Ricardo Calzada Email and Phone Number
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Ever since I started my college education, I was thrilled by corporate finance, being able to understand business trends out of financial reports. I started to work as an external financial auditor for EY and began to understand the relevance of internal control and everything behind the financial reports. Throughout my professional career, I have been carrying out different roles, from an accounts payable analyst, whose main objective was to properly book expenses and write off liabilities, to a CFO, being a leader who is fully aware of the importance of humanity above tasks, without compromising results.I have had the opportunity to be involved in tough international accounting issues, such as hyperinflation accounting and foreign currency remeasurement and translation alignment to US GAAP, within the insurance industry, improving my understanding of monetary and non-monetary assets and liabilities, as well as realized and unrealized valuations. Both projects were completed timely and with great results.I also had the chance of being in charge of coordinating all strategic planning efforts of a business unit, from putting together a plan and selling its benefits to the corporation, to assembling a team to properly follow up on the strategies and action plans, above the business-as-usual budget. A great display of local teamwork was shown throughout this project, having a lot of collaboration to properly implement and monitor strategies.Additionally, I had the opportunity to be in a SOX project to make the business unit 100% compliant with this law. It was a task for which I coordinated internal audit resources and co-sourced personnel. I learnt a lot of project management based on timelines, tasks, resources and percentages of completion.In summary, I am a seasoned executive who provides valuable support on strategy, FP&A, internal control, corporate governance, accounting and controlling, always valuing human condition and the development of all team members. One of my rules is that it is always better to have collaborators who share values and integrity, training them on all technical skills necessary to deliver, than having great performers who do not share values such as ethics or integrity, jeopardizing sustainability and organizational environment.
Amis
View- Website:
- amis.com.mx
- Employees:
- 57
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Cfo - Director Of Finance And AdministrationAmis May 2016 - PresentMexico City Area, MexicoThe role coordinates the Financial Committee and its related working groups (investments, accounting, taxes and corporate governance/internal control) in which AMIS members' representatives participate; financial information gathering and reporting, as well as internal finance and administration tasks such as accounting, planning, treasury, human resources, taxes, general services, purchasing, collections, and any financial support required by the other departments within AMIS. -
Coordinator & TeacherUniversidad Iberoamericana, Ciudad De México Jan 2021 - Sep 2024Mexico City, MexicoCorporate Taxes Diploma and Corporate Finance Diploma coordination as part of the educational offer from the Continuous Education Department at Universidad Iberoamericana, A. C.Teacher within the Corporate Finance and Corporate Taxes diplomas. -
Finance And Administration Director - CfoBsn Medical Apr 2015 - May 2016Mexico City - Distribution CentreResponsible for all Finance and Administration areas of BSN Medical - Mexico DC, amongst which are Accounting, Legal, Compliance, General Services, IT, Planning - Budgeting and HR.Responsible also to provide all necessary support to the GM in order for the Turnaround Plan to be executed. -
Cfo - Finance DirectorGrupo Finclusión De México Sapi De Cv Sofom Enr Jun 2014 - Feb 2015Mexico City Area, MexicoHead of Finance to assist the General Manager and the Board in the success of the Microfinance institution, having great growth and profitability targets in the short term. -
Risk Management And Planning Independent ConsultantIndependent Profesional Mar 2014 - Jun 2014Mexico City Area, MexicoImprovement of analysis, planning and reporting of financial information, plus business advisory on risk management, strategies for cost efficiencies, aggressive growth and penetration in new market niches. Experienced in US GAAP, IFRS, Planning, Auditing and Corporate Governance within the Financial Industry.
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Strategic And Financial Planning DirectorAig Jan 2011 - Mar 2014Insurgentes Sur 1136, 7Th Floor, Mexico City, MexicoResponsible of managing Strategic and Financial Planning activities at AIG Mexico.Coordinator of M&A, PM, Strategic Planning and Financial Planning (Budgeting) and follow up.In charge of developing and following up on strategies on a 5 year planning scope. Main source of information on both insurance and customer market activity.The strategic planning department prepares the yearly budget along with the Profit Center Managers and shared services such as Sales, Finance, O&S, Claims and HR.Responsible for Expense Management focused on Planning, Reporting and Expense Allocation models, having structures by cost center and by function.Additional tasks include variable compensation schemes, events planning, training on accounting matters, business intelligence newsletters, action plans follow up and strategies health and performance. -
Chief Accounting Officer Lad NorthAig Aug 2009 - Jan 2011Mexico City Area, MexicoAlignment to US GAAP guidelines for the Region.Support to all sites regarding controls and corrective actions towards translation to US GAAP.Support to Regional Management regarding accounting issues and US GAAP impacts.Support to CFOs related to US GAAP translation and automated solutions towards translating and reconciling local GAAP and US GAAP balances.Foreign Currency SME (Subject Matter Expert) for the Region. -
Deputy Director Of Finance LatamHsbc Mar 2008 - Jul 2009Mexico City Area, MexicoThe main tasks related to this position are the elaboration and consolidation of the individual country budgets and the LATAM budget. Reporting variances against budget, reforecast and prior, along with brief but concise explanations. The implementation of a financial reporting tool throughout the region, and full support to the LATAM CFO. -
Audit ManagerIng Mexico Oct 2004 - Mar 2008Mexico City Area, MexicoI returned to ING as Assistant Audit Manager in October 2004. I was promoted to Audit Manager in January 2007. My main tasks were the coordination of Audit efforts, liaison with Top Management, the preparation of the Annual Plan, Semi Annual Reports and Audit Reports, and the preparation and control of the local Budget. I had 16 people under my supervision.
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Marketing Senior Financial AnalystPfizer Mar 2004 - Oct 2004Mexico City Area, MexicoMy main achievements were the restriction of budget expenses according to the procurement system, which limted PO's according to monthly reforecast figures.Among my rutinary activities were the analysis of actuals-budget variances, preparation of operating plan for direct and indirect marketing expenses, the financial control of direct marketing expense accounts and advisory activities towards all product and team managers. I also administrated financially every co-promotion pfizer was involved with (for example spiriva). -
Financial Planning CoordinatorIng Mexico Jun 2002 - Mar 2004Mexico City Area, MexicoI started at ING as a Financial Information Coordinator in charge of ING GAAP and US GAAP translation. I managed 5 people to carry out those activities.I was later on promoted to Financial Planning Coordinator in October 2002. Among my main activities were the Budget preparation, management reporting, implementation of Hyperion for MTP submission. I also developed models to project Balance Sheet and Solvency Margin figures.
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Leveraged Delivery Financial AnalystEds De México Jan 2002 - May 2002Mexico City Area, MexicoMy main responsibilities while doing this job were to prepare the budget figures for the infrastructure department, for each of its internal divisions (Communications, Software, TFS, Datacenter). Additionally, I was responsible for the Intercompany transactions control.
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General Ledger Accounting And FinanceEds De México Jan 2000 - Jan 2002Mexico City Area, MexicoMy main tasks were related to internal control within the Accounting area, payments review and authorization, workflow control and management, implementation of B10 local accounting bulletin (indexation of Financial Statements), analysis of USD impacts within the accounting system, support to Fixed Assets modules and review and approval of revenue and expense provisions. I also did run all foreign currency translation processes, as well as FAS 52 translation. I successfully coordinated the SAP 3.0 to 4.5b migration from the General Ledger perspective.
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Accounts Payable AnalystProductos De Maiz S.A. Mar 1999 - Dec 1999Mexico City Area, MexicoAccounting and payment of services invoices in the Accounts Payable system.Assisted in the implementation of an expense and VAT allocation sub-system for services invoices. -
Staff IiiE & Y Feb 1997 - Mar 1999Mexico City Area, MexicoFinancial Audits focused on Insurance, Bonding, Services, Medical and Construction companies. My main experience was developed on Insurance Companies and US GAAP.
Ricardo Calzada Skills
Ricardo Calzada Education Details
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Miu City University Miami3.83 Gpa, A -
A (Gpa), 9.5 (Mex) -
A+ (Gpa), 9.83 (Mex) -
Corporate Finance -
B (Gpa), 8.3 (Mex) -
Colegio Ciudad De MéxicoPhysics And Mathematics
Frequently Asked Questions about Ricardo Calzada
What company does Ricardo Calzada work for?
Ricardo Calzada works for Amis
What is Ricardo Calzada's role at the current company?
Ricardo Calzada's current role is CFO, Financial and Strategic Planning and Analysis, Administration, Internal Audit and Control.
What is Ricardo Calzada's email address?
Ricardo Calzada's email address is rc****@****hoo.com
What schools did Ricardo Calzada attend?
Ricardo Calzada attended Miu City University Miami, Unir Universidad Internacional De La Rioja En México, Unir México, Universidad Iberoamericana, Ciudad De México, Universidad Panamericana, Universidad Iberoamericana, Ciudad De Mã©xico, Colegio Ciudad De México.
What are some of Ricardo Calzada's interests?
Ricardo Calzada has interest in New Technology, Children, Electronics Market Trends, Economic Empowerment, Environment, Education, Basketball, Poverty Alleviation, Movies, Animal Welfare.
What skills is Ricardo Calzada known for?
Ricardo Calzada has skills like Entrepreneurial Skills, Analytical Abilities, Change Leadership, Financial Reporting, Budgeting, Auditing, Sox, Accounting, Budgets, Finance, Sarbanes Oxley Act, Change Management.
Who are Ricardo Calzada's colleagues?
Ricardo Calzada's colleagues are Laura Oliva Rescalvo, Janet Flores Muñoz, Ibraheem Waqas, Alberto Martinez Lopez, Ana Lia Loleo, Luis Alberto Ocampo, Alfonso Bonilla.
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Ricardo Calzada
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