Functional Skills
Project Management
Business Planning
Financial Due Diligence
Financial Planning & Analysis (FP&A)
Accounting Software Implementation
Software Skills
Netsuite
ADP Workforce Now
Data visualization
Dynamics 365
Google Analytics
PowerBI
Tableau
Python
Certifications
CFAChartered Financial Analyst
Sector Experience
Business Services
Financial Services
Healthcare
Technology
Travel & Hospitality
Languages
Spanish
Big 4 Accounting
Top Consulting Firms
Experience
Tempus
Finance
CFO
7/2017 - 4/2021
• Oversee all accounting areas, including financial statements, controls, systems and reporting and compliance with all legal and regulatory bodies.
• Develop and implement strategic plans for the firm’s balance sheet to optimize liquidity, cash flow, and leverage. Assess and evaluate financial performance of the organization against these strategic plans and provide insight and recommendations to incorporate both short-term and long-term growth plans of organization into strategic plan.
• Develop and implement strategic plans for the firm’s balance sheet to optimize liquidity, cash flow, and leverage. Assess and evaluate financial performance of the organization against these strategic plans and provide insight and recommendations to incorporate both short-term and long-term growth plans of organization into strategic plan.
WeddingWire
Start-Up
Director FP&A
6/2016 - 6/2017
• Prepare monthly financial and other analytical reports for management, comparing actuals to forecast.
• Manage monthly, quarterly and annual key performance indicator reports for distribution to all levels of company’s management.
• Lead annual budgeting process for our Spanish subsidiary.
• Assist in acquisition integration and ERP (NetSuite and Adaptive) implementation
• Participate in providing analytical support for due diligence of prospective merger/acquisition candidates.
• Manage monthly, quarterly and annual key performance indicator reports for distribution to all levels of company’s management.
• Lead annual budgeting process for our Spanish subsidiary.
• Assist in acquisition integration and ERP (NetSuite and Adaptive) implementation
• Participate in providing analytical support for due diligence of prospective merger/acquisition candidates.
MorganFranklin Consulting
Management Consulting
Manger Strategy, Finance and Operations
5/2015 - 5/2016
o Finance Assessment (mainly FP&A staff of 20 people)
Including an assessment of process, technology data and people for overall finance function with a headcount of 70.
o Project Manager for all work streams, with all solutions involved (MFC HC of 12).
Data warehouse management was one of the projects, with the vision of creating a single source for all reporting requirements, developing the appropriate data definitions to maintain data quality.
Including an assessment of process, technology data and people for overall finance function with a headcount of 70.
o Project Manager for all work streams, with all solutions involved (MFC HC of 12).
Data warehouse management was one of the projects, with the vision of creating a single source for all reporting requirements, developing the appropriate data definitions to maintain data quality.
i4C innovations
Start-Up
Sr. Manager FP&A
4/2014 - 4/2015
• Prepare monthly financial and other analytical reports for management.
• Develop and manage monthly, quarterly and annual key performance indicator reports (Dashboard using Tableau Software as data warehouse) for distribution to all levels of company’s management.
• Lead annual budgeting process for submission to senior management. Support the preparation of business departments’ annual financial plans incorporated in the budget process.
• Develop and manage monthly, quarterly and annual key performance indicator reports (Dashboard using Tableau Software as data warehouse) for distribution to all levels of company’s management.
• Lead annual budgeting process for submission to senior management. Support the preparation of business departments’ annual financial plans incorporated in the budget process.
Institutional Shareholders Services
Finance
Manager FP&A
1/2012 - 4/2014
• Lead budgeting and monitoring with a team of 2 analysts with an annual operating budget of $100 million.
• Analyze variance report and communicate results to take corrective action when needed.
• Continued contact with users to understand their needs and consider their input.
• Reduce the lead time of delivery of reports by 1 day by streamlining the reporting process.
• Analyze variance report and communicate results to take corrective action when needed.
• Continued contact with users to understand their needs and consider their input.
• Reduce the lead time of delivery of reports by 1 day by streamlining the reporting process.
Independent
Management Consulting
Managing Consultant
12/2007 - 12/2011
• Prepare financial forecast and budgets for SME in need of funding, analyzing the companies’ cash flows.
• Assist Fund companies during the creation of long-range strategic plans and due diligence in the Latin American Region.
• Assist Fund companies during the creation of long-range strategic plans and due diligence in the Latin American Region.
Consultores Asset Management
Corporate Strategy & Development
Private Equity Officer
3/2007 - 11/2007
• Review companies’ Balance Sheet, for solvency, Income Statement for profitability, and Cash flow Statement, for liquidity.
• Internal FP&A to monitor fund performance that led to a reduction in transaction costs of 8% and increased returns of 12%.
• Internal FP&A to monitor fund performance that led to a reduction in transaction costs of 8% and increased returns of 12%.
Accenture
Finance
Manager FP&A
3/2006 - 2/2007
• Trained team in budgeting and forecasting in SAP platform.
• Manage team of 20 people in charge of reporting our internal results for the North America geography, across all industries.
• Manage team of 20 people in charge of reporting our internal results for the North America geography, across all industries.
Global Environment Fund
Corporate Strategy & Development
Sr Analyst
5/2001 - 12/2005
• Provide strategic support to the firm’s ongoing effort of securing financing for the companies that made up its portfolio.
• As an example, one investment that was sourced, analyzed, structured, and exited successfully by me yielded 3 times cash on cash after 4 years, as a result of the strict standards of FP&A to meet stretch goals.
• As an example, one investment that was sourced, analyzed, structured, and exited successfully by me yielded 3 times cash on cash after 4 years, as a result of the strict standards of FP&A to meet stretch goals.
PricewaterhouseCoopers (PwC)
Accounting
International accountant
12/1996 - 12/1997
• Audit and assisted top firms in Argentina with the preparation of their financial statements to comply with local and international regulations to give companies a competitive advantage in the capital markets that would result in greater investor interest.
• Participate in special assignments for IPOs of local firms in the NYSE, prepare their statements to comply with US GAAP, and SEC regulations.
• Participate in special assignments for IPOs of local firms in the NYSE, prepare their statements to comply with US GAAP, and SEC regulations.