Jose Erazo

Founder and Principal Consultant @Fixcelerate

Financial AnalystBusiness OwnerCFO🏦 FinanceFinancial Planner

Hello! I'm José, the founder of Fixcelerate. With an MBA in Finance and over a decade of experience in the financial sector of various multinational and family-owned businesses across Latin America, I've dedicated my career to understanding and enhancing business success through solid financial management. I am particularly interested in connecting with entrepreneurs and business owners looking to strengthen their financial operations. If you're interested in having me review your case and explore how we can work together to achieve your business goals.

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Work Background

FixcelerateFounder and Principal Consultant

Mar. 2024San José, Costa RicaI founded Fixcelerate with a commitment to transforming the finances of entrepreneurs and business owners by simplifying processes and maximizing results. Our strategic and minimalist approach not only accelerates growth but also establishes a solid and stable financial foundation. This allows our clients to focus on what truly matters: their business vision. As the Principal Consultant, I guide my clients through the complexities of finance, ensuring that each strategy is customized to their unique needs and aligned with their short and long-term business objectives. Responsibilities: • Strategic Development: I design and execute personalized financial plans that address specific industry challenges and maximize growth opportunities. These plans include risk analysis, budgeting, financial forecasting, and investment strategies. • Consulting and Advisory: I provide ongoing advice on corporate finance, financial diagnostics, and cost structure optimization. My focus is on improving financial health, sustainability, and increasing business profitability.

RocheCountry Chief Accountant

Nov. 2021 - Jul. 2024San Jose, Costa RicaI led the financial operations of the Affiliate, ensuring that all day-to-day accounts and accounting processes were managed to the highest standards, and strategic planning initiatives were closely aligned with corporate goals. My comprehensive role encompassed overseeing month-end, quarter-end, and year-end closing activities, managing Accounts Receivables, Accounts Payables, Treasury, Taxes, Inventory, Fixed Assets, and General Accounting to ensure timely and accurate financial statements. I actively collaborated with RSS Ops teams and served as the main contact for the Affiliate in the Shared Service Center (RSS), providing expert guidance and significantly influencing internal decisions and business strategies. This position also involved driving agile and networked team environments, optimizing operational efficiencies across the board, and acting as a vital member of the Local Finance Leadership Team. Key Results: • Successfully transitioned financial operations to the Shared Service Center, ensuring business continuity and efficiency during the remote transition. • Meticulously cleaned and reconciled legacy balance sheet accounts, enhancing financial data accuracy and integrity. • Fixed up deficient financial processes, aligning them to global guidance and achieving higher operational efficiency.

Recicladora Internacional Iman SA (Adelca)Head Of Finance

Sep. 2016 - Nov. 2021San Jose, Costa RicaI led all financial activities across Adelca's operations in Central America, including Costa Rica, Panama, Nicaragua, and the Dominican Republic. My role encompassed the delivery of timely and compliant financial statements according to accounting standards and the effective communication of these results to the General Manager and Corporate Office. I managed organizational cash flow forecasting and banking relationships, critical for supporting strategic decision-making and maintaining financial health. Moreover, I conducted in-depth financial analyses, which directly shaped and drove corporate strategies, significantly contributing to the achievement of company goals. I coordinated external audits to ensure compliance and reinforced internal controls across multiple jurisdictions. In addition, I oversaw all administrative activities at the Costa Rica office, ensuring operational efficiency. Key Results: • Standardized and improved processes regionally, leading to enhanced operational efficiency and consistency. • Implemented a financial forecasting model, reducing forecast deviations to just 6% and enabling better financial planning. • Drove an impressive 15% profit increase through comprehensive cost and expense optimization strategies. • Reduced the accounting closure period from 10 to 5 days, enabling timelier financial reporting. • Achieved consecutive years of audits without findings, showing a strong commitment to internal controls and compliance.

Yanbal InternationalAccounting Analyst

Sep. 2013 - Oct. 2015Quito, EcuadorMy role as an Accounting Analyst involved managing the accurate and timely processing of payable accounts. I resolved discrepancies with external vendors and internal customers, meticulously reconciled vendor statements, and played a critical role in analyzing G/L, taxes, and vendor accounts. Furthermore, I contributed significantly to the development and modification of AP systems, procedures, and policies. Key Results: • Reduced payment discrepancies with vendors by an impressive 1%, significantly enhancing supplier relationships. • Implemented a robust vendor statement reconciliation process, resulting in a notable 90% reduction in missing or past-due invoices. • Elevated G/L accuracy standards, ensuring seamless financial reporting.

AdelcaTreasury Assistant

Jul. 2012 - Sep. 2013Quito, EcuadorAs a Treasury Assistant, I was responsible for bank reconciliations on a timely basis, resolving discrepancies or variances through collaboration with vendors, customers, and internal staff. I also actively supported the preparation of cash flow forecasting and executed wire transfers. Key Results: • Achieved an exceptional 98% accuracy rate in bank reconciliations, virtually eliminating discrepancies and variances. • Efficiently processed wire transfers, significantly enhancing financial operations' efficiency.

Baker HughesFinance Internship

Jan. 2011 - Jul. 2012My internship at Baker Hughes was instrumental in preparing accounts reconciliations and assisting in the preparation of various financial reports. Key Results: • Provided valuable support to the finance team, contributing to the maintenance of accurate financial records. • Gained valuable exposure to financial processes and reporting.