Experience

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  Citi

  Jan 1995 - Jan 1996

  Assistant – premises & facilities, citibank panamá

  Served as construction project manager for remodel of Citibank’s retail facilities in Panamá.

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  Kpmg panamá

  Jan 1998 - Jan 2000

  Senior consultant – financial services practice, kpmg panamá & central america

  After completing MBA, joined Big Five consulting firm in role optimizing client performance by providing advisory and support to C-suite executives on the architecture and delivery of business, operating, and capital strategies. Influenced and accelerated impact via collaboration on strategic planning, organizational analysis and optimization, process improvements, and technology system deployments.• Championed diverse portfolio of strategic client initiatives, including selection of ERP platform for Costa Rican bank, financial systems deployment for Panamanian finance company, and due diligence on M&A for two Honduran banks. Show less

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  Satuple, inc.

  Jan 2001 - Jan 2003

  Manager – finance

  Headed the full scope of finance and accounting operations in role reporting to CEO and equity partner of provider of Latin American closed-circuit sports, news, and entertainment broadcasts to 5,000+ Hispanic-focused sports bars across the US. As core member of executive leadership team, managed the creation and execution of growth and operating strategies, produced budgets, managed financial planning and analysis (FP&A), and advised on capital assets and transactions.• Delivered strategic insights used by CEO in building corporate priorities, navigating organization through negotiation of distribution agreements, and execution of corporate sale to private equity investor group. Show less

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  Ceo advisors

  Jan 2003 - now

  Promoted by management consulting and advisory firm specializing in the Latin America, Caribbean, and US markets to an executive role as regional practice leader and management consultant. Direct teams of consultants providing advisory and support to C-level leaders of Fortune 500 multinationals and other corporations on corporate strategy, business model development, mergers and acquisitions, route-to-market, government/public relations, governance, FCPA, and financial brokerage and transaction services. Provide leadership on strategic analysis, training, and change management.• Collaborated with clients C-suite executive and boards of directors to strengthen 360º performance. Navigated the visioning, architecture, and deployment of complex, transformative solutions reducing risk and driving long-term success.• Led business development positioning CEO ADVISORS as region’s leading boutique strategic partner to Fortune 500 and other major firms. Grew division to 30% of firm total income via strategic relationships and cross-selling of services.• Delivered rapid YoY consulting revenue growth in via leadership on 20+ engagements annually in Central America, the Dominican Republic, the US, and Puerto Rico. Stimulated incremental growth via business model transformation services.• Enabled client capital investments via delivery of M&A and brokerage services. Facilitated $50M+ in Central American client major banking transactions, adding value by filling key niche in underserved SMB corporate sector.• Elevated client capabilities by successful application of world-class tools and methodologies, including Harvard Execution Premium and Disruptive Innovation; MIT Delta Model; and Bain & Company’s Breakthrough Imperative.• Increased access to capital via cultivation of new financial relationships. Secured senior debt, term loans, credit lines and convertible debt, via development of institutions, multilaterals, and national and international banks. Show less Recruited by CEO to build and mature the firm’s financial and operating framework in support of next-stage growth roadmap. As the firm’s Chief Financial Officer, directed the full spectrum of accounting and finance operations, including strategic planning, financial planning and analysis, budgeting, consolidated reporting, credit management, tax, treasury, systems, and risk management. Additionally, served as management consultant providing leadership and support on complex client strategy and financial matters.• Collaborated with CEO on firm’s corporate roadmap. Shaped core business model and shored up internal capital in creation of highly scalable plan that drove pan-regional capabilities, prestige, and market penetration.• Improved alignment between service delivery and P&L performance. Designed and socialized models, systems, and scorecards for both internal use and client engagements, delivering measurable value in balanced scorecards.• Delivered strategic client insights via detailed analysis and due diligence on financial documentation. Advised clients and consultants on diverse P&L matters to optimize strategic agility and reduce risk. Show less

  • Executive Vice President – Strategic Planning Services • Management Consultant

    Jan 2010 - now

  • Director – Finance & Operations

    Jan 2003 - Jan 2010