Experience

Educational Federal Credit Union

• United States
• Financial Services
• 1 - 100 Employee

• SVP Finance/CFO

  • 2021 - Present

  Miami, Florida, United States



ExpoCredit

• United States
• Financial Services
• 1 - 100 Employee

• Chief Financial Officer, CPA, MBA

  • 2015 - 2021

  Miami/Fort Lauderdale Area Member of Executive Team involved in key decisions including: planning, business goal setting, HR performance management and Credit Committee. Managed banking and private lender relationships.



Acceller, Inc.

• United States
• Telecommunications

• Chief Financial Officer, CPA, MBA

  • 2011 - 2015

  Miami/Fort Lauderdale Area Responsible for leading all accounting and finance functions of the organization, including: managing banking relationships and modeling and approving all customer business agreements. Member of Executive Team involved in key decisions including: planning, business goal setting and performance metrics. Led Company thru acquisition process and post-merger integration.



MasterCard

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

• Vice President, Financial Planning & Analysis, LAC Region

  • 2009 - 2011

  Miami/Fort Lauderdale Area Led corporate financial planning and analysis function; responsible for planning and business goal setting, budgeting and forecasting, performance metrics, financial analysis, and internal management reporting.

• Division Finance Officer, Northern Cone Region [Venezuela, Colombia, Ecuador, Caribbean, C. America]

  • 2006 - 2009

  Miami/Fort Lauderdale Area Directed overall financial management for the region including: financial planning & analysis, budgeting, forecasting, risk, tax and regulatory reporting and compliance. Transformed Finance function of a $180MM international business from custodian and processor of information to leader and strategic partner for business. Managed 2 regional Controllers.

• Director Finance/Controller, Northern Cone Region

  • 2005 - 2006

  Miami/Fort Lauderdale Area Directed the accounting, compliance and financial operations for the region, including: budgeting and forecasting, financial and management reporting, government regulatory compliance, and effective internal controls.



Mount Sinai Medical Center Miami Beach

• Director - Internal Audit

  • 2003 - 2005

  Miami/Fort Lauderdale Area Established an Internal Audit function for a medical center with net patient revenues of $420MM.



Royal Caribbean International

• United States
• Leisure, Travel & Tourism
• 700 & Above Employee

• Manager - Business Process Improvement, Supply Chain Management

  • 2000 - 2003

  Miami/Fort Lauderdale Area Developed the business case for a $23MM Supply Chain transformation project and then managed its implementation.

• Manager - Strategic Sourcing, Supply Chain Management

  • 1999 - 2000

  Miami/Fort Lauderdale Area Created sourcing strategies to maximize cost savings and operating efficiencies around the world; operating budget of $700MM. Managed a staff of 2 professional analysts and 7 purchasing agents.

• Senior Auditor, Internal Audit

  • 1998 - 1999

  Miami/Fort Lauderdale Area Performed complex operational audits with a primary focus on assessing financial risk exposure and recommending improvements to business processes, information systems and management practices.



PwC

• Professional Services
• 700 & Above Employee

• Advanced Development Program Senior Associate (Fast Track Program)

  • 1994 - 1998

  Miami/Fort Lauderdale Area Planned, budgeted and coordinated audits for the Miami office’s largest domestic and multi-national clients. Prepared and reviewed financial statements, annual reports and SEC filings. Performed litigation projects in Financial Advisory Services group involving lost profit analysis, business valuations, and fraud investigations



SunTrust Bank

• United States
• Financial Services

• Commercial Loan Officer

  • 1990 - 1992

  Miami/Fort Lauderdale Area Completed an 18-month commercial bank training program that focused on analyzing financial statements of domestic and international loan opportunities.