Fp&A Global Process Owner
Current
Mar 2023 - Present
AeroLeads people directory · profile
Max Ugalde Email & Phone Number
FP&A Global Process Owner at Merck
at
Merck
1 work email found
@zoetis.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
FP&A Global Process Owner at Merck
Location
New York City Metropolitan Area, United States, United States
Who is Max Ugalde? Overview
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Quick answer
Max Ugalde is listed as FP&A Global Process Owner at Merck at Merck, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at zoetis.com and a matched LinkedIn profile for Max Ugalde.
Max Ugalde previously worked as FP&A Global Process Owner at Merck and Global Delivery Network Operations Excellence Lead at Merck. Max Ugalde holds Mba, Finance from Tecnológico De Costa Rica.
Company email context
Email format at Merck
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{first}.{last}@zoetis.com
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Profile bio
About Max Ugalde
Business Finance Leader Proactive and risk taking individual. 18+ years of experience as finance business partner and in financial services environment focused to improve operational efficiency and support the business meet the goals. Worked with international organizations with different cultures/nationalities. Managed teams of +100 people achieving outstanding results in financial services & operations, strategic planning initiatives and efficiency driven initiatives. BPO and customer service experience in top level global companies. Excellent communication and interpersonal skills.Specialties: Overall finance cycle (Accounting, Statutory, Financial Planning, Taxes and Audit both internal and external), Shared Services set-up, management and partnering. Competitive intelligence & industry analysis, commercial finance to understand the impact of marketing investments in the P&L of the company. Forecasting budgeting and modeling, including presentations to senior management regarding operations performance. Continuous improvement through predefined business indicators using standardization of processes, information technology and synergies in work teams. Project management and implementation/transition of finance operations and softwares such as SAP.
Listed skills include Forecasting, Financial Analysis, Management, Finance, and 37 others.
Current workplace
Max Ugalde's current company
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12 roles
Max Ugalde work experience
A career timeline built from the work history available for this profile.
Global Delivery Network Operations Excellence Lead
Jul 2021 - Mar 2023
Otc Lead, Americas
May 2020 - Jun 2021
Finance Operations & Analysis Director
M&A integration and Finance Transformation Project Delivery: NetSuite ERP implementation, Shared Services standard processes design including Order to Cash, Procure to Pay and Record to Report cycles, Budgeting and Forecasting tool PBCS. Standardization and globalization of processes.
Jul 2018 - May 2020
Corporate Finance Planning
Responsible for budgeting and forecasting, company's performance reporting to board of directors and shareholders, supporting decision making process through providing accurate and timely information to high management. Coordinated and executed company wide restructures.
Nov 2017 - Jun 2018
Director Finance
Responsible for Finance overall including serve as business partner, budgeting and forecasting, reporting, ad hoc financial analysis. Partner with Shared Service Center, Accounting and Controlling CoE, Taxes CoE in order to ensure an appropriate control environment in the operations.
Feb 2017 - Nov 2017
Director, Global Finance Center Of Excellence Lead
Responsible for setting up the Global FP&A Center of Excellence in Zoetis. Locations: Costa Rica, Poland and China. This includes: 1. Design FP&A CoE principles, operation model, structure and interaction model with the Business / Finance. 2. Implement the FP&A CoE in Costa Rica, Poland and China.3. Lead the implementation of Anaplan as the new global FP&A.
Oct 2015 - May 2016
Director, Finance Cela Region
Responsible for all finance operations including serve as business partner, budgeting and forecasting, P&L management, reporting, controllership, accounts receivable including credit management, accounts payable, accounting operations, ensure compliance with internal policies and local external statutory requirements and audits.
Sep 2012 - Oct 2015
Regional Financial Planning Manager
Budgeting, Forecasting, Profitability Analysis, Strategic Projects and other Financial Analysis and Reporting.Scope: Central America and Caribbean.
Apr 2009 - Sep 2012
Global Sourcing Business Analysis
Planning and analysis of Global Sourcing annual budget. Periodic monitoring and analysis of operational performance of the Product Supply Organization. Capital expenditure planning. Profitability and feasibility analysis of new products, processes and impact in the company's P&L. Ad Hoc Analysis and Forecasting modeling.
Jun 2007 - Apr 2009
Commercial Finance Analyst & Accounting Analyst
- Commercial Finance Analyst. Scope: Central America, Caribbean, Venezuela, Colombia & Ecuador. (Sep ’05 – May ’07) Responsible for profitability analysis of the key accounts’ contracts, budgeting, forecasting and business performance analytics. - Sr. Accounting & Treasury Analyst. Scope: Central America, Caribbean, Venezuela, Colombia & Ecuador (Jul ’03 –.
Jul 2003 - Jun 2007
Cash Management
Short term and Long term cash management, investments & borrowing according to company's daily cash needs. Responsible for Mexico, Central America, Venezuela and Colombia. Continuous Improvement and Special Projects Coordinator of Treassury Organization in Latin America. Relationship with the Banks in the region including SLA's & Contract's definition.
Jun 2000 - Jul 2003
2 education records
Max Ugalde education
Mba, Finance
Tecnológico De Costa Rica
Engineer, Industrial Engineering
Universidad Internacional De Las Américas
FAQ
Frequently asked questions about Max Ugalde
Quick answers generated from the profile data available on this page.
What company does Max Ugalde work for?
Max Ugalde works for Merck.
What is Max Ugalde's role at Merck?
Max Ugalde is listed as FP&A Global Process Owner at Merck at Merck.
What is Max Ugalde's email address?
AeroLeads has found 1 work email signal at @zoetis.com for Max Ugalde at Merck.
Where is Max Ugalde based?
Max Ugalde is based in New York City Metropolitan Area, United States, United States while working with Merck.
What companies has Max Ugalde worked for?
Max Ugalde has worked for Merck, Msd, Trilogy, Fifco, and Laureate International Universities.
How can I contact Max Ugalde?
You can use AeroLeads to view verified contact signals for Max Ugalde at Merck, including work email, phone, and LinkedIn data when available.
What schools did Max Ugalde attend?
Max Ugalde holds Mba, Finance from Tecnológico De Costa Rica.
What skills is Max Ugalde known for?
Max Ugalde is listed with skills including Forecasting, Financial Analysis, Management, Finance, Sap, Strategic Planning, Business Planning, and Analysis.
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