- Financial Strategy: Developed short and long-term financial planning for a dynamic US startup, guiding its growth.- Efficient Process Management: Implemented US GAAP-compliant financial processes, ensuring timely, accurate reports for the CEO and investors.- Data-Driven Decision Support: Conducted in-depth quantitative analyses to inform strategic decisions.- Streamlined Accounting: Optimized the accounting system, integrating it with Supply chain software for better data quality and automation.- Tax Compliance and Savings: Ensured tax compliance across jurisdictions, saving costs through Voluntary Disclosure Agreements, and managed sales tax strategies nation-wide.- Administrative Oversight: Managed administrative functions, including payroll and Treasury.

- Leading the strategic transformation of the company: designing a strong business plan and accomplishing brand awareness in the market. It allowed the company to create a unique service with core strategic advantages in its target market.- Development of the Financial Department: implementation of financial planning (Short and long term) and forecasting reports and processes, development of cuantitative KPI’s and useful databases, on time monthly financial statements, reporting to company's board of directors, refinement of accounts and tax compliance.- Leading the administrative transformation: increasing efficiency while reducing expenses (G&A). Improvement of treasury, legal, logistics & stock, payroll & accounting processes (ERP set up), implementation of processes under ISO 9001 standard. - Achievements: +122% in revenues, x6 in profit, introduction to formal banking credit lines. All of this within an scenario of pandemic and scarce resources.

- Strategic business analysis: Project valuation (new clinics, franchising, insurance services, partnerships), financial modeling and continuous support in numerical and business analysis for different departments, inside a very dynamic environment.- Business Planning (Budgeting, forecasts), analysis of monthly trade and financial figures.- Part of Management meetings, Board meetings; presentation of results to shareholders.- Production of reports and presentations for management.

- Responsible for the controlling of margin calls (portfolios with options, futures, Lombard credits) and margin monitoring. Analysis and controlling of credit and market risks impacting the trading business.- Risk control, analysis and approval of Lombard credits. Supervision of debtors.- Oversight and analysis of Interest income results and Treasury policy reports (Basel III framework, IFRS 9, Common equity, deposits, bonds investments, derivatives). - Controlling of reporting of forex bank’s positions/exposure. Oversight of Eforex business (exposure, limits by currency, operational and market risks).

- Responsible for monthly business analysis (Actuals vs forecast, kpi’s) and budget control of the company. Oversight of the different departments, businesses, cost centers and regions.- Valuation of projects (forecasts of Capex, Cash flows, balances, returns).- Responsible for the planning and implementation of the budget process.- Training staff in the use of the finance’s software and in data analysis.- Financial Modeling for data analysis. Partnering with IT so as to improve the in-house finance software.

- Responsible for the supervision of the Direct Marketing and Trade Marketing area’s budgets, as well as corresponding rolling forecasts.- Analysis of cost centers, liabilities and expenses accounts (Actual vs budget, deviations)- Fostering team work with the accounting department and enabling corresponding reclassifications before period closings.- Short-term assignment in the Accounting Department at the city-based level of the factory.