Daniel A. Email & Phone Number

Bogotá, Bogota, Co

Bogotá, Distrito Capital, Colombia

Create a fintech that automates the management of freelancers for firms from the registration point, quotes and invoices receipt, tax reporting and withholding, payments registration, and issuance of legal documents.Administrative, finance, and legal virtual assistant for both freelancers and companies managing several vendors, that saves them time and money.

Bogotá, Distrito Capital, Colombia

Launch and expand a digital-tech advertising agency that has operated successfully in the Colombian market for over nine years.(i) Started the firm without capital, (ii) assembled and led a team of over 14 members, (iii) managed projects in more than nine countries, (iv) managed finance operations, (v) oversaw human resources and legal issues, and (vi) formulated strategies for the sales department. Additionally, designed and implemented a plan to attract new revenue streams, which led… Show more Launch and expand a digital-tech advertising agency that has operated successfully in the Colombian market for over nine years.(i) Started the firm without capital, (ii) assembled and led a team of over 14 members, (iii) managed projects in more than nine countries, (iv) managed finance operations, (v) oversaw human resources and legal issues, and (vi) formulated strategies for the sales department. Additionally, designed and implemented a plan to attract new revenue streams, which led to closing each year with a profitable operation, free of debt and fulfilling all its obligations.Carried out dialogs with clients to understand their needs and create customized services that ultimately led to the establishment of win-win deals that took the company from being in the red to profitability for a number of consecutive years. Show less

Bogotá, Distrito Capital, Colombia

Build and grow a business consulting firm providing innovative solutions to operational challenges for small and medium-sized companies throughout Latin America and the Caribbean.Advised clients from different fields (marketing, advertising, construction, textiles, and technology) on business operations, strategic planning, and balance sheet optimization to maximize profits with low-risk strategies. Assisted clients in negotiating payment plans with Asian suppliers to improve their cash… Show more Build and grow a business consulting firm providing innovative solutions to operational challenges for small and medium-sized companies throughout Latin America and the Caribbean.Advised clients from different fields (marketing, advertising, construction, textiles, and technology) on business operations, strategic planning, and balance sheet optimization to maximize profits with low-risk strategies. Assisted clients in negotiating payment plans with Asian suppliers to improve their cash flow, which resulted in significant debt reductions.Utilized custom detailed and dynamic financial models to find “blind spots” in customers’ financial statements and identify opportunities to grow revenue, improve operational efficiency, increase inventory turnover, and enhance cash balance.Implementation of proposed business strategies allowed, on average, 83% of the clients to achieve at least a 16% increase in cash balance, 103% increase in budgeted sales, as well as substantial debt reductions. Some clients achieved over a 14% increase in profit margin. Show less

Austin, Texas, United States

Managed and controlled the budget and the financial planning processes of AAG and its affiliated companies. Accounts Receivable Specialist (90 accounts from 32 countries in Asia, Africa, Europe, South America, and the Caribbean).Prepared yearly budget forecast reports and monthly financial statement assessments to be discussed with CFO, for AAG and its affiliates.Successfully streamlined processes (such as software implementations and third-party integrations) and implemented… Show more Managed and controlled the budget and the financial planning processes of AAG and its affiliated companies. Accounts Receivable Specialist (90 accounts from 32 countries in Asia, Africa, Europe, South America, and the Caribbean).Prepared yearly budget forecast reports and monthly financial statement assessments to be discussed with CFO, for AAG and its affiliates.Successfully streamlined processes (such as software implementations and third-party integrations) and implemented controls to maintain financial data both domestically and abroad for international programs.Designed dynamic financial models for senior management to perform risk analysis assessments of prospective investment opportunities and present results to lenders and potential investors.As part of the New Ventures Team, developed and implemented spin-off processes, which resulted in an expense alleviation of over USD$3.5M, as well as an AR increase for AAG.Worked closely with the Finance Director, CPAs, and external consultants during annual auditing processes.Reduced 95% of aging AR to a range lower than 30 days, and developed a firm-wide financial forecasting model that was 97% accurate. Show less

Sancdiego, California, United States

Member of a brokerage team providing risk management services, long-term investment advice, and corporate and individual financial planning services.Monitored quarterly customers’ investments in mutual funds, brokerage accounts, and annuities to propose adjustments that aligned better with clients’ goals, as well as find opportunities for better performance.Worked on the management of investment products and employee benefits plans with brokerage specialists.

San Diego, California, United States

Part of a research and analysis team advising start-ups and new companies on business launch and operations.Utilized comprehensive investment research, market analysis on the competition, business plans, and financial statement reviews to provide recommendations for start-ups and new companies from different sectors, such as e-commerce, science, robotics, nanotechnology, and supply chain industries.Conducted regional analysis of investment trends, as well as assessments of financing… Show more Part of a research and analysis team advising start-ups and new companies on business launch and operations.Utilized comprehensive investment research, market analysis on the competition, business plans, and financial statement reviews to provide recommendations for start-ups and new companies from different sectors, such as e-commerce, science, robotics, nanotechnology, and supply chain industries.Conducted regional analysis of investment trends, as well as assessments of financing opportunities for a number of companies. Developed projects in wireless technologies, RFID, and e-commerce industries. Show less

Tax Planning - Continuing Education Program

Bachelor Of Arts In Economics, Emphasis: International Banking