Fernando Moreno

Fernando Moreno Email and Phone Number

Senior Financial Advisor @ Independent Financial Advisor
switzerland
Fernando Moreno's Location
Monterrey, Nuevo León, Mexico, Mexico
Fernando Moreno's Contact Details

Fernando Moreno personal email

About Fernando Moreno

20 years of tenure and 12 years of experience in senior roles at important companies as American Express and Homex.Multi-cultural background and diverse professional experience, from finance regional roles in LA (Brazil, Argentina and Uruguay) to CFO roles at El Camino, Hercules, Jacobo Asesores and Homex in Mexico. Strong technical background in all core Finance areas, like Treasury, Controllership and Planning, along with solid strategic/business skills and vast experience with Financial Services, Human Resources, New Product Development and Marketing. Solid experience managing large teams, implementing new systems, keeping strong integration, facing crisis with motivation and engagement while performing at high standards.Strong strategic skills, experience to implement best corporate practices leading regional and market Long Range Plan and processes, translating business strategies into investment plans.Strong leadership by influencing and teamwork, acquired from more than 6 years of executive experience in a highly matrixed organization. Good to deliver results, generate growth opportunities, and identifying market opportunities. Business flexibility skills, from large experience in highly volatile markets, being able to develop creative/flexible solutions to short term business challenges. Solid integrity and personal accountability standards, always keeping a very open and honest communication style, internally and externally Strong communication skills, being fluent in Portuguese (80%), Spanish (100%) and English (100%), with extensive exposure to senior management at all levels and representing the company externallySpecialties: Latin America, Finance business support, SOX and SEC Compliance, General Management, P & L management, Business Development, International Management, Business and Strategic Planning, Structured Finance, Product Development, Leadership, Employee Development and Talent Management

Fernando Moreno's Current Company Details
Independent Financial Advisor

Independent Financial Advisor

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Senior Financial Advisor
switzerland
Website:
smarterfx.ch
Employees:
168
Fernando Moreno Work Experience Details
  • Independent Financial Advisor
    Senior Consultant
    Independent Financial Advisor Apr 2015 - Present
    M&A's , Strategic Alliances and JV's, Private Banking, Structuring and Financing of Infra-strucutre and Energy Deals, Financial and Administrative Advisory Services for Chinese Companies Operating in Mexico.
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  • Banco Interacciones
    Treasury & Wholesale Banking Group, Financial Institutions Director
    Banco Interacciones Jan 2011 - Mar 2015
    All operation lines with Financial Institutions, networking and servicing with national and international Banks in Mexico as well as Abroad. Responsible for relations with Rating Agencies as well as handling the oficial comunication of the bank with third parties. Authorized Spoke Person and PR with other treasury departments from other Banks. Key stone for liquidity and cash management strategies with in the Treasury and Wholesale Banking Group. In charge of negotiating with other counterparties strategies to support the ALM as well as diferent Funding Strategies.
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  • Homex
    Lfo Div. Turismo
    Homex Sep 2007 - Oct 2010
    Los Cabos Baja
    Planing Process for the Tourism Division, monthly follow up, actual vs forecast and updating strategies with marketing according to market conditions and trends.Research on local destinations in order to identify potential markets, real estate investments, touristic projects, projects an investment evaluations and project rating for the decision making process. Road Shows for Co-investments with Pulte Homes and Toll Brothers as well as Investment Bankers for the Resorts investments.Evaluation of Alliances with Starwood Hotels and Resorts (Sheraton and W Hotels).Finance, Accounting, Internal Control and Compliance, Tax payment and Investment strategies, Reports to generate the Board Meeting Reports and Controls.Human Resources, Credit and collecting areasSystems and Information.
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  • Jacobo Asesores
    Cfo
    Jacobo Asesores Jun 2006 - Sep 2007
    Mexico City
    The largest Mexican Insurance and Bonds Broker, number one in personal, insurance country wide for the last five years. Jacobo Asesores is also the third broker in business insurance and risk advisory services. A large group with operations country wide intends to build a high performance plan to become the largest broker in Mexico.Responsibilities: Planning of the company, Accounting, Internal Control and Compliance, Human Resources, Treasury and the Credit and collecting areas. Accomplishments: Best Practices were implemented. The group has control de variable costs and expenses in 23% from July to date.Jacobo Asesores has restructure the operations area in order to improve the volume of sales 16%. A due diligence process was in place for a British potential Acquirer
  • Hércules Producciones
    Cfo
    Hércules Producciones Jun 2004 - Dec 2006
    Chihuahua Area, Mexico
    The largest show-business rentals company in Latin America. The group has large operations country wide. The company has deals with the largest show business companies in the country. Among the accomplishments are: Generate large deals with brands like Televisa, TV Azteca, EXA FM, Disney, and DreamWorks among others; 6.3 million dollars in sales for 2006; 8.0 million dollars in sales for 2007.
  • American Express
    Treasury Regional Director For Latin America
    American Express 1998 - 2004
    Mexico
    Responsible for the Treasury Management for the Latin America Region, Including Argentina, Uruguay, Brazil and Mexico as the main Markets for: the American Expres Banks in the region, the American Express Co. Service Card Issuers entities as well as the Travel, Traveller Checks and Corporate Card entities in Latin America. Treasury Includes the Asset Liability Management; Funding and Liquidity Management Sttrategies; Money Market Desks; Pricing for Customers; FX and Hedging; Treasury Risk Management; Regional and Local Bank Relations for each legal entity. Treasury operations were migrated from each country to be regionaly handled from Mexico City. Private Banking Product were also designed jointly with Amex Bank Officers and Marketing in order to provide The Best in Class Products for our customers.
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  • El Camino Resources
    Director Of Finance And Administration
    El Camino Resources Aug 1995 - Dec 1997
    Mexico
    The largest private leasing company in the United States for Computer and telecommunication equipments starts operations in Mexico in 1995. El Camino was the first largest provider of IBM AS-400 and Cisco equipments worldwide. Responsibilities: The Administration and finance of the company. It included: Planning, Treasury, Accounting, as well as the Credit and collecting areas; Funding and settlement; Implementing politics and procedures in accordance to our American partners standards stated by the Board in the Joint Venture Agreement; Responsible for the expansion plan strategy, in Mexico and Latin America. Achievements: Initiated the Company in Mexico starting from hiring the personnel and organizing the business areas 32 people in staff. Meeting the business requirements complying the year sales volumes by the 5th month of operations. Initiated operations locally in the country and expanded the business for the opening of branches Guatemala, Costa Rica, Brazil y Argentina; Lead the negotiations of a Joint Venture with Technoarrendadora a local Business Partner; Initiated the strategic planning process and lead an aggressive sales strategy meeting the exceeding the objectives for the first year selling over $6 Million US to, $35 Million US and $70 Million for the next one.
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  • Comision Nacional De Valores
    Subdirector De Proyectos En Renta Variable
    Comision Nacional De Valores 1990 - 1995
    Mexico City Area, Mexico
    The Mexican Banking and Securities Commission is the authority in the Markets and the Banking industry.Responsibilities: Projects in the Equity Market; The introduction and design of new products, its operational scheme and legal frameworks; Analysis of Mexican securities in the equity markets. Achievements: Started as Assistant Director for Market Development; Headed teams that designed and implemented projects like: – Securities Lending; Delivery Vs Payment; Registries of Foreign Investment in the Equity Market, Derivatives Markets and Financial Intermediaries Regulation; Collaborated in teams for the introduction of new schemes like: The Mexican Derivatives Market (Mexder) Rules and Regulation: The First Automated Transaction System (SATO) at the Mexican Stock Exchange, Mortgage Backed Securities, and Short Sales.
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Fernando Moreno Skills

Risk Management Finance Business Strategy Strategic Planning Business Development Leadership Management Corporate Finance Investments Negotiation Budgets Cash Management Product Development Structured Finance Credit Executive Management Financial Analysis Investment Banking Latin America Portfolio Management Team Leadership Analysis Business Planning Mergers And Acquisitions Marketing Financial Modeling Accounting Due Diligence Income Statement Forecasting Internal Controls Financial Risk Sarbanes Oxley Act Valuation Strategic Financial Planning Project Planning Funding Credit Risk Relationship Management Credit Analysis Project Finance Emerging Markets Derivatives Teamwork Human Resources Branding Marketing Strategy Organizational Development Social Media Marketing Financial Statement Analysis

Frequently Asked Questions about Fernando Moreno

What company does Fernando Moreno work for?

Fernando Moreno works for Independent Financial Advisor

What is Fernando Moreno's role at the current company?

Fernando Moreno's current role is Senior Financial Advisor.

What is Fernando Moreno's email address?

Fernando Moreno's email address is fm****@****ail.com

What are some of Fernando Moreno's interests?

Fernando Moreno has interest in Disaster And Humanitarian Relief, Animal Welfare, Environment, Children.

What skills is Fernando Moreno known for?

Fernando Moreno has skills like Risk Management, Finance, Business Strategy, Strategic Planning, Business Development, Leadership, Management, Corporate Finance, Investments, Negotiation, Budgets, Cash Management.

Who are Fernando Moreno's colleagues?

Fernando Moreno's colleagues are Martha Njeru, Bobby Aggarwal, Jari Juhani Väyrynen, Kamal Agarwwaal, Sudhir Kulkarni, Nathan Taylor, Nandita Kothari.

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