Functional Skills

Market Research
Financial Due Diligence
Valuation
Financial Planning & Analysis (FP&A)
Customer Segmentation

Sector Experience

Business Services
Manufacturing
Retail
Technology
Telecom

Languages

English
Spanish
Big 4 Accounting
Fortune 500
Top Consulting Firms

Experience

Portola Operations LLC Management Consulting
Founder and CEO
1/2014 - Present
Founder of independent consulting firm. Projects include: the break-down of a large business into smaller units; financial analysis and the creation of P&Ls for each. Identification of areas for profit improvement. Project management of Marketing ROI analysis roll-out in EMEA region. Implementation of profitability drivers for customers in an executive leadership training company.
Deloitte Management Consulting
Sr. Manager
9/2005 - 12/2013
PRICING & PROFIT MANAGEMENT: built and led multi-million-dollar service line. Select projects:
Global – Beverage: pricing & financial analytics that resulted in changes to company’s pricing & sales incentives to shift behavior from volume to profit-based
Global – Industrial Gases: price setting, risk management & price execution. Develop sustainable tools and processes to improve financial perf. & margin sustainability
Global – Chemical: value improvement opportunities worth 2.6% of Revenue
Deloitte Management Consulting
Manager
9/2001 - 8/2004
CUSTOMER SEGMENTATION, VALUATION & RETENTION
U.S. – Wireless Carrier: Customer retention policies based on analytics, customer segmentation & valuation; Customer lifetime-value insights
China – Local Wireless Carrier: Customer retention solution
OTHER
Global – High-Tech manufacturing: Retail transformation preparing the company for product launch
Various: set-up and led multiple PMOs for multi-million dollar projects involving hundreds of team-members distributed nationally and globally
Adobe Operations
Manager
5/2000 - 5/2001
Business development in Strategic Alliances group. Managed relationship with AOL, in addition to helping develop the "wireless strategy" for Adobe.
Bemberg Investments Group Operations
Controller
1/1998 - 8/1999
Controller for Private Equity firm. Helped in the operations as well, where Patricio spearheaded the installation and usage of technology in the firm.
Price Waterhouse Management Consulting
Manager
1/1991 - 12/1997
Started as junior in the audit group and promoted four times in six years to manager in the Consulting group. Started the Internet Consulting practice for the firm in Argentina.