See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Bio

Generated by
Topline AI
David Montoya Romero is a seasoned finance professional with extensive experience in strategic financial planning, financial analysis, and leadership. He holds a Master's degree in Business Administration - Finance and has worked as a CFO, Group Controller, and Regional Controller for prominent companies. Romero is proficient in English, Spanish, and French, and has a Postgraduate Diploma in Business and Management.

Credentials

  • Level I candidate in the CFA Program.
    CFA Institute
    Apr, 2015
    - Apr, 2026

Experience

    • CFO Colombia
      • Mar 2024 - Present
      • Colombia

    • Germany
    • Hospitals and Health Care
    • 700 & Above Employee
    • Group controller
      • Mar 2023 - Mar 2024

    • Controller Latam
      • Oct 2018 - Apr 2023

      - M&A processes- Reporting to headquarters- Improve several processes- Sharing knowledge - Standardization- Leading multifunctional teams- Adding value to the company- Helping the company to growth

    • Netherlands
    • Financial Services
    • 700 & Above Employee
    • Americas Regional Controller
      • Aug 2015 - Sep 2018

      * Regional role supporting countries finance staff in all Americas from USA to Argentina * Participating in strategic planning supporting the business in our region* Provide financial analysis and information timely and accurately to maintain the business* Ensure compliance of accounting policies and procedures, internal control* Drive and execute system process enhancement to streamline accounting policies (local, USGAAP and IFRS)* Ensure compliance of group processes, procedures and standards * Provide Regional summary of results to Americas board * Improve cash centralization from our region to Group* Support and supervision of finance teams in America from United States to Argentina, following financial indicators.* Oversee month-end closing of accounts; identify variances, budget comparison analysis for Colombia and the region* Responsible for budget, forecast and other reports mainly for Colombia, Mexico and Costa Rica, supporting other countries in the region as well* Responsible for externa audit process in Colombia with PwC for the last 5 years, also supporting ISO and ISAE internal and external audits.

    • Business Controller
      • Jan 2013 - Jul 2015

      Key responsibilities:• Oversee month-end closing of accounts; identify variances, budget comparison analysis.• Preparing annual budget and quarterly forecasting.• Management and control of internal and external audits. • Leading local and international projects like ERP migration, Time and Billing and Revenue Enhancement Program for the local office• Perform monthly analysis of client’s profitability.• Providing Company local Directors with accurate financial information, management accounts and data analysis.• Establish and develop work maps along with process workflows for internal and external deliverables. • Review all financial operating process, analyses results and ensure compliance with COLGAAP and IFRS• Analysis of business processes and develop cost saving controls.• Manage all external fillings and prepare management reports. Achievements: I have helped to improve the financial performance of the company due to my analysis and strategies achieving an average of 25% of monthly EBITDA. I have managed to reduce the debtors and improving cash flow, I have also helped increasing the income of the company through establishing policies during previous and current years.  I have done the analysis of marginality by service line through the "Revenue Enhancement Program" during more than 2 years generating more revenue with non-profitable clients. Create a deep revenue and expenses analysis archiving better income and cost savings.

    • Client Services Account Manager
      • Oct 2011 - Dec 2012

      Key responsibilities:• Responsible for all client communications, conflict resolution, ensuring compliance with the deliverables on time.• Responsible for analysis of client’s reports (Balance Sheet, P&L).• Lead a diverse team of employees from accounting, human resources, tax, legal, payroll, focused on efficiency and timeliness of service delivery to clients• Assume overall responsibility for developing and managing large customer accounts assigned as Yahoo, Blackrock, Monster Energy, Genpact, Dunnhumby, Avenida Capital among others.• Preparation of monthly report package to headquarters, analysing EBR, ICR, EBITDA, KPI’s etc. • Budgeting and quarterly forecasting for Colombian subsidiaries, monitoring and control.Achievements I improved operational efficiency and increased customer satisfaction. Decreased the time of deliverables with my clients. I created deliverables schedules to improve responsiveness and tracking information flow with clients Performed marginal analysis of each of my clients obtaining more revenue in some of them.

  • Prismatec LTDA
    • Bogota, Colombia
    • Finance and Sales Executive
      • Oct 2010 - Oct 2011
      • Bogota, Colombia

      Key responsibilities:• Revising contracts with existing and new clients, generating re pricing letters and closing commercial partnerships overseas (Panama, USA, Ecuador)• Sales Budget preparation under market research method and controlling of the same• Implementation of sales and promotional strategies for new and current products.

Education

  • 2009 - 2010
    University of Wales
    Masters, Masters in Business Administration - Finance, Finance, General
  • 2004 - 2008
    Politécnico Grancolombiano
    Bachelor, International Business Professional
  • 2008 - 2009
    London School of Commerce
    Postgraduate Diploma in Business and Management, Business Administration and Management, General

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Medical and Diagnostic Laboratories”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles