Guillermo Chan Email and Phone Number
Guillermo Chan personal email
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A dedicated professional with +30 years experience in finance, banking, and economics. During the last fifteenth years has worked as Finance & Operations Manager, Regional Finance Manager for Multinational Corporations and Financial Institutions.With Masters degrees on Green Economy, Project Management, and Business Administration with an emphasis in Finance. Additional studies in Project Management (TEC), Natural Resources Management (ITESM) and Environmental Economics Tools at Stanford University.Along with his professional background in finance, he is also recognized as a renowned consultant focused on Financial Sustainability for Protected Areas, Economics and Institutional Capacity Building while worked with organization such as UNDP, UICN, GEF, and BIOFIN.Key expertise areas: Financial Modeling, Management, Project Management, Corporate Finance and Sustainability.
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Finance And Operations DirectorUnited World College Costa RicaHeredia, Costa Rica
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Finance And Operations DirectorUnited World College Costa Rica Sep 2021 - PresentCosta Rica -
Sustainable Finance SpecialistProfesional Independiente Jan 2007 - Dec 2024Independent consultant in Sustainable Finance: mostly focused on sustainability of Protected Areas, Business Planning and strengthening financial and institutional capabilities.- Honduras Protected Areas Financial Plans, 2023/2024.- Financial Strategy for Peru’s Protected Areas, 2016/2017.- Ecosystem Services Valuation for Trinidad and Tobago NBSAP 2016.- Protected Areas Fee Policy for Belize´s NPAS, 2013- UNDP BIOFIN, 2014- SINAC, National Financial Strategy, 2006.- Tutor for the Washington State University On-line course on Sustainable Finance, lecturer in CATIE and consultant for UNDP and IUCN.
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Close Assurance & Analytics Lead (Vp)Citi Aug 2019 - Jun 2021San Jose, Heredia, Costa RicaDaily Balance Sheet Analytical Team for the NAM CAA, a new project towards day-to-day financial analysis for Citigroup Major Legal Entities focusing on data drill down, deep dive analysis and variance explanations at different reporting levels. -
Regulatory Reporting Supervisor (Vp)Citi Oct 2017 - Aug 2019North America Financial Regulatory Reporting lead for the Real State Lending Team in CSC Costa Rica. Primarily focused on financial reporting including mortgages, loans, securities and derivatives.
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Finance Operations ManagerFundecor Cr May 2015 - Sep 2017Overall company´s financial management (cash flows, monthly financials, reporting, investment portfolio, general administrative oversight, SOP´s, YE audit process, leading and promoting collaborative efforts with staff for assigned programs and projects; participates in the development and implementation of program budgets, goals, objectives, policies, procedures, and priorities; develops strategies for the achievement of these goals. Development, administration, and monitoring of assigned projects budget(s) and financial activities. -
Regional Finance Manager, North And South AmericaGrand Circle Corporation Jan 2011 - Dec 2014San Jose, Costa Rica.General financial management for GCT/OAT products in North and Central America; in charge of pricing processes and monthly financial oversee of regional products; preparation of monthly cost of goods, forecast and P&L updates with direct support from GCT Product Manager. On a constant basis providing financial analysis and “what-if” scenarios in order to avoid costs increases and gain regional saving. As RFM I act as member of the regional management team along with our CFO and RGM. -
Latin America Finance ManagerJones Lang Lasalle Mar 2009 - Jan 2011Build and oversee of the overall budget/forecast process for 10 sites across LA. In addition my role was in charge of encompassing administrative and accounting requirements from my client and to implement all Jones Lang LaSalle SOP’s across the region. Controlling the operational expense budget and supporting the local site managers to achieve each country savings targets along with deliver additional cost efficiency measures per site. It was also part of my job to perform monthly cost benchmarks in order to accomplishing regional standardization and improvement of internal controls as well. -
Finance Manager/Finance SpecialistThe Nature Conservancy Jun 2004 - Mar 2009Coordinator of the sustainable finance program for the Costa Rica Program, follow-up to the National Strategies budget and member of a regional Sustainable Finance team including 7 countries in the region. Support to the National Implementation Strategy along with the Costa Rica’s government and several local and international stakeholders.Key role: supporting, developing and implementing the Financial Strategy for Costa Rica´s SINAC, which included several revenue and needs assessment at site and national level with more than 100 protected area financial plans. -
Finance And AdministrationLincoln School, Costa Rica Feb 2001 - May 2004Santo Domingo, Heredia, Costa RicaOperational management for the new campus investment portfolio (+U$4MM), overall school budget preparation, analysis, and control (ad-hoc analysis, outlook and forecast) including primary, high school and International Baccalaureate activities. Assistance to the general operations manager on day-to-day activities and planning sessions. -
Treasury/Number Cruncher/Cfo AssistantBac San Jose/Banco Cuscatlan/Banco Finadesa Jan 1990 - Jan 2001Costa RicaGrupo Cuscatlán, Banco de San José, Banco Finadesa• Complete accounting process for two off-shore banking branches• Advance financial reporting: monthly consolidation, financial statements, CAP Reporting, Financial modeling• Supporting the Chief Financial Officer in the Cuscatlán Financing Group• Controlling and monitoring the investment portfolio (+US $10mills.) in BAC San Jose
Guillermo Chan Skills
Guillermo Chan Education Details
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Project Management -
Green Economy -
Project Management -
Economics Tools For Conservation -
Tecnicas De Conservacion De Recursos Naturales -
Banking And Finance -
Administracion Bancaria
Frequently Asked Questions about Guillermo Chan
What company does Guillermo Chan work for?
Guillermo Chan works for United World College Costa Rica
What is Guillermo Chan's role at the current company?
Guillermo Chan's current role is Finance and Operations Director.
What is Guillermo Chan's email address?
Guillermo Chan's email address is gc****@****ail.com
What schools did Guillermo Chan attend?
Guillermo Chan attended Ceupe - Centro Europeo De Postgrado Y Empresa, Universitat De Lleida, Instituto Tecnológico De Costa Rica, Stanford University Graduate School Of Business, Tecnológico De Monterrey, Universidad Interamericana De Costa Rica, Universidad De Costa Rica Ucr.
What are some of Guillermo Chan's interests?
Guillermo Chan has interest in Poverty Alleviation, Environment, Economic Empowerment.
What skills is Guillermo Chan known for?
Guillermo Chan has skills like Sustainability, Financial Analysis, Finance, Project Management, Natural Resource Management, Budgets, Policy, Project Planning, Financial Modeling, Financial Reporting, Banking, Presupuestos.
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Guillermo Chan
Gerente Regional De Ventas En Hsbc Con Experiencia En Gestion De Equipos.Quintana Roo, Mexico
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