Work History

Work History
Jan 2015 - Present

FINANCIAL PLANNING DIRECTOR

AXEDE S.A.

JOB ROLE.

•Strategic vision, planning and direction.

·Immunization of the risk in the different processes and financial investment plans.

·Manage the process of invoicing, treasury and Collection Department

KEY ACHIEVEMENTS 

·Adequate use of Axede Credit MS excel-spread models to consolidate financial information and calculate financial ratios.

·Check over supported written assessments and communicate potential risks to loan committees.

·Coordination with the commercial group to achieve established goals in the planning of each new project.

·Close communication work with loan officers and customers applicants to obtain clear understanding of applicant business operations.

May 2008 - Jan 2015

BUSINESS DEVELOPMENT MANAGER

INTERMAGAR LTDA / BERTEL.

KEY ACHIEVEMENTS

 Liaising among all supply chains agents including Thyssenkrupp production plants ( Germany and Mexico), importers, end users, and distributors.

 Management of strategic key accounts such as Haceb, Socoda, Wesco, Mabe, Induglob which included continuous presentations and revision of results with category buyers.

 Identified client’s sustainable needs by origin and propose optimum sustainable portfolios to fulfill the demand.

 Analysis, evaluation and reporting of business execution.

 Calculated sales forecasts and financial projections towards adequate business planning.

 Lead the organization presence on various industry major conferences in Colombia, Peru and Ecuador

Jun 2004 - Jun 2008

ADMINISTRATIVE DIRECTOR

E.L.S.P

JOB ROLE

  • Advisory business teams work.
  • Strategic Planning
  • Team Building.
  • Technical of negotiation and Resolution of conflicts.

KEY ACHIEVEMENTS

  • Implement plans to optimize staff training in support of E.L.S.P goals for domestic and international activities.
  • Organization and coordination of the assembly and development of teamwork events in Mexico and Colombia.
  • Aligned staff resources with workflow requirements, provided teams with up-to-date operational information in highly dynamic environment
  • Adequately execution of the company’s purchasing process.
  • Continuous reporting on revenues, costs and margins to follow up on the operational results.
  • Trained company staff on the product portfolio strategies and the different business projects.
  • Training and implementation of different discussions and constructive spaces in companies and universities.

http://elsp.org/elsp_index.html

Education

Education
Feb 2013 - Jun 2013

Advanced Program in Financial Risk Control and Banking Regulation.

I.E.B INSTITUTO DE ESTUDIOS BURSÁTILES DE MADRID.

The importance of the role of Risk Management and banking regulation has been demonstrated as a result of the recent financial crisis. There is a clear need for professionals with solid knowledge of the Risks and regulation, able to advise senior management and to spread "risk culture" at all levels of the organization.

  • Measurement and Management of Market Risk.
  • Credit Risk.
  • Operational Risk, legal and liquidity.
  • Modeling in Financial Risk
  • Use of  Excel and main statistical tools and elements of econometrics.
Jan 2010 - Jun 2010

Bloomberg - Launchpad

SERGIO ARBOLEDA UNIVERSITY

Training in the use of a financial professionals desktop environment, alerting tools, sophisticated charting, and news that moves markets.  A very useful tool to monitor markets without losing access to others financial applications. 

Jun 2000 - Sep 2006

FINANCES AND INTERNATIONAL RELATIONSHIPS.

SAN MARTIN UNIVERSITY

Professional Certification - FINANCES AND INTERNATIONAL RELATIONSHIPS. Honorable Mention.

Skills

Skills

Analysis of risks and potential scenarios.

Detecting, assessing, and managing financial risks. Use of EWMA Model. Generate scenarios that allows the address, dimensioning hypothetical losses in financial crisis or extreme events.

Team Building

Implement plans to optimize staff training in support of goals for the company. Organization and coordination of the assembly and development of teamwork events in Mexico, Colombia, Ecuador and Peru. Training and implementation of different discussions and constructive spaces in companies and universities.    

Structuring Investment Portfolios

·        Structuring investment plans in stocks and commodities. ·        Investment management platforms such as Ameritrade and Tdwaterhouse. ·        Exceptional computer knowledge for analyzing reports in Excel and for building PowerPoint presentations.    

Problem Solving & Decision Making

Consistently ensured provision of the highest standards of service and integrity from staff.

Summary

Leader of the processes of financial risk management, person able to analyze, evaluate, measure, monitor and propose measures and mechanisms for immunization to risk, in the different processes,  investments, business strategies.

Manager with an excellent ability to manage large-scale projects,  with a social conscience of respect, called to the service and always giving an added value of continuous improvement in every place where I participate.

Objective

Create a culture of financial risk management, with an entrepreneurial culture, of creating value, responsible for the actions taken and forward growth, progress and improvement.

Interest

Clubs debate - I have organized and participated in various intercollegiate and university debates conducted by the School of Leadership ELSP.

Travel - I enjoy finding out about other countries, cultures and people.