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Bio

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Jorge Antezana is a seasoned finance professional with expertise in banking, financial analysis, investments, and portfolio management. He has extensive experience in various roles, including General Manager, Finance Manager, and Investment Officer, with a strong background in financial modeling, risk management, and corporate finance. He holds a Master's degree in Financial Technology and Innovation Finance from Three Points The School for Digital Business and a Master's degree in Financial Institution Management from Fundación de Cajas de Ahorros (FUNCAS) - Confederación Española de Cajas de Ahorros (CECA).

Experience

  • INNOVASALUD BOLIVIA
    • La Paz, Bolivia
    • Asesor de Desarrollo de Negocios
      • Feb 2024 - Present
      • La Paz, Bolivia

  • Koban
    • Santa Cruz de la Sierra, Santa Cruz, Bolivia
    • General Manager Bolivia
      • Mar 2022 - Jan 2023
      • Santa Cruz de la Sierra, Santa Cruz, Bolivia

      - Execute the service implementation process in Bolivia.- Coordinate the business roadmap with the local partner ensuring the proper implementation of the project.- Administration, management, control and execution of operational, administrative and regulatory processes.- Financial administration of the company.- Development of the business model to be implemented ensuring the necessary resources and channels.- Preparation and execution of the company's budget and strategic plan.

  • IMCRUZ
    • Santa Cruz, Bolivia
    • Gerente de Financiamiento y Seguros
      • Jun 2020 - Mar 2022
      • Santa Cruz, Bolivia

      - Development of new businesses that allow increasing sales to the company.- Management of the insurance area, ensuring its growth and compliance with sales goals.- Control of the financing area through the management of the credit portfolio.- Approval of credit operations of all departments.- Direct relationship with the financial system and insurance companies.- Development of analysis models and credit policies.- Implementation of new digital tools in traditional business

  • AUTOKORP
    • Santa Cruz de la Sierra
    • Gerente Nacional
      • Oct 2018 - Nov 2019
      • Santa Cruz de la Sierra

      - Design and execution of Business Plans.- Control and management of the company's objectives.- Legal representative of the Company- Responsible of the communication with HQ of the brands we represents- Develop and implementation of the company strategy- Responsible of the Brand positioning.- Lead and consolidate the management team to achieve the objectives- Definition and execution of the budget.

    • Luxembourg
    • Telecommunications
    • 700 & Above Employee
    • Product Manager
      • Jul 2015 - Jul 2018

      - Develop and implementation of commercial company strategy.- Definition of the strategic product roadmap. - Design and execute business cases for all new products and track the performance of existing products. - Project management of the development and deployment of new product and services.- Develop and management of the budget and monitoring the compliance of key indicators- Develop and execution of a company-wide go-to-market plan, working with all departments to execute the plan.- Analyzing and achieve potential partnership relation for the company.- Establish key performance indicators; conduct monthly performance evaluations of products and monitor product and service uptake.- Responsible to develop and coordinate the marketing communication. - Maintain strong ties and consistent communication with all teams across the company to capture appropriate commercial requirements and manage technical implementation

    • Distribution Manager
      • Nov 2013 - Jul 2015

      - Develop y deploy the distribution network- Definition of the sales strategy nationwide- Advice and training (workshops) to staff for the efficient performance of their duties.- Manage the sales force nationwide to accomplish the KPIs of the company.- Responsible of the clients acquisition and products penetration.- Responsible of the quality service in the point of sale through accurate training.- Responsible for the training of the sales force and training processes for final customer in the use of products and services- Executed all the commercial initiatives.- Responsible of BTL activities.

    • Finance Manager
      • Feb 2012 - Nov 2013

      - Responsible of the P&L and the correct application of the accounting and financial policies, management of the accounting system.- Responsible for the analysis and preparation of the financial report to the Board.- Definition and execution of the budget. - Responsible to set up the price of the products.- Responsible of the right manage of the treasury and cash flow of the company - Manage the investment portfolio according local and company policies.- Responsible of taxes and compensations.

  • La Promotora EFV
    • Cochabamba, Bolivia
    • Head of Operations and Finance
      • Jun 2008 - Sep 2011
      • Cochabamba, Bolivia

      - Managed the customer operation services and technology area. - Responsible to set up the price and conditions for all products. - Follow up of market research for benchmark position.- Responsible of the P&L of the company. - Responsible of the right manage of the treasury and cash flow of the bank.- Manage the investment portfolio according local and company policies.- Responsible of taxes and compensations. - Develop and executed the budget. - Responsible of all the branches of the bank and the accomplish of the KPIs for each one.

  • MUTUAL LA PAZ
    • La Paz, Bolivia
    • Head of Finance
      • Jan 2004 - May 2008
      • La Paz, Bolivia

      - Managed the customer operation services and technology area. - Responsible to set up the price and conditions for all products.- Follow up of market research for benchmark position.- Responsible of the P&L of the company. - Responsible of the right manage of the treasury and cash flow of the bank.- Manage the investment portfolio according local and company policies.- Responsible of taxes and compensations.- Responsible of develop and executed the budget.- Responsible of all the branches of the bank and the accomplish of the KPIs for each one.

    • Investment Officer
      • Jun 2002 - Dec 2003
      • La Paz, Bolivia

      - Responsible for execute all the operation in the Bolsa Boliviana de Valores- Responsible for the relationship management with the clients of the Agency. - Finance advisor for investors in bond issuance and management of investment portfolios.- Manage of the investment portfolio of the agency

Education

  • 2019 - 2020
    Three Points The School for Digital Business
    Master en FinTech e Innovación Financiera, Finanzas y tecnologia
  • 2007 - 2008
    Fundación de Cajas de Ahorros (FUNCAS) - Confederación Española de Cajas de Ahorros (CECA)
    Master, Financial Institution Management
  • 2005 - 2006
    IEB
    Master, Banking and Finance
  • 1997 - 2002
    Universidad Mayor de San Simon
    Bachelor, Economics

Suggested Services

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