Carol Ortega CPA. MBA. MSC.
CFO at American Fiber Company- Claim this Profile
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Bio
Fred Colgan
Carol has taken InStove from a start-up to a sophisticated, sustainable, growth-oriented, international non-profit organization. She is helping us each day to achieve our mission to bring life-changing technology to the developing world. We would not be the organization we are today without her vision, expertise, and support.
Assitan Sylla Traore
I work with Carol Ortega with the same NGO. She is the Deputy Executive Director. she is detailed oriented and always gives valuable feedback when the organization needs to make important decisions. She is well organized, competent and efficient. I enjoy working with her and she is respected by all her colleagues.
Fred Colgan
Carol has taken InStove from a start-up to a sophisticated, sustainable, growth-oriented, international non-profit organization. She is helping us each day to achieve our mission to bring life-changing technology to the developing world. We would not be the organization we are today without her vision, expertise, and support.
Assitan Sylla Traore
I work with Carol Ortega with the same NGO. She is the Deputy Executive Director. she is detailed oriented and always gives valuable feedback when the organization needs to make important decisions. She is well organized, competent and efficient. I enjoy working with her and she is respected by all her colleagues.
Fred Colgan
Carol has taken InStove from a start-up to a sophisticated, sustainable, growth-oriented, international non-profit organization. She is helping us each day to achieve our mission to bring life-changing technology to the developing world. We would not be the organization we are today without her vision, expertise, and support.
Assitan Sylla Traore
I work with Carol Ortega with the same NGO. She is the Deputy Executive Director. she is detailed oriented and always gives valuable feedback when the organization needs to make important decisions. She is well organized, competent and efficient. I enjoy working with her and she is respected by all her colleagues.
Fred Colgan
Carol has taken InStove from a start-up to a sophisticated, sustainable, growth-oriented, international non-profit organization. She is helping us each day to achieve our mission to bring life-changing technology to the developing world. We would not be the organization we are today without her vision, expertise, and support.
Assitan Sylla Traore
I work with Carol Ortega with the same NGO. She is the Deputy Executive Director. she is detailed oriented and always gives valuable feedback when the organization needs to make important decisions. She is well organized, competent and efficient. I enjoy working with her and she is respected by all her colleagues.
Experience
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American Fiber Company
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United States
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Consumer Goods
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1 - 100 Employee
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CFO
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Aug 2023 - Present
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Director of Finance
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Jan 2022 - Aug 2023
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Latino Investment Summit
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United States
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Investment Management
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Founder - Speaker/Host
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Jan 2017 - Present
First "Shark Tank" platform for Accredited Investors and Latino entreprenuers. info: latinoinvestmentsummit.com First "Shark Tank" platform for Accredited Investors and Latino entreprenuers. info: latinoinvestmentsummit.com
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Latino Science Forum
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Colombia
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Alternative Medicine
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Founder - Speaker/Host
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Jan 2017 - Present
First bilingual Scientific Symposium in Medicinal Cannabis. info: latinoscienceforum.com First bilingual Scientific Symposium in Medicinal Cannabis. info: latinoscienceforum.com
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Muisca Capital Group
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United States
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Investment Management
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1 - 100 Employee
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Managing Director
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Apr 2017 - Jan 2022
The first Latin American investment management firm strategically targeting the emerging legal industry of medicinal cannabis. We establish investment and execution policies that allow us to generate an optimal allocation in diversified portfolios where profitability is maximized minimizing risk. Our due diligence process is traversal and covers the strategic, commercial, operational, financial, IT and corporate social responsibility aspects. Our team of financial consultants, risk… Show more The first Latin American investment management firm strategically targeting the emerging legal industry of medicinal cannabis. We establish investment and execution policies that allow us to generate an optimal allocation in diversified portfolios where profitability is maximized minimizing risk. Our due diligence process is traversal and covers the strategic, commercial, operational, financial, IT and corporate social responsibility aspects. Our team of financial consultants, risk managers and business developers combine decades of experience in the financial, pharmaceutical, governmental, academic and service industries in the Americas. Show less The first Latin American investment management firm strategically targeting the emerging legal industry of medicinal cannabis. We establish investment and execution policies that allow us to generate an optimal allocation in diversified portfolios where profitability is maximized minimizing risk. Our due diligence process is traversal and covers the strategic, commercial, operational, financial, IT and corporate social responsibility aspects. Our team of financial consultants, risk… Show more The first Latin American investment management firm strategically targeting the emerging legal industry of medicinal cannabis. We establish investment and execution policies that allow us to generate an optimal allocation in diversified portfolios where profitability is maximized minimizing risk. Our due diligence process is traversal and covers the strategic, commercial, operational, financial, IT and corporate social responsibility aspects. Our team of financial consultants, risk managers and business developers combine decades of experience in the financial, pharmaceutical, governmental, academic and service industries in the Americas. Show less
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Red Emprendedores Cannabicos - REC
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Colombia
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Think Tanks
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Founder & Chairman of the BOD
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Sep 2017 - Mar 2021
The REC® is a non-profit organization that supports Latino cannabis entrepreneurs through our events and services. We accelerate legal cannabis businesses in the Americas. We provide mentoring and a fast pitch platform to the investors and the entrepreneurial community to foster business growth and employment opportunities in Latin America, we manage communal brands by country/chapter. Colombian chapter: 100% Colombian Cannabis, origin guarantee and a seal of quality for premium products… Show more The REC® is a non-profit organization that supports Latino cannabis entrepreneurs through our events and services. We accelerate legal cannabis businesses in the Americas. We provide mentoring and a fast pitch platform to the investors and the entrepreneurial community to foster business growth and employment opportunities in Latin America, we manage communal brands by country/chapter. Colombian chapter: 100% Colombian Cannabis, origin guarantee and a seal of quality for premium products proudly made in Colombia. Our Think-Tank industry research efforts provide relevant data on Latin-american markets to major stakeholders within the legal cannabis industry worldwide. REC Motto: Inclusion will bring innovation and innovation will make our community thrive. Show less The REC® is a non-profit organization that supports Latino cannabis entrepreneurs through our events and services. We accelerate legal cannabis businesses in the Americas. We provide mentoring and a fast pitch platform to the investors and the entrepreneurial community to foster business growth and employment opportunities in Latin America, we manage communal brands by country/chapter. Colombian chapter: 100% Colombian Cannabis, origin guarantee and a seal of quality for premium products… Show more The REC® is a non-profit organization that supports Latino cannabis entrepreneurs through our events and services. We accelerate legal cannabis businesses in the Americas. We provide mentoring and a fast pitch platform to the investors and the entrepreneurial community to foster business growth and employment opportunities in Latin America, we manage communal brands by country/chapter. Colombian chapter: 100% Colombian Cannabis, origin guarantee and a seal of quality for premium products proudly made in Colombia. Our Think-Tank industry research efforts provide relevant data on Latin-american markets to major stakeholders within the legal cannabis industry worldwide. REC Motto: Inclusion will bring innovation and innovation will make our community thrive. Show less
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Catholic Charities USA
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United States
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Non-profit Organizations
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700 & Above Employee
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Chief Operating Officer
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Jan 2015 - Dec 2017
COO - EPHC / Oregon State Chapter. -Holding Budget of USD$500MM -17 Subsidiaries (Services in: micro-finance, business incubation, accounting-taxing-auditing, HR outsourcing for SMB, immigration legal services, violence reduction programs, women leadership, among others). -Strategic plan and internal controls -Fund Management (Financial expectations) -Fundraising and business development. COO - EPHC / Oregon State Chapter. -Holding Budget of USD$500MM -17 Subsidiaries (Services in: micro-finance, business incubation, accounting-taxing-auditing, HR outsourcing for SMB, immigration legal services, violence reduction programs, women leadership, among others). -Strategic plan and internal controls -Fund Management (Financial expectations) -Fundraising and business development.
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Adelante Mujeres
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United States
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Civic and Social Organizations
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1 - 100 Employee
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Director of Finance and Operations
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Feb 2014 - Jan 2016
• Leaded the research and implementation of the incubator, accelerator and micro-finance program, now the biggest one in the State of Oregon serving the Latino community. • Leaded the definition, execution and continual refinement of internal operational goals and controls to ensure that annual objectives are achieved and, strategic plan is implemented. • Reviewed and improved operating efficiency by revising and tracking standardized organization wide operating policies, processes… Show more • Leaded the research and implementation of the incubator, accelerator and micro-finance program, now the biggest one in the State of Oregon serving the Latino community. • Leaded the definition, execution and continual refinement of internal operational goals and controls to ensure that annual objectives are achieved and, strategic plan is implemented. • Reviewed and improved operating efficiency by revising and tracking standardized organization wide operating policies, processes, procedures, organizational controls and systems. • Directed the development and installation of procedures and controls to promote communication and adequate information flow, and systematically evaluates and reports on the results of administrative operations. • Advised and coached program staff on effective financial, HR and organizational practices. • Shared responsibility with the ED in planning professional development opportunities, and building organizational cohesion. • Built leadership and management capacity for the future, including orientation and integration of new hires Facilities Management and IT. Show less • Leaded the research and implementation of the incubator, accelerator and micro-finance program, now the biggest one in the State of Oregon serving the Latino community. • Leaded the definition, execution and continual refinement of internal operational goals and controls to ensure that annual objectives are achieved and, strategic plan is implemented. • Reviewed and improved operating efficiency by revising and tracking standardized organization wide operating policies, processes… Show more • Leaded the research and implementation of the incubator, accelerator and micro-finance program, now the biggest one in the State of Oregon serving the Latino community. • Leaded the definition, execution and continual refinement of internal operational goals and controls to ensure that annual objectives are achieved and, strategic plan is implemented. • Reviewed and improved operating efficiency by revising and tracking standardized organization wide operating policies, processes, procedures, organizational controls and systems. • Directed the development and installation of procedures and controls to promote communication and adequate information flow, and systematically evaluates and reports on the results of administrative operations. • Advised and coached program staff on effective financial, HR and organizational practices. • Shared responsibility with the ED in planning professional development opportunities, and building organizational cohesion. • Built leadership and management capacity for the future, including orientation and integration of new hires Facilities Management and IT. Show less
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Institutional Stove Solutions (InStove)
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United States
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Non-profit Organizations
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1 - 100 Employee
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Deputy Executive Director
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Jan 2012 - Jan 2014
Leadership: •Wrote InStove’s business plans (all annexes including financials), human resources manual and internal control manual; • Designed pitch deck, projections, and presentation for InStove resulting in first place at the Portland Social Venture Society “Fast Pitch” Competition; Financial planning and management: • Provided strategic recommendations to the Executive Director based on financial analysis and projections; • Ensured and maintained timely and accurate financial… Show more Leadership: •Wrote InStove’s business plans (all annexes including financials), human resources manual and internal control manual; • Designed pitch deck, projections, and presentation for InStove resulting in first place at the Portland Social Venture Society “Fast Pitch” Competition; Financial planning and management: • Provided strategic recommendations to the Executive Director based on financial analysis and projections; • Ensured and maintained timely and accurate financial statements and reports in accordance with generally accepted accounting principles (GAAP - FASB); •Recommended investment strategy for optimum interest rates and sweeping policies for cash and money market accounts. Human resources planning and management: • Determined staffing requirements for organizational management and program delivery; • Wrote and oversaw the implementation of human resources policies, procedures and practices; • Implemented performance management processes for all staff, including monitoring the performance of staff on an ongoing basis and conducting annual performance review. Show less Leadership: •Wrote InStove’s business plans (all annexes including financials), human resources manual and internal control manual; • Designed pitch deck, projections, and presentation for InStove resulting in first place at the Portland Social Venture Society “Fast Pitch” Competition; Financial planning and management: • Provided strategic recommendations to the Executive Director based on financial analysis and projections; • Ensured and maintained timely and accurate financial… Show more Leadership: •Wrote InStove’s business plans (all annexes including financials), human resources manual and internal control manual; • Designed pitch deck, projections, and presentation for InStove resulting in first place at the Portland Social Venture Society “Fast Pitch” Competition; Financial planning and management: • Provided strategic recommendations to the Executive Director based on financial analysis and projections; • Ensured and maintained timely and accurate financial statements and reports in accordance with generally accepted accounting principles (GAAP - FASB); •Recommended investment strategy for optimum interest rates and sweeping policies for cash and money market accounts. Human resources planning and management: • Determined staffing requirements for organizational management and program delivery; • Wrote and oversaw the implementation of human resources policies, procedures and practices; • Implemented performance management processes for all staff, including monitoring the performance of staff on an ongoing basis and conducting annual performance review. Show less
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Ministerio de Comercio, Industria y Turismo
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Colombia
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Government Administration
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400 - 500 Employee
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Member of the Committee of Experts on International Accounting Standards (IFRS)
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May 2011 - Dec 2012
• Technical advice on all matters related to the process of convergence towards international standards of accounting and financial reporting (IAS - IFRS) in Colombia. • Developed (wrote) international standards of accounting and financial information for Colombia. • Participated in and supported meetings with public and private entities hosted by the Technical board of Accountancy. • Supported the executive board in coordinating work related to technical committees working… Show more • Technical advice on all matters related to the process of convergence towards international standards of accounting and financial reporting (IAS - IFRS) in Colombia. • Developed (wrote) international standards of accounting and financial information for Colombia. • Participated in and supported meetings with public and private entities hosted by the Technical board of Accountancy. • Supported the executive board in coordinating work related to technical committees working groups. • Conducted analysis of the studies received from experts and working groups on the impact of the standards of information assurance, accounting and financial reporting. Show less • Technical advice on all matters related to the process of convergence towards international standards of accounting and financial reporting (IAS - IFRS) in Colombia. • Developed (wrote) international standards of accounting and financial information for Colombia. • Participated in and supported meetings with public and private entities hosted by the Technical board of Accountancy. • Supported the executive board in coordinating work related to technical committees working… Show more • Technical advice on all matters related to the process of convergence towards international standards of accounting and financial reporting (IAS - IFRS) in Colombia. • Developed (wrote) international standards of accounting and financial information for Colombia. • Participated in and supported meetings with public and private entities hosted by the Technical board of Accountancy. • Supported the executive board in coordinating work related to technical committees working groups. • Conducted analysis of the studies received from experts and working groups on the impact of the standards of information assurance, accounting and financial reporting. Show less
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Pontificia Universidad Javeriana
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Colombia
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Higher Education
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700 & Above Employee
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Director of postgraduate studies and programs in accounting. Full time professor.
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Apr 2007 - Dec 2011
• Strategic leadership and administration of the accounting graduate programs, including marketing strategy, public communications and media, student and alumni relations; Financial area: • In charge of the budgeting and forecasting, price analysis, contribution margin, and growth in profits analysis; Academic area: • In charge of the analysis, evaluation and updating of the departmental curriculum offered in accounting science, • Conducted research and taught classes offered… Show more • Strategic leadership and administration of the accounting graduate programs, including marketing strategy, public communications and media, student and alumni relations; Financial area: • In charge of the budgeting and forecasting, price analysis, contribution margin, and growth in profits analysis; Academic area: • In charge of the analysis, evaluation and updating of the departmental curriculum offered in accounting science, • Conducted research and taught classes offered in each master's program. Programs Managed: • Master´s in Management Accounting • Master’s in International Financial accounting • Master’s in Auditing • Master’s in information assurance and internal control Teaching: – Undergraduate and Graduate programs, courses taught: • Basic Management Accounting • Intermediate Management Accounting • Advanced Management Accounting • International Accounting Show less • Strategic leadership and administration of the accounting graduate programs, including marketing strategy, public communications and media, student and alumni relations; Financial area: • In charge of the budgeting and forecasting, price analysis, contribution margin, and growth in profits analysis; Academic area: • In charge of the analysis, evaluation and updating of the departmental curriculum offered in accounting science, • Conducted research and taught classes offered… Show more • Strategic leadership and administration of the accounting graduate programs, including marketing strategy, public communications and media, student and alumni relations; Financial area: • In charge of the budgeting and forecasting, price analysis, contribution margin, and growth in profits analysis; Academic area: • In charge of the analysis, evaluation and updating of the departmental curriculum offered in accounting science, • Conducted research and taught classes offered in each master's program. Programs Managed: • Master´s in Management Accounting • Master’s in International Financial accounting • Master’s in Auditing • Master’s in information assurance and internal control Teaching: – Undergraduate and Graduate programs, courses taught: • Basic Management Accounting • Intermediate Management Accounting • Advanced Management Accounting • International Accounting Show less
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Chief Cost Accountant
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Aug 2001 - Mar 2007
May 2003 - March 2007: • In charge of: Financial strategy reports, planning and forecasts, budget analysis and monitoring, price analyses, analyzing and reporting trends, opportunities for expansion and projection of future company growth. Senior Cost Accounting Analyst, August 2002 - April 2003: • In charge of: Budget preparation, cost analysis, ICS - Item Consumed System, toll manufacturing report. Cost Accounting Analyst, August 2001- July 2002: • In Charge of: Production… Show more May 2003 - March 2007: • In charge of: Financial strategy reports, planning and forecasts, budget analysis and monitoring, price analyses, analyzing and reporting trends, opportunities for expansion and projection of future company growth. Senior Cost Accounting Analyst, August 2002 - April 2003: • In charge of: Budget preparation, cost analysis, ICS - Item Consumed System, toll manufacturing report. Cost Accounting Analyst, August 2001- July 2002: • In Charge of: Production variance (materials and time), Inventory conciliations, cost accounting entries, budget preparation assistant, cost analysis. Show less May 2003 - March 2007: • In charge of: Financial strategy reports, planning and forecasts, budget analysis and monitoring, price analyses, analyzing and reporting trends, opportunities for expansion and projection of future company growth. Senior Cost Accounting Analyst, August 2002 - April 2003: • In charge of: Budget preparation, cost analysis, ICS - Item Consumed System, toll manufacturing report. Cost Accounting Analyst, August 2001- July 2002: • In Charge of: Production… Show more May 2003 - March 2007: • In charge of: Financial strategy reports, planning and forecasts, budget analysis and monitoring, price analyses, analyzing and reporting trends, opportunities for expansion and projection of future company growth. Senior Cost Accounting Analyst, August 2002 - April 2003: • In charge of: Budget preparation, cost analysis, ICS - Item Consumed System, toll manufacturing report. Cost Accounting Analyst, August 2001- July 2002: • In Charge of: Production variance (materials and time), Inventory conciliations, cost accounting entries, budget preparation assistant, cost analysis. Show less
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Education
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Canisius College
MBA, Master of Business Administration -
Pontificia Universidad Javeriana
MMA, Master of Management Accounting, Management Accounting -
Pontificia Universidad Javeriana
Bachelor of Science in Accounting, Accounting and Finance