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Jorge Adrian Valero is a seasoned professional with extensive experience in finance and business management. He holds a Master of Business Administration (MBA) from NYU Stern School of Business and has worked with various companies, including Bridgestone Americas, Nestle, and Price Waterhouse Management Consultants. Valero has demonstrated expertise in financial planning, analysis, and management, with a strong background in budgeting, forecasting, and risk management. He has also developed strong leadership skills, having held positions such as Head of Financial Planning, Head of Business Strategy, and Board Member. Proficient in multiple languages, including Spanish, English, and Portuguese, Valero has worked with international clients and teams, fostering effective communication and collaboration. His educational background includes a Master's degree from EAE Business School and a Diplomatura in Strategic Management from Tecnológico de Monterrey.

Experience

  • BingX
    • México, México
    • Brand Ambassador
      • Feb 2023 - Present
      • México, México

  • Yield Funds
    • Ciudad de México, México
    • Head of Analysis (Co-Founder)
      • Jan 2023 - Present
      • Ciudad de México, México

    • Board Member
      • Jan 2012 - Present
      • Mexico

    • Head of Business Strategy (Co-Founder)
      • Nov 2020 - Present
      • Mexico

  • Prysmian Group
    • Mexico City
    • Head of Financial Planning
      • Sep 2020 - Dec 2021
      • Mexico City

      Head of Financial Planning (Annual Sales USD$150M)Accountable of financial result. Responsible to provide financial information to business management. Operate as the key Country Manager as well as communicating with and supporting the LATAM Finance Head. Develop tools to prepare profitability analysis by customer, channel, looking for improve customer portfolio. Actively participates in working sessions, influencing decisions with internal and external customers related to business, tactical initiatives. Accomplishments Develop and implementation of profitability analysis by product and customer, successful implementation of Business Partner structure. Acted as a change agent, driving a mindset switch, from volume and low prices to negotiations focused on a fair value proposition and profitable sales.

  • Mexsweetco (Own Business)
    • Houston y alrededores, Texas, Estados Unidos
    • Head of Finance
      • Jan 2012 - Dec 2021
      • Houston y alrededores, Texas, Estados Unidos

      Responsible for design business plan and startup strategy, accountable of financial result of the business. Review of month end close and submission to the management committee. Develop the annual budget in line with the targets assigned by the Board and its follow up. Accountable for preparing profitability analysis by, product, looking for improve company’s portfolio; Develop of short-term sales strategic plan (3 years) and the analysis of the new initiatives; review of month end close and submission to the Board.

    • United States
    • Motor Vehicle Manufacturing
    • 700 & Above Employee
    • North Latam Financial Planning Sr Manager
      • Sep 2015 - Aug 2020

      Accountable of financial result of regional business (annual sales USD$1,000M)Partnership with all areas to structure wide variety opportunities, together with the Management Team develop and monitoring the strategy defined. Provide high quality financial analysis on business performance, to identify risks and opportunities relative to latest business estimates and make recommendations on corrective actions to ensure achievement of objectives. Engagement of various internal stakeholders across the company. Interlock with Sales, Marketing, Operations and Finance teams to drive profitable growth across the customer footprint. Influences & drives client and channel investment. Identification and pursuit of workflow productivity enhancements and support of critical compliance activities.

    • Financial Planning Sr. Manager
      • Jun 2014 - Sep 2015

      Accountable of financial result of business (annual sales USD$650M)Responsible to provide financial information to business management. Operate as the key business partner and influencer, providing financial insights and decision support to the Country Manager as well as communicating with and supporting the LATAM Finance Head. Perform, together with commercial area the annual budget and midterm plan aligned with the targets assigned by the Head Office, and its follow up.Develop tools to prepare profitability analysis by customer, channel, looking for improve customer portfolio. Actively participates in working sessions, influencing decisions with internal and external customers related to business, tactical initiatives. Prepare business and financial reports in accordance with reporting requirements, initiate, and prepare relevant reports within the country. Accountable to develop Sales Co-Pilots area (financial business partners for sales and marketing departments), responsible to develop Operations Co-Pilot area (financial business partners for administration and operations departments.

  • PROCESA
    • Ciudad de México y alrededores, México
    • Financial Planning Manager
      • Sep 2013 - May 2014
      • Ciudad de México y alrededores, México

      Accountable of financial result of business (annual sales USD$30M)Responsible to provide financial information to business management. Take direct responsibility for the planning & controlling of the company. Act as a business partner and be proactive in leading changes to improve business processes and quality of information. Responsible of pricing developing analyses, insights and recommendations to identify margin improvement opportunities. Contribute as the financial expert of the commercial team, driving the attainment of financial goals. Develop tools to prepare profitability analysis by customer, channel, looking for improve customer portfolio. Responsible for providing reliable and timely financial reporting in accordance with corporate financial procedures. Responsible of the relationship with external auditors in order to prepare annual financial statements for Mexican gaaps compliance and tax purposes.

  • Nestle
    • México
    • Project Manager
      • Mar 2011 - Nov 2011
      • México

      Responsible for design business plan and implementation strategy for alignment processes to corporate best practices in Finance and Control area for all markets in Latin America; review Finance and Control processes of different markets to identify continuous improvement opportunities; responsible to develop service level agreements between the center of excellence and the different markets.

    • France
    • Food and Beverage Services
    • 700 & Above Employee
    • Business Controller
      • Jan 2009 - Mar 2011

      Accountable of financial result of business (annual sales USD$60M)Review of monthly business reports for the General Management. Cash flow administration. Accounts payable and accounts receivable supervision. Review of the financial analysis for investment projects. Preparation of financial statements for external audits purpose. Responsible for products’ costing. Responsible of develop, manage and submission of the business plans, budget and forecast and its follow-up and properly reporting to head office (monthly, quarterly and annual) explaining the main impacts.

    • Controlling Chief
      • Jan 2007 - Dec 2008

      Responsible for the financial information of the Waters Business Division: review of the month end close, elaboration of annual budget and dynamic forecasts, as well as elaboration of the 10 years plan. Preparation of monthly business report for General Management. Preparation of the financial analysis for investment project. Sales pricing calculation.

    • Controlling Coordinator
      • Aug 2005 - Dec 2006

      Responsible of control and follow up sales & marketing budget; accountable for preparing profitability analysis by customer. Support in month end close process and submission to Head Office.

    • Business Advisory Sr. Consultant
      • Apr 2004 - Aug 2005

      •Mapping process; •Identification of risk and opportunities that companies are exposed in their operation; •Identification of gaps between daily processes and best practices, and adaptation to COSO (Committee of Sponsoring Organizations).

Education

  • 2020 - 2022
    NYU Stern School of Business
    Master of Business Administration - MBA, Global Executive MBA
  • 2020 - 2022
    EAE Business School
    Master's degree, Global Executive MBA
  • 2020 - 2022
    Rey Juan Carlos University
    Master's degree, Global Executive MBA
  • 2016 - 2017
    Tecnológico de Monterrey
    Diplomatura, Strategic Management
  • 2005 - 2005
    Instituto Tecnológico Autónomo de México
    Certified, Business Advisory
  • 1999 - 2004
    Instituto Tecnológico Autónomo de México
    Public Accounting and Finance Strategy, Business & Economics
  • 2003 - 2003
    Universidad Complutense de Madrid
    Certified, E- Business,

Suggested Services

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

Industry Focus. “Financial Services”

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