Omar Jimenez Ortiz
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Omar Jimenez Ortiz Email & Phone Number

Consolidation, FP&A & ESG | Bringing Data and Finance together to enable growth and automation | Ex Ebury (Santander group) at Lucanet
Location: Barcelona, Catalonia, Spain 13 work roles 4 schools
1 work email found @ebury.com LinkedIn matched
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Role
Consolidation, FP&A & ESG | Bringing Data and Finance together to enable growth and automation | Ex Ebury (Santander group)
Location
Barcelona, Catalonia, Spain
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Omar Jimenez Ortiz is listed as Consolidation, FP&A & ESG | Bringing Data and Finance together to enable growth and automation | Ex Ebury (Santander group) at Lucanet, a with 206 employees, based in Barcelona, Catalonia, Spain. AeroLeads shows a work email signal at ebury.com and a matched LinkedIn profile for Omar Jimenez Ortiz.

Omar Jimenez Ortiz previously worked as Senior Account Executive at Lucanet and Guest Lecturer at Tbs Education - Barcelona. Omar Jimenez Ortiz holds Bsc In Business Management from Tbs Education - Barcelona.

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*@ebury.com
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Profile bio

About Omar Jimenez Ortiz

With over 8 years of experience driving growth within high-growth FinTechs, I specialize in expanding markets and delivering tangible value to both strategic partners and corporate clients. I have a 360-degree perspective of the financial department and its needs, with expertise in consolidation and financial planning; ESG and disclosure management; supply chain finance programs and trade receivables; as well as cash management, payments, and FX derivatives risk management solutions.Currently, I serve as a Senior Account Executive at Lucanet in Spain, leveraging my finance background and robust network in the Spanish financial industry to drive corporate sales and deliver exceptional value to our clients.My strong understanding of technical products—including API technology, treasury, Corporate Finance, and SaaS—enables me to deeply understand client needs and provide tailored solutions that drive their success. I have a demonstrated background in developing and implementing strong sales, marketing, and business strategies, consistently driving sales and achieving business targets year on year.Results-driven and focused on driving business growth, I possess a high level of business acumen with the ability to build compelling business cases and effectively network with potential clients and partners such as PwC, EY, Marsh, AON, WTW, Howden, and numerous financial advisors within the Spanish ecosystem.Recognized by peers and clients alike as the "smile guy," I bring positivity and enthusiasm to every interaction. An adventurer by nature, I thrive on challenges and continually seek opportunities for growth.If you're interested in innovative financial solutions or exploring how we might collaborate for mutual professional development, let's connect.

Listed skills include International Sales And Marketing, Entrepreneurship, Public Speaking, Teamwork, and 29 others.

Current workplace

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Lucanet
Lucanet
Consolidation, FP&A & ESG | Bringing Data and Finance together to enable growth and automation | Ex Ebury (Santander group)
berlin, berlin, germany
Website
Employees
206
AeroLeads page
13 roles

Omar Jimenez Ortiz work experience

A career timeline built from the work history available for this profile.

Senior Account Executive

Current

Barcelona, Catalonia, Spain

As a global leader in consolidation and financial planning Lucanet is transforming how businesses access and manage their financial data. With over >5,000 enterprise clients across 20 countries, we have developed into the leading provider of Corporate Performance Management (CPM) solutions for finance professionals.Our fully integrated software suite offers outstanding ease of use, flexibility, and speed of implementation, all built on innovative technologies. Lucanet provides comprehensive solutions for consolidation, planning, reporting, analysis, ESG and treasury management, empowering finance teams to streamline their processes and ensure data accuracy.

Nov 2024 - Present

Guest Lecturer

Tbs Education - Barcelona

Barcelona, Cataluña, España

As a guest lecturer at TBS, I teach a FinTech seminar within the 'Economics for Managers' course, under the leadership of Professor Joanna Pousset. The seminar, designed for first-year Bachelor in Management students, delves into critical FinTech innovations like blockchain, digital currencies, and the evolving regulatory landscape. It's structured to facilitate practical engagement through real-world case studies and equipping students with a forward-looking understanding of the financial sector's digital transformation.

Sep 2022 - Nov 2024

Head Of Partnerships - Spain

Barcelona, Catalonia, Spain

*Who We Are:*Ebury, a distinguished international payments specialist back by Santander, operating in 23 countries Ebury has garnered revenues exceeding 200M EUR last FY, serving over 30,000 clients worldwide.*What I Do:*As Head of Partnerships, I specialize in fostering strategic institutional and FinTech partnerships, providing innovative banking solutions that encompass cash and FX risk management, cross-border payments, and corporate lending. These services seamlessly complement and enhance your business operations.*Who It's For:*My focus extends to financial institutions, insurance brokerages, advisory firms, and FinTechs. I tailor solutions to the unique needs of each client, ensuring a personalized and effective approach.*How I Do It:*I offer a diverse array of fully bespoke partnership opportunities, ranging from arms-length introductions to comprehensive white-label models. This empowers businesses to support their networks with financial services or establish themselves as formidable players in the alternative banking space. At Ebury Partners, our Solutions division specializes in indirect distribution, providing a comprehensive platform for businesses aiming to offer foreign currency services to their client base, facilitating expansion and creating additional revenue streams.**Key Responsibilities:**- Drive GTM of the indirect channel in Spain. - Advising corporate clients on their cash management, payments and their foreign exchange strategy to maximize their profits and protect them from negative market movement (hedging strategy).- Manage and build a high performance sales team comprising a FX Dealer and a Business Developer.- Strategic development for long-term growth.

Apr 2022 - Oct 2024

Enterprise Account Executive - Indirect Sales

Barcelona, Catalonia, Spain

Promoted to Enterprise and Indirect Sales after consistently exceeding targets in the SMEs and Mid-market Direct Sales segments. Within less than a year, played a pivotal role in transforming the indirect sales channel into the company’s primary source of leads and revenue.• Forged and managed key partnerships with industry leaders such as Marsh and PwC, significantly accelerating market penetration.• Spearheaded the commercialization of a new Financial SaaS solution, Dynamic Discounting, which optimized Supply Chain Finance processes. This solution unlocked surplus cash for Spanish enterprises with revenues ranging from €50 million to €1 billion.Achievements• 2022: #1 Achieved 180% of target revenue in Q1 Y22 AE, making a significant contribution to the company's financial performance.• 2021: #2 Successfully met and exceeded target revenue in Y21 AE.• #1 ARR Achievement: Closed the largest client by ARR for the newly launched Dynamic Discounting solution, setting a new benchmark for client acquisition.

May 2021 - Mar 2022

Mid-Market Account Executive - Direct Sales

Barcelona, Catalonia, Spain

Responsibilities:Optimized Supply Chain Finance and Working Capital solutions for Spanish mid-sized companies through Novicap's SaaS platform.Managed the full sales cycle, including territory planning, lead generation, presentation, risk analysis, negotiation, and closing. Implemented cross-selling strategies to boost revenue.Key Achievements::•2020: Ranked #1 Account Executive for exceeding targets and top revenue generation.Product Development:•Collaborated with clients, product, and tech teams to develop "Confirming with Collateral."•Led the Go-To-Market strategy, moving the product from MVP to a fully developed solution, and coached peers on selling it effectively.

Sep 2020 - Apr 2021

Account Executive - Trade Receivables Financing

Barcelona Area, Spain

Responsible for optimizing the working capital (Commercial Receivables) of SMEs through Novicap's platform solutions (SaaS) and pool of investors.Managing a team of 2 SDR's.Performance:#1 Y19 AE on target and revenue by tier (SMEs).

Sep 2018 - Aug 2020

Account Executive (Latam & Spain) Major Accounts

Düsseldorf Area, Germany

Evangelising and educating the market on trivago's technology. Specifically, providing the marketing solution "Hotel Manager PRO" to hoteliers in LATAM and Spanish markets by working with C-level executives. Managing the entire sales cycle, from prospecting to closing, and online marketing and performance analysis.#Exceeding my monthly targets on average by 160%.#Promoted to Major Accounts after 6 months selling "Hotel Manager PRO" to Small Medium-sized accounts.

Apr 2018 - Aug 2018

Account Executive (Latam) Small / Midsize Accounts

Düsseldorf Area, Germany

# Acquired an average of 42 independent hotel partners across LATAM & Spain markets each month.#Best newcomer performance September 2017, 3rd best sales department performance January 2018 (competing with 100+ other SRs) with a monthly performance of 202% of target, best team performance January, March & June 2018.

Nov 2017 - Apr 2018

Global Sales & Business Development - Intern

Brilliant Research Pte Ltd

Singapore

Brilliant Research is a life sciences research products manufacturer with a long term vision of developing products in human therapeutics. Based in Singapore, it is founded on 16 years of stem cell research from the Agency for Science, Technology and Research (A*STAR). Their patents, technologies and proprietary know-hows have been licensed from A*STAR. #Helping to develop a new business (first iPSC banking worlwide): designing a business model canvas, go-to-market strategy, and a new website.#Helping the CEO on presenting the company strategic initiatives and long-term roadmap to investors from Singapore and USA. Assisting and pitching our business to conferences.#Helping to introduce "SenezRed" & "IPS-Spheres" to Iran , Taiwan and France through email marketing campaigns (Mailchimp) and webinars.#Working directly with the CEO, Dr. Steve Oh. (see my recommendations below)

Mar 2017 - Sep 2017

Teaching Assistant Of Economics

Barcelona

► Helping Prof. Joanna Pousset to design the course, construct tests, prepare materials, grade assignments.►Teaching specific topics, leading discussions, and answering questions.

Sep 2016 - Dec 2016

Executive Concierge - Intern

Montreal, Canada

►Welcoming and maintaining strong relationships with management and C-level Executives from large enterprises (our clients).Some of the clients: L'Oréal, Devoteam, Accenture, Bombardier, H&M..

May 2016 - Sep 2016

Sales Assistant

Gran Via 2 Hospitalet Del Llobregat

► Product advice► Management products headers (most profitable linear meters of store).► Managing running department: management of stock, making actions plans against theft and loss of stock.► Helping my department to increase sales +25% August 2015.

Jun 2015 - Sep 2015

Kitchen Porter

The Belle Isle

Chichester, West Sussex, United Kingdom

First real job, fist time I had to soil my hands. It was taugh but very reworded.

Sep 2013 - Jun 2014
Team & coworkers

Colleagues at Lucanet

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4 education records

Omar Jimenez Ortiz education

Bsc In Business Management

Tbs Education - Barcelona

Activities and Societies: Gained strong international perspective through applying economic theories and case studies to marketplaces.

Certificate In International Business, Exchange Program, International Business

International Business exchange student for one year at ESG UQAM. Understanding the Canadian market and collaborating with international.

Baccalaureate, Social Sciences - Economy

Ies Reguissol
FAQ

Frequently asked questions about Omar Jimenez Ortiz

Quick answers generated from the profile data available on this page.

What company does Omar Jimenez Ortiz work for?

Omar Jimenez Ortiz works for Lucanet.

What is Omar Jimenez Ortiz's role at Lucanet?

Omar Jimenez Ortiz is listed as Consolidation, FP&A & ESG | Bringing Data and Finance together to enable growth and automation | Ex Ebury (Santander group) at Lucanet.

What is Omar Jimenez Ortiz's email address?

AeroLeads has found 1 work email signal at @ebury.com for Omar Jimenez Ortiz at Lucanet.

Where is Omar Jimenez Ortiz based?

Omar Jimenez Ortiz is based in Barcelona, Catalonia, Spain while working with Lucanet.

What companies has Omar Jimenez Ortiz worked for?

Omar Jimenez Ortiz has worked for Lucanet, Tbs Education - Barcelona, Ebury, Novicap, and Trivago.

Who are Omar Jimenez Ortiz's colleagues at Lucanet?

Omar Jimenez Ortiz's colleagues at Lucanet include Mike Nauta, Marc González Coll, Benjamin S., Alla Ishchuk, and Sofia Parisi.

How can I contact Omar Jimenez Ortiz?

You can use AeroLeads to view verified contact signals for Omar Jimenez Ortiz at Lucanet, including work email, phone, and LinkedIn data when available.

What schools did Omar Jimenez Ortiz attend?

Omar Jimenez Ortiz holds Bsc In Business Management from Tbs Education - Barcelona.

What skills is Omar Jimenez Ortiz known for?

Omar Jimenez Ortiz is listed with skills including International Sales And Marketing, Entrepreneurship, Public Speaking, Teamwork, International Relations, Negotiation, Public Relations, and Sustainable Development.

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