Experience

MultiMoney

• Costa Rica
• Banking
• 100 - 200 Employee

• Chief Financial Officer

  • May 2023 - Present



Digital@FEMSA

• Mexico
• Financial Services
• 500 - 600 Employee

• Head of Finance @ Spin by Oxxo

  • Oct 2022 - May 2023

  • Revamped the calculation of Spin's product unit economics, studying the direct costs and its marginal contribution. Suggested tactical changes in marketing campaigns and renegotiated contracts with technological suppliers. • Established a process of Zero-Based Budgeting, updated company's cost centers and created a centralized authorization process to control and manage expenses. • Revamped the calculation of Spin's product unit economics, studying the direct costs and its marginal contribution. Suggested tactical changes in marketing campaigns and renegotiated contracts with technological suppliers. • Established a process of Zero-Based Budgeting, updated company's cost centers and created a centralized authorization process to control and manage expenses.



kubo.financiero

• Mexico
• Financial Services
• 100 - 200 Employee

• • Feb 2021 - Oct 2022

  • Participated in the company’s Series B round process, raising USD 27.5 million in capital. Organized and coordinated the Due Diligence of multiple investment funds and created data rooms with information relevant for their assessment. • Set up and updated the company’s cost centers to institute a culture of budget accountability and to reflect financial performance of each area.• Leading role of investor relations. Presented company’s performance monthly to investors and quarterly the Board of Directors. Show less

• • Jan 2020 - Feb 2021

  • Planed and structured the company’s annual budget through the adaptation of a detailed model to simulate financial performance. The model has been used by investment funds for valuation purposes.• Acted as a finance business partner with different areas to suggest efficiencies using data analysis. Instituted a monthly follow-up meeting with each member of the management team to establish budget goals and deviation tracking.• Implemented portfolio theory in the investment of monthly treasury surplus. Treasury revenue increased by 32% in the first quarter of operation, becoming 8% of company’s total revenue. • Established a treasury payment authorization process, using a digital workflow that connected the main stakeholders. The authorization process was simplified, cut times and centralized information for auditing purposes. Show less

• • Sep 2019 - Jan 2020

  • Leading role of investor relations. In charge of generating and presenting the Investor Report and CFO Call every month to shareholders, conveying information of company’s financial performance.• Created a controlling report that collected relevant information from different areas of the company. The report has been used by management for strategic purposes and used to show a general picture of the state of the company.



Coca-Cola FEMSA

• Mexico
• Food and Beverage Services
• 700 & Above Employee

• MBA Summer Project

  • Jun 2018 - Aug 2018

  • Consolidated and assessed the information of materials used in water treatment plants of bottling operations in Mexico. This led to the proposal of three strategies to save USD 1.3 million, representing a reduction of 15% in annual costs of materials. This initiative will be replicated across the company's global operations. • Consolidated and assessed the information of materials used in water treatment plants of bottling operations in Mexico. This led to the proposal of three strategies to save USD 1.3 million, representing a reduction of 15% in annual costs of materials. This initiative will be replicated across the company's global operations.



PepsiCo

• United States
• Food and Beverage Services
• 700 & Above Employee

• Capital Budgeting Leader

  • Feb 2013 - Aug 2017

  • Led and coordinated multidisciplinary teams of stakeholders to evaluate and justify 65 projects worth more than USD 96 million, through robust business case analysis and final presentation to C-level. • Selected to participate in PepsiCo’s LeAD Program for the development of potential future leaders. Project consisted in concentration of maintenance data in manufacturing plants for a new centralized unit. This enabled the assessment of a reduction of 7% in costs of maintenance. Savings recorded in its first operating year exceeded USD 1.8 million. • Spearheaded new research on the impact between indicators across areas, using information from business units and corporate databases such as SAP and Microstrategy. The study aimed to appraise the effects of product design and manufacturing quality on the volume of sales. • Developed and assessed a project of USD 7.9 million for the expansion of a potato seed facility, ensuring the supply of raw materials for a business unit worth USD 547 million in annual revenue. Project included 40% of water supply through rainwater harvesters and 100% of wind power. • Carried out field visits to manufacturing sites, distribution centers, laboratories and crop fields to suggest new projects. Recommended the substitution of LPG distribution system to enable the use of Natural gas in two manufacturing plants. Annual savings calculated at USD 4 million in costs of energy, during its first year of operation (2018). Show less



Casas Geo

• Construction
• 700 & Above Employee

• Financial Analyst

  • Aug 2012 - Jan 2013

  • Evaluated and analysed comparative scenarios of seven developing projects worth USD 75 million, used Oracle Hyperion to assess and define a competitive scope to maximize profit and appeal new institutional investors. • Monitored the budget and cash flow of a project worth USD 7 million, comparing initial financial projections to real costs and revenue, aiming to advise top management on the adjustment of scope, cost and time. • Evaluated and analysed comparative scenarios of seven developing projects worth USD 75 million, used Oracle Hyperion to assess and define a competitive scope to maximize profit and appeal new institutional investors. • Monitored the budget and cash flow of a project worth USD 7 million, comparing initial financial projections to real costs and revenue, aiming to advise top management on the adjustment of scope, cost and time.



Ixe Grupo Financiero

• Banking
• 700 & Above Employee

• Process Engineer

  • Sep 2010 - Feb 2011

  • Organized and developed the new Operations Manual for the Bank Corporate Treasury. Its constitution eliminated rework for top management and enhanced the recognition of potential future risks in financial protocols. • Assisted management in the creation of the new information procedures between IXE, Protego Brokerage House and the Bank of New York Mellon. Its use reduced the time during the verification procedures by half. • Produced and analyzed the flow charts of information procedures between treasury units to standardize protocols. Show less



SESELEC

• Mexico
• Construction
• 1 - 100 Employee

• Management Assistant Internship

  • Jun 2009 - Jul 2010

  • Participated in the strategy of two public biddings worth USD 300 million, from the Mexican Electricity Company CFE, by studying the Levelized Cost of Electricity awarding formula. This resulted in the successful attainment of a power plant project worth USD 107 Million. • Structured three project plan schedules using MS Project, defining activities and estimating durations to meet deadlines. • Participated in the strategy of two public biddings worth USD 300 million, from the Mexican Electricity Company CFE, by studying the Levelized Cost of Electricity awarding formula. This resulted in the successful attainment of a power plant project worth USD 107 Million. • Structured three project plan schedules using MS Project, defining activities and estimating durations to meet deadlines.