Guadalajara, Jalisco, Mexico
Finance and Accounting executive with more than 16 years of experience in dynamic, global and high-growth environments, with operational background, specializing in accounting, FP&A, budgets, operations, and business controls. My strategic vision and hands-on approach have enabled me to build and lead high-performing finance teams that consistently exceed performance targets and deliver exceptional results. ▶ Areas of experience: HR, Accounting, Finance, FP&A,Ops, Taxes & Cost Accounting. ▶ As a leader, I have been demonstrated effective communication with my & extended teams. Ability to manage any request due to the dynamics of rapidly changing environment. ▶Key Skills & Experience: ✓ Accounting/ Finance background • Business Controls • Treasury •Taxes ✓ Efficient planner/organizer • Strategic decision-maker ✓ Debt • Equity experience ✓ Executive presentations • Effective cash management and administration ✓ HR • People Oriented Leader • Talent development • Great work environment ✓ Strategic Planning • Business Advocacy • Goals achieved ✓ Controlling • Research & Analysis • Control & Tracking ✓ Processes Automation • Special Projects • Innovation • Agile Methodologies ✓ Critical Thinking • Negotiation • Problem Solving ✓ USGAAP • MEXGAAP • IFRS Please contact me via ✉ [email protected] Ejecutivo de Finanzas y Contabilidad con más de 15 años de experiencia en entornos dinámicos, globales y de alto crecimiento, con un enfoque operativo, especializado en contabilidad, finanzas, presupuestos, operaciones y controles empresariales. Mi visión estratégica y enfoque práctico me han permitido construir y liderar equipos financieros de alto rendimiento que consistentemente superan los objetivos de desempeño y entregan resultados excepcionales. ▶ Áreas de experiencia: Recursos Humanos, Contabilidad, Finanzas, Operaciones, Impuestos y Contabilidad de Costos. ▶ Habilidades clave y experiencia: ✓ Antecedentes en Contabilidad/Finanzas • Tesorería • Impuestos •Costos ✓ Planificación/organización eficiente • Toma de decisiones estratégicas ✓ Presentaciones ejecutivas • Gestión y administración eficiente de efectivo ✓ RH • Líder orientado a las personas • Desarrollo de talento ✓ Planificación estratégica • Logro de objetivos ✓ Instrumentos de deuda y capital ✓ Control • Investigación y análisis • Seguimiento y monitoreo ✓ Automatización de procesos • Proyectos especiales • Innovación • Medología agile ✓ Pensamiento crítico • Negociación • Resolución de problemas ✓ US-MXGAAP • IFRS ✉ Email de contacto: [email protected]
Head of Finance and Accounting of the company. I have successfully built and implemented comprehensive finance and accounting processes from the ground up for a fast growing startup, playing a key role in its expansion from 5 to 46 buildings/companies. My expertise in strategic financial planning, leadership, financial analysis, budgeting, Accounts Payable (AP), Accounts receivable (AR), general ledger management, treasury, cash management has been critical to ensuring the company´s financial stability and growth. Key achievements and responsibilities include: Process Development: Created and streamlined accounting and finance processes to ensure efficient and accurate financial management. Strong background in GAAP, business controls, and financial strategy, I bring a results-oriented approach to driving business growth and profiability though sound financial management. Cash Management: Implemented strategies for effective cash management, optimizing liquidity and ensuring the availability of funds for operational needs and growth initiatives. Team Building and Training: Established and led a new team of accountants, providing them with specialized training in the senior living industry and its unique requirements. Investor and Bank Relations: Maintained strong relationships to support financial operations and growth. M&A: Provide financial expertise in evaluating and underwriting potential acaquisitions, ensuring sound investment deciisons and alignment with strategic growth goals. Asset Management, Debt and Equity experience
Leading and developing a team of 25 Finance Professionals. Working directly with CFO to support critical financial and strategic initiatives. Cash Management- Cashflow forecasting Relationship with Investors/Stakeholders of the properties Transitioning US activities to the Guad team Developing and maintaining accounting policies and procedures Planning, organizing and coordinating the year-end close audit process with internal and external auditors Ensuring successful completion of the company’s tax filings Preparing financial statements, including cash flow statements Coordinating & leading annual budgeting process for the organization (templates, targets, and managing overall process). Commitment to Continuous Improvement Business Controls implementation and tracking Experience leading, motivating, developing and retaining team members.
In charge of P&L for Global Markets units, provide business advisory, forecast, budget and roadmaps. Being involved in finance strategies & provide highlights/predictive alerts & analysis to the executive team, interacting regularly with CFOs and Controllers and VPs. This position implies a very good teamwork and coordination since it receives input from operations, finance, taxes, accounting & also participate in the monthly/year end closing processes as required. ● Led and delivered the planning and reporting work program on time with quality information which allowed to take financial decisions & improve processes. ● Increase internal clients satisfaction due to business advocacy.
Support the Sales & General & Administrative expenses (SG&A) & Other Income & Deductions (OID) team,having interlock with our principal clients (controllers, CFOs and VPs) to provide them analysis and advisory about the main expenses and how can we pursuit a better gross profit. My support is for 30 people with several skills in charge of providing services to many IBM units such as Cognitive & Cloud, Global Markets, GTS, GBS, etc. Key achievements: Manage the team, coordinating across the team to ensure daily activities are consistent and well-managed. Look for improvements & efficiencies in every process. ● FTEs Hours reduction by leading processes automation. ● Talent development through succeeding programs.
Lead a team and consolidate financial results so they can be provided to the GTS CFO. Streamline cost & revenue analysis to a more accurate, efficient and automated process. Coordinate with the CFO in creating the annual budget, tracking monthly performance, reporting quarterly covenant compliance, and conducting valuation of company stock under various scenarios. Analyze cost-cutting strategies and made recommendations to the CFO. Identify operational processes inefficiencies and recommended necessary improvements to generate more Gross profit. Monitor and analyze Key Performance Indicators (KI) and financial ratios. Support the accounting department during monthly closings. Provides recommendations based on findings and analysis. Provides input on policies and procedures. Develop financial analysis reports and presentations by applying acquired financial principles. Execute and report variance and gap analysis (bridges).