Felipe Vergara

About Felipe Vergara

Highly accomplished and results-driven Financial Professional with over 13 years of progressive experience in Financial Planning & Analysis (FP & A) and Executive Decision Support. Expert in providing strategic counsel and robust financial insights to senior management, including Citi Country Officers (CCOs) and Chief Financial Officers (CFOs), across diverse Latin American markets. Proven leader skilled in optimizing resource allocation, guiding strategic decision-making, and enhancing financial performance through in-depth knowledge of client performance, legal entity management, and rigorous expense control. Consistently delivers impactful financial analysis and leads teams to achieve critical business objectives.

Experience

1. Latin America Eds, Client and Legal Entity Head

   Citi

   Jan 2024 — Present · Miami, FL, US

   Provides executive-level financial information and strategic counsel to Latin America senior management, including CCOBHs and LFOs, guiding critical strategic decision-making and optimizing resource allocation across the Latin America Cluster. Leverages profound expertise in client performance, legal entity management, and expense control to drive financial excellence.· Designed and implemented the operational model for Executive Decision Support (EDS) across Latin America, standardizing key performance indicators (KPIs) to enhance performance measurement and strategic alignment across countries.· Provides critical analysis of financial trends and large datasets to the Latin America LFO, identifying opportunities and mitigating risks to support the achievement of key strategic goals.· Leads the development and presentation of comprehensive monthly financial insights for senior management, focusing on client performance, legal entity management, and expense control.· Cultivated strong relationships across businesses and functions throughout Latin America, spearheading the delivery of key strategic analyses, including aspirational plans.· Partnered with Global and Business Execution teams to coordinate the preparation of high-impact senior management materials, effectively translating complex financial performance into clear, compelling narratives.

Education

• Florida International University - College of Business

  Master of Business Administration (MBA), Business Administration

  2011 — 2012

• Cornell University

  Financial Management Certificate, Finance

  2017 — 2017

• Nova Southeastern University

  Bachelor of Science in Finance, Finance 2006

  2006 — 2008

Skills

• Process Improvement
• Microsoft Excel
• Fluent Spanish
• Process Analysis
• Money Market
• Emerging Markets
• Intermediate Portugues
• Treasury
• Financial Services
• Front to Back Office
• Analysis
• Financial Reporting
• Business Objects
• Market Research
• Teamwork
• Banking
• Essbase
• Finance
• Fixed Income Analysis
• Planview Enterprise
• Capital Markets
• Fluent English
• Strategic Planning
• Microsoft Office
• Project Management
• Fixed Income
• Bonds
• Business Analysis
• Fixed Income Technology
• Financial Analysis
• Highly Detail Oriented