• Structured and sequenced US and international credit facilities into a cohesive $500M+ global platform, aligning collateral, covenants, and LTV thresholds with long-term investment strategy • Expanded borrowing capacity by more than $100M by restructuring collateral and reinvesting $120M of liquidity into public markets to secure leverage at lower spreads • Designed and operated a forward-looking liquidity management framework that aligned cash forecasting, leverage utilization, and commitment pacing across multiple vehicles, enabling sustained deployment capacity and eliminating short-term liquidity constraints • Drove a 5% uplift in net IRR as the fund migrated from the legacy vehicle to the newer structure by introducing a cost-reduction and reinvestment/recycling strategy that improved liquidity efficiency and long-term returns • Led governance, reporting, and strategic planning cycles with the Chairman and Board, strengthening the firm’s long-term financial decision framework and ensuring visibility into liquidity, leverage, and performance risks • Executed a 10-year interest rate swap at 2.35% after modeling multiple rate-risk scenarios and timing the hedge ahead of rising markets, materially reducing long-term borrowing costs and stabilizing cash flow planning • Reduced the effective tax rate for foreign owners from 42% to 35% through entity restructuring and tax-loss harvesting that prevented taxable events • Delivered $500K+ in annual operating savings while strengthening compliance, controls, and entity oversight by consolidating 35entities to 23, offshoring key roles, reducing tax prep and lease costs, and modernizing processes across the finance organization • Built and managed the LP reporting, analytics, treasury operations, and capital-call / distribution systems for a $130M PE Fund of Funds with 35 investors, optimizing pacing and enabling a seamless spin-off into an independent fund platform • Strengthened financial planning accuracy and executive decision-making by achieving less than 5% forecast variance and creating dashboards that highlighted liquidity, bank activity, LTV thresholds, commitments, and forecast variances

• Built the financial and operational infrastructure and team that enabled the company’s transition from Mexico to the US and supported early-stage AUM growth from under $10M toward the $500M range • Shortened close timelines and improved reporting accuracy by instituting no post rules during close and delivering full monthly statements within 10 days, giving leadership timely insight into performance • Rebuilt treasury, accounting, and reporting processes during the company’s relocation to Dallas, partnering with executives and external advisors while implementing its first financial models, budgets, and forecasting frameworks, creating the institutional infrastructure that strengthened capital allocation and enabled future credit expansion • Supported the company’s first major credit lines of $25M and $30M by designing foundational treasury and accounting processes that strengthened lender confidence • Strengthened financial strategy for Hispanic-focused consumer businesses by improving transaction volume, margins, and community-clinic utilization through targeted financial models