb 2018

      Monterrey Metropolitan Area Native Proteins was a Startup focused on competing in the Nutritional Supplement's market, by offering an alternative with better impact and results for professional and amateur athletes, using an innovative Biotechnology formula as the main leverage of the product to achieve its mission. Accomplishments & responsibilities • Brought an innovative product to life in less than 6 months (from idea to operation) under a near-zero budget. • Generated enough monthly sales (USD ~$7K) to… Show more Native Proteins was a Startup focused on competing in the Nutritional Supplement's market, by offering an alternative with better impact and results for professional and amateur athletes, using an innovative Biotechnology formula as the main leverage of the product to achieve its mission. Accomplishments & responsibilities • Brought an innovative product to life in less than 6 months (from idea to operation) under a near-zero budget. • Generated enough monthly sales (USD ~$7K) to sustain the operation of the business by itself. --- • Deliver a financial and business model, based on minimum investment. • Deliver the brand, packaging, website, advertising materials, and the digital marketing campaign. • Conduct Customer Discovery interviews to uncover the Value Proposition of a specific Customer Segment, that was in accordance with the product's reported benefits. Show less

    • Co-Founder & Operations Manager
      • Sep 2012 - Dec 2017

      Monterrey Metropolitan Area La Fontana was born focused on creating Marketing Strategy blending Digital and Traditional executions for mid-sized Industrial Companies. We specialized in guiding our clients to attract new customers, using the most effective digital and traditional advertising tools based on Market, Consumer, and Competition research, striving to reach quick ROI’s. My work at La Fontana, besides managing the operation and finances, consisted of developing rapid growth business strategies for our… Show more La Fontana was born focused on creating Marketing Strategy blending Digital and Traditional executions for mid-sized Industrial Companies. We specialized in guiding our clients to attract new customers, using the most effective digital and traditional advertising tools based on Market, Consumer, and Competition research, striving to reach quick ROI’s. My work at La Fontana, besides managing the operation and finances, consisted of developing rapid growth business strategies for our clients by using social psychology fundamentals, executed on the digital and traditional grounds, always seeking efficiency and high impact. Accomplishments & responsibilities • Created 10+ marketing strategies for different clients that leveraged on research, optimizing the client’s perceived value from its customers, and increasing the number and quality of leads obtained. • Increased the quality and consistency of the agency’s deliverables, in order to impact client satisfaction and repurchase potential, mainly by following two different strategies: implementing Scrumban framework within the agency, and defining and optimizing the process for each service offered. • Achieved efficient teamwork and collaboration with multidisciplinary teams, that included the client’s executive-level professionals, advertisers, copywriters, photographers, designers, video professionals, and web developers. --- • Manage the company’s financial operations. • Research, create, implement, and optimize methodologies to understand and solve marketing problems. • Consult directly with clients in executive positions to solve their marketing-related problems. • Hire, train, manage and motivate the delivery team to ensure successful deliveries. • Ensure customer satisfaction at every interaction with the customer. Show less

    • Australia
    • Non-profit Organizations
    • 700 & Above Employee
    • Project Team Lead / Consultant
      • Sep 2011 - May 2012

      Copenhagen Metropolitan Area 180 Degrees Consulting is a company with a presence in 22 countries, they consult NFP and Companies with a Social Sense. Accomplishments & responsibilities • Collaborated in a consulting project, which was considered one of the best the Copenhagen branch had delivered, which proposed a complete redesign of their digital experience and an online strategy based on Social Psychology which they lacked. • Delivered a recommendation and proposal successfully, while also actively… Show more 180 Degrees Consulting is a company with a presence in 22 countries, they consult NFP and Companies with a Social Sense. Accomplishments & responsibilities • Collaborated in a consulting project, which was considered one of the best the Copenhagen branch had delivered, which proposed a complete redesign of their digital experience and an online strategy based on Social Psychology which they lacked. • Delivered a recommendation and proposal successfully, while also actively supported the client to develop and tailor their business plan to access governmental funds. --- • Work together with the company’s clients to understand and solve their business challenges with professionalism. • Deliver recommendations to clients that successfully leverage on the methodologies learned to provide a high satisfaction engagement. • Coordinate the team in their different tasks, such as interviews, research, data analysis, etc, in order to deliver highly implementable recommendation reports to the customers. Show less

    • Cofounder
      • Aug 2008 - Dec 2010

      Monterrey Metropolitan Area Alcotec was my first business, a company created with the sole purpose of offering an alternative advertising platform for advertisers to send responsible publicity wirelessly to the commuting passengers of the most transited subway station in Monterrey, MX. It later evolved to include several other business models, like wireless advertising for events, website development, and personal computing vendors. Accomplishments & responsibilities • Successfully delivered wireless advertising… Show more Alcotec was my first business, a company created with the sole purpose of offering an alternative advertising platform for advertisers to send responsible publicity wirelessly to the commuting passengers of the most transited subway station in Monterrey, MX. It later evolved to include several other business models, like wireless advertising for events, website development, and personal computing vendors. Accomplishments & responsibilities • Successfully delivered wireless advertising services to companies like Oracle, Praxair, Can-Am and the “5ta Semana PyME” for their massive events. • Achieved a steady flow of clients from word of mouth due to great reviews from customers in the personal computing vendor business. • Created 3 different profit-generating product and service offerings, in collaboration with the founding team. --- • Delivering services and products to our clients • Payroll and invoice management • Supplier Management Show less

    • External Auditor
      • Mar 2009 - May 2009

      Monterrey Metropolitan Area As an auditor for BDO, one of the top ten professional service firms worldwide, I was tasked with reviewing financial accounts, in order to help the delivery team create sound reports for its clients. Accomplishments & responsibilities • Audited a client’s financial accounts and financial statements with minimum supervision with two months in the job. • Provided valuable assistance to my colleagues, by translating from Spanish to English the auditor’s recommendations. •… Show more As an auditor for BDO, one of the top ten professional service firms worldwide, I was tasked with reviewing financial accounts, in order to help the delivery team create sound reports for its clients. Accomplishments & responsibilities • Audited a client’s financial accounts and financial statements with minimum supervision with two months in the job. • Provided valuable assistance to my colleagues, by translating from Spanish to English the auditor’s recommendations. • Diminished the revision time of a client’s accounts from 1 week to 1 day, by programming an Excel spreadsheet. --- • Follow the proper procedures, in order to review financial accounts under compliance. • Deliver assigned tasks on time and with high-quality standards. • Collaborate with clients and team members professionally and efficiently. Show less

Education

  • Humber College
    Ontario Graduate Certificate, Global Business Management
    2020 - 2022
  • Copenhagen Business School
    Master's degree, Economics and Business Administration
    2011 - 2013
  • EGADE Business School
    Master's degree, International Business
    2011 - 2013
  • Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM
    Bachelor's degree, Financial Management
    2004 - 2008
  • CEROUNO
    Diploma, Computer Programming
    2018 - 2018
  • Global Capital Market Solutions
    Diploma, Forex Trading
    2012 - 2012
  • Lic. Genaro Chiu Lam
    Seminar, Derivatives and Money Market
    2007 - 2007

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