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Patricio Sanchez is a seasoned finance professional with expertise in business planning, strategy, and analysis. He has worked as a finance consultant, corporate finance and M&A consultant, and financial planning manager for top companies like Toptal, Alianza Trayecto, and New York Life Insurance Company. Sanchez holds an MBA from Tulane University and a Bachelor of Science in Accounting from Instituto Tecnológico y de Estudios Superiores de Monterrey.

Experience

  • SISAMEX, INC
    • Dallas, Texas, United States
    • Administration & Operations
      • Nov 2020 - Present
      • Dallas, Texas, United States

      Importer and distributor of salt from Sales del Istmo (SISA) to the USA.

  • Toptal
    • Plano, TX
    • Finance Consultant
      • Apr 2018 - Present
      • Plano, TX

      Consulting and Advisory in Finance including:• Financial Planning & Analysis• Operational Budgeting• M&A• Financial Modeling• Strategic Planning & Execution

    • Corporate Finance and M&A Consultant
      • Jan 2020 - May 2021

    • Member Board Of Directors
      • Jan 2018 - Dec 2019

  • New York Life Insurance Company
    • Frisco, Texas, United States
    • Licensed Insurance Agent
      • Dec 2019 - Nov 2020
      • Frisco, Texas, United States
  • The ExecRanks
    • Plano, TX
    • Advisory Board Member
      • Dec 2018 - Dec 2019
      • Plano, TX
    • Finance and Administration Director CFO
      • Jan 2011 - Mar 2017

      In Charge of the areas of financial information and controlling, treasury, internal auditing, costs and budgets, taxes, insurance, credit and collections, IT, and procurement.

    • Financial Planning Manager
      • May 1984 - Dec 2010

      Provide leadership at the corporate level across all business units: FP&A, budget, long range plan, capital projects valuation, information for financial institutions, strategic planning, strategic alliances valuation, M&A, profitability and benchmark analysis, debt capacity determination...

Education

  • Tulane University
  • Instituto Tecnológico y de Estudios Superiores de Monterrey
  • Tecnológico de Monterrey

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

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