Instituto Mexicano del Seguro Social

Supervise processes, audits, accounting and indicators at the national level, and issue recommendations and improvements to achieve adequate regulatory compliance. 
Training nationwide improves productivity by 40%.
Responsible for automating processes, simplifying and improving operational productivity by 80%.
Lead work teams. 
Experience supporting legal matters and working with outside counsel
Lead the financial planning processes of the collection, developing and implementing the necessary strategies to achieve the objectives through the analysis of monthly results, forecasts and budget.
Achievements:
When I entered this area, all the processes at the national level were carried out in Excel and Word, for which I was assigned as the person in charge of leading the team to automate the processes, obtaining digital solutions such as: electronic signature, forms, management software and artificial intelligence, increasing efficiency by 70%. In addition, there were no indicators to measure the results, so I was part of the team to define data and implement tools such as Tableau and Power Bi, improving efficiency by 80%.

Senior Internal Control (audit, finance)

Implementation of ERP investment and accounting.
Determine, control, report and reconcile cash flow.
Manage payments (SIAC, SPEI).
Monitoring the capture, confirmation, and settlement of purchase-sale of securities, derivatives, shares, and currencies with the custodian agreed by the Front Office area, as well as the internal processes of the back office.
Review the daily valuation of financial instruments (fixed and variable income, derivatives, shares, and currencies).
Portfolio management, monitoring their rates, yields, purchase-sale of investments, maturities, coupon payments, and amortizations.
Follow up activities and ensure compliance, review local accounting and US GAAP.
Inspection of internal executive reports and external entities.
Financial Analysis and planning, guaranteeing liquidity at the lowest cost Management of relationships with financial institutions
Achievements:
When I joined the company, the back (accounting records) and the front office (information management) were carried out and controlled in Excel, I was assigned as the person in charge of leading the team to implement the PeopleSoft ERP, we managed to release the system in the projected time, reducing errors in 90%, as well as having reliable information for decision making

Head of the Investment and Treasury 

Universidad Panamericana

Responsible for the credit and collection area. 
  Responsible for the consolidation of financial reports at the end of the month. 
  Supervision and follow-up of audits at the national level.
Achievements:
Be part of the team to implement the ERP SAP

Business Accountant

Contador con especialidad en finanzas, amplia experiencia en temas de inversión, fiscal y auditoria, así como en la reingeniería de procesos con resultados exitosos, reflejados en las áreas operativas así como en los indicadores.

Se logro eficientar las áreas operativas implementando sistemas de gestión de información.

Se eliminaron riesgos operativos implementando ERP.

Puedes contactarme en: octavio57@hotmail.com  55 23 05 62 34

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