Financial Planning Operations Manager

Finance Executive and Communication Coach

Seasoned finance leader with a track record of delivering results in growth-driven global enterprises. Specific expertise in the pharma industry with repeated promotions to roles of increased scope and authority.

Bachelor’s degree in accounting and a master’s in business economy as well as professional development in leadership and finance with Novartis Pharmaceutical, Harvard Business School, and Tulane and Boston Universities.

Bilingual, professional certified coach by the ICF with 25+ years in finance leadership positions in the pharma industry across Latin America, the USA, and South Asia.

Forward-thinker, change agent, with ability to devise effective solutions to complex business challenges.

Management Competencies

• Strategic & Financial Planning & Modelling

• Policy Design & Process Optimization

• Transparency Building & Compliance

• Team & Individual Coaching

• Business Partnering & Consultancy

• Risk Analysis & Decision Making

• Communication and Empathy

• Cross Cultural Bridging

Career Experience

Take Care Coaching and Consulting (my coaching company)

Coach and Director, current since 2020

Professional Certified Coach by the ICF

Liquid Church (multisite megachurch with a 5k congregation, 200+ volunteers, 100+ employees

Operations Manager, 2019

Oversaw finances and the full HR scope, bringing a corporate perspective to a religious driven environment

Key Contributions:

• Led a cultural transformation in people’s performance process

• Implemented the first hiring process, practical but comprehensive

• Set up a robust internship program

Alcon Pharmaceutical Ltd., Fort Worth, Texas

Project Management Consultant, 2018

Retained to provide financial expertise during Alcon spin-off. Conducted financial planning and cost analysis

Key Contributions:

• Led the development of a modeling tool to forecast spinoff expenses and support equity tracking per accounting principles; successfully tracked evolution of expenses, and consistently updated global leadership team.

• Fostered collaboration among finance, PMO teams, and 10+ consultants from Big Four companies.

Alcon (Novartis Group) Central America & Caribbean, San Jose, Costa Rica

CFO, 2016 – 2018

Entrusted to deliver financial oversight to operations across 30-country, $32M complex region.

Key Contributions:

• Directed the finance operations transfer from local to a Finance Service Center in Mexico, supporting medical devices model headquartered in Costa Rica and satellite offices across Panama and Dominican Republic.

• Built transparency resolving issues in compliance and internal controls.

Novartis Indonesia, Jakarta, Indonesia

Country CFO - Indonesia, 2013 – 2016

Owned financial results for manufacturing site operating within complex, fast-changing business market. Maintained full scope of administrative responsibilities while supervising a team of 60+ and indirectly leading 500+ associates.

Key Contributions:

• The local leader for an 18-month compliance culture transformation project coordinated with headquarters and the USA legal team, ending with a full-scale business restructuring involving 34% reduction in labor force.

• Upgraded compliance mindset and processes, and improved risk management.

Novartis USA, New Jersey, USA

Global Team Business Planning Analyst, 2012

Key member of the global team, tasked with consolidating worldwide plans for top management.

Novartis USA, New Jersey, USA

Head of Finance, Region Latin America, Oncology Unit, 2009 – 2011

Financial responsibility of a $650M across Latin American countries. Directed an 80% remote team of business planners distributed across core markets. Closely partnered with countries and reported results to Oncology CEO.

Key Contribution:

• Conducted routine market price analyses to ensure competitive pricing and facilitate patient access.

• Created a personal finance program to benefit families of chronic disease patients.

Country CFO, Novartis Central American & Caribbean, Guatemala City, Guatemala, 2005-08

Country CFO, Novartis Ecuador, Quito, Ecuador, 2001-2004

Several Finance and Supply Management roles, Novartis Venezuela, Caracas, Venezuela 1994-2000

Education and Credentials

Master’s Degree, Business Economy

Universidad Francisco Marroquin – Guatemala City, Guatemala

Including Finance and Economy training at Boston University’s School of Management and

University of Tulane’s School of Business

Bachelor s Degree. Accounting & Audit

Universidad Nacional Abierta – Caracas, Venezuela

Professional Development

Leadership Finance I/II – Harvard Business School

Front-Line Leadership – Novartis Switzerland

Professional Certified Coach by ICF and Coach Instructor at Goal Imagery Institute

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