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Summary

MBA graduate with an engineering background. Ample experience in finance, strategic business management, operations and logistics, staff development, and marketing. Have successfully turned around businesses by focusing on all financial aspects, making processes and logistics more efficient, implementing creative and innovative ideas, and always keeping a strong customer focus. Seeking a meaningful role where I can continue to positively impact change.

Areas of Expertise

General Management

Corporate Finance

Revenue & Profit Growth

Risk Management

Cash Flow

Profit & Loss (P&L)

Strategic Planning

Staff Leadership & Development

Purchasing

Project Management

Purchasing

Logistics and Operations

New Business Development

Inventory

Marketing

Customer Service

Loss Prevention

 

 

 

  • Languages: Fluent in English, Spanish and Italian.

  • Proficient Computer Skills: MS Excel (Pivot Tables, Macros, VLOOKUP), Word, PowerPoint; Financial & Accounting solutions (SAP), Back-Office systems.

Work History

Jan 2010Present

Independent Financial / Business Consultant

Provided financial consultation, business advisory services, and solutions-oriented strategic guidance to a wide range of clients.

  • Executed financial valuation and price sensibility analysis of project to bring a new iPhone app into the market in 2016. Recommended tier subscription price and scaling strategy. Advocated course of action to mitigate risks related to highly volatile variable costs.
  • Completed net present value (NPV) and financial valuation of project for entrepreneur client venturing into the fitness industry in 2016. Used Monte Carlo techniques to analyze the cash flow components that were highly impacted by uncertainties.  Prepared NPV histogram, sensibility and volatility analysis, and probability of success examination.
  • Examined client operations to ascertain why profits were diminishing against larger industry trends during 2015. Assessed financial inefficiencies, operations, market trends and competitors. Developed business strategies resulting in a 20% increase in profits during the second half of the year.
  • Completed a comparative analysis of a client’s website and advertising materials against their competition during 2015. Recommended strategic changes to better communicate their value proposition and to address customer needs. Also proposed innovative marketing strategies to attract new customers. This resulted in an increase of website unique visitor traffic by 15% and repeat visitors from 10% to 20%. Overall sales increased by 15% during the first half of 2016.
  • Advised client on acquisition of a Ducati Motorcycle Dealership during 2014. Executed financial valuation and due diligence. Recommended purchase price and evaluated financing options.
  • Provided ongoing financial guidance to new owners of ITC between 2010 and 2014. Assisted in completion of budgets, sales forecasts, P&L reports, cash flow and working capital analysis, and valuation of different ventures.  Analyzed monthly financial reports and communicated areas of opportunities with management.
  • Completed analysis and recommendation of debt refinance project reducing costs by 40% to client in the gas station industry in 2011.
  • Performed industry analysis, positioning strategy and financial valuation for client venturing into the fuel oil retail business in the U.S during 2010. Proposed action plan for entering the U.S. market. Assisted in preparing presentation to communicate the analysis to the company’s stakeholders.
Sep 2014Sep 2016

Manager of Operations

CVS Health

Directed operations and business enhancement assignments at high volume stores. Responsibilities included revenue and profit growth, sales, P&L management, cash management, business strategy, hiring, training and development, logistics, freight management, ordering, merchandising, loss prevention, customer service, etc.

  • Managed operation and led business improvement projects across several stores in order to bring them back to company’s standards. Improved all merchandising and financial metrics and fixed broken operational procedures. Motivated team and members of management to get more involved in all operations and increase productivity.
  • Exceeded Margin and Manager Controllable Profit budget expectations by 15% during 2015.
  • Increased number of pharmacy prescription scripts to budget by 15%.
  • Topped Shrink to budget by more than 30% during first year.
  • Exceeded payroll control expectations in hours and dollars to budget.
  • Led a project that revamped the customer’s service training during new hire orientation. The resulting product imprints the company’s core value of customer service with strong messages that promote a resilient corporate culture. The project included the design of a new pin that is given to participants as a symbol of their ownership of this value.
  • Implemented a new communication process to overcome inefficient and error-prone practices among members of management. The new process involved the design of new artifacts that improved the communication of task delegation and subsequent accountability. This resulted in superior operations and logistics and was used later as a model of good operational practices.
  • Coached and developed the management team throughout their career advancement.
  • Received Excellence Award for exceeding performance goals during 2015.
Mar 2010Sep 2014

Manager

Bed Bath & Beyond, Inc.

Directed a wide range of business enhancement projects for stores in the South Florida area. Responsibilities included revenue and profit growth, sales operations, business strategy, hiring, training and development, scheduling, customer service, ordering, merchandising, cash management, loss prevention, etc.

  • Managed staff of 100+.
  • Increased Total Department Revenue 30% per year by strategically selecting and merchandising key items.
  • Started and led personnel cross training initiative that resulted in increased productivity, reduced payroll costs, and improved service.
  • Improved scheduling process by implementing new formats and templates that allowed managers to complete schedules 75% faster.
  • Led various aspects of training & development: ongoing development of directly managed staff; coaching peers, direct reports, and other personnel through corporate initiatives and campaigns; training new managers for all stores within the region.
  • Directed loss prevention projects and initiatives that, within the first year and for the first time in 5 years, reduced shrink by 20%.
  • Managed and directed logistics of new home delivery and export operations. Increased export revenue by 30% per year and reduced associated costs by 25%.
  • Achieved mystery shopper top scores every year, including perfect scores in 2012 and 2013.
May 2003Jan 2010

General / Financial Manager

ITC

Directed operations and growth of a company with several business units, servicing over 3,000 customers per day. Responsibilities included business strategy, operations & logistics, revenue & profit growth, sales, business development, cash management, budgeting, forecasting, financial reporting, staffing, training & development, procurement, inventory, merchandising, promotions, marketing.

  • Managed company’s entire portfolio of assets and liabilities and its capital structure. Devised investment strategies and capital allocation across its businesses, products, and initiatives to maximize return on investment (ROI) and return on capital (ROIC), focusing on value creation, performance, future potential and role in portfolio. Analyzed new investment and business opportunities through valuation models (discounted cash flows, comparable transactions, multiples, etc.).
  • Performed all the financial activities: payable and receivable accounts, budgeting and planning, cash flow, cost reduction, inventory control, P&L and financial reporting and analysis, funds investment, credit management, auditing.
  • Increased Total Revenue by 75% in less than 3 years and Profit Margin by 150% during tenure with strong focus on financial performance, customer service, excellent merchandising, and motivating employees to exceed goals.
  • Crafted and successfully implemented the vision of creating a place that would solve multiple customer needs in a single visit by offering a variety of services. Developed the “One Stop Only” marketing campaign, realigned the organizational culture and structure of the company, and pursued a multi-pronged growth strategy.
  • Led growth by designing, valuating, and implementing a wide range of new businesses, increasing revenues and profits. These units included: Subway, Cafeteria, Truck Rental, United States Postal Services, Jewelry Store, and Cellular Accessories Distribution.
  • Grew the Cellular Accessories unit over two years, after which it was spun-off given its success.
  • Directed loss prevention initiatives reducing shrinkage by 78%.
  • Implemented information system that automated inventory and accounting procedures, reducing costs by 85%.
  • Increased Truck Rental revenue by 30% per year, achieving #1 ranking among dealers in the area.
  • Increased United States Postal Services Unit revenue 25% per year.
  • Added major accounts increasing sales by 20%: Coral Gables Police Department, Car Dealerships, etc.
  • Evaluated global commodity markets to implement inventory and pricing strategies.
  • Developed revenue-boosting marketing and advertising programs, including loyalty programs and promotions. Designed flyers, coupons, and signs. Used radio, direct mail, and other methods.
  • Managed total staff operations, including hiring, training, development, performance evaluation, and scheduling. Maximized employee potential and minimized turnover rates.
  • Received Excellent Performance Recognition Awards (2006, 2007, 2008, and 2009).
Jun 2002Sep 2002

Financial Intern

PDVSA Trading
  • Designed model and computer program to calculate the “Value at Risk” (VaR). Performed statistical analysis and evaluation of risk in trading transactions.
  • Performed valuation and price negotiation of a new information system, reducing associated costs by 60%.

Education

19952001

Bachelor of Science in Chemical Engineering

Universidad Simon Bolivar

Activities and Societies:

  • Chemical Engineering Newspaper - Editor

Recognitions

  • Excellence Award for exceeding performance goals - 2015
  • Excellent Performance Recognition Award - 2006, 2007, 2008, and 2009.