Adrián Rodriguez Villalobos Email & Phone Number

Sao Paulo, San Pablo, Brasil

Partner with Relationship Management and Compliance teams to assist with the preparation, development, due diligence and approval of the electronic Know Your Client (KYC) record and supporting appendicesCreate and maintain KYC records by obtaining information from internal and external sources (firm website, regulatory websites, etc.)Partner with.

Río De Janeiro, Brasil

• Develop and implement the annual planning and budgeting process.
• Coordinate with different departments to gather budgetary information.
• Analyze and evaluate budget projections to ensure they align with the company's organic growth strategy.
• Conduct detailed analyses of financial statements to identify trends and opportunities.
• Provide financial reports and analysis to senior management to support strategic decision-making.
• Identify and assess potential financial risks that may affect the stability and sustainability of the company.

Heredia, Costa Rica

• Process the Client's request and configure system updates for documentation purposes.
• Validate sanctions, documents, and global budgets for new entrants from all regions (LATAM, APAC, EMEA, and NAM).
• Coordinate with suppliers and internal stakeholders, both from Technology and Non-Technology departments, to perform system maintenance for the related account opening process.
• Resolve internal protocols for correct and timely onboarding.
• Register the resource in the system to ensure accurate input across various bank systems.
• Collaborate closely as Financial Business Partner with the organization to align business strategies and objectives, facilitating informed decision-making based on data and negotiations.

Barrio Otoya

• Planning, organizing, executing, and controlling operational and financial activities of real estate projects.
• Full control of operations for multiple projects simultaneously.
• Leading transitions throughout the process, at the inception of each new project.
• Spearheading the transition and organizing the necessary documents and work equipment for other teams (accounting, treasury, customer service, human resources, finance) to have the required information to work.

San José, Costa Rica

• Strengthening of administrative skills and customer service in large properties and diverse commercial segments; both residential and commercial, as well as corporate office centers.
• Experience gained within an outsourced framework, where SLAs are required, and reports are frequent.
• Leadership of operations from inception, within large projects and real estate investments.
• Development and presentation of Balance Sheets, Budgetary Items, Budget Execution, and Financial Statements for governing boards.

San José, Costa Rica

• Preparation, Planning, and Execution of Budgets for various properties.
• Accounting Reconciliations.
• Planning and Leadership in assembling accounts.
• Financial Reporting and Monthly Presentation of Financial Statements to managers and partners.
• Negotiations with suppliers and internal departments, acting as a Business Partner, for all projects to be developed.

San José, Costa Rica

• CEO's agenda coordination, as well as activities for the board of directors.
• Project leadership within the company's high-profile portfolio, at both national and international levels (Panama, USA, and Europe).
• Support for Panama operations, as well as activities related to the Financial sector, including accounts receivable, accounts payable, and direct client engagement.
• Leadership and support for companies to achieve established objectives.

San Rafael De Escazu

• Own business. Entrepreneurial project within the food and beverage industry, with a total of 12 collaborators.
• The strategy is planned within the commercial niche.
• The entire operational and financial structure is established. This includes budgeting and organizational framework.
• Supplier network and acquisitions are managed.
• It is expanded and scaled on two occasions, generating jobs for over 12 collaborators and a self-sustaining input structure in parallel.

Bachelor Of Business Administration - Bba, Administración Y Gestión De Empresas Con Enfasis En Banca Y Finanzas.

The Universidad Estatal a Distancia (UNED) is among the top public universities in Costa Rica. The method of this university, being.

Técnico En Fitoprotección, Agronomy And Crop Science

Education record