Cfo
Current
Sep 2018 - Present
Who is José Roberto Bértolo Otero? Overview
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Quick answer
José Roberto Bértolo Otero is listed as CFO at Luckia, based in A Coruña, Galicia, Spain. AeroLeads shows a matched LinkedIn profile for José Roberto Bértolo Otero.
José Roberto Bértolo Otero previously worked as CFO at Boyacá and Deputy CFO at Boyacá. José Roberto Bértolo Otero holds Executive Mba, Finanzas from Ie Business School.
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Luckia
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Profile bio
About José Roberto Bértolo Otero
CFO with more than 20 years within audit and M&A consulting firm as well as transport, distribution and logistics companies. MBA at IE Business SchoolExperience in roles with a broad view of business environment, financial & processes review (audit), business & markets analysis, and deal advisory services (M&A). Moreover with a deep knowledge of process within companies, new business integration (post-deal), and currently performing management and control functions in the financial area.With a strong business focus and strategic vision , some other skills in my professional experience include:- Corporate development vision. Designing & restructuring of corporate groups- Proven skills as a business partner with different stakeholders- Markets & regulatory knowledge, through design, development and course of an antitrust record file- Ability to work in a high-growth environment and within a flexible and dynamic organization- Strong analytical skills with attention to detail and accuracy- Ability to influence the organization to implement new policies, procedures and programs- International experience working in some international transactions and coordinating multifunctional and multicultural teams.
Listed skills include Due Diligence, Estrategia Empresarial, Plan De Negocio, Business Strategy, and 27 others.
Current workplace
José Roberto Bértolo Otero's current company
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8 roles
José Roberto Bértolo Otero work experience
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Cfo
Manage all day to day finance related activities/issues across the main Group divisions: Transport & Logistics, Distribution and Services.Manager of a team of 74 FTE´s.Still loading...
Jul 2017 - Aug 2018
Deputy Cfo
Manage all day to day finance related activities/issues across the main Group divisions: Transport & Logistics, Distribution and Services.Manager of a team of 52 FTE´s. Head of Management Control and Director of the Share Services Center, both roles depending on the CEO and Corporate CFO.Main goals:- Integration of new companies. Coordination of people, process and procedures, reporting among others. - Responsible for the design and implementation of a Shared Services Center for the financial area. Support to 25 companies within the Group. - Corporate restructuring. Mergers, business management, tax improvements and acquisition strategy, divestments.- Implementation of IT tools: based on LEAN procedures, achieving a perfect coordination within a group of more than 50 FTE´s located in different departments and regions. (Dashboards, KPI´s, Project management tools among others)- Tax improvements strategy.
Apr 2015 - Jun 2017
Head Of Management Control And New Business Integration
Head of Management Control for Transport, Logistics and Distribution areas, also responsible of the PMO for the integration of new businesses, both roles depending on the CEO and Corporate CFO.Main goals and projects:- Acquisition of more than 40 companies as a member of the team selected for the transaction, with a total turnover of more than €500 million.- Corporate reporting package. Supervision and elaboration of a new reporting package that response to the new business situation (post-deal). - Business analytics. Analysis and implementation for the Distribution area of a new business report, with a Cost Center design.- Antitrust regulatory file. Analysis, development, negotiation and course of the regulatory files in the Group related with the Spanish antitrust authority (CNMC)- Main contact in the Area for external auditors (financial and antitrust teams) and rest of financial services.- Financial planning and corporate strategy.
Oct 2012 - Apr 2015
Manager - Transaction Services
Experienced in preparing financial due diligence reports (working on buy and sell side engagements) - national and international transactions. (EBITDA analysis, financial projections, working capital, net debt, and most relevant KPI's among others) As a member of the Emerging Leader programme within the company, I was involved in the development of an internal cross-border project for the EMEA region, giving support to the European Board and coordinating teams across EMEA.
Jun 2007 - Oct 2012
Senior - Financial Audit
Experienced in preparing statutory reports, consolidated reports, audit under different GAAPs. Internal control procedures and compliance valuation. Integrated in a multi-cultural environment within the firm and coordinating different areas (legal, tax, among others). Used to work under high business pressure, and with strict deadlines. Experience working for clients such as Inditex, and in a wide range of industries including retail, services, venture capital, among others.
Aug 2004 - Jun 2007
Staff Member
Sp Asesores
Financial and economic department. Experience in different aspects of financial accounting and taxation under Spanish GAAP
Apr 2004 - Jul 2004
Staff Member
Class One, S.L.
Experience in consulting, accounting, installation and maintenance of integrate computer systems for hotel management
Oct 2003 - Apr 2004
3 education records
José Roberto Bértolo Otero education
Executive Mba, Finanzas
Ie Business School
Licenciado En Ciencias Económicas Y Empresariales, Empresariales
Universidade Da Coruña
Master En Administración Financiera Y Tributaria, Administración Financiera Y Tributaria
Universidade Da Coruña
FAQ
Frequently asked questions about José Roberto Bértolo Otero
Quick answers generated from the profile data available on this page.
What company does José Roberto Bértolo Otero work for?
José Roberto Bértolo Otero works for Luckia.
What is José Roberto Bértolo Otero's role at Luckia?
José Roberto Bértolo Otero is listed as CFO at Luckia.
Where is José Roberto Bértolo Otero based?
José Roberto Bértolo Otero is based in A Coruña, Galicia, Spain while working with Luckia.
What companies has José Roberto Bértolo Otero worked for?
José Roberto Bértolo Otero has worked for Luckia, Boyacá, Kpmg, Sp Asesores, and Class One, S.L..
How can I contact José Roberto Bértolo Otero?
You can use AeroLeads to view verified contact signals for José Roberto Bértolo Otero at Luckia, including work email, phone, and LinkedIn data when available.
What schools did José Roberto Bértolo Otero attend?
José Roberto Bértolo Otero holds Executive Mba, Finanzas from Ie Business School.
What skills is José Roberto Bértolo Otero known for?
José Roberto Bértolo Otero is listed with skills including Due Diligence, Estrategia Empresarial, Plan De Negocio, Business Strategy, Business Planning, Auditing, New Business Development, and Diligencia Debida.
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