Experience

Stateside Co.

• United Kingdom
• Retail
• 1 - 100 Employee

• Managing Director

  • Sep 2021 - Present

  - Have been leading a company restructuring to focus on only one of the offered services. This has led to a 30-40% revenue growth for the first semester of 2022, and in profitability as well. Specializing has also decreased management burnout and turnover. - Responsible for the overall conceptualization and implementation of the company's strategy, leading the management team to achieve it's quarterly, yearly and 3yr goals.

• Chief Financial Officer

  • Jan 2020 - Present

  - Successfully implemented the Budgeting System created as a consultant. The system is still being used 3 years later and has led to a significant decrease in expenses and an improvement in overall company profitability.- Created different scenarios with their respective action plans to survive the Covid Crisis during 2020-2022. Not only did it helped navigate it, but allowed to company to finish with a major improvement in efficiency and 2x the amount of liquidity. - Responsible for the accounting and banking relations in Costa Rica and United States, decreasing company debt by more that 20%. - Led the AP and AR teams to successfully decrease Overdue AR from 48% to 19% and increase Working Capital Ratio from 2x to 7x. Show less

• Financial Advisor

  • Oct 2019 - Dec 2019

  - Hired to create a complete budgeting system for the company- Most important factors to consider were: traceability, accountability and profitability- Once the consulting period was over, past errors were identified and proposed a possible solution. The budgeting system was created and later successfully implemented. The different stakeholders were trained how to use it and achieved the 3 most important factors. All departments now had access to their budget, expense, actuals, delta, and dashboard sheets. This was all consolidated into a company wide budget, that now had visibility to every dollar spent and by whom. This later led to an important increase in profitability. Show less



Blue Palm Advisors

• Bermuda
• Investment Management
• 1 - 100 Employee

• Portfolio Manager

  • Jan 2016 - Aug 2019

  As one of the managing partners of the Aqua ABL Fund's operation, my general initial responsibility was to transform a fixed income fund, into an active asset based lending fund. In order to do so, I created the necessary relations with all the needed service providers in order to invest in credit operations throughout the Central American region and Colombia. To be able to operate, I structured the complete process for granting (origination, filtering and underwriting process) and servicing the loans. Once operational, the monthly fund accounting and valuation, legal matters, and the correct general operation, were part of my wide spectrum of tasks and responsibilities. Show less



Prime

• United States
• Education Administration Programs

• New Business Manager

  • Feb 2014 - Dec 2015

  My responsibilities included the analysis and lead follow-up of any opportunity for the company, mainly in the investment banking department but also giving assistance to the consulting and structuring sections. My focus was on the regional aspects of the company, however I actively participated in the development of the company's corporate strategy and internal local processes. My responsibilities included the analysis and lead follow-up of any opportunity for the company, mainly in the investment banking department but also giving assistance to the consulting and structuring sections. My focus was on the regional aspects of the company, however I actively participated in the development of the company's corporate strategy and internal local processes.

• Associate

  • Sep 2012 - Jan 2013

  ▪ Climbed the organizational ladder by starting as intern, analyst, senior analyst, and finally associate, in less than 3 years▪ Successfully performed valuations of more than $200M of some of the region's leading companies' real estate.▪ Aided in the creation and implementation of one of the company's best-selling consulting products, with over $1M in sales already.▪ Oversaw the consulting and market intelligence department, managing several projects at once and never missing a deadline▪ Created a timesheet/time-tracking system for more efficient and precise quoting, assuring the desired profit margin and keeping prices as low and competitive as possible▪ Responsible for the entire project process: proposals, quoting, final project and presentation supervision, and post-presentation follow up with clients, finally advising the partners and owners of the feasibility of timeframes and specific deliverables Show less

• Senior Analyst

  • Jan 2011 - Aug 2012

• Analyst

  • Sep 2009 - Dec 2010