About Me
Σ Finance, FP&A and business intelligence leader with 15+ years of progressive experience spanning enterprise planning, forecasting, financial consolidation, Board reporting, finance transformation and analytics-driven decision support across multinational organizations. Combines a strong finance and accounting foundation with more than a decade designing reporting, automation and analytics solutions that improve decision-making, operational visibility and organizational performance.
β Currently lead BI & FP&A at ACR Electronics while providing enterprise-level planning, consolidated reporting and reporting architecture support across ACR Group and ACRON Technologies. Scope includes 15 reporting groups / 33 reporting entities in an $850M+ annual revenue environment, annual budgets, 3+9, 6+6 and 9+3 forecasts, 2027–2031 strategic planning, consolidated P&L / CAPEX / headcount reporting, management and Board materials, and Microsoft Fabric / Power BI transformation.
Δ SELECTED FP&A & LEADERSHIP HIGHLIGHTS:
-
Designed and implemented the Finance Intelligence Model (FIM), a centralized FP&A and business intelligence ecosystem supporting budgeting, forecasting, strategic planning, executive reporting, operational analytics and enterprise decision support.
-
Support reporting, planning, forecasting and analytics activities across 30+ legal entities within ACR Group and ACRON Technologies, including entities in North America, Europe and Australia.
-
Lead annual budgeting, 3+9, 6+6 and 9+3 forecasting cycles, 5-Year Strategic Planning initiatives, revenue build models, headcount planning, CAPEX planning and cash flow forecasting activities.
-
Prepare recurring executive reporting packages and Board of Directors materials, including financial analyses, budget comparisons, forecast updates, performance commentary and custom business-unit reporting.
-
Built and governed an enterprise analytics environment consisting of 18+ Power BI reports and 80+ dashboards supporting Finance, Sales, Operations, Supply Chain, Inventory, AR/AP and executive leadership teams.
-
Supported private equity due diligence and executive reporting requests for The Jordan Company, coordinating 70+ reporting templates and extensive data deliverables over an eight-month period.
-
Partner with 40+ stakeholders across Finance, Accounting, Operations, Sales, Supply Chain and executive leadership, influencing outcomes through structured planning and cross-functional coordination without direct reporting authority.
-
Recognized as an FP&A subject matter expert and reliable finance leader through executive performance reviews; Leadership Award recipient at ACR Electronics and selected speaker at FP&A Summit for High-Tech Companies.
Ω AREAS OF EXPERTISE:
FP&A Leadership · Budgeting & Rolling Forecasts · Strategic Planning · Financial Consolidations · Board & Executive Reporting · Finance Transformation · Power BI & Microsoft Fabric · Private Equity Support · Cross-Functional Leadership
Director of Business Intelligence - FP&A
ACR Electronics, Inc /
ACR Group / Acron Technologies
(Jul 2020 – Present) | Fort Lauderdale, FL
Lead BI & FP&A for ACR Electronics while serving as a key enterprise FP&A, consolidated reporting and finance transformation resource across ACR Group and ACRON Technologies. Responsibilities include planning, forecasting, management and Board reporting, financial data architecture, business-unit coordination and analytics across a complex multi-entity organization.
o Designed and implemented the Finance Intelligence Model (FIM), creating a reusable enterprise FP&A platform with dedicated Actual, Budget and Forecast master data structures, standardized P&L mapping, revenue and OPEX drilldowns, 258+ Excel DAX measures and 340+ Power BI DAX measures supporting entity, segment and consolidated ACRON views.
o Led reporting modernization using Microsoft Fabric, Dataflow Gen2, OneLake / Lakehouse, semantic models, Power BI, PowerPivot and SharePoint to move finance reporting from spreadsheet-heavy processes toward a scalable source-to-report architecture.
o Expanded planning, reporting and analytics support from an ACR-focused model to 15 reporting groups, 33 reporting entities following the ACR Group / ACRON Aviation merger; helped onboard newer groups including Sightline, Alereon, Trakka, ACRON Data Analytics and ACRON Avionics through FCCS-aligned or controlled manual inputs.
o Coordinate the monthly ACRON reporting process from source capture and Dataflow staging through FCCS / SmartView reconciliation, common mapping, segment and business-unit rollups, finance-lead review, and publication of Power BI, Excel, Management Report and Board outputs.
o Lead annual budgeting, 3+9, 6+6 and 9+3 forecast cycles and coordinate the 2027–2031 5-Year Strategic Plan, including consolidated P&L, revenue builds, CAPEX and headcount models, standardized templates and recurring working sessions with business-unit finance leaders.
o Prepare and consolidate executive and Board reporting packages, including EBITDA Flash and full-year projections, quarterly financials, forecast-versus-actual analyses, business unit & segment performance, working-capital metrics, revenue, gross-margin summaries and executive commentary.
o Build and maintain ACR Electronics & Ocean Signal commercial analytics by product group, business unit, value stream, product family, SKU, customer and geography, supporting revenue, margin, backlog and outlook decisions.
o Govern and maintain 18+ enterprise Power BI reports and 80+ dashboards supporting Finance, Sales, Operations, Supply Chain, Inventory, AR/AP and executive leadership; provide daily, weekly and monthly automated reporting across critical business processes.
o Automated approximately 95% of recurring reporting activities through ETL optimization, Power Query, DAX, standardized data models, common mappings and centralized reporting architecture.
o Selected to document and present ACRON Technologies' current-state financial reporting architecture to WilliamsMarston, mapping ERP/entity inputs through Fabric, OneLake, semantic models and FIM into consolidated reporting, forecasts, management reporting and Board materials.
o Supported extensive private-equity due diligence and executive reporting requests for The Jordan Company, including 70+ templates, a dedicated SharePoint environment and recurring executive-level data deliverables.
o Built and led BI & FP&A teams of up to five professionals; currently manage three analysts while coordinating 40+ cross-functional contacts and entity finance leads, including ACRON reporting calendars, SharePoint workflows and recurring planning / reporting deliverables.
Finance Manager - FP&A SAFEbuilt, Inc.
(Apr 2018 – Mar 2020) | Fort Lauderdale, FL
Served as FP&A finance manager for a large regional operation, supporting executive leadership with budgeting, operational analytics, KPI reporting, ERP implementation support and business intelligence dashboards.
o Led development and consolidation of the Florida regional annual budget across 28 departments and 3 business units, creating standardized planning templates and variance analysis methodologies.
o Prepared monthly financial statements, KPI scorecards, operating reviews and management reporting packages for senior leadership, department managers and corporate headquarters.
o Designed Power BI solutions providing visibility into client revenue, pricing, profitability, employee utilization, overtime, travel time, fleet operations, fuel usage, inspections, safety metrics and DSO performance.
o Built executive dashboards and operational analytics frameworks supporting the Regional CEO and COO with improved visibility into financial and operational performance drivers.
o Led financial data integrity and validation efforts supporting implementation of Deltek Ajera ERP across the Florida region.
o Developed new FP&A reporting processes that improved reporting accuracy, shortened reporting timelines and expanded the depth of management analytics.
Senior Financial Analyst
Boats Group LLC
(Apr 2017 – Jan 2018) | Miami, FL
Supported FP&A, board reporting, revenue analytics and executive decision-making for a digital marketplace and advertising platform serving the recreational marine industry.
o Assisted in annual budget and 6+6 forecasting processes, partnering with Sales leadership on revenue assumptions and Finance / Accounting teams on expense planning.
o Prepared monthly and quarterly Board reporting packages including financial performance dashboards, KPI reporting, trend analysis and executive presentations.
o Prepared revenue analytics covering average revenue per customer (ARPA), CPM metrics, web traffic monetization, customer behavior, product segment performance, billing validation and churn analysis.
Senior Financial Analyst
Virgin Mobile
Latin America
(Jul 2016 – Mar 2017) | Miami, FL
Supported FP&A, financial consolidations, executive reporting and strategic planning activities for a multinational telecommunications organization operating across Latin America.
o Performed all month end closing activities for the US and the British Virgin Island subsidiaries.
o Produced consolidated financial statements and management reporting packages supporting multiple Latin American subsidiaries and executive reporting requirements.
o Assisted the CFO with monthly Summary of Operations presentations, financial performance analysis and executive / Board reporting materials.
o Supported expansion planning into Ecuador, Argentina and Brazil by developing multi-year P&L, Balance Sheet, Cash Flow and KPI forecasts covering the 2017-2021 planning horizon with DeFacto software.
o Designed executive dashboards improving visibility into consolidated performance and country-level operating results, and streamlined data transfer into the DeFacto consolidation platform.
o Performed tasks related to satisfying PWC’s external audit requirements during the 2016-2017 fiscal year.
Associate Finance Manager
OnMobile USA, LLC
(Jul 2014 – Jul 2016) | Miami, FL
Managed accounting, FP&A, cash flow forecasting, financial reporting, compliance and operational finance activities for the United States and Latin American operations of a global telecommunications technology company.
o Managed month-end close, balance sheet reconciliations, financial statement preparation, P&L reporting and monthly cash flow forecasts for regional leadership and global finance teams.
o Redesigned accounting and reporting processes that improved financial controls, reporting accuracy and monthly consolidation activities with global headquarters in India.
o Coordinated intercompany funding activities across U.S., Canadian and Latin American operations while supporting compliance, tax filings and regulatory reporting requirements.
o Supported Deloitte audit requirements and strengthened internal controls, contributing to audit results with no material weaknesses identified.
o Coordinated the subsidiary’s tax filings and addressed all other compliance-related diligence from federal, state or county agencies.
Senior Financial Analyst
Brightstar Corp
(Dec 2010 – Jul 2014) | Miami, FL
Supported global FP&A, treasury, working capital management, supply chain finance, inventory analytics and executive reporting for a large wireless distribution and services organization operating across international markets.
o Consolidated and monitored global cash flow forecasts exceeding $450M while analyzing forecast-to-actual performance, liquidity requirements and international funding needs.
o Monitored global vendor credit facilities totaling approximately $600M, providing visibility into working capital utilization, financial risk exposure and liquidity management.
o Consolidated worldwide revenue, gross profit, inventory and operational reporting, providing senior leadership and Global Brand Directors with regional and country-level performance insights.
o Designed templates and workflow processes supporting allocation and transfer of more than $16M in global pricing funds across international subsidiaries.
o Tracked and supported collection efforts exceeding $200M in vendor receivables over a three-year period while monitoring aging trends and collection performance.
o Analyzed and reconciled vendor liabilities and reserves averaging more than $30M while identifying and resolving over $1M in discrepancies and at-risk items.
o Performed multiple tasks related to satisfying external audit requirements for the 2010 and 2011 yearly audits and quarterly PBCs.
Financial Analyst
Venali Inc.
(Aug 2009 – Sep 2010) | Miami, FL
o Designed Venali’s Consolidated 2010 budget structure and worksheets for over 8 different departments in our US subsidiary. Additionally consolidated the international subsidiaries in the UK, Germany, and Singapore while analyzing exchange rate fluctuation impact on sales and expenses giving senior management key information for strategic decision making.
o Generated reports to analyze the profitability of US and foreign customers achieving to identify multiple unbeneficial European clients that required price adjustments to correct an average loss of $4K per month.
o Collaborated in the development of systems to improve DID inventory management that achieved to decrease carrying cost by over $24K per month.
o Compiled key data to generate M&A reports for senior management helping secure a potential acquirer.
o Filed VAT returns, payroll taxes, and local taxes with the United Kingdom’s HM Revenue & Customs and other local taxation agencies saving the company more than £16K annually in external consulting fees.
o Responsible for all month-end closing transactions, reconciliations, and generation of financial statements for the United Kingdom subsidiary.
o Coordinated with US business units and international subsidiaries to generate monthly revenue reports and budget comparison further reconciling financial discrepancies by researching and correcting variances in revenue.
o Assisted in the preparation of monthly operational reports and quarterly board packages.
Carrier Relations Manager
InPhonex Com LLC
(May 2006 – Jul 2009) | Miami, FL
o Created operational budgets for the US, Brazil and Argentina offices for years 2007, 2008 and 2009.
o Accomplished to reduce costs by over $20K per year through operation cost analysis, data collection, and breakdown of vendor charges in long-distance minutes and circuit usage.
o Avoided overpayments of more than $30K through efficient provider billing dispute management.
o Filed the company’s sales tax, communication tax and USF contributions saving the company over $15K per year in external consulting fees.
o Located and eliminated inventory discrepancies with carriers leading to a savings of more than $5K per year.
o Generated product analysis reports for finance, sales and marketing teams among other ad hoc reports.
o Project planning and development for network operation center and carrier relations including design and creation of new procedures to improve internal company operations.
o New provider sourcing and business development with current carriers, including setup, quality control, and contract management.
Education
Master of International Business Administration (2007 - 2009)
Nova Southeastern University Fort Lauderdale, FL
Bachelor of Arts in Business Administration (1998 - 2003)
Universidad EAFIT Medellin, Colombia
Systems and Language Skills
-
Business Intelligence: Microsoft Power BI, Tableau, IBM Cognos - TM1, SQL
-
ERP & Accounting: IFS, Oracle FCCS & Smartview, Ajera, NetSuite, DeFacto Performance Management, MS Business Solution, QuickBooks Pro
-
Microsoft: Excel, Word, PowerPoint, Visio, SharePoint and Access.
-
AI: Microsoft Copilot & Cowork - Anthropic Claude Cowork
-
Other: Adobe Acrobat DC, Google Drive, Google Docs, Apple Key Note.
-
Speak, read and write fluent English and Spanish.