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Work experience

May 2009Present

Financial Management and Systems

1099-Management Consulting

Hold a variety of projects with prominent companies nationwide. Overall responsibilities included: Business process improvement, financial modeling, and Excel-VBA applications implementation, ROIC, NPV/ IRR, Financial Ratios (Activity, Leverage, Profitability, Per Share), Risk and Return (DFL, DOL, DTL, WACC, CAPM) Client Engagements: 

ÞSabadell United Bank – Senior Finance and Systems Involved in process improvement due to the mergers and acquisitions/ Mellon United National Bank and Transatlantic Bank; Created management reports; and developed Yield and Cost Analysis Financial Modeling during the Audit Process with PwC

ÞDiageo/ Red Stripe – Senior Finance and Systems Developed a Business Valuation Model that looked at the Export Profitability of Red Stripe for mergers and acquisitions purposes, and ran “what if scenarios” for management purposes

ÞPacific Scientific – Senior Finance and Systems Built management accounts receivable performance matrix (actual and projected) and created an aging model for upper management decision making

ÞB/E Aerospace –Inventory Analyst and Special Projects Manager Team liaison in crunching the inventory data flow, in ensuring optimal deployment, and in refining the planning master data settings, as well as DCF Model implementation

May 2006May 2009

Financial Intelligence Analyst

Gibraltar Private Bank & Trust


  • Coordinated with CFO, COO, and other Executives on directing elements of budget and forecasting by benchmarking the actual production 
  • Helped create financial matrix to better interpret Deposits, Loans, and Wealth Management trends as well as Cost of Funds 
  • Identified production inefficiencies and implemented strategic solutions instead to increase the overall productivity 
  • Built countless of financial models to support other departments managing their daily operations
Mar 2000Apr 2006

Financial Management and Systems

1099-Management Consulting

Held a variety of projects with prominent manufacturing, pharmaceuticals, healthcare, consumer goods and services, government, financial and business services companies, while pursuing masters’ programs. Overall responsibilities included: Capital planning, financial statements analysis, general accounting, risk management, auditing, financial modeling and systems, financial and business intelligence, budgeting and forecasting, and special projects for management decision-making Client Engagements: 

ÞHumane Society – Lead Accountant and Systems Overall cleanup and reconciliation of the accounting software; General accounting from processing of daily operations through the month-end closing of financial statements

ÞVitas Healthcare Corporation –Lead Financial Systems Analyst Set up new applications, which increased the accuracy of the data and reduced preparation time by 95%; Researched data discrepancies in PeopleSoft, TM1, PS/nVision, Excel-VBA, and escalated to upper management when necessary

ÞIVAX – Lead Accountant and Systems Supervised staff of five and coordinated accounting daily operations from AP/ AR postings, GL reconciliations thru the preparation of financial statements and other internal reports

ÞMiami-Dade County – Project Manager Conducted and analyzed business technology process by participating in the development and preparation of business plans, testing, documentation, training, implementation and support of systems requirements

ÞTaste of Congo – Business Intelligence Analyst Delivered viable business analysis, management reporting tools, strategic management, and business applications in order for the organization to gear up its productivity and drive its costs down

ÞMedtronic – Senior Business Analyst Informed and advised end users and upper management on system functionality and implementation requirements; Responsible for gathering requirements, assessing project needs, analyzing scope, objectives, and results; Identified areas of improvement and made recommendations

ÞUnited Health Care –Manager of Financial Planning & Analysis Integrated budgeting and forecasting methodologies for the business line comprising $500 million in revenue; Implemented an Activity Based-Management (ABM) model to better interpret business line operations/ profitability

ÞTarget – Finance Manager Responsible for capital planning, NPV analysis (DCF Model), auditing, budgeting, forecasting, financial analysis

Jul 1995May 1999

Sr Portfolio Analyst

Investment Banking Edmond De Rothschild


  • Valued financial institutions using DCF model 
  • Built strategic portfolios and solved complex problems in regards to the hedge funds (Futures, Derivatives, and Options), SWAP and CIA 
  • Monitored investment models in partnership with Brokers, Fund Managers, and Issuers 
  • Decreased risk through diversification of asset class returns


Jan 2001Dec 2004


University Of Saint Thomas

• MSS: Masters in Software Systems, Graduated: December 2004Related Coursework: Foundations of Software Development; Software Engineering; Systems Analysis and Design Tools; Multimedia; Database Management Systems and Designs; Fundamental of Objects and Java Programming; Human-Computer Interface and Design; Software Process Management

• MBA: Concentration - Finance, Graduated: December 2002Related Coursework: Options, Futures and Speculative Markets; Security Market Theory; Multinational Business Finance; Corporate Finance; Corporate Risk Management; Applied Managerial Economics; Financial Management; Marketing Management; Managerial Decision Analysis; Human Resource Management; Management Purpose and Challenge; Business English; Financial Accounting; Managerial Accounting; Business Statistics

Sep 1990Jun 1995


University Paris Dauphine

BS: (Major: Economics) and (Minor: Accounting), Graduated: June 1995


Finance and Systems
Database Developer/ SQL  Forecasting/ Trend Projection  Capital Project Analysis/ NPV, IRR, and EVA  Financial Analysis/ Statistics  Investment Strategies/ Models  Performance Reporting/ Productivity  Budget Analysis  Variance Analysis  ROI Maximization/ Strategic Planning/ VBA   


  • Achievement-oriented financial analysis, budgeting, and forecasting with diversified experience in business intelligence
  • Performance management reporting, financial modeling, strategic planning, dashboards, and scorecards
  • Proficient in Microsoft Office (Word, Excel, Access, and PowerPoint), and VBA, with excellent multi-tasking aptitudes
  • Functional in Oracle, SAP, JD Edwards, PeopleSoft, PS/nVision, Hyperion Enterprise, Retrieve, and Essbase, TM1, Crystal Report
  • Strong leadership, interpersonal skills, problem solver, self-motivated, goal oriented, and self-starter
  • Enjoy supporting the efforts of multiple departments in order for the organization to gear up its productivity and drive its costs down
  • Solid credentials: BS in Economics and Accounting, MBA in Finance, MS in Software and Systems, and a Certification in Management Accounting (CMA)
  • Languages: English and French


  • Traveling the world whenever possible to see other cultures
  • Reading financial books and others
  • Running (Jogging)
  • Playing chess


Experienced Senior Finance and Systems who seeks a career opportunity with a well established organization that will lead to a lasting relationship in the field of Finance/ Accounting/ Systems