
Carlos Alviarez Delgado
Senior External Auditor

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About me
Financial Advisor/Project Manager/Accounting/Business Developer
Education

Polytechnic University of Puerto Rico, Miami Campus
2019 - 2020Master of Business Administration - MBA AccountingI need to take 5 additional courses to finish the Master. It is not finished yet.

Polytechnic University of Puerto Rico, Miami Campus.
2017 - 2019Master in Engineering Management Project Management
Universidad Católica de Ávila
2020 - 2022Master en Inteligencia ArtifiacialI haven´t finished the Master

Universidad Católica del Táchira
1989 - 1994Licenciado en Contaduria PublicaActivities and Societies: Equipo de Basketball

Miami Dade College
2017 - 2017English for Academic purpose EAP Phsychology & Principles of Business taken in additionI finished with English for Academic purpose and took another two courses in order to cover the 13 credits
Experience

PwC
Aug 1994 - Oct 1999Senior External Auditor Improved leadership skills working in team groups and created a positive atmosphere. Accomplished established goals efficiently and reported directly to managers. Checked Inventory, cash flow, accounts reconciliation, provisions, check the accounts receivable, and so forth. Coordinated and supervised part of the team in the audit area. Maximized a client’s performance and efficiency by communicating business risks and recommendations to improve financial reporting and internal controls. Monitored audit processes and internal control with Sarbanes-Oxley (SOX). Reported asset utilization and audit results to management and recommended changes in operations and financial activities. Lead and mentored a small team, responsible for the understanding of a newly acquired client’s business. Applied the concepts of Enterprise Risk Management to help companies identify, assess, mitigate and proactively consider emerging risks. Testing to verify journal and ledger entries. Conducted physical observation of inventory and compared it with information from the database. Identified opportunities for companies to effectively mitigate risk and improve business Internal performance. Collaborated with clients, team members, seniors and managers to prepare reports with high quality and meeting established deadlines. Assisted in the assessment of project risks and controls. Obtained high performance evaluation in annual reports as an associate due to leadership skills. Conducted interviews with key members of client’s management to understand internal controls, identify weaknesses and propose viable solution. Show less

Emporio Optico, CA.
Nov 1999 - Oct 2013Business Development Manager Improved processes and drove efficiencies from the creation of the company defining vision and strategy until its position like market leader. Coordinated the market strategies with the sales department and generated innovative ideas to improve the performance and get the desired stakeholders´ goals. Led the creation of the eyeglass lens laboratory, organized the finished stock (cr-39, polycarbonate, progressive, hard multicoated), coordinated the procurement for cutting-edge equipment (Briot, Coburn) and supervised the processes to guarantee the right personnel training and quality. Improved decision making on investments over $1MM, for the construction of the new headquarter offices, leading the project management in the planning, execution and control. Designed and implemented new KPI’s metrics to improve Emporio Optico´s performance. Show less

Corporacion Optica Alro, C.A.
Jun 2005 - Nov 2018Finance and Acounting/ Business Developer● Responsible for the business strategy, financial planning, and the long-term goals for Integrated EPC Projects (Engineering. Procurement, and Construction). Support the investment strategy and assess acquisition and partnership opportunities.● Embodied the Company´s values of professionalism, positivity and awareness generating a connection in a meaningful relationship with customers in B2B and B2C stablishing the right scope.● Kept the best relationship with factories and Providers (Adidas, Tag Heuer, Givenchy, Speedo, Caterpillar, Kipling, Michael Kors, Fred, Nautica) assisting to all scheduled meetings worldwide, managing cross-functional projects that embrace different departments (accounting, marketing, sales) and coordinating with our suppliers (Silhouette, L’amy Group, De rigo, Logo, Inspecs).● Developed the sales team and human resource department. Worked to define roles and personnel’s inventory, managing the administrative and sales group (60 talented employees). Provided the necessary training to elevate employees to the right business profile with the necessary motivation.● Executed accurate marketing plans according with new trends and ways to communicate.Most Notable Achievements: Consolidated over US$100,000.00 of annual cost savings via budget optimization campaign. Lead the financial strategy and economic evaluation to expand the Company´s portfolio via the acquisition of additional equity participation in retail´s enterprises & joint venture projects. Lead the preparation of the financial strategy to support the negotiations and prepare Business plans according with the new strategic plans. Ranked #1 Tag Heuer` business developer in Latin America, starting from 0 in optical frames and sunglasses to over 2,000 luxury`s sold units in 2010. Exclusive dealer for Adidas Eyewear from 2001, developing the market from 0 to 10,000 Luxury optical frames, sunglasses, watches and accessories pieces per year, applying marketing strategies. Show less

Capri Group, INC.
Jan 2015 - Oct 2023Business Development Manager● Like Business Developer and Finance Director I lead and motivate teams of managers and other staff in the day-to-day management. I am accountable of project safety, quality, schedule, cost control, contracts, subcontractors, suppliers, proposals, estimates, documentation, turnover, client relations/management, field staff and other duties required to execute Engineer Procure Construct (EPC), Construction Management, Construction, and Program Management projects.● Lead the Company’s creation, analyze the options to invest, calculate ROI, NPV and generate the significant changes to get the best performance. In addition, I have overseen Project planning, Consultant management and estimating. Organize, manage, and track multiple tenant improvement projects simultaneously.● Coordinate the logistic to guarantee the right times, plan the work breakdown structure and control the critical path in different projects, manage assigned construction and related tasks.● Get the control over a timeline to complete, as well as dependencies, milestones and deliverables, control and determine either the critical or which are not critical.● Manage projects to achieve project goals and fulfil required lease commitments according to approved schedule & budget managing cost methods and accounting skills. Show less

Utopia Shop, LLC.
Mar 2022 - Aug 2023Business and Finance Director• Responsible of plan, execute and achieve the financial & budget activities. I have been responsible for clearly define project goals and benefits, manage project scope, deliver on time outputs. We have been embraced in launching important brands within Latin American markets in the optical division. Identify markets opportunities and asses the right staff and inventory levels, identify and mitigate risks, and logistical support.• Establish, modify, and monitor project and system workflow (Salesforce documentation).• Assign duties and monitor quality of work and coordinate with installation management; ensure project team members conform to organizational and FDA policies and procedures.• Provide day-to-day guidance for project activities.• Maintain and consistently update key project dates and timelines to ensure accurate visibility to key functions across the business, specifically guarantee production for planned demand purposes and finance for revenue forecasts.• Provide detailed and accurate weekly revenue forecasting updates to higher level management outlining revenue recognition for a monthly, quarterly, and annual basis. Show less

Thrivent
Nov 2023 - nowAssociate Representative
Licenses & Certifications

Serie 63
FINRAJul 2024
Florida 2-15 Life, Health and Variable Annuities Agent License
Florida Department of Financial ServicesAug 2023
SIE
FINRANov 2023
Serie 65
NASAAJul 2024
Serie 7
FINRAJan 2024
2-15 Florida Healt, Life, Annuities & Variables License
Florida Department of Financial ServicesSept 2023
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