Guillermo Chan Email & Phone Number

Heredia, Costa Rica

Costa Rica

Independent 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.

San Jose, Heredia, Costa Rica

Daily 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.

North 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.

Overall 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.

San 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.

Build 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.

Coordinator 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.

Santo Domingo, Heredia, Costa Rica

Operational 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.

Costa Rica

Grupo 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

Master'S Degree, Project Management

Master'S Degree, Green Economy

Eap, Project Management

Diploma, Economics Tools For Conservation

Diplomado, Tecnicas De Conservacion De Recursos Naturales

Bachelor Of Business Administration (Bba), Banking And Finance

Tecnico, Administracion Bancaria