
Sergio Morales Reyes

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About me
MBA | Corporate Finance | Planning | Consolidation and management of I&E at Kyndryl
Education

ESAN Graduate School of Business
2017 - 2017Corporate Finance Diploma Finance & AccountingFinancial FundamentalsManagement accountingFinancial Instruments and OperationsFinancial Planning and ControlFinancial ManagementPreparation and evaluation of projects

Universidad San Ignacio de Loyola
2007 - 2011Industrial and Comercial EngineeringTop fifth of the 2011-II class. 2009 Academic Excellence Award and 100% scholarship for obtaining 1st place of the career (2009-II).

Escuela de Postgrado de la Universidad San Ignacio de Loyola
2021 - 2024Maestro en Administración de Negocios - Executive MBA Business Administration and Management, GeneralActivities and Societies: Delegado de la clase

Postgrado UPC
2021 -Specialized Program for Cost and Budget Management Finance & AccountingCosts and Budgets Management Diploma:Financial Statements analysis and forecastCost accountingBudgetBalanced Scorecard

San Ignacio University - Miami
2021 - 2023Master of Business Administration in International Business Business Administration and Management, General
Escuela de Postgrado de la Universidad San Ignacio de Loyola
2013 - 2013Business Management Diploma Business ManagementTraining and development of soft skills: leadership, negotiation, conflict management, and social responsibility.Training and development of hard skills: strategic management of marketing, operations, human capital, finance and managerial economics.
Experience

IBM
Nov 2010 - Aug 2021· Coordination of weekly signing process (newly signed IBM contracts) on country level, interlock with all involved parties in order to finalize signings reporting· Weekly revenue reporting· Reporting and administering Signing and Backlog deficiencies in IBM systems, coordinating activities with customer supporting teams and Operations teams to fix system issues including manual corrections· Reporting in line with S&BL internal guidelines and other Europe and Worldwide guidance and related activities including manual modifications to IBM tools and systems· Responsible for backlog validations of negative, expired backlog, closed backlog, etc.· Preparation for backlog and backlog runout certifications, revalidation plus taking corrective actions in IBM system, support to country CFO and Controllers· Support for Waterfall preparation including calculation of revenue from signings and from backlog· Ensure regular compliance with KPIs and Business Controls requirements· Advise country Controllers on Signings & Backlog questions Show less - Financial controller responsible for ensuring compliance with IBM Accounting Practices and corporate guidelines for the recognition of income and costs.- Monitoring and control of the cost, including the monitoring of business activities and search for opportunities to improve profitability.- Management advisor in financial planning, which includes but is not limited to activities such as income projection based on new contract signings, budget setting and monitoring, preparation and monitoring of the main financial KPIs. Show less
Signing & Backlog Coordinator - IS Spanish South America
Sept 2019 - Aug 2021Financial Planning Analyst - TSS Peru
May 2016 - Aug 2019Business Operations Analyst - TSS Peru
May 2014 - Apr 2016Proposal Team Leader - TSS Peru
Jul 2012 - Apr 2014Project Management Student - TSS Peru
Nov 2010 - Jun 2012

Kyndryl
Sept 2021 - now· Coordination of weekly signing process (newly signed IBM contracts) on country level, interlock with all involved parties in order to finalize signings reporting· Weekly revenue reporting· Reporting and administering Signing and Backlog deficiencies in IBM systems, coordinating activities with customer supporting teams and Operations teams to fix system issues including manual corrections· Reporting in line with S&BL internal guidelines and other Europe and Worldwide guidance and related activities including manual modifications to IBM tools and systems· Responsible for backlog validations of negative, expired backlog, closed backlog, etc.· Preparation for backlog and backlog runout certifications, revalidation plus taking corrective actions in IBM system, support to country CFO and Controllers· Support for Waterfall preparation including calculation of revenue from signings and from backlog· Ensure regular compliance with KPIs and Business Controls requirements· Advise country Controllers on Signings & Backlog questions Show less
Business Planning Advisor - Peru
Oct 2022 - nowSigning & Backlog Coordinator - Spanish South America
Sept 2021 - Sept 2022
Licenses & Certifications

Global Sales School
IBMOct 2012- View certificate

Watson and Cloud Foundations
IBMMar 2019 - View certificate

Data Science Foundations - Level 1
IBMJan 2019 - View certificate

Finance & Accounting Essentials
IBMDec 2018 
Project Management Orientation
IBMOct 2014- View certificate

IBM Design Thinking Practitioner
IBMOct 2017 - View certificate

Data Science Foundations - Level 2 (V2)
IBMMar 2019 - View certificate

Financial Markets Industry Foundations
IBMOct 2017 - View certificate

IBM Recognized Teacher/ Educator
IBMNov 2018 
Project Management Fundamentals
IBMNov 2014
Honors & Awards
- Awarded to Sergio Morales ReyesAcceleration GTS: Programa de reconocimientos 1Q20 IBM May 2020 Demostrated pillars for Finance: Innovation, dedication and commitment
- Awarded to Sergio Morales ReyesInnovation & Improvement - GTS 3Q17 Gerencia de Servicios IBM Oct 2017 Programa de reconocimientos GTS 3Q17. Reconocido en la categoría de Innovation & Improvement por el projecto de Backlog automation, para el control y estimación de ingresos.
- Awarded to Sergio Morales ReyesManager’s Choice Award - 2016 program for demonstrating the Practice: Show Personal Interest TSS Peru Country Manager Nov 2016 En reconocimiento al compromiso personal por el soporte financiero brindado durante el 2016, incluyendo la participación activa en el proceso de auditoría corporativa de TSS dando como resultado final SAT (Satisfactorio).
- Awarded to Sergio Morales ReyesDemuestra interés personal Gerencia de Servicios de IBM Jan 2016 Reconocimiento a cargo de la Gerencia de Servicios por el desempeño en el rol de operaciones y soporte gerencial durante el 4Q 2015.
- Awarded to Sergio Morales ReyesManager’s Choice Award - 2015 program for demonstrating the Practice: Show Personal Interest TSS SSA Operations Manager Nov 2015 En reconocimiento al constante compromiso con el negocio de TSS y siempre buena predisposición para colaborar al logro de los objetivos.
- Awarded to Sergio Morales ReyesManager’s Choice Award - 2015 program for demonstrating the Practice: Unite to Get it Done Now TSS Peru Country Manager Nov 2015 En reconocimiento al compromiso personal por entregar la información financiera y de operaciones de forma precisa e impecable que es la base para todas las presentaciones de visitas regionales y cadencias a lo largo del 2015.
- Awarded to Sergio Morales ReyesÚnete para lograrlo ahora Gerencia de Servicios de IBM Apr 2015 Reconocimiento a cargo de la Gerencia de Servicios al buen desempeño demostrado durante el cierre financiero del primer trimestre del 2015, donde destacó la precisión y confiabilidad del forecast versus lo real.
- Awarded to Sergio Morales ReyesLiderazgo Gerencia de Servicios de IBM Sep 2014 Reconocimiento a cargo de la Gerencia de Servicios por liderazgo demostrado del equipo de operaciones con quienes, en conjunto, se logró asegurar los resultados financieros comprometidos por la Gerencia del área en el tercer trimestre del 2014.
- Awarded to Sergio Morales ReyesCompromiso Gerencia de Servicios de IBM Dec 2013 Premiación en la categoría de "Compromiso", en reconocimiento al desempeño y colaboración al equipo Comercial de Servicios en los negocios concretados.
- Awarded to Sergio Morales ReyesEminence in a Team 4Q 2013 Gerencia General IBM Dec 2013 Premiación a cargo de la Gerencia General como integrante del equipo de IBM que ganó uno de los negocios más importantes del último trimestre del 2013, que además se trataba de una cuenta de competencia.
Volunteer Experience
President of the KIN "People with Disabilities & Neurodiversity and Allies Peru"
Issued by Kyndryl on Jun 2023
Associated with Sergio Morales ReyesMentor de estudiantes
Issued by Alumni USIL on Apr 2021
Associated with Sergio Morales Reyes
Languages
- inInglés
- esEspañol
- poPortuguês
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