• Assessed the financial feasibility of an investment portfolio of diverse infrastructure projects and destination developments of the Eco-tourism, adventure and leisure traveling industry across Mexico and other countries in the LATAM and Caribbean regions.• Presented to investors the entire project evaluation and value analysis of investment opportunities by developing several financial models for the calculation of investment returns, risk assessment, analysis of sensitivity, and the… Show more • Assessed the financial feasibility of an investment portfolio of diverse infrastructure projects and destination developments of the Eco-tourism, adventure and leisure traveling industry across Mexico and other countries in the LATAM and Caribbean regions.• Presented to investors the entire project evaluation and value analysis of investment opportunities by developing several financial models for the calculation of investment returns, risk assessment, analysis of sensitivity, and the project financing structure.• Ran the investment structuring and capital structuring with a long term aim for new developments, and updated the project development budgets and financial models as needed for the existing projects. Show less

• Managed the Financial Planning of the event, (ATMEX is the largest Expo and trade marketplace event of the Adventure & Nature Travel industry in LATAM). In charge of the FP and budget control, the 2018 and 2019 events were carried out successfully and according to planned with zero cost-overruns.

• In charge of the FP&A, budgeting, forecasting and controlling, through the construction of the master budget and forecast for the 2018 event working alongside cross-functional teams.• Actively advised the board on financing sources, and debt control; also achieved the full control of P&L by on-time updates of forecasts and the timely info compilation of OPEX and CAPEX.• Developed the consolidation of financial reports and presentations to the board by generating financial models in… Show more • In charge of the FP&A, budgeting, forecasting and controlling, through the construction of the master budget and forecast for the 2018 event working alongside cross-functional teams.• Actively advised the board on financing sources, and debt control; also achieved the full control of P&L by on-time updates of forecasts and the timely info compilation of OPEX and CAPEX.• Developed the consolidation of financial reports and presentations to the board by generating financial models in Excel to manage and control the whole operation of the entity. Likewise, managed the treasury and the fiscal platform for issuing the tax deductible invoices to sponsors. Show less

• Ran daily instruments analysis for the Fund Manager to rebalance multi-asset portfolios in order to give investment recommendations to high net worth clients. During this period, asset allocations that fully complied with the MiFID II were achieved by the analyses of all Shares, Collectives, Unit & Investment Trusts held in the portfolios.• Delivered Capital Tax Allowance strategies for all the clients by working alongside the Managing Director to assess funds annual returns, ISAs &… Show more • Ran daily instruments analysis for the Fund Manager to rebalance multi-asset portfolios in order to give investment recommendations to high net worth clients. During this period, asset allocations that fully complied with the MiFID II were achieved by the analyses of all Shares, Collectives, Unit & Investment Trusts held in the portfolios.• Delivered Capital Tax Allowance strategies for all the clients by working alongside the Managing Director to assess funds annual returns, ISAs & Pension accounts.• Developed and implemented financial models in Excel that saved time for monitoring VaR and volatility of the existing portfolios and achieve their reclassification according to risk profiles. Show less

• Supervised the operation and performance of specialized investment funds such as “Structured Equity Securities” and other private funds for financing projects of contractors in the energy sector, infrastructure developers and portfolio companies.• In charge of authorizing daily operations and payments from the financing department's assets under management.• Implemented and negotiated FX transactions and derivatives that resulted in Exchange gains of around eight figure in MXN paid… Show more • Supervised the operation and performance of specialized investment funds such as “Structured Equity Securities” and other private funds for financing projects of contractors in the energy sector, infrastructure developers and portfolio companies.• In charge of authorizing daily operations and payments from the financing department's assets under management.• Implemented and negotiated FX transactions and derivatives that resulted in Exchange gains of around eight figure in MXN paid to investors.• Managed the calculation and payment of the quarterly distributions to the holders of the Securitized Certificates.• Effectively led the Financing and Treasury teams, achieving a 100% of disbursements funded on time. Show less

• Led the team that runs financial analysis and reports for the Mexican Stock Exchange, investors and the National Banking and Securities Commission, issuing all of them on time.• Reduced the responding time on one day for loans placement by improving the relations with trust funds, asset managers and other securities stakeholders.• In charge of preparing Committee presentations for the co-investors and the due diligence for assigning loans, complying 100% with the eligibility… Show more • Led the team that runs financial analysis and reports for the Mexican Stock Exchange, investors and the National Banking and Securities Commission, issuing all of them on time.• Reduced the responding time on one day for loans placement by improving the relations with trust funds, asset managers and other securities stakeholders.• In charge of preparing Committee presentations for the co-investors and the due diligence for assigning loans, complying 100% with the eligibility criteria.• Developed and implemented alongside the CFO a report for monitoring, classifying and improving the control on non-performing loans.• Ensured the liquidity levels on the Oil & Gas funds by weighting FX’s, prioritizing cash flows and the hurtling distributions. Show less

• Managed a revolving investment fund (FISECK10:MM) a “CKD (Development Equity Certificates)” syndicated loan by Mexico's pension funds.• Operated the placement of more than eight figure in USD in structured finance, and the amortization of around 86% of that principal.• Implemented the automation of operative processes working alongside the IT department for reducing to a quarter of time the generation of fiduciary and payment instructions.• Funded disbursements and controlled… Show more • Managed a revolving investment fund (FISECK10:MM) a “CKD (Development Equity Certificates)” syndicated loan by Mexico's pension funds.• Operated the placement of more than eight figure in USD in structured finance, and the amortization of around 86% of that principal.• Implemented the automation of operative processes working alongside the IT department for reducing to a quarter of time the generation of fiduciary and payment instructions.• Funded disbursements and controlled the distribution of the “waterfall” payments from the collection of assigned loans by monitoring and carrying out the daily reconciliation of more than 120 bank accounts from the projects financed. Show less

• Generated and managed B2B customer relations for this start-up company that developed an Air Decontamination Technology. • Initiated the adoption of a CRM system and linked the company to a business incubator, and diverse stakeholders.• Developed a business plan/model and a new branding strategy for corporate identity and digital advertising.

• Merchandise role at the Yacht and Beach Club Resort in the WDW Resort complex.• Executed activities such as: daily store operations, cash handling, stocking and inventory duties.• Operated cash register and TCR machines. Acquired skills such as: adapting to a multicultural work team environment in a transnational company.