Highlights:Achieve that the international risk rating agencies FITCH RATING and S&P grant the institution investment grade, allowing the company to enter the stock market achieving four issues

Skills:achievement orientation, Analytical ability, critical thinking

Goal:Achieving the CFO position in an American company.

Membership:Association of public accountant of Lima

Certification:MBA, Bachelors degree in Administrative Sciences, Certified Public Accountant

Financial and Commercial Director 09/2023 - current
Consultora Argos S.A.C., Lima, LIma Peru
Industry: Consultancy
Provides Comprehensive solutions in risk management and prevention for the care of human life, accompanying our clients in the process of mandatory certification of technical inspection of safety in buildings (ITSE). Among others: Counseling and training in accordance with the occupational health an safety law supervised by SUNAFIL.
Plan the use of funds and maximize benefits taking into account costs and prices, maximizing profits. Review costs and budgets to ensure thatthe organization's activities have the necessary resources for its operation and the achievement of its objectives. Plan and programthe commercial strategy, together with the General Management, as well as ensure that potential customers in Lima are clearly identified and mapped in a way that allows us to reach and offerour services, through our sales team, formed by the sales managers of each area, to those customers who need the ITSE certificate, thus ensuring an effective sales strategy, aligned with the commercial strategy of the company.--
Administration and Finance Manager 07/2023 - 09/2023
METROPOLITAN SOLIDARITY SYSTEM - SISOL, Lima, Lima Peru
Industry: Government
It provides specialized and comprehensive healthservices nationwide, 26 hospitals and 11 medical centers, under the Metropolitan Municipality of Lima.
• To formulate the human, logistical, accounting and financial resources management policy in accordance with the Institutional Strategic Plan and the Institutional Operational Plan. • Authorize the attention of the requirements of goods and services of Sisol's bodies, prior authorization of the General Manager. • To carry out the control of expenditure commitments. • Propose and execute Sisol's Annual Procurement and Contracting Plan. • To chair the special committee on Procurement and Contracting and to integrate other committees related to his specialty. • Formulate the cost structure of the Single Text of Administrative Procedures (TUPA). Achievements: The Petty Cash regulations were changed, as well as the per diem regulations, and a correction was proposed to Sisol's budget, which was mistakenly considering the IGV (Value Added Tax) as part of the budget.--
Professional Services 11/2023 - 12/2023
MINISTRY OF DEVELOPMENT AND SOCIAL INCLUSION - CENTRAL HEADQUARTERS - MIDIS, Lima, Lima Peru
Industry: Government
Budget Information Systematization Service of the 60 Local Governments prioritized in the Emergency Decree No 029 - 2023.
• Review and systematization of the mass registration plans of the 60 local governments regarding the distribution of the budget allocated by Emergency Decree No. 029-2023. • Analyze the results of the systematization and identify those items that are relevant to the operation of the mass registration. • Compare these items with those established in the MEF's friendly consultation. • Identify those items of erroneous programming, communicate and coordinate with the budget specialists for the necessary adjustments in coordination with the MEF. • Identify the causes of the low budget execution at the commitment and accrual levels of the 60 Local Governments. • Propose some typologies of local governments associated with budget programming and execution. • You propose a flow of the LG budget process (from the incorporation of resources) and of the supply process (contracting), according to the current regulations and the casuistry of local governments. • Participate in working meetings with DGFIS technical teams. Achievements: Financial progress was 95.72%.--
Head of Treasury and Collections 08/2022 - 04/2023
ESSALUD- SABOGAL HEALTH CARE NETWORK, Lima, Lima Peru
Industry: Government
It is a State company under private law that provides health, economic and social services to the insured and guarantees the financial protection of comprehensive services, with a budget of S/13,000 MM per year throughout ESSALUD, and in the Sabogal Service Network with S/1,300 MM per year, with several officials as its property, from Lima Callao to Huacho.
• Execute and control the treasury processes corresponding to the Benefits Network, within the framework of the provisions issued by the responsible central body. • To prepare the cash flow of the Benefits Network and monitor its execution. • Consolidate and report on the entry and exit of funds, as well as maintain and implement security measures for the custody and transfer of valued documents in the possession of the Benefits Network, which are received as collateral for the acquisition of goods and/or services. • Consolidate and record the income from funds collected for services rendered to uninsured users in the Network's own IPRESSs. The Company will also take the necessary corrective actions. • To recover accounts receivable from uninsured users, as well as to carry out the reconciliation, transfer and settlement of debts receivable, in accordance with the regulations in force.--
Head of the Office of Planning and Budget 06/2021 - 07/2021
DISTRICT MUNICIPALITY OF LA BANDA DE SHILCAYO (TARAPOTO - SAN MARTIN), Tarapoto, San Martin Peru
Industry: Government
It is the Local Government Body of the Province of San Martin of the San Martin Region, with a PIM for the year 2021 of S/. 14,998,314.00
Advise Senior Management in the formulation of policies, objectives, and strategies for Local Development and Municipal Management. Coordinate and control the activities of institutional planning and statistics, investment programming, budgeting and rationalization within the framework of its competencies. Prepare and present the budget framework.--
Assistant Budget Manager 08/2021 - 08/2021
PROVINCIAL MUNICIPALITY OF CHICLAYO, Chiclayo, Lambayeque Peru
Industry: Government
The Provincial Municipality of Chiclayo is the local government body of the province of Chiclayo, it has legal status under public law, with political, economic and administrative autonomy in matters within its competence according to law. It has jurisdiction over the twenty districts of the territory of the Province of Chiclayo including the district of the same name. With a Modified Institutional Budget of S/ 216 MM for 2021.
• Plan, organize and direct, coordinate and supervise the activities of the advisory and support budget system of the municipality. • Formulate the preliminary draft, project and final budget for approval and submission to the corresponding entities. • Evaluate the budget execution within the deadlines established in accordance with the Law and MEF directives. Achievements: We were able to incorporate 1,205 collaborators to achieve the strategic objectives distributed in Public Safety, Transportation, Cleaning and Environmental Management as follows: 700 between serenos and municipal police officers, 120 supervisors, 35 sensitizers and 200 street sweepers workers.--
Municipal General Manager 08/2021 - 04/2022
PROVINCIAL MUNICIPALITY OF CHICLAYO, Chiclayo, Lambayeque Peru
Industry: Government
The Provincial Municipality of Chiclayo is the local government body of the province of Chiclayo, it has legal status under public law, with political, economic and administrative autonomy in matters within its competence according to law. It has jurisdiction over the twenty districts of the territory of the Province of Chiclayo including the district of the same name. With a Modified Institutional Budget of S/ 216 MM for 2021.
• Execute and enforce the policies of the municipal council and the mayor's office, directing the management of the Provincial Municipality of Chiclayo in strict compliance with legal regulations, in order to achieve the objectives and goals of the municipality. • Propose policies for the management and development of municipal plans and programs. • Direct and coordinate the implementation of local development plans and/or socioeconomic programs.--
Institutional Management Specialist 06/2019 - 08/2019
SOCIEDAD DE BENEFICENCIA DE LIMA METROPOLITANA (SOCIAL PROJECTS AND PROGRAMS), Lima, Lima Peru
Industry: Government
Institution that provides social protection services of public interest in Metropolitan Lima to children, adolescents and elderly people in situations of risk and vulnerability. With annual revenues of S/. 50 MM
• Developing the Institutional Strategic Plan towards the Bicentennial. • Development of Good Corporate Governance. • I reviewed and followed up, monitored and implemented projects with the Investment Fund (FODI), and 5 files were implemented, three operating rooms, delivery rooms and the sterilization room of the Mother's Home.--
Institutional Management Specialist 09/2019 - 03/2020
SOCIEDAD DE BENEFICENCIA DE LIMA METROPOLITANA (SOCIAL PROJECTS AND PROGRAMS), Lima, Lima Peru
Industry: Government
Institution that provides social protection services of public interest in Metropolitan Lima to children, adolescents and elderly people in situations of risk and vulnerability. With annual revenues of S/. 50 MM
• Development and Implementation of the Institutional Strategic Plan • Development and implementation of Good Corporate Governance • Review of procurement processes, donations, and logistic registration and patrimonial control, and its affectation in the budgetary system of the entity. Taking as a mirror the State Contracting Law. • Development of new projects.--
Institutional Management Specialist 11/2018 - 12/2018
SOCIEDAD DE BENEFICENCIA DE LIMA METROPOLITANA (SOCIAL PROJECTS AND PROGRAMS), Lima, Lima Peru
Industry: Government
Institution that provides social protection services of public interest in Metropolitan Lima to children, adolescents and elderly people in situations of risk and vulnerability. With annual revenues of S/. 50 MM
• Advised on the transfer of outgoing administrative management to the incoming administration. Achievements: • The transfer of Administration was achieved, in an optimal manner, with the change of Mayor Jorge Muñoz and the departure of Castañeda Lossio's Administration, given the initial dependence on the Administration of the Sociedad de Beneficencia de Lima Metropolitana as an Organization dependent on the Municipality of Lima. • Given the changes in its regulations and its greater autonomy from the Municipality of Lima, as well as not being considered within the state apparatus and not being part of the Public Budget. • The Institutional Strategic Plan was proposed at the Management level for submission to the Board of Directors.--
General Manager 10/2017 - 09/2018
ISSA SOLUTIONS SAC, Lima, Lima Peru
Industry: Computing
Company specialized in SAP Business One implementations.
• He is the legal representative of the company with all the powers of the mandate in accordance with the civil code. • Represent the company before Sunat, Sunarp, municipalities and other tax, administrative and local authorities. • Represent the company at the shareholders' or partners' meeting. Achievements: SAP B1 was implemented in the FPF.--
Manager 04/2009 - 09/2009
PURCHASES FROM MYPERU (NUCLEO EJECUTOR UNIFORMS), Lima, Lima Peru
Industry: Government
Private Regime Program with state funds, to purchase textile products from MSEs, with a budget of S/ 150 MM
• I planned, organized, controlled and followed up on the production workshops of uniforms for distribution to schools with students in poverty classification. Achievements: • The goal of 1 million units of school uniforms (shirts and pants) produced was achieved.--
Finance Manager 10/2009 - 09/2016
AGROBANCO (AGRICULTURAL BANK) (PREDA AND AGROPERU FUNDS: SOCIAL INTERVENTION PROGRAMS), Lima, Lima Peru
Industry: Banking institution
Leading financial institution in the agricultural sector, oriented to micro, small and medium enterprises in the agricultural sector, with placements of S/. 2,200 MM. Monthly income of 10 MM to 15 MM monthly.
• To direct the activities of gathering, analyzing and interpreting statistical information on economic and financial aspects of the activities of the fundraising and placement markets, in order to assess the situation of the Institution in the Financial System. • To supervise the obtaining, use and availability of financial resources, establishing the appropriate criteria for an efficient management that will allow the adequate rendering of services, the coverage of administrative expenses and the fulfillment of obligations. • Supervise the preparation of reports and situational diagnostics on the evolution of financial management. • Evaluate the profitability of products and services and propose the updating of rates, in accordance with the financial market, regulations and procedures in force. Achievements: • Achieved funds as of May 31, 2016 for S/. 1,650 MM. • I led the team that achieved the international investment grade: Fitch BBB+, S&P, Fitch BBB+. BBBy local: Apoyo A-, Equilibrium A-, for a program of S/ 200 MM of Short Term Instruments (S/ 200 MM) the rating CP-1, and Equilibrium Eql1, and three issues were made, the third for up to S/ 50 MM, never before an Agricultural Bank issued S/ 50 MM, in the Lima Stock Exchange.--
Financial advisor-accountant 02/2008 - 01/2009
DINCORSA S.A., Lima, Lima Peru
Industry: wholesale trading company
Wholesale trading company in the hardware industry, with annual sales of S/. 15 MM.
• Advise on the estimation of product costs, and the company's profit margin. • Analyze the company's tax management. • Analyze the profitability margins of the main products. • Analyze the products with the highest turnover and those that do not rotate as much, in order to evaluate the contribution margin and its participation in the company's overall profitability margins. Achievements: • I identified the financial needs, analyzing the past, present and future needs of your clients, taking into account their age, wealth, tax rate, and other potential investments.--
General Manager 11/2006 - 12/2007
CSK SRL, Lima, Lima Peru
Industry: Textile Industry
Industrial company in the textile industry, engaged in the manufacture of knitted garments, with exports to the USA, Europe and in Latin America to Chile and Brazil, with annual sales of US$ 7 MM, 120 workers.
• Administrative and legal representation before tax and administrative authorities. • To achieve the goals and objectives set by the Board of Directors. • To propose strategies that allow the company to develop and grow sustainably, according to the goals of the Strategic Plan, and to be the leader in its sector. • To achieve the projected and expected annual returns of knowledge of the Directory. Achievements: • I improved the administrative and control processes, installed the ERP SAP system. • I achieved a profit of 10% of net sales, when in previous years there were losses.--
General Manager 11/2006 - 01/2008
MANUFACTURAS COLOR SAC, Lima, Lima Peru
Industry: Textile Industry
Industrial company in the textile industry, dyeing and fabric dyeing services, with annual sales of US$12 million, 105 employees.
• Administrative and legal representation before tax and administrative authorities. • To achieve the goals and objectives set by the Board of Directors. • To propose strategies that allow the company to develop and grow sustainably, according to the goals of the Strategic Plan, and to be the leader in its sector. • To achieve the projected and expected annual returns of knowledge of the Directory. Achievements: • I achieved a profit of 11% on net sales after several years of losses. • I renewed machinery, new dyeing machines, a six-body branch was acquired, energy was changed from oil to natural gas, achieving savings of 35%. • I expanded the industrial plant and installed an ERP management system, SAP Business One. • I obtained new lines of credit with larger banks, larger and more flexible amounts and better interest rates.--
Administrator 06/2003 - 10/2006
INADE - INSTITUTO NACIONAL DE DESARROLLO, PROYECTO ESPECIAL JAEN SAN IGNACIO BAGUA(PEJSIB), Jaen, Cajamarca Peru
Industry: Government
Public project for more than 25 years, dedicated to construction, road infrastructure, highways, bridges, rural roads, dams, river defenses, reservoirs and agroforestry.
• To plan, organize, coordinate, execute, control, monitor, evaluate and supervise the activities and processes of the administrative systems of human resources, accounting, treasury and supply; as well as to provide support to the organs for the fulfillment of their functions. • Participate in the formulation of institutional operational plans and management and progress reports. • Maintain updated accounting records, as well as formulate and present financial statements, when required by national and international official entities, as appropriate. • To formulate and propose to the Executive Director the guidelines and directives for the administration of human and material resources, in accordance with the legal provisions in force and those established by the Ministry. Achievements: • We benefited 12,451 families when the goal was to serve 6,000 families. • I was able to carry out all the programmed works, and I executed 100% of the budget. 90% of the inoperative machinery was recovered.--
Administration and Finance Manager 04/2002 - 03/2003
SUNSHINE EXPORT SAC, Lima, Lima Peru
Industry: Agroindustrial Industry
Agroindustrial company that produces and manufactures agricultural products for export, with annual sales of US$15 million.
• Responsible for the preparation, execution and coordination of the budget with the rest of the company's units. • Responsible for preparing the EEFF and providing support to all units, supervising and maintaining the company's accounting standards. • Responsible for the financial management of the company, analyzing alternative uses of available financial resources. • Responsible for the analysis and elaboration of accounting and financial reports, suggesting measures tending to optimize results. Achievements: • I obtained the financing to export 240 containers of mangoes to the USA and Europe. • I achieved savings of US$ 1 MM by renegotiating prices with mango suppliers due to a significant price difference in the market. • Expansion and start-up of the processing and assembly plant.--
Financial Advisor 08/2000 - 10/2001
PITAGORAS EDUCATIONAL ASSOCIATION (PITAGORAS CORPORATION), Lima, Lima Peru
Industry: Educational Institution
Company that provides educational services at the pre-university level, schools and book sales. With annual revenues of S/. 15 MM for 2001.
Educational Institution as a whole, both the Pre-University Academies, as well as the schools, through the financial statements and their projections. • The contribution margin of each of the preparation programs, UNI, Catholic and San Marcos, what is the break-even point. • Evaluation of the contribution margins of each of the Corporation's locations, as well as the break-even point, and the products that marginalize the most. • Evaluation of the new premises to be acquired, to become schools or Academies. Pre-university. Achievements: • I calculated the costs for each of the products offered as well as the profitability of each one.--
Finance Manager 02/1999 - 11/1999
TEXTILE CORPORATION, Lima, Lima Peru
Industry: Textile Industry
Leading company in the production of cotton yarns and cotton knitted garments and exports. Annual sales US$ 12 MM
• Review and develop policies to regulate the company's financial options. • Estimate costs and profits to achieve profitability objectives. Use mathematical and financial models to estimate economic trends. • Monitor whether market trends will affect the company's financial statements, and if so, what new strategies will be followed.--
Finance Manager 02/1998 - 01/1999
TEXTILE CORPORATION, Lima, Lima Peru
Industry: Textile Industry
Leading company in the production of cotton yarns and cotton knitted garments and exports. Annual sales US$ 12 MM.
• Review and develop policies to regulate the company's financial options. • Estimate costs and profits for the achievement of profitability objectives. • Use mathematical and financial models to estimate economic trends. • Monitor whether market trends will affect the company's financial statements, and if so, what new strategies will be followed. Achievements: • Financing was obtained to increase the production plant by 30%, as well as to create and implement the apparel plant for export products.--
Accounting and Finance Manager 07/1995 - 06/1997
CENTRAL DE COOPERATIVAS AGRARIAS (CECOALACI), Chincha, Ica Peru
Industry: Agroindustrial Industry
Agroindustrial cotton ginning company, marketing of fertilizers and insecticides. Annual sales of US$ 5 MM.
• Responsible for planning, coordinating and preparing the financial statements within the established deadlines. • Responsible for applying accounting and financial regulations for the preparation of financial statements. • Design, organize and implement the methodology for the processing of accounting information, information channels and accounting coordination for the control and optimization of procedures at the enterprise level. Achievements: • Financial resources were obtained from banks to enable more than 1,000 low-income farmers between Chincha and Pisco, as well as the financial and management support of the NGO, SOCODEVI of Canada.--
Credit and Collections Manager 04/1994 - 08/1994
Embotelladora Lima S.A. (Coca Cola Group), Lima, Lima Peru
Industry: Industry mass consumption
Industrial and commercial company in the soft drink business. Annual sales US$ 120 MM.
• Evaluate credit applications, estimating risks, and define whether a customer is a creditworthy customer of the Coca Cola group, without considering Imagen customers. • Supervise compliance with the loans granted. • Elaborate the strategies and formulation of credit policies in coordination with the Commercial Management. Achievements: • I reorganized the Credit and Collections office, changing the credit conditions, especially for image clients, where delinquency was the main problem. • I created a system of incentives for debt collectors which, together with measures to improve the conditions of access to credit, brought delinquency down to less than 1% of loans placed.--
Head of Credit and Collections 01/1993 - 03/1994
Transervi S.A. (Coca Cola Group), Lima, Lima Peru
Industry: Industry mass consumption
Commercial company in the soft drink business. Annual sales US$ 120 MM.
• Evaluate credit applications, estimating risks, and define whether a customer is a creditworthy customer of the Coca Cola group, without considering Imagen customers. • Supervise compliance with the loans granted. • Elaborate the strategies and formulation of credit policies in coordination with the Commercial Management. Achievements: • I reorganized the Credit and Collections office, changing the credit conditions, especially for image clients, where delinquency was the main problem. • I created a system of incentives for debt collectors which, together with measures to improve the conditions of access to credit, brought delinquency down to less than 1% of loans placed.--

PONTIFICAL CATHOLIC UNIVERSITY OF PERU 02/1981 - 06/1991
Lima, Lima, Peru
Degree: Bachelor's Degree
Major:Administrative Sciences
Graduated in the top fifth

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