Served as the architect of PMO governance for a major corporate separation at Banamex, building the entire governance framework, RAID discipline, and escalation structure from zero, while coordinating teams and stakeholders outside my direct reporting line and maintaining program momentum across Finance, Risk, Operations, and Technology workstreams spanning Mexico, US, and Manila. Established and enforced PMO standards across a multi-country transformation portfolio, implementing RAID management (Risks, Assumptions, Issues, Dependencies), governance playbooks, and PM maturity frameworks that ensured delivery consistency and timely escalation across all program workstreams. Drove annual and quarterly planning cycles, aligning C-suite on priorities, resource allocation, and initiative health, providing leadership with real-time decision support. Designed and implemented enterprise KPI scorecards and performance tracking systems connecting strategic outcomes to operational execution.
Diagnosed and rescued a fintech platform implementation that had been stalled and failing for two years, rebuilding the entire delivery framework, governance model, and vendor accountability structure from scratch, and taking the platform from blocked to live across 3,000+ locations within nine months. Established value realization framework, defining and tracking KPIs that measured business impact of digital banking initiatives across adoption, operational efficiency, and commercial performance. Managed program integration and interdependency mapping across payments, remittances, POS, and credit workstreams, coordinating cutover readiness, adoption tracking, and critical path risk mitigation that kept delivery on schedule. Established prioritization frameworks and quarterly review cycles aligning leadership on business impact, execution feasibility, and go-to-market readiness.
US Remote, Reporting to SVP New York Recruited by Bain & Company specifically to build a delivery function from zero, leveraging deep expertise in CX strategy and financial services client advisory developed at EY. Built and managed a $1.5M recurring SaaS advisory portfolio from a single inherited account, personally closing enterprise engagements with major financial institutions across Mexico, Colombia, and Chile at C-suite level. Served as primary trusted advisor to C-level clients, delivering quarterly executive insight sessions that translated competitive intelligence from 20,000+ annual respondents into board-level strategic recommendations. Led end-to-end client lifecycle, from engagement scoping and contract negotiation through onboarding, delivery, and renewal, achieving full portfolio retention while expanding regional footprint across 4 countries. Mentored and guided junior delivery team members across Mexico, Colombia, and India, establishing accountability frameworks and delivery standards that ensured consistent execution across 4 LATAM markets.
10-year engagement across Mexico's top 5 financial groups: BBVA, Banorte, HSBC, Scotiabank, and Citibanamex, co-leading client relationships and strategic transformation programs alongside Senior Partners. Selected by EY Mexico leadership to build and lead the Behavioral Economics advisory practice, receiving specialized training from EY Spain, pioneers of the discipline within the firm globally. Designed and managed enterprise PMO governance framework including initiative intake processes, portfolio prioritization protocols, resource allocation frameworks, and compliance tracking across Investment Services Sales Practices, enabling structured delivery across multiple concurrent initiatives. Led BPM-driven process automation program designing and executing full change management including stakeholder communication, change champion networks, and adoption tracking that advanced the national IDATU customer service index ranking into the top 3. Diagnosed systemic delivery failures in a major bank's customer onboarding process and rebuilt it from the ground up, reducing account opening time from 15+ days to under 3 days through full BPM-driven process redesign and change management.