Years of experience: 24
Investor RelationsM&A ExpertFinancial PlannerPortfolio ManagerCFOFinancial Analyst
Trust Score
Exceptionally trusted; proven professional excellence.
Jorge's Career Path
Sep. 2023 -Present
Alta Dirección CorporativaInterim CFO
Cabo San Lucas, Baja California Sur, Mexico• Provide financial consulting services and serve as the interim CFO for Hoteles BF. • Develop and implement financial strategies, long-term planning, and process optimizations customized to meet each client's specific needs. • Oversee financial reporting, budgeting, and forecasting processes to promote business growth and efficiency. • Advise on mergers and acquisitions (M&A) projects by con...
Nov. 2021 -Sep. 2023
Costa PalmasChief Financial Officer
San José del Cabo, Baja California Sur, MexicoI defined the operative finance strategy of real estate, resorts, F&B, golf, marina, experiences, franchises, trusts, and new business assessments based on actuals, previous years’ trends, and budget deviation analysis to produce forecasts as valuable tools. These forecasts helped me discover savings initiatives and foster new revenue streams to develop blue-sky scenarios and a long-term econ...
Jan. 2020 -Nov. 2021
Solmar Hotels & ResortsChief Financial Officer
Cabo San Lucas, Baja California Sur, MéxicoI planned the business expansion from Cabo San Lucas to the Caribean and Mexican Pacific Coasts, to attract new investors. It was a family-managed business, and I institutionalized the finance function: 1. I built a ten-year model supported by a data room of the company’s outlook for discounted cash-flow valuation.
2. After forensic analysis, I ensembled financials according to GAAP, took num...