Bernardo Sanchez
AI & Platform Strategy | Enabling Enterprise Transformation through CX, Automation, and Compliance Tech
- Role
- Principal Consultant at Finance Strategy Group
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Bernardo Sanchez
Problem solver at heart, with 10+ years leading finance transformation across AI, compliance, and ERP strategy. I work best in ambiguity—where solutions aren’t obvious, and business outcomes depend on clear thinking and cross-functional execution. Trusted by C-suite leaders to untangle complexity, modernize operations, and bring structure to uncharted territory.
Experience
Principal Consultant
Sep 2019 — Present · Houston, TX, US
Advised C-suite leaders at Fortune 500 firms on finance technology strategy, cost optimization, and enterprise risk posture, aligning platform investments with growth and compliance goals.• Led finance transformation programs spanning AI forecasting, compliance automation, and FP & A redesign across banking, capital markets, and enterprise clients.• Engineered an AI-powered compliance framework that taught NLP models to recognize and monitor insider trading activity—adapting untested tech into a scalable solution with anomaly detection precision.• Applied game theory logic to architect decision trees for risk detection and resolution, bridging 2D solution design with 3D problem complexity.• Unified customer engagement and transactional data by integrating Verint Da Vinci AI modules with SAP and Salesforce—doubling automation coverage.• Collaborated with Product and Go-To-Market teams to shape pre-sale expansion strategy; influenced roadmap based on CFO and COO stakeholder feedback.
Education
The University of Texas at Austin
Bachelor of Arts (B.A.), Economics, Portuguese
2011
Georgetown University McDonough School of Business
Master's Degree, Finance
2016
The London School of Economics and Political Science (LSE)
Summer Program, Accounting and Finance
2011
Skills
- Spanish
- Brazilian Portuguese
- Market Research
- Analytical Skills
- Latin America
- Investments
- Market Analysis
- Financial Analysis
- English
- Accounting
- Forecasting
- Analysis
- Economics
- Finance
- Business Strategy
- Management
- Investment Banking
- Equities
- Equity Research
- Valuation
- Bloomberg
- Trading
- Financial Modeling
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