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Chief Financial Officer & Strategy Planning

Fort Lauderdale, Florida, United States
November 08, 2018

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**** ****** ******, **********, ******* 33414. United States.

561-***-**** ––

Chief Financial Officer & Strategy Planning (June 2017 - Present) e-Technologies Solutions Corp, West Palm Beach - FL Action-oriented leader with a strong track record of performance in Finance, Strategy Planning, Business Intelligent and Sales Management. Extensive experience in international Accounting, Fiscal Laws, and Internal Audits. With 20 years of experience working for internationally distinguished companies in areas of financial and strategy planning, including internal and external audits, implementation of projects, budgets, forecast, business model development, and operational management. In these areas, I focus on providing leadership, planning strategies, and creating a vision to ensure that the company has an effective growth that guarantees financial stability and operational efficiency.


Chief Operating Officer (May 2015 - June 2017)

e-Technologies Solutions Corp, West Palm Beach - FL Oversee the areas of Finance, Sales Management, and Business Control, to ensure that the company has appropriate control guidelines, planning strategies administrative, operational, financial, and sales. Ensure the proper functioning of the internal processes to optimize resources and ensure the quality of the information. Supervise areas of accounting, budgeting, cash flow, and investment. Run annual audits of business units and international offices. Measure the effectiveness and efficiency of business management. Focus on the development, communication, and implementation of effective strategies and processes of growth. Collaborate with the management team to develop and implement operational plans for infrastructure.

Corporate Controller (Feb 2009 - Apr 2015)

e-Technologies Solutions Corp, West Palm Beach - FL Manage the monthly closing process, ensuring that all relevant transactions are accurately recorded and allocated, oversees procedures, implement controls, evaluate risk, and productivity measurements. Accurate and timely preparation of key reports such as the annual budget. Establish controls to ensure that all financial records for the company are complete, error free, and comply with generally accepted accounting principles. Complete relevant reports including weekly cash forecasts and reconciliation of daily cash receipts. Build the annual budget for the company and report any relevant variances monthly.

Financial Specialist (Jun 1992 – Aug 2006)

IBM – Bogota, Colombia

Consolidated and developed financial action plans, prepared budget, and cost reports. Analyzed of variables projections. Prepared and submitted financial transactions in accordance with company policies and compliance with internal controls. Monitored and analyzed of forecast costs and sales projections.


INCAE BUSINESS SCHOOL - Executive Master in Business Administration (2016 - 2017) FLORIDA ATLANTIC UNIVERSITY - Certified Internal Auditor (CIA) & Sales Management (2015)

UNIVERSIDAD LA GRAN COLOMBIA - Master in Finance (2005 - 2006) FUNDACION UNIVERSITARIA DEL AREA ANDINA - Business Management, Marketing, Advertising, and Sales (1994 - 1999)



Strategy Initiatives

Team Management

Decision Making

Strategic Thinking

Business Models

Financial Ratios

Key Performance indicators

Sales forecasting


CRM (Salesforce)


General & Financial Reports

International Tax Laws

Oral and written presentations

Ability to interact effectively

Ability to manage and develop



Positive Attitude

Good Communication

Manage situations under high pressure

Billingual (Spanish- English)


• Developed and implemented the Customer Centricity Strategy and representing 20% of saving in expenses and 30% more in revenues.

• Developed and standardized the Key Performance Indicator and Business Models which included financial, budgets, and metrics in the all countries of Latin America.

• Directed an implementation of performance metrics, new incentives, and enhanced coaching/training for the sales team.

• Structured strategy planning and Business Intelligent with a high level results in Latin America.

• Restructured accounting processes, financial, and budget control for differences division in the company and Become Financial Department in Strategy systematized Department.

• Developed and implemented Internal Audits for all office in Latin America.

• Consolidated the financial structure and the executive reports in LATAM.

• Implemented the use of the (CRM) and customized the tool according to the needs of the company.

• Achievements of the financial goals established by providers and our company.

• Achievement of financial Department Goals such as Account Receivable $8M and Budgets reduction 20%.

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