Ulises M. Email & Phone Number

Dallas, Tx, Us

Dallas, Tx, Us

Plano, Texas, United States

· Responsible for the annual growth plan and quarterly forecast processes. This includes coordinating with Latin America functions, franchisees, and Pizza Hut Global in order to achieve annual targets growth and profit· Provide financial analysis, including variances vs forecast and previous year, identify trends and track potential risks and opportunities for the year· Communicate, analyze, and explain LA&C's period results internally and to Pizza Hut Global planning, providing variances against forecast and updating the forecast for the balance of the year· Provide plans of action to meet objectives and coordinate efforts to execute them· Present business cases to management· Develop tools to support build financial capability at franchisee level· Identify and drive potential margin improvement initiatives in key markets to support franchisee margins· Evaluate marketing promotions and price increase test markets, in accordance with a defined process and calendar

Dallas-Fort Worth Metroplex

· Perform independent analysis, budgeting, and forecasting on the company's operation, by evaluating strategic options that supports major corporate decisions for the CEO, CFO, and the board of directors· Develop, implement, and maintain cash forecasting models on a daily and monthly basis for the development and implementation of the company's global cash management strategy for current and new potential corridors· USD/MXN currency selling to cover daily remittances cash flow estimates to Mexico using electronic FX trading platforms and trading desks (I personally traded ~US$1.5B in 2021). This is done by forecasting (daily) an expected operation for the next day based on historical and statistical data and current economic and financial patterns/trends for a better cash flow allocation with the intention to minimize the company risk position on FX exposure (exchange rate fluctuations)· Responsible for debt management· Develop and refine presentations, material for Board meetings, and financial data (monthly, quarterly, and annually) · Provide direct support and assisting to the accounting and operational teams on special projects, analyses, and strategic initiatives such as cash flow estimates, operational efficiencies, and ad hoc analyses· Conducting economic and market research, reviewing past company performance, forecasting economic cycles, and econometrical models (regression analyses)· Examining and evaluating the cost-efficiency of each department of the company, in light of what percentage of the company's financial resources each department consumes· Active role in the development and modeling of the company's annual budget, including pro forma Income Statement, Balance Sheet, and Cash Flow by working with individual departments' data and consolidating it into one overall corporate budget· Oversee all banking functions for the Company as the main banking point of contact· Oversee all cash-related inquiries and requests from other departments

Dallas-Fort Worth Metroplex

Monterrey, Nuevo León, Mexico

San Pedro Garza García, Nuevo León, Mexico

· Tracking the implementation of the specified Business Plan for each of the active real estate projects to pursue a successful development and exit strategy. This was made by updating and analyzing financial data shared by developers on a monthly basis. I was then responsible for questioning changes in assumptions made by developers (timeline, expected growth in sales, abrupt changes month-over-month, distributions/capital calls timing, etc) to ensure it was a justified change and finally notify the investment committee the changes along with my recommendations/conclusions for final decision-making· Financial modeling for valuation of current real estate projects if an anticipated exit was expected. This was achieved by modeling cash flows estimates/projections and discounted them assuming specific variables related to the project (location, construction timeline, capital committed but not deployed yet, capital distributions made, phase of the project, etc)· Scenario and sensitivity analysis for current and potential investment opportunities· Develop and refine presentations for investment committee and investors· Consolidation and tracing of monthly financial reports for +25 active real estate projects· Coordination, planning and follow-up to the critical path of the project with the goal of preventing time-frame problems and process bottlenecks· Define, with the team, the key elements for a RE project before the development phase: property law requirements, project products (layouts), commercial strategy, construction process, and finally a business plan

San Pedro Garza García, Nuevo León, Mexico

· Support in the financial and strategic information management of Auria's portfolio companies for decision making, as well as potential acquisitions· Elaboration and tracing of monthly financial reports that helped the investment committee to visualize synthesized data for decision making and follow-up of active projects. Also, develop and refine Investment and Committee presentations for this matter· Support and elaboration of valuations, financial modeling, and Due Diligence for potential acquisitions and investments by creating robust financial models that were completely functional and flexible to allow for changes in assumptions to better stress the outcome· Cashflows estimations for active projects held in the investment portfolio (Capital Calls / Distributions, scenario analysis, sensitivity analysis, capital structure) so the management team can have a better estimate for expected inflows/outflows and be ready to notify investors in advance· Support in the operative and sales activities. I developed and maintain relationship with commercial brokers and current tenants on our active real estate projects to ensure new/potential tenants or to maintain them, by providing financial analyses and cash flows estimates to the investment committee to ensure that the changes in cash flows, and/or assumptions, would be aligned with the original business plan for the project (rent roll, expected exit strategy, financial KPIs such as expected IRR, MOIC, Cap rate, etc)

San Pedro Garza García, Nuevo León, Mexico

Responsibilities:· Support the management of IGNIA's portfolio companies.· Perform independent analysis on various company/industry issues, evaluate options and make recommendations.· Develop and refine presentations, material for Board meetings and financial data· Assist the fund's investment Officers and Analysts in data gathering, data synthesis, investment evaluations (business plan screening, desk reviews, field analysis, financial modeling)