Independent senior finance consulting practice providing strategic advisory and C-level finance leadership to mid-market, family-owned, PE-backed, and high-growth organizations in Mexico and internationally. Consulting engagements focus on: • Project Finance & Financial Modeling — Structuring investment project financing strategies connecting capital-intensive projects with international funding sources: multilateral organizations, development banks, and non-reimbursable grant programs aligned with ODS/Agenda 2030 priorities. Financial modeling: IRR, ROE, TIR, payback, scenario modeling. • International Funding Consulting — Strategic structuring of project finance proposals for international funders (BID, IFC, CAF, NAFIN, Bancomext) and cross-border capital access strategies for institutional and SME clients. • Fractional CFO Consulting — Senior finance leadership for high-growth companies, family businesses, and PE-backed organizations: capital strategy, FP&A, corporate governance, banking relationships, and M&A support. • AI-Augmented Finance Workflows — Prompt engineering and agent automation (ChatGPT, Claude Projects, Gemini Gems) applied to financial documentation, analysis, and decision-support processes.

Appointed to lead the financial execution of a full site shutdown, focusing on asset monetization, cross-border asset transfers, and balance sheet optimization within a multinational industrial environment: • Designed and executed large-scale asset monetization and site liquidation strategies across multiple manufacturing locations, optimizing balance sheet performance and capital recovery. • Directed cross-border asset transfers to global operations in the U.S., India, and other international sites, ensuring full compliance with transfer pricing regulations and fair market value methodologies. • Managed valuation and transfer of over 1,400 fixed assets, supporting efficient redeployment of capital across global operations. • Led physical inventory and cycle count programs across multiple sites, managing inventory reserves, write-offs, and asset disposition through multiple mechanisms (donation, monetization, inter-site transfer, expiry-based disposal) as part of the site closure program. • Led initiatives to mitigate significant tax and customs contingencies, achieving high recovery rates across large-scale tax depreciation and customs exposure. • Delivered multi-million-dollar operational efficiencies through strategic asset reutilization, avoiding unnecessary capital expenditures and third-party acquisitions. • Developed and implemented structured processes for asset liquidation, including auctions, donations, and inventory monetization, aligned with corporate governance and legal frameworks. • Coordinated financial planning, liabilities reconciliation, and workforce transition programs, including severance structuring and regulatory compliance. • Strengthened internal controls, audit readiness, and SOX compliance across complex, multi-entity transactions. • Collaborated with FP&A and cross-functional teams to ensure data integrity, reporting transparency, and knowledge transfer for ongoing financial analysis and decision-making.

Served as CFO and Deputy General Director, leading financial strategy, corporate finance, and business transformation across a diversified group: • Drove financial restructuring and transformation initiatives, delivering ~600% growth in the freight and logistics division through structured fleet financing solutions. • Led capital strategy, funding structures, and banking relationships with multiple national and international financial institutions, securing financial resources to support expansion. • Directed M&A, franchise negotiations, and due diligence processes, enabling business growth and portfolio diversification. • Established KPI-driven performance management and robust internal control frameworks to enhance governance and decision-making. • Optimized liquidity, capital allocation, and investment efficiency across business units. • Led real estate portfolio regularization and asset structuring, including trust arrangements (fideicomisos) for co-ownership properties and notarial disposition processes.

Directed finance operations across six business units within a multinational manufacturing organization, reporting to U.S. corporate headquarters: • Led financial planning, forecasting, and performance management aligned with EVA metrics, supporting executive decision-making. • Drove financial visibility through advanced variance analysis and productivity reporting frameworks. • Partnered with operational leadership to optimize cost structure and improve operational efficiency. • Led the development of Annual Operating Plans (AOP) and standardized financial performance tracking across business units.

Led the financial restructuring and transformation of accounting and controlling functions across 5 legal entities, including two manufacturing plants with reporting lines to U.S. headquarters and Mexico City. • Managed end-to-end finance operations, including financial reporting, cost accounting, tax, treasury, and intercompany processes, using SAP and Hyperion for financial planning, forecasting, and reporting. • Oversaw treasury operations and cross-border financial activities, ensuring efficient cash flow management and compliance with import/export regulations, VAT recovery, and customs duties processes. Managed accounting and US GAAP compliance for FX hedging operations (USD vs. EUR, INR, PLN, MXN) in coordination with corporate treasury. • Led cost allocation and shared-services coordination between two co-located manufacturing operations, distributing common site costs and administrative functions across business units. • Supervised cycle count and physical inventory programs through the cost accounting team, ensuring inventory reserve accuracy and timely write-offs. • Strengthened internal controls and financial governance, supporting operational efficiency and informed decision-making within a complex industrial environment. Also led a workforce optimization initiative during the 2008 financial crisis, implementing a cross-training program that ensured full continuity with zero turnover in finance: • Designed and executed a cross-training model enabling role flexibility and uninterrupted coverage of critical finance processes. • Maintained 100% staff retention without additional financial incentives, leveraging structured vacation planning and workforce redistribution. • Ensured continuous execution of accounting, reporting, and controlling activities without operational disruptions. • Strengthened team capabilities and resilience, enhancing long-term organizational efficiency and collaboration.

Automotive industry aluminum casting parts manufacturer supplying multinational OEMs. Directed finance and controlling functions, reporting to corporate headquarters in France and regional leadership, with full responsibility for financial reporting, cost control, and operational finance: • Transformed financial reporting processes, reducing monthly close cycle from over three months to 5 working days. • Implemented cost control and profitability analysis systems to enhance financial visibility and operational performance. • Led IFRS reporting implementation and financial systems development to support corporate standards. • Managed tax audits and compliance processes, resolving all findings successfully. • Oversaw international commerce and customs operations, ensuring regulatory compliance and process efficiency. • Drove systems integration (J.D. Edwards, payroll, banking), improving automation and data accuracy.

Directed corporate finance, treasury, and investment strategy, managing large-scale financing structures and capital allocation across multiple business units: • Managed debt and lease portfolios exceeding USD $100M, structuring financing with domestic and international financial institutions, including revolving working capital lines and industrial equipment credit facilities. • Led capital deployment for nationwide fleet expansion, financing 400+ vehicles through pure lease structures and supporting operational growth. • Structured and managed financing for corporate aircraft assets (USD $12M), including a mid-term creditor assignment process — managing counterparty transition risk on a live credit facility. • Evaluated and monitored cross-border investment projects exceeding USD $10M, including site audits in the U.S. and Canada, and led financial modeling (IRR, ROE, payback) for real estate development projects, including recreational and residential complexes. • Oversaw budgeting, treasury, and cash flow optimization, supporting strategic planning and operational performance. • Developed advanced financial models (EVA, ROI, ROE) to guide investment decisions and capital allocation. • Supported business transformation initiatives, including restructuring, mergers, and operational realignment, with corresponding due diligence. • Designed financial strategies to optimize returns and manage tax efficiency. • Systems: PeopleSoft ERP.

Contributed to credit risk, financial structuring, and leasing strategy within the commercial vehicle financing division, supporting large-scale fleet transactions for Mercedes-Benz and Freightliner clients: • Conducted credit risk analysis and scoring using international methodologies and regulatory frameworks, supporting high-value financing decisions. • Developed profitability models (LTV, ROI, ROE) to evaluate leasing and credit transactions across asset portfolios. • Structured and delivered a flagship fleet financing proposal exceeding USD $50M, later adopted as a benchmark by global teams in North America and Germany. • Supported regulatory audits with Mexican financial authorities (CNBV), ensuring compliance and strengthening risk governance practices.

Led finance and administrative functions, supporting the launch and development of the company from initial investment stage to full commercial operations: • Established and managed end-to-end finance operations, including accounting, tax, treasury, and working capital management. • Developed financial projections and forecasting models aligned with sales and growth strategy. • Implemented financial policies, procedures, and internal controls to support business scalability. • Managed regulatory compliance and government permitting processes, ensuring operational readiness. • Supported strategic planning and execution during the company’s transition from concept to operating business.

Supported credit risk, regulatory compliance, and financial systems initiatives within a financial services environment focused on credit institutions and leasing companies: • Performed credit risk analysis and refinancing viability assessments with Nacional Financiera, supporting recovery of non-performing and discounted loan portfolios. • Evaluated and classified loan receivables in compliance with CNBV regulatory frameworks. • Supported development of credit risk classification systems (MS Visual Basic / MS Access), enhancing portfolio analysis and reporting capabilities.

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Credential ID: cert.efset.org/bVuQWn

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2024

Credential ID: UC-945b4905-1019-479d-a126-795c50f584b1

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