Work Experience
Heritage (New York, NY)
September 2011 – present
Project Director
Advise companies in their development of business in Colombia
Develop the valuation and financial structure for projects looking for financing
Website: www.heritage.com.co
IBM (Boston, MA)
September 2008 – September 2011
Financial Analyst, software group – Independent Consultant
Advised internally, developing business workflows, information maps and Excel tools for the migration of customer’s information to the IBM systems
Partnered between the support renewal team and finance, researching data repositories and legal agreements to offer software alternatives to customers in the migration process from Cognos, in order to create software support quotes
Website: www.ibm.com
Expense Reduction Analysts (Bogotá, Colombia – Boston, MA)
December 2004 – September 2008
Managing Director
Developed the business plan, obtained financing and started the Master franchise in Colombia. Designed and implement budget, periodic strategic plans and reporting tools including the balance scorecard to report to the board based on KPIs.’
Built, lead and coached a team of 8 top tier consultants and analysts to achieve specialization in the consulting services. Sold 2 franchises and coached their teams, reaching 6 customers in 2 other cities and collecting 10% of the franchisee’s sales
Attained 22 clients ($50 – $600 million in sales), dealing primarily with CFOs, achieving sales of $450k in my last year
Planned and developed financial models and management reporting tools in Excel for customers as well as balance scorecards based on KPIs, structured within 5 dimensions: processes, suppliers, learning, customers and finance
Reviewed client procurement in utilities, shipping, telecommunications, card processing fees, duplicate payments and record management improving systems and achieved 28% average savings in over 30 projects. Documented supplier benchmarks
Designed, documented and implemented ABC costing for the largest law firm in Colombia
Article in ERA Global News (.pdf 1836kb)
Websites:
Expense Reduction Analysts www.expensereduction.com
ERA Colombia www.era-colombia.com
Synergy Investments – Skandia (Bogotá, Colombia)
January 1997 – December 2004
General Manager
Developed the company’s sales, marketing and operational strategies, achieving over $50 Million AUM with corporate clients and high net-worth individuals. Conduct risk assessments and developed sustainability strategies teaming with fund providers Performed due diligence for several merge projects, one of them successful after my recommendation
Analyzed CRM outputs and Excel databases to develop campaings targeting the right audience
Supervised 8-10 financial planners and attained 30 corporate plans, reaching over 4,000 clients
Pioneered Markowitz optimization models and Monte Carlo simulations in Excel to manage customer’s portfolios
Website: www.skandia.com.co
Corfes (Bogotá, Colombia)
January 1997 – January 1998
Financial Analyst
Corporate credit analysis
Sectorial Analysis
Academic Experience
Assistant Professor of Financial Modeling in Excel, at Rosario University June 04 – June 05
Lecturer of Neuro Linguistic Programming (NLP) Seminars June 98 – June 05
Skills
Advance user of Excel, MindManager
I speak write and read Spanish and English fluently.
Other
I was member of the Advisory Board of Centralsa S.A. (Insurance Broker) from March 2005 to June 2007
I co-founded a leadership program for entrepreneurs called Mangos
I designed a 360° performance evaluation software
