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- Oversee a diverse set of complex business and personal family interests and provide the critical operational and financial oversight to manage these interests- Provide strategic direction for all investment activity- Trusted family advisor, providing counsel for multiple generations of the family- Demonstrated expertise in providing tailored financial and advisory services to Ultra-High-Net-Worth (UHNW) individuals, ensuring the highest level of personalized client care and confidentiality.

- Closed Series A financing round for USD$20M.- Closed M&A with Paystand reaching unicorn valuation.- Provide strategic financial input and leadership on decision making issues affecting the organization; i.e., go to market strategies, evaluation of potential alliances and/or other strategic investments.- SaaS product design, helping with the definition of product roadmap, technical functionalities and fintech architecture (payment processing, legal, etc).- Support the development of the company strategy for the next 3 years, and responsible of the subsequent tactic planning for budgeting and execution.- Procure all legal consulting to ensure the observance of applicable laws and regulations.- Direct and oversee all aspects of the Accounting, Tax and Financial Planning functions of the organization.

- Lead the development of major infrastructure projects, mostly in the luxury hospitality industry and high-end vertical residential developments.- Refinancing of MXN$1B in assets and debt.- Develop financial partners and maintain relationships with banks and investment funds.- Contribute to the sophistication of the financial analysis to increase the profitability of businesses and investments for the company and other partners & investors.- Manage the Group's Financial Planning including the company’s investments, cash flow, and working capital.- Establish processes to manage and control business risk providing financial certainty for company.- Lead M&A & JV activities, including target screening, valuation, closing and handover.- Oversee investments in non-core businesses in a broad spectrum of industries.

- Initiate and maintain relationships with major lenders and other providers of capital; oversee financing strategies including all cash flow planning to ensure availability of funds as needed.- Structured and restructured all financial and legal functions enabling the business to mature and to operate properly.- Promoted the expansion of offline stores from 3 to 20- Coordinate the development and monitoring of budgets, financial business plans and forecasts; complete analysis of financial results; develop recommendations.- Support the development of the company strategy for the next 3 years, and responsible of the subsequent tactic planning for budgeting and execution.- Mentor and develop the finance team, managing work allocation, training, problem resolution, performance evaluation and departmental team building.- Primary responsibility for the third-party relationships with audit and tax advisors. Coordinate the annual audit and ensure proper filing of all tax returns.- Direct and oversee all aspects of the Finance & Accounting functions of the organization.- Provide timely and accurate analysis of budgets, financial reports and financial trends in order to assist the CEO, COO, the Board and other senior executives in performing their responsibilities.- Provide strategic financial input and leadership on decision making issues affecting the organization; i.e., evaluation of potential alliances acquisitions and/or mergers and other strategic investments.- Procure all legal consulting to ensure the observance of applicable laws and regulations.- Main contact for the Board of Directors and Shareholders.

- Develop market and competitive intelligence, both in current and potential new markets (products and geographies) in the Hispanic and North America region.- Develop mid-term financial and strategic plans for operating companies in the region and responsible of the follow-up of said plans.- Lead a variety of ad-hoc strategic projects of the SVP–Strategy of the region.- Drive the identification and screening merger, acquisition, joint-venture and minority investment opportunities to advance strategic initiatives in the region.- Perform strategic analysis, financial modeling and risk assessment on business opportunities, by collecting/synthesizing information and developing presentations to structure/communicate an investment thesis.- Responsible of liaising with the head office M&A team for all acquisition and investment projects assigned by the SVP–Strategy, and lead in all stages of the transaction process (including negotiations, deal-structuring, due-diligence, closing).- Follow-up on post-transaction integration to ensure a flawless execution.

- Within LATAM, lead the development of large to mid-size, structured deals and projects for governments (e.g. PPP) and private customers, in connection with business sales teams.- Sales of ~$15M USD as result of new business model development, financing of businesses for ~$10M USD using non-conventional structures across LATAM.- Support other Business to Government (B2G) business development activities.- Develop financial partners and maintain relationships with banks and investment funds.- Lead M&A activities across LATAM, including target screening, valuation, closing and handover.- Drive business growth organically of existing offerings and identifies new opportunities for escalation to market leadership.- Direct scenario planning activities including pricing analyses and cost savings opportunities.- Maintain, along with an analyst team, the annual financial plan, budget and manage the completion of periodic forecasts for businesses.

- Development of an integral management methodology for the business based in strategic direction, goals & objectives, coordination among different functional areas, and employee alignment by using “balanced scorecard”.- Finance Direction structuration to define clear roles, responsibilities and processes, optimizing the finance functions to support the business strategy.- Establishment of a budgeting and planning methodology with finance discipline, achieving better forecasting and finance performance.- Business analysis and active coordination to rescue the US operations.- Business valuation for potential merger targets (M&A) to expand operations.- Management of business projects aimed to reduce working capital use, create competitive advantage, differentiation and new sources of revenue.- Led a new client-oriented culture focused teamwork and leadership as the base philosophy.

- Alignment of the corporate strategy to generate value through applied knowledge and new business models creation.- Identification of new business opportunities by exploring market trends and recent technology discoveries.- Development of an innovation process to foster the creation of new products and services.- Creation of economic cases and models for evaluation of investment projects and new businesses.- Definition the strategy for marketing, public relations and product positioning.

- Strengthen innovation in the company by identifying, potentiating and replicating best practices around the world.- Structuration & mobilization of key and strategic initiatives pushed by the CEO and the Board of Directors.- Evaluation and testing of new technologies to create interest in them.Position the collaboration technologies as a strategic differentiator. - Planning & execution of campaigns to increase the adoption of new technologies.- CEMEX Shift Project.

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