Functional Skills
Business Operations
Corporate Finance
Customer Relationship Management
Investment Banking
Business Development
Financial Modeling
Product Strategy
Sales Operations
Revenue Growth
Business Intelligence
Innovation Management
Leadership Development
SQL Analysis
Finance Transformation
Content Strategy
Software Skills
Microsoft Excel
Python
Salesforce
SQL
Google Sheets
Sisense
Sector Experience
Agriculture
Business Services
Financial Services
Experience
PLENTY UNLIMITED Inc
Sales
Business Operations Manager – Sales & Operations Planning
10/2023 - 1/2025
• Tripled revenue growth by orchestrating the cross-functional Sales and Operations Planning (S&OP) process, integrating GTM and New Product Introduction (NPI) strategies, overhauling 30% of the product portfolio, and launching new sales channels.
• Secured breakeven projections by 2025 by architecting a strategic budget framework for the largest U.S. CEA farm, aligning strategies across Commercial, Operations, R&D, Product, and Finance with C-level and Board of Directors approval.
• Shaped operational strategy with key stakeholders through high-impact forums, involving the BODs, C-level leaders, and partners, such as Walmart and Driscoll's, using dynamic presentations and dashboards.
• Secured breakeven projections by 2025 by architecting a strategic budget framework for the largest U.S. CEA farm, aligning strategies across Commercial, Operations, R&D, Product, and Finance with C-level and Board of Directors approval.
• Shaped operational strategy with key stakeholders through high-impact forums, involving the BODs, C-level leaders, and partners, such as Walmart and Driscoll's, using dynamic presentations and dashboards.
PLENTY UNLIMITED Inc
Operations
Business Operations Manager - Office of the Chief Executive Officer
8/2022 - 10/2023
• Unlocked $2.5M in additional revenue and reduced production losses by +40% of the first commercial-scale Indoor Vertical Farm for Plenty, leveraging business intelligence, process optimization, and strategic initiatives.
• Owned the full lifecycle of mapping, developing, and deploying Business Intelligence reporting solutions, to achieve 80% Plan of Record performance to monitor production, R&D, and program management, tailored to Board-level and operational needs.
• Integrated SKUs outside the original Plan of Record into operational workflows by executing implementation strategies.
• Owned the full lifecycle of mapping, developing, and deploying Business Intelligence reporting solutions, to achieve 80% Plan of Record performance to monitor production, R&D, and program management, tailored to Board-level and operational needs.
• Integrated SKUs outside the original Plan of Record into operational workflows by executing implementation strategies.
Freelance
Finance
Independent Consultant - Fintech
11/2021 - 7/2022
• Advised financial institutions on filing and acquiring bank charters in Mexico (SOFIPOS) through strategic consultation.
• Provided strategic consulting services to fintech clients by analyzing business needs and implementing tailored solutions.
• Provided strategic consulting services to fintech clients by analyzing business needs and implementing tailored solutions.
Fondeadora Inc.
Corporate Strategy & Development
Head of Business
9/2018 - 11/2021
• Grew firm from pre-seed to Series A funding by architecting the corporate structure, financial model, and diligence documents.
• Propelled user acquisition to 600K+ and expanded the team to 130 employees by pioneering the first BaaS model in the country and spearheading the acquisition and integration of a SOFIPO bank charter.
• Generated 90% of total revenue by launching transformative B2B/B2C verticals, like innovative checking and savings accounts.
• Enhanced strategic impact by leading Compliance, Legal, Business Development, and InfoSec departments, overseeing 14 direct reports.
• Propelled user acquisition to 600K+ and expanded the team to 130 employees by pioneering the first BaaS model in the country and spearheading the acquisition and integration of a SOFIPO bank charter.
• Generated 90% of total revenue by launching transformative B2B/B2C verticals, like innovative checking and savings accounts.
• Enhanced strategic impact by leading Compliance, Legal, Business Development, and InfoSec departments, overseeing 14 direct reports.
Grupo Financiero Multiva
Finance
Investment Banking & Corporate Finance Associate
8/2017 - 9/2018
• Revamped syndicate credits valued at $50M as the first manager in corporate banking for future growth initiatives.
• Closed a $10M sale of commercial buildings and led the M&A deal of a leasing company, driving strategic asset management.
• Closed a $10M sale of commercial buildings and led the M&A deal of a leasing company, driving strategic asset management.
INVEX Grupo Financiero
Finance
Senior Analyst Commercial Banking
5/2015 - 8/2017
• Led a portfolio exceeding $65M, encompassing credits, structured credits, derivatives, leasing, factoring, and standby letters of credit, resulting in improved financial performance and portfolio diversification.