Functional Skills
Change Management / Org Design
Business Planning
Business Intelligence
Finance Transformation
Systems Integration
Strategy Development
Program Management
PMO Transformation
Product Strategy
Project Management
Business Analysis
Business Operations
Business Process Outsourcing
Customer Experience
Customer Relationship Management
Software Skills
Asana
Content Management Systems (CMS)
G Suite
Microsoft Office
Quickbooks Enterprise
Sharepoint
Trello
WordPress
Artificial Intelligence
SMS
Certifications
ITILIT Infrastructure Library Certified
Sector Experience
Agriculture
Business Services
Financial Services
Social & Public Sector
Technology
Languages
English
Spanish
Countries Worked In
MX SG ESNotable Clients
Bain & Co
Big 4 Accounting
Top Consulting Firms
Experience
Aequitas Global LLC
Product Management / Strategy
Director
1/2019 - Present
Revenue & Growth Architect with deep experience across strategy, operations and technical systems. I design workflows, automation logic and operational structures that support clarity, execution and scale.
Automation & Systems Design (Selective)
Designed workflow logic, automation frameworks and system requirements to reduce manual effort and improve operational clarity. This included mapping processes, defining rules and handoffs, creating specifications and templates and preparing implementation-ready materials for technical partners to execute. Focused on practical automation that supports daily w
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Consulting
- MBB. Bain & Company - RTN Contractor; Global transformation programs - change management support - financial services, B2B, tech.
Advisory
- Advise tech startups, entrepreneurs, SMEs, decision makers in strategy, operations, business development for growth in emerging and developed markets.
- Private Equity / Venture Capital
Deal scouting across tech for investors
Generated $200M in deal flow across NA, EMEA
Performed market research across various industries
Created deal marketing materials for investment opportunity
- Accounting / Finance / Tax / Bookkeeping
Perform accounting and analysis for QuickBooks, Tax clients
- Recruitment / Talent / HR / People / Organizational Structure
Startups, Small business, Professional Services
Recruitment Board for Toronto Based Tech Startup
Contract Recruitment Support for London Gaming Startup
Automation & Systems Design (Selective)
Designed workflow logic, automation frameworks and system requirements to reduce manual effort and improve operational clarity. This included mapping processes, defining rules and handoffs, creating specifications and templates and preparing implementation-ready materials for technical partners to execute. Focused on practical automation that supports daily w
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Consulting
- MBB. Bain & Company - RTN Contractor; Global transformation programs - change management support - financial services, B2B, tech.
Advisory
- Advise tech startups, entrepreneurs, SMEs, decision makers in strategy, operations, business development for growth in emerging and developed markets.
- Private Equity / Venture Capital
Deal scouting across tech for investors
Generated $200M in deal flow across NA, EMEA
Performed market research across various industries
Created deal marketing materials for investment opportunity
- Accounting / Finance / Tax / Bookkeeping
Perform accounting and analysis for QuickBooks, Tax clients
- Recruitment / Talent / HR / People / Organizational Structure
Startups, Small business, Professional Services
Recruitment Board for Toronto Based Tech Startup
Contract Recruitment Support for London Gaming Startup
DL Capital Partners Ltd
Corporate Strategy & Development
Partner
7/2020 - 2/2026
Mergers and Acquisitions
Transaction Advisory Support
Transaction Advisory Support
0xcert
Start-Up
Strategic Partnerships Manager
3/2018 - 10/2018
Slovenia based Open Source Blockchain Startup
Identified universities, enterprises, and professional associations for potential B2B partners
Leveraged network contacts to arrange potential partner meeting, created presentation
Devised and collaborated on daily social media content digital push with Social Media Manager
Revised and edited strategic business plan for CEO to convey company vision to motivate teams
Identified universities, enterprises, and professional associations for potential B2B partners
Leveraged network contacts to arrange potential partner meeting, created presentation
Devised and collaborated on daily social media content digital push with Social Media Manager
Revised and edited strategic business plan for CEO to convey company vision to motivate teams
Montes y Asociados Consulting SL
Corporate Strategy & Development
Private Equity MBA Associate Intern
10/2017 - 3/2018
Boutique Business Strategy Firm
Madrid, Spain
Led international team researching, strategizing to scout buy sell and sell side prospects
Direct interaction with CEOs, Senior Executives to set up Investor Meetings
Analyzed executive summaries, investment teasers, pitch decks for potential capital deployment, strategic partnerships across tech, FinTech, healthcare, mobile app, real estate, energy, agriculture, fashion, etc.
Madrid, Spain
Led international team researching, strategizing to scout buy sell and sell side prospects
Direct interaction with CEOs, Senior Executives to set up Investor Meetings
Analyzed executive summaries, investment teasers, pitch decks for potential capital deployment, strategic partnerships across tech, FinTech, healthcare, mobile app, real estate, energy, agriculture, fashion, etc.
eCommerce Startup Venture
Start-Up
Startup Co-Founder / COO
1/2017 - 12/2017
Led and drove daily business operations on 3-person team in a fast-paced environment
Performed industry research, product research, competitor research and analysis
Led customer interviews, received feedback to capture user experience
Built mobile app mockup and prototype
Created customer journey, go to market strategy, business plan, P&L with C-Team partners
Team selected 1 of 10 out of 70 to pitch to investors at IE Venture Day
Performed industry research, product research, competitor research and analysis
Led customer interviews, received feedback to capture user experience
Built mobile app mockup and prototype
Created customer journey, go to market strategy, business plan, P&L with C-Team partners
Team selected 1 of 10 out of 70 to pitch to investors at IE Venture Day
Grant Thornton
Management Consulting
Senior Associate
6/2015 - 11/2015
Enterprise Transformation
CFO
Across 9 departments: Initiated and facilitated meetings to identify reporting gaps, areas of improvement, technical and functional requirements to streamline transformation from legacy and manual reporting processes, systems to an automated shared service provider
Spearheaded organization change management plan, communications strategy, and training plans
Business Development
Led team to identify key resources for new RFP submission
CFO
Across 9 departments: Initiated and facilitated meetings to identify reporting gaps, areas of improvement, technical and functional requirements to streamline transformation from legacy and manual reporting processes, systems to an automated shared service provider
Spearheaded organization change management plan, communications strategy, and training plans
Business Development
Led team to identify key resources for new RFP submission
Deloitte
Management Consulting
Senior Consultant
5/2010 - 5/2012
Enterprise Transformation | PMO
Collaborating across Finance, Budget, Accounting and other enterprise departments for performance measurement, metrics, financial reporting.
Led large enterprise digital transformation (IBM COGNOS BI) ($500B) daily operation initiatives on high visible public sector finance client project (45K+ global organization)
Strong understanding of business transformation, digital, agile software development (Cloud and Web-Based solutions)
Conducted qualitative and quantitative variance analysis of financial operations metrics
Deloitte Analytics Solutions Group | B2B Business Development Team
CFO | PMO | Digital Transformation Team
Business Development
Assisted teams with RFIs, RFPs resulting in repeat client sales
Collaborating across Finance, Budget, Accounting and other enterprise departments for performance measurement, metrics, financial reporting.
Led large enterprise digital transformation (IBM COGNOS BI) ($500B) daily operation initiatives on high visible public sector finance client project (45K+ global organization)
Strong understanding of business transformation, digital, agile software development (Cloud and Web-Based solutions)
Conducted qualitative and quantitative variance analysis of financial operations metrics
Deloitte Analytics Solutions Group | B2B Business Development Team
CFO | PMO | Digital Transformation Team
Business Development
Assisted teams with RFIs, RFPs resulting in repeat client sales