Joaquin Luna Email & Phone Number

Tampa, FL, US

Malmö, SE

Plano, Texas, US

Annapolis, Maryland, US

Consultative Sales Executive helping people achieve their yachting and financial goals by providing yacht sales guidance, tax strategies and charter management to maximize return and lifestyle! Let me show the most financially sound way to own yacht..

Malmö, SE

• Managing Partner | General Manager | Owner Operator P&L responsibility for Santa Fe’s oldest and largest full-service emergency HVAC and plumbing company.
• Led two marquis Roto Rooter businesses through a significant financial and operational turnaround.
• Reduced the company debt from approximately $1MM to $100K through Chapter 11 bankruptcy.
• Retooled 25 person staff and eliminated unprofitable geographic routes.
• Implemented PO process that was replicated by Roto Rooter Corporation nationally.
• Increased cashflow from -$250K to positive $250K while winning three national sales awards.

• Chief Executive Officer (CEO) and Lead Private Equity Consultant Led a team of private equity investors from USCarrier Telecom and NewSpring Capital through the management buyout of Utilipath, a telecommunication.
• Successfully won projects with AT&T, Century-Link, and Windstream totaling more than $15MM per year.
• Saved the company approximately $2MM in first three months by restructuring the NC operations.
• Served as Board Member and Advisory Board Member through 2015.

• USCarrier Telecom was a wholesale carriers carrier operating over 3,700 route miles in 6 states. The senior executive officer responsible for all Board of Director's correspondence, sales, operations and financial.
• Managed company through difficult management takeover/shareholder legal dispute.
• Led company to its first profitable year in 2008 and in all subsequent years until its sale in 2012.
• Established company as a significant regional force in the wireless backhaul market while deploying only $2.5 million in capital each year, fully funded through operations
• Saved the company $2.5MM per year by partnering with new vendor on long term equipment plan.
• Appealed a retroactive utility right-of-way assessment of almost $275,000 and negotiated a settlement at $150,000 with 12 month no interest payment terms.

Santa Clara, California, US

• Finance ManagerResponsible for the reporting of financial results, operating plans, strategic plans, CapEx approval and forecasts for the manufacturing facility. Responsible for leadership, training, and development of.
• Finance team was collectively low functioning B achievers within the organization and all members were graded A performers after the first year and one analyst was top performer company wide.
• Successfully influenced Factory Management and Engineering to consider the use of technology & reuse equipment resulting in a reduction in capital expenditures of over $200MM for the manufacturing facility.
• Redesigned and implemented inventory control processes with three audit findings before my arrival, to one that resulted in an internal audit with NO findings.

• Vice President (VP) of Finance Responsible for the reporting of financial results, operating plans, strategic plans, forecasts, contracts, customer deal structure and banking relationships. Managing accounting.
• Led efforts to reduce company’s cash loss of approximately $6MM per year to $0.
• Successfully raised $16MM in funding from investors in 3 years. Identified and secured financing to purchase a $14MM fiber-optic network for $2MM, securing revenues of over $1MM per year.
• Negotiated forbearance agreement and new terms saving the company over $11MM. Identified and renegotiated leases, saving the company over $2MM per year.

• Finance Manager, Foreign Export Group Financial lead for all business outside of the United States. Supported all export sales and manufacturing by providing deal analysis/structure, budgeting, forecasting, and.
• Successfully developed business plan with sales and engineering to build manufacturing business and dealership network in Australia. Resulted in sales of over $100MM in 5 years.

Lisle, IL, US

• Senior Financial Analyst, Finance Group Responsible for all budgeting, forecasting, capital planning, pricing, product line profitability, acquisitions analysis, asset backed securitization sales and ad-hoc analysis.
• Developed financial planning and forecasting model in Hyperion Essbase (Oracle) allowing scenarios to be run in hours rather than weeks. As part of a companywide initiative, was the only division to finish on schedule.

Kennett Square, PA, US

• Responsible for managing the budget process for over 600 locations and 20 subsidiaries in 5 countries, performing acquisition and divestiture study and presentations. Performed Acquisition Analysis with investment.
• Develop budgeting, forecasting and reporting system in SRC (Business Objects/SAP) that allowed consolidation of all locations and subsidiaries and modeled Medicare and Medicaid reimbursement.

Master Of Business Administration - Mba, Change Management

Bachelor Of Business Administration - Bba, Finance