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Work Background
Business CompassFounder
Feb. 2025Ciudad de México, MéxicoCompany overview: Organization that empowers SME growth with practical business tools, combining strategy, finance, and purpose-driven leadership. - Built strategic partnerships, securing 3 new client acquisitions.
- Advised 5 companies to improve processes, clarify strategy, and identify cost efficiencies.
- Developed SME program to formalize operations and adopt top U.S. business best practices.
- Authored an eBook on the SME program methodology, now in the process of Kindle publication.
UberSr. Associate, Strategic Finance
Apr. 2021 - Jan. 2025Mexico City, MexicoCentral America & Caribbean Lead
- Led strategic discussions and investment decisions for a portfolio of 12 countries in Latin America. - Built financial models to assess ROI of product launches, pricing, and market expansion.
- Reported and evaluated deployed investments to optimize capital allocation.
- Coordinated 4 regional teams to deploy investments across multiple markets with one vision.
- Supported new business development by assessing financial feasibility and scale, including the fastest-growing product worldwide. Latin America Coordinator
- Led LatAm budget & forecast cycles, aligning financial goals with corporate strategy.
- Consolidated and analyzed financial data from 19 LatAm markets for senior leadership and C-level.
- Developed dashboards to monitor KPIs, accelerating reporting cycles by 25%.
- Conducted competitive analysis and tracked key competitors to inform pricing and strategy.
- Supported new business development by evaluating financial viability and ROI.
UberSr. Associate, Strategic Finance
Apr. 2021 - Jan. 2025Mexico City, MexicoCentral America & Caribbean Lead - Led strategic discussions and investment decisions for a portfolio of 12 countries in Latin America. - Built financial models to assess ROI of product launches, pricing, and market expansion. - Reported and evaluated deployed investments to optimize capital allocation. - Coordinated 4 regional teams to deploy investments across multiple markets with one vision. - Supported new business development by assessing financial feasibility and scale, including the fastest-growing product worldwide. Latin America Coordinator - Led LatAm budget & forecast cycles, aligning financial goals with corporate strategy. - Consolidated and analyzed financial data from 19 LatAm markets for senior leadership and C-level. - Developed dashboards to monitor KPIs, accelerating reporting cycles by 25%. - Conducted competitive analysis and tracked key competitors to inform pricing and strategy. - Supported new business development by evaluating financial viability and ROI.
QualtriumCo-founder, COO & CFO
Sep. 2018 - Nov. 2020Mexico City Area, MexicoCompany overview: Digital platform where private companies and financial institutions could get/provide loans and funding more efficiently. - Established and maintained relationships with key partners and clients, resulting in 25% of closed deals.
- Managed budgets and forecasts, improving cash flow stability and ensuring zero compliance penalties.
- Executed company strategy, aligning cross-functional teams to achieve quarterly and annual business goals.
- Represented Qualtrium in industry events and interviews on mass media.
- Led talent acquisition, hiring, and performance tracking with OKRs methodology.
ProfuturoAlternative Investments Consultant
Mar. 2018 - Sep. 2018- Conducted due diligence on private equity & real estate funds to assess risks and returns.
- Built models to forecast fund performance, test scenarios, and evaluate risk-adjusted returns.
- Monitored investment portfolio, tracking KPIs, capital calls, and fund strategy adherence.
- Prepared investment memos for the committee, highlighting findings, risks, and recommendations.
- Managed pipeline of alternative opportunities, ensuring timely evaluation and follow-up.
Difusion EmpresarialConsultant
Jan. 2017 - Mar. 2018Company overview:Family business with more than 35 years of experience providing logistics and purchasing solutions to global corporations. - Analyzed operational, commercial, and financial processes to identify improvement and optimization opportunities.
- Designed and implemented strategies resulting in a cost reduction of more than 15% via process and resource optimization.
- Defined and implemented KPIs with a dashboard enabling continuous performance tracking and informed decisions.
- Monitored project progress and mitigated risks using tracking tools and timely corrective actions.
Integration ConsultingAnalyst
Jul. 2015 - Jun. 2016Ciudad de México y alrededores, México- Conducted market, industry, and competitor analysis to identify growth opportunities and mitigate risks.
- Developed and managed financial models, forecasts, and sensitivity analyses to evaluate strategic scenarios.
- Executed benchmarking of best practices and comparative studies across industries and geographies.
- Collaborated with cross-functional teams in designing and implementing expansion, cost optimization, and digital strategies.
- Designed and executed data collection and analysis methodologies to support strategic decision-making.
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