Experience

Citelis - Organización Ramírez

• Mexico
• Leasing Non-residential Real Estate
• 100 - 200 Employee

• Manager of Financial Planning and Management Control

  • Sep 2012 - Present

  Responsibilities:• Analyze and evaluate design strategies and reports for all areas of business• Be responsible for the budget of the whole Society, design and automation of ERP implementations and linking the Balanced Scorecard.• Designing presentations for Board and General Management, strategic communication to the Company• Perform engineering business for the following units:o Car agencies (Ford, Mazda and Mercedes Benz): a comprehensive analysis of business, resulting in decreased costs, increased sales and therefore increase in EBITDA and Net Flow was made.o Hotels (Holiday Inn and Holiday Inn Express): Comprehensive Valuation of operation by business doubling the EBITDA in less than a year.o Retail (Under Armour): We are currently implementing the ERP and analyzing all business, to avoid inventory losses.o Implementation of the Strategy through the Balanced Scorecard and Processes Achievements:• Design and implementation of ERP• Transform of a family business to an institutional company• I made a reengineering of the structure saving more than $ 9.0 million per year• Developed strategies for the economic benefit of employees• I made savings of more than $ 30.0 million pesos with different implementations Show less

• Manager of Financial Planning and Processes

  • Sep 2011 - Sep 2012

  Responsibilities:• Implement improvements in the ERP to automate accounting and billing processes.• Design Manuals and Company policies for project evaluation (processes, procedures, and models) Achievements:• Designed and implemented reports Balance and Income Statement Consolidated and business unit• I did the master plan with a 5-year projection

• Manager of Financial Planning

  • Oct 2010 - Sep 2011

  Responsibilities:• Develop and monitor the monthly financial statement and creation of indicators in the Real Estate area (Malls, Splits, housing and other) I designed and implemented a dashboard that has contributed to making business decisions decreasing expenses by 50% and increased sales prices. Analysis of Financial Statements, Balance Sheet and Statement of Cash Flows.• Generate and Budget: Monitoring of monthly budget and revise periodically.• Analyze, synthesize and present the results of each business before the council.Achievements:• Implemented the creation, monitoring and updating of the Strategic Plan• Designed business models for evaluating the performance of different business units (Malls, Housing, Parking, Agencies and Hotels) Show less



American Express

• United States
• Financial Services
• 700 & Above Employee

• Portfolio Manager, Planning and Information Management

  • Sep 2008 - May 2010

  Responsibilities:• Be responsible analysis, evaluation, design strategies and reports for all areas of the business;• Be responsible and administrator of Marketing budget and operating expenses of the area (OPEX); monitor campaigns.• Develop strategies based on the information obtained from the general behavior of cardholders for the purpose of generating new business opportunities.• Collaborate with strategies such as Outbound heavy users, MTS users, Revite Platinum, Risk Segmentation, EDS, SHOW + SOW, Upsell, Centurion Conversions, Cost Reduction, Collection, SAC Treatments, 12x11, Mercury Strategy, Green and Gold Revitalization, Opportunities, Newsletter Optimization, ARB Platform.Achievements:• I created the model of Governance (rules for contacting clients) with which it was possible to promote various campaigns with a budget reduction of 50%.• Created the Master of Communication (Consolidation of all campaigns AMEX and general mapping of them with a monthly term) file. Show less

• Manager of Planning and Reporting MIS

  • Mar 2008 - Sep 2008

  Responsibilities:• Build local, regional and international reports identifying international regional market behaviorAchievements:• Created model of Conversions products service with a reduced budget of $ 7.8m pesos (with which 3200 conversions were obtained) to $ 2.4 M pesos at August 31, 2008 6000 conversions (meta 14,000) were obtained doubling the results in half a year.

• Manager of Buisness Planner

  • Sep 2007 - Mar 2008

  Responsibilities:• Being responsible for analyzing business information in the area of personal cards (credit services) and competitive analysis for decision-making.• Develop Scorecards for areas Loyalty Programs, Customer Commitment, Customer analysis, Drive to Web (area marketing oriented electronic means) Collection (Card Service), SBS and Aeroméxico.Achievements:• I created Shared of wallet Portfolio analysis for Mexico and other regions (analysis of multidimensional way Card members) with which it was possible to map the full potential cardholder spending.• • Created the course of Excel to the areas of Finance, Travel, Stimulation of expenses, Loyalty Programs, Cross Sales, Analysis and customer retention. Show less



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Associate

  • Jun 2006 - Sep 2007

  Responsibilities:• Be responsible for the Unit Risk Management (URM)• Be responsible for the risks of Credit, Market and Operational in URM• Send the Bank of Mexico on a daily basis all reports related to the potential risks of the Bank as technological risks, credit, and market, operational, legal, etc.)• Be responsible of the Credit Committee, reconciliations and Development Credit VAR model and the implementation of improvements in the VAR Market.Achievements:• Developed Market VAR• I improved the model VAR Credit• Implemented automation for calculating operational risk Show less

• Head of credit risk in the (URM)

  • Jan 2006 - Jun 2006

  Responsibilities:• Generate Credit VAR and evaluate the credit standing of customers. Create the various reports that are delivered on a daily basis to Banco de MexicoAchievements:• Monitor and minimize credit risk of the Bank



EY

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

• Senior Consultant IV of southeastern Mexico Transfer Pricing

  • Sep 2005 - Jan 2006

  Responsibilities:• Implement the standardization of transfer pricing studies billing 750,000 USD per year working with companies like: Peñoles Group, Palacio de Hierro, Profuturo GNP, Iberostar Group, I Viaggi, Barceló Group, Club Med, Grey Advertising, 3M, Procter & Gamble, Marubeni, Nestlé Group Seagram, Pernod Ricard, Endemol, Kimberly Clark, McDonald, Autotek, Muelstein, TAMSA, Zurich, Makita, PCA, General Electric, among others.Achievements:• Actively participated with regional offices• I launched Colombia office.• Supported development of the practice of Peru and Spain Show less

• Senior Consultant III Transfer Pricing

  • Jan 2003 - Sep 2005

  Responsibilities:• Participate actively with the governments of Colombia and Peru for the opening of the practice in those countries.• Develop study materials for these countries as a representative office of Mexico to implement and develop the office of Colombia.• Billing 500,000 USD per yearAchievements:• Participated in drafting the articles on the law of transfer prices in Colombia.• Trained DIAN (Directorate of Taxes and Customs of Colombia) to Reviewers Colombian authority for the new theme PT)• I opened the transfer pricing practice in Colombia carrying out projects for companies like Suzuki, Schneider, Diageo, Pam Colombia, Insurance Colombia, Zambón, McDonald and others Show less

• Senior Consultant I Transfer Pricing

  • Jan 2002 - Jan 2003

  Responsibilities:• Review of Transfer Pricing studies, reports and economic sector of each study.• Billing a minimum of 150,000USD• Be responsible for the hotel, manufacturing and automotive sector.Achievements:• I was the first to be promoted staff 2 2 position in one year.• I was the first to be asked Senior revenues

• Staff 2 Transfer Pricing

  • Jan 2001 - Jan 2002

  Responsibilities:• Conducting studies Transfer Pricing and finding comparable databases, standardize accounting information and reviewing contracts.• Create the Economic studies of the industries (Manufacturing, Distributors, Tourism, Automotive, etc.