luis ugalde

chief financial officer

About

CFO and Professional in Administration, Finance and Banking with over 10 years experience, focused on strategic goals and company growth.

Country

costa rica

City

costa rica

Industry

computer software

Skill

leadership, liderazgo de equipos, contabilidad financiera, microsoft office, sales, microsoft excel, team leadership, mejora de procesos, strategic planning, estrategia empresarial, desarrollo empresarial, plan de negocio, banca, finanzas, business process improvement

Experience

new business executive

acorde

2012-1 - 2014-1 · 2 yrs 1 mo

Advice on financing products for small and medium enterprises, maintaining and managing of customers

new business executive

banco promerica

2010-1 - 2012-1 · 2 yrs 1 mo

Account management, portfolio attention of corporate clients, advice on investment funds, management and project development, implementation of business strategies.

personal banking executive

bac|credomatic

2009-1 - 2010-5 · 1 yr 5 mos

Investment management accounts and personal services, marketing of pension funds

personal banking executive

scotiabank

2007-1 - 2009-5 · 2 yrs 5 mos

Managing Business payroll, client portfolio management, advisory and portfolio management credit card

new business sales executive

bn vital

2005-1 - 2007-1 · 2 yrs 1 mo

Consultant pensions, investment portfolio management

chief financial officer

softon digital

2015-7 - Present · 11 yrs 3 mos

* Responsible to analyze business plans that generate value for the company under financial strategy in line with the growth objectives and support to operative areas to achieve a profitable structure. * Administrative risks identification * Budgets and forecasts * Cash flow * Creation of accounting department * Finance and accounting processes * Financial data back up * Fiscal planning * Financial statement analysis * Investment and financing options