Chief Financial Officer
CFO / VP Finance / Board of Directors / Treasurer / Controller / International Operations / Financial Planning & Analysis / Multi-Lingual / Corporate Performance Management / Budgeting / Forecasting / Strategic Planning / Risk Management / Working Capital / Cash Management / Accounting / Business Intelligence / Startups / Fortune 500 / Project Management / Manufacturing / Hi-Tech / Cost Accounting / Wholesale Distribution / Compliance / Turnaround Experience / Healthcare / Non-Profit / Business Development
Senior financial executive with extensive experience both in domestic and international environments. Turned around organizations utilizing diverse experience in finance, operations, and business development. Strategic business partner creating business processes supporting startup, growth, and / or complex operations. Consistently successful in increasing profitability by quickly assessing situations and implementing effective solutions.
" Over 30 years of experience driving and implementing both the strategic planning and the corporate performance management processes for several organizations. " Contributed to drive Hospice & Palliative Care Charlotte Region into record levels of patient census and days of care, outpacing market growth. Increased revenues at an average annual rate of 9.4%, while EBITDA has grown at a 16% rate within the last four years. " Improved Sironas working capital management, while implementing SOX compliance and culture of internal control. " Developed financial model, successfully launching and positioning the Sprinter Van into the U.S. market within two years. " Increased profits $11M in three years by reengineering Mercedes-Benz Latin American operations. " Increased ROCE $11.9M in two years through tighter financial controls at a manufacturing operation in Mexico. " Implemented vendor-financing programs generating $27.5M in sales internationally.
Languages: Fluent in Spanish and German. Conversational in Portuguese.
Career History
Hospice & Palliative Care Charlotte Region (HPCCR.org) Non-profit organization focused on relieving suffering and improving the quality and dignity of life through compassionate hospice care for those at the end of life, palliative care for those with advanced illness, and through community education.
Vice President Chief Financial Officer, Charlotte, NC, Oct 2011 present Member of the organizations Sr. Leadership Team responsible for finance, accounting, business development, and non-clinical operations (materials and facilities management) for a multisite $60M non-profit organization with footprint in eleven counties in two States serving a total population of 2+ million.
Within my first four years as CFO I have contributed to drive the organization into new records in terms of patient census and days of care, the organization's growth has outpaced the market growth by a factor of 1.6 to 1. Revenues have increased at an average rate of 9.4% for the last four years and EBITDA has grown at a 16% CAGR in the same period.
Handled the RFP for selecting new External Audit firm; Head the Risk and Safety Committee. Implemented cyber liability coverage and together with the IT department have enhanced our data breach and data protection procedures. Member of the Corporate Compliance Committee and actively involved in regulatory compliance.
Spearheaded the Strategy and Planning function. Introduced business analytics and data visualization tools to speed up data dissemination, insight and enhance managerial decision processes. Responsible for the Business Development function.
Nutrac Partners Global, LLC (NutracGlobal.com) C-Level Consulting firm, specialized in helping companies uncover pain, diagnosing problems and implementing proven solutions in the areas of Corporate Financial Planning, Budgeting, Forecasting, Management Reporting, and Business Intelligence.
President Managing Partner, Charlotte, NC, Mar 2009 Dec 2011 Realigned vision and strategic goals of this boutique-consulting firm in order to identify strengths and core competencies, redefined business scope, developed new business, and laid down the foundation for an orderly and sustainable growth. Responsible for establishing strategic alliances with outside business partners i.e. Adaptive Planning. Helped organizations that had planning, budgeting, forecasting and reporting frustrations; by turning around their processes and optimizing the use of resources, while enhancing their planning quality and outcomes.
Sirona Dental Systems, Inc., (NASDAQ: SIRO) Global manufacturer of hi-tech dental equipment. Headquartered in Long Island City, NY and Salzburg, Austria. Revenues: USD 700 million. Employees: 2,300.
Vice President Finance U.S. Operations, Charlotte, NC, Dec 2006 to Dec 2008 Directly managed finance and accounting operations for the U.S. distribution business ($350 million in revenues). Led the Sarbanes-Oxley compliance process shortly after company became public in 2006. Improved key processes and strengthened internal controls. Spearheaded Operational Excellence Initiative in order to turn around U.S. operations, including taking advantage of synergies from U.S. merger. Improved working capital management by reducing inventories (improved ITO from 5.7 to 10 turns), increasing collections (reduced DSOs from 76 to 53 days), and introduced cash forecasting process. Brought the company back into budgetary discipline. Served as an advisor to the Central Treasury department in Germany regarding international cash management, hedging and global payments. Researched and wrote several position papers on US-GAAP Revenue Recognition Practices for Hi-Tech Equipment, Software Products and Services.
DaimlerChrysler AG, (NYSE: DCX) International automotive company, 1993 to 2006. Headquartered in Stuttgart, Germany. 2005 Revenues: EUR 150 billion. Employees: 383,000
Chief Financial Officer DaimlerChrysler Manufacturing International LLC, Charlotte, NC & Charleston, SC, 2003 to 2006. The Business Unit Vans generated $10 billion in revenues worldwide. North American revenues for 2005 exceeded $600 million. Directly responsible for the finance, treasury, controlling, procurement, human resources, IT and legal departments of the operation. Acting President/CEO for engineering services firm incorporated in 2003, for hosting of van assembly plant in the U.S. During that time participated in site selection, incentive negotiation, and feasibility study for plant project. Since mid 2005 involved in the start-up and construction of new manufacturing site. Secured funding for investment budget of over $50 million. Operation generated over $1 billion in revenues during the first full year of operation. Successfully implemented the SAP system and coordinated risk management functions with other group departments.
Vice President Finance and Administration DaimlerChrysler Vans, LLC, Charlotte, NC, 2001 to 2003. Member of the Executive Team responsible for successfully introducing the Sprinter Van into the North American Van Market. Responsible for setting up legal entity in charge of wholesale operations in the U.S. market, including dealer network development and after-market support. Generated over $250 million in revenues during the first eighteen months of operations.
Vice President Finance and Administration Mercedes-Benz Latina Inc., Miami, FL, 1998 to 2001. The regional office for Latin America and the Caribbean was responsible for sales and marketing of Mercedes-Benz passenger cars and commercial vehicles throughout Latin America. The operation generated $250 Mio in revenues annually. Directed all Finance, Treasury, Controlling, and Administration functions. Responsible for IT, HR and Legal. Acted as the extended arm of the Trade Finance and Corporate Treasury groups in the region. Successfully developed trade finance programs, managed regional banking relationships, and oversaw risk management activities in the region.
Manager Finance and Controlling Mercedes-Benz AG, Stuttgart, Germany. 1996 to 1998. Assisted the Corporate Treasury department on developing global currency hedging strategy and its execution. Participated in an International Management Program with focus on Finance and Controlling. Performed Cost and Pricing analyses for the Controlling departments of both the Passenger Car and Commercial Vehicle Divisions. Collaborated in the International Sales Financing department, responsible for monitoring creditworthiness of Latin American general agents.
Treasurer Mercedes-Benz Mexico, Santiago Tianguistenco, Mexico. 1993 to 1996.
Sara Lee Corporation, Household, and Personal Care Products Company headquartered in Chicago, IL. 1990 to 1993. Various positions at Mexican subsidiary: House of Fuller: Treasurer House of Fuller, S.A. de C.V., Mexico City, Mexico. 1992 to 1993. Manager of Projects and Organization House of Fuller, S.A. de C.V., Mexico City, Mexico. 1991 to 1992. Chief Financial Assistant to International President House of Fuller, S.A. de C.V., Mexico City, Mexico. 1990 to 1991.
G. Luna & Associates, Manager Financial Planning. Trading company, Mexico City, Mexico. 1989 to 1990.
American Express Company, Senior Business Analyst, Financial services, Mexico City, Mexico. 1988 to 1989.
Banco de Mexico, Economist, Central bank / Government. Mexico City, Mexico. 1985 to 1988.
Education - Certifications - Awards BA, Economics - Universidad Panamericana, 1986 MBA, Accounting - University of Phoenix, 2006 CTP (Certified Treasury Professional) - Association for Financial Professionals, 2003 Recipient of the 2007 AFP Honors Award Nominated to CFO of the Year 2012 by the Charlotte Business Journal Recipient of the Alumni Community Service Award 2013 University of Phoenix Graduate Class of 2014 - Leadership Development Institute Community Building Initiative Charlotte Recipient of the CFO of the Year 2016 Award by the Charlotte Business Journal
Memberships / Board Roles Association for Financial Professionals Chairman (2013) and Board Treasurer (2011-12) - Latin American Chamber of Commerce of Charlotte Advisory Board Member (2013) - Latin American Economic Development Corporation of the Piedmont Atlantic Region Board Member (2015) South Carolina Home Care & Hospice Association |