Started new cashflow and budget process.Review implementation of new valuation models.

Implemented new financial controls, a new accounting system that allowed the correct follow up of budget and cost lines for the different projects. Developed a new model for Real Estate project valuation that allowed scenario simulations using different parameters y showed cash flow projections by cost line. New models and new system were integrated to minimize errors and increase time efficiency for the whole department.• Consolidated accounting and finance teams by hiring more people and increasing coordination and task distributions. Generated instances that improved communication and teamwork.Supervise a team of 4 accountants and 3 financial analysts.Projected cashflows and supervise follow up valuations for 9 different projects, a real estate developer and many other satellite companies.Took over a project in problem easing the cash needs and reconstructing the accounting while managing a hard audit process.Participated in the creation of a new company that would oversee real estate asset management.

Developed the technology plan for the broker dealer implementing an integration of Salesforce, DocuSign, Gmail and the Pershing platform.Established the new selection model for mutual funds and ETFs and implemented it using the Morningstar platform. Established the new selection model to generate the bond selection list.Lead the web site project successfully launching www.bcisecurities.com on March 2016.Co-Developed operation and commercial processes.Obtained Series 7, 66 and 4.

Managed investments for USD 3.5 billion in fixed income and proactively looked for new investment opportunities.Co-developed the new investment module to establish projected revenues of life annuities using actual market conditions helping the board of directors’ strategic decisions.Established the investing budget plan for the holding. Presented the complete budget to the board of directors for three consecutive years. The plans were executed with a 90% of accuracy.Led the IFRS Committee establishing the new procedures and methodologies in the valuation of financial Instruments. Coordinated the operation, accountability and financial control departments to establish the new procedures and changes in the operational systems.Managed bank relations growing credit line allocations by 20%.

Co-developed the annual report of commercial statistics of the commercial division for upper management. Generated periodic reports for the commercial division and upper management providing statistical data for costumer behavior analysis that ended in a new campaign of customer retention based on cross sells.

Co-developed the new Post Graduate and Research Division helping in the foundation of the education and human capital innovation centers.Founded the new Water and Energy Innovation Center providing coaching for fundraising in new innovation projects and organize seminars with international guests in topics of water and energy.