Clarity in the numbers.
Confidence in the next move.

Mar 2022 – Present

Miami-Fort Lauderdale Area (hybrid)

Full-time

Ricoh Latin America Inc

Global office solutions integrator

• Senior FP&A Financial Analyst; Data Analytics

• Financial modeling: built and deployed a multi-year financial model on five-plus years of historical data, enabling CFOs, CEOs, and operational leaders to identify growth opportunities, bridge performance gaps, and optimize segment profitability.
• Reporting modernization: led the company-wide transition from legacy Excel reporting to interactive Power BI dashboards for the CFO, CEO, CRO, and VPs, earning a Ricoh Way Values Award nomination in 2023.
• Enterprise forecasting: optimized real-time forecasting across 14 operating companies by integrating warehouse data with IBM Cognos Analytics and Power BI, giving marketing teams near-real-time unit forecast visibility.
• Business planning: directed annual budgeting and unit-level forecasting models for the manufacturing and office solutions integration divisions, aligning operational drivers with financial targets.
• Financial operations: partnered with Marketing and Data Business Strategy teams on financial strategy and operational planning for a division of more than 3,000 employees.
• Executive stakeholder management: served as the primary FP&A liaison to global headquarters in Japan, independently managing high-priority executive inquiries and ensuring global strategic alignment.

Apr 2021 – Mar 2022

Miami, Florida

Full-time

Trust Investment

Financial consulting firm headquartered in Medellin, Colombia

• Senior Financial Analyst (FP&A)

FP&A and financial modeling for consulting engagements serving clients across Latin America and the United States, delivered through the firm's U.S. subsidiary, TISAS Financial Consulting.

Sep 2013 – Nov 2019

Miami, Florida

Self-employed

Pareto's Consulting LLC

Independent practice

• FP&A Specialist

• Business valuations: helped owners establish the economic fair value of their companies and analyzed cost drivers by segment and spending category in food distribution, transportation, and logistics.
• FP&A and financial feasibility: built feasibility models and budget forecasts in Excel for multinational companies in food distribution, transportation, and logistics.
• Business plans: drafted revenue, cost, and expense plans for multinational enterprises opening U.S. subsidiaries under USCIS investor visa guidelines (L-1A, L-1B, E-2, EB-5), in collaboration with immigration attorneys.
• Investor relations: led coverage on investor relations matters for a Miami-based private placement.

Jul 2015 – Apr 2018

Miami, Florida

Full-time and contract

Francisco Dorta A. Sucres C.A.

Family-owned distribution group

• Senior Financial AnalystMay 2016 – Apr 2018
• Financial Analyst (contract)Jul 2015 – May 2016

• Management reporting: supported management decisions with monthly, quarterly, annual, and ad hoc modeling and reporting of revenues, budgets, CapEx, and OpEx.
• M&A due diligence: spearheaded due diligence for the acquisition of a Mexican tequila brand: identified key risk factors, forecast investment viability, and evaluated acquisition synergies.
• Valuation and portfolio analysis: performed a three-approach valuation of a U.S. subsidiary and analyzed the product portfolio by revenue, cost, and margin; the insights contributed to double-digit bottom-line growth year over year.
• Variance analysis: ran variance analysis on cash flow, CapEx, OpEx, P&L, and COGS against budget, plus what-if scenarios and forecasts on request.