Sergio Toloza Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

• Drive the budgeting and forecasting process• Ensure stakeholders are able to identify and monitor variance and assist senior management in understanding the current trends & action needs to restore adherence to plan• Improve cash forecasting processes to assist in establishing a strong cash awareness throughout the organization, and project financing requirements• Develop and communicate insights derived from data analytics• Participate in the design of business-scale strategies that are geared towards delivering maximum business value• Work closely with Senior and Executive Management in ongoing Strategic Objectives aimed at continuous project and business improvement

Santiago

• Directed a team of 110 people and led a process change increasing productivity.• Headed IT department: ERP SAP, infrastructure, communication, cybersecurity, and digital transformation, leading and implementing national strategic goals to support continuous growth. • Managed billing, accounts receivable and debt collection, monitored bank reconciliations and correspondence journal entries valued at $900M US per year.• Led all facets of customer service operations and strengthened the provision of exceptional customer experience for 700k clients.• Spearheaded the Shared Services quarterly and annual audits, collaborated with selected external firm, providing documentation and other information that proved industry and company compliance.

Santiago

• Led a team of 7 engineers to track and control the budget, forecast and business plan of three companies, and prepare monthly, quarterly, and annual reports to Board of Directors (BOD).• Tracked expenses against budget and strengthened the effectiveness of financial controls by analyzing P&L and balance sheet accounts.• Provided expertise, financial analysis, customized reporting and developed presentations, to guide Executive Leadership’s decision-making process.• Developed and monitored a financial model, identifying the need for debt and its impact on the Company's cash flow and working capital.• Assessed the financial viability of investment projects across multiple business units, providing recommendations based on critical analysis and forecasted modelling of profitability.

Santiago, Chile

• Led regional control management and compensation for 140K employees spanning Argentina, Brazil, Colombia and Chile, with payroll $ 1,450M US.• Designed and created weekly and monthly comprehensive spending reports, abstracts, and charts to present data and guide investment strategies, and performed ad-hoc analysis and reporting.• Directed the implementation of the regional Balance Scorecard process and the strategic KPIs associated to management bonus.• Designed and implemented an incentive system with sales and productivity bonuses (33 stores and 5,000 FTE, low turnover of 20% and sales increase of 3%).

Santiago, Chile

• Designed, led and implemented a 5 years strategic planning model.• Provided financial expertise in the development of business cases to support new initiatives and/or enhancements to current processes, including post implementation analysis.• Prepared corporate reports for national and international Board of Directors meetings, ensuring adherence to headquarters deadlines.• Prepared, coordinated, and communicated short- and long-term financial projections to ensure business viability.• Tracked and determined financial status by analyzing actual results versus budgeted or forecasted to implement new initiatives to meet budget goals.

Santiago, Chile

• Manage the team responsible for budget preparation, monitor deviations, data analysis, and support decision making in all areas of company products and business.• Evaluate funding requirements for investment needs.• Produce balance sheet and income statement, analyze cash flow and working capital.• Oversee measures of productivity and evaluate projects at four production plants.• Develop and implement activity-based costing and 5-year strategic investment model.

Assistant Professor of Operations Management (part-time)

Santiago, Chile

• Management and control of sales channels.• Development and implementation of incentive systems.

M. Business Administration, Finanzas, A-

Dean’s honors for academic excellence.

Marketing Research & Analytics, Business Statistics, A+

Activities and Societies: Recognition for Academic Performance. Term grade point average (GPA) of 4.0 or higher over two consecutive.

Technology Foundation Certificate, Information Technology, A+

1. Programming, in new information technology languages. 2. Knowledge of the Canadian culture and labor market. Apply basic knowledge.

Master Of Engineering Sciences, Business Administration, Management And Operations

Research and Operations Management with highest distinction. Ferrer J-C., Mac Cawley A., Maturana S., Toloza S., Vera J. (2008).

Civil Engineering Of Industry With A Diploma In Electrical Engineering, Business Administration And Management, General

Highest honors.

Education record