Experience

mobiik

• Mexico
• Information Services
• 1 - 100 Employee

• Chief Financial Officer

  • Jan 2022 - Present



Santamarina y Steta, S. C.

• Mexico
• Legal Services
• 100 - 200 Employee

• Assistant General Manager

  • Jun 2020 - Dec 2021



Dinnovation Group

• Mexico
• IT Services and IT Consulting
• 1 - 100 Employee

• Strategy & Finance Director

  • May 2018 - Jun 2020

   Develop and implement role-based strategy resulting in performance metrics framework, and commissions to balance industry practice and group's financial health.  Support the prioritization of corporate strategic initiatives, evaluate investment opportunities for their strategic and financial value and provide recommendations to the global strategy group. Define the KPI’s of each of the companies in the group, keeping track of them and developing continuous improvement plans.  Define key market elements & advantages throughout the corporation to increase company value.  Create and direct the Value Acceleration Plan for each of the companies.  Identify and apply investments throughout the companies that can receive a government grant. Establish, negotiate, and manage new business development projects with companies in the market that the group can invest in or merge (M&A, DD). Develop strategic perspectives on new market opportunities including sizing & assessing markets, and identifying the risks/benefits of opportunities. Capital raising and funding alternatives. Show less

• Director Finance and Administration

  • May 2015 - Apr 2018

   Provide financial oversight for the organization with responsibility for the entire range of financial management, from daily operations to administrative management of the group companies.  Prepare and present financial and operational information of the companies to the executive committee on a monthly and quarterly basis.  Responsible for the overall administration, planning, coordination and execution of IT functions as well as facilities to ensure efficient and consistent operations as the organization scales. Coordinate and lead all finance and accounting functions, including billing & A/R, budgeting, asset management, cash management, payroll, and financial reporting and analysis. Establish, implement, and monitor financial policies and procedures. Validate and follow up Tax and legal requirements.  Meticulously direct and supervise collections and payment to suppliers.  Assist in the development, tracking, and achievement of current and long-term organization goals, objectives, policies, and procedures.  Ensure that internal financial and administrative procedures are compatible with prevailing laws and best practices. Show less

• Senior Financial Analyst

  • Apr 2014 - Apr 2015

   Provided financial analysis and information that enabled all areas of the company to make appropriate business decisions.  Assisted in the development of systems and procedures to improve the quality and efficiency with which management information is produced. Supported the development of short and long-term business plans. Formulated monthly sales, marketing & promotional expenditure forecasts. Generated and consolidated the financial information of the Group.  Prepared and presented monthly & quarterly reports to the Executive Committee. Generated and consolidated the financial information of the Group. Strategically created and controlled budgets of each of the companies; revenue recognition, cost control and variances between budget & actual. Show less



Citi

• United States
• Financial Services
• 700 & Above Employee

• Corporate Treasury

  • Nov 2013 - May 2014

   Produced daily reports of the bank balance sheets and different risk measures such as IRE & MAR.  Supported the treasury department in implementing Basel III measures such as LCR and NSFR.  Performed daily cash management functions such as balance reporting, funds transfers, wire transfer payments, and stop payments.  Monitored monthly bank reconciliations and related general ledger account reconciliations.  Analyzed field financial information for trends and/or variances.  Produced daily reports of the bank balance sheets and different risk measures such as IRE & MAR.  Supported the treasury department in implementing Basel III measures such as LCR and NSFR.  Performed daily cash management functions such as balance reporting, funds transfers, wire transfer payments, and stop payments.  Monitored monthly bank reconciliations and related general ledger account reconciliations.  Analyzed field financial information for trends and/or variances.



IBM

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Financial Analyst

  • May 2011 - Feb 2013

   Developed complex financial models and presented analytics to support the team leaders.  Prepared monthly consolidated and regional financial analyses.  Prepared and reviewed financial variances between Actual/Budget/Forecast financial results.  Reconciled transactions by comparing and correcting data.  Provided information to management by assembling and summarizing data; preparing reports; making presentations of findings, analyses, and recommendations.  Developed complex financial models and presented analytics to support the team leaders.  Prepared monthly consolidated and regional financial analyses.  Prepared and reviewed financial variances between Actual/Budget/Forecast financial results.  Reconciled transactions by comparing and correcting data.  Provided information to management by assembling and summarizing data; preparing reports; making presentations of findings, analyses, and recommendations.