Languages
Spanish
Big 4 Accounting
Bulge Bracket Investment Banks
Fortune 500
Top Consulting Firms
Experience
KPMG
Management Consulting
Director
6/2014 - 9/2017
Identified $80 million in cost savings by orchestrating a bottoms-up plan to combine 2 IT services providers.
Captured $50 million in cost savings by scoping and standing up 2 stand-alone businesses during a spin-off of an optical component and commercial laser unit.
Developed a $40 million revenue and cost synergy analysis that was critical to acquiring debt to fund the acquisition of a cloud-base
Captured $50 million in cost savings by scoping and standing up 2 stand-alone businesses during a spin-off of an optical component and commercial laser unit.
Developed a $40 million revenue and cost synergy analysis that was critical to acquiring debt to fund the acquisition of a cloud-base
Polycom
Corporate Strategy & Development
Director of Corporate Development
9/2012 - 3/2014
Mobilized a cross-functional team of 20 people to assess actionability, build business cases, and proceed to diligence and negotiations on 10 inorganic proposals.
Executed the due diligence, negotiation, and integration of a $110 million divestiture of a workplace wireless telephony business and $8 million acquisition of a professional services business.
Executed the due diligence, negotiation, and integration of a $110 million divestiture of a workplace wireless telephony business and $8 million acquisition of a professional services business.
Ernst & Young (EY)
Management Consulting
Senior Manager
2/2008 - 8/2012
Identified stand-alone General & Administrative issues, transition services to sustain continued operations, and $12 million in cost estimates to replace services provided by the Parent company of a $1.3 billion operational carve-out of an online authentication business.
Coordinated a 10-country integration plan of the commercial, order-to-cash, and technical field support operations in Latin America during a $800 million acquisition of a biomedical testing instruments manufacturer.
Coordinated a 10-country integration plan of the commercial, order-to-cash, and technical field support operations in Latin America during a $800 million acquisition of a biomedical testing instruments manufacturer.
Solidus Networks
Corporate Strategy & Development
Senior Associate
1/2006 - 2/2008
Drove the due diligence, design of the target operating model, and integration plans of 4 acquisitions with a combined value of $300M.
Recognized a gap in the process to transition acquisition responsibilities to integration teams. Mobilized a Steering Committee, Integration Management Office, and extended integration teams to guide M&A program governance on each transaction.
Recognized a gap in the process to transition acquisition responsibilities to integration teams. Mobilized a Steering Committee, Integration Management Office, and extended integration teams to guide M&A program governance on each transaction.
Oracle
Accounting
Senior Analyst
6/2003 - 11/2005
Implemented the Sarbanes-Oxley control documentation for PeopleSoft’s accounting close processes, and consolidated monthly Latin American business unit results.
Achieved all Day 100 post-merger integration milestones as the US liaison to local accounting teams in Mexico, Brazil, Argentina, Chile, and Venezuela during PeopleSoft’s $2 billion acquisition of JD Edwards and Oracle’s $10 billion acquisition of PeopleSoft..
Achieved all Day 100 post-merger integration milestones as the US liaison to local accounting teams in Mexico, Brazil, Argentina, Chile, and Venezuela during PeopleSoft’s $2 billion acquisition of JD Edwards and Oracle’s $10 billion acquisition of PeopleSoft..
Independent Consultant
Accounting
Corporate Finance Advisor
6/2002 - 6/2003
Managed the month-end close, variance analysis, and reporting functions of Autodesk’s subsidiaries in Argentina, Brazil, Mexico and Venezuela.
Led Sarbanes-Oxley compliance of the financial close process for all of Autodesk’s entities in Latin America.
Developed financial models to analyze recognition of QuadraMed’s license revenue and deferral on software-related revenue.
Led Sarbanes-Oxley compliance of the financial close process for all of Autodesk’s entities in Latin America.
Developed financial models to analyze recognition of QuadraMed’s license revenue and deferral on software-related revenue.
JPMorgan Chase & Co
Finance
Financial Officer
12/2000 - 3/2002
Coordinated all quarterly financial reporting and investor relations to 100+ limited partners.
Developed a proprietary private equity fund financial model to track company valuations with upside or downside risk, update liquidity holding periods of public portfolio companies with restricted securities, and analyze return metrics on portfolio acquisitions.
Developed a proprietary private equity fund financial model to track company valuations with upside or downside risk, update liquidity holding periods of public portfolio companies with restricted securities, and analyze return metrics on portfolio acquisitions.
Deloitte
Management Consulting
Senior Consultant
9/1997 - 12/2000
Facilitated the financial due diligence for Western Region markets during Vodafone’s $62 billion acquisition of AirTouch Communications (now Verizon Wireless).
Separated the entangled trading operations that were part of the Chase divestiture of OptionsLink.
Separated the entangled trading operations that were part of the Chase divestiture of OptionsLink.