Julio C Sanchez

About Julio C Sanchez

I am experienced in all aspects of Financial Management, motivated by challenges, and solving complex problems. I have highly developed skills in all aspects of business administration. Financial Consolidation, Mergers and business Acquisition, Finance, Treasury, Taxes, Internal Control, Cost Accounting, Revenue Management, and collaborating with the big four in three countries in complex organizations with multiple locations. Responsible for integrating new and asses on-going businesses, performance indicators & processes improvements, in search of optimization, through standardized activities, key indicators (ratios), and change management, getting synergies valued at $45 Million. Responsible of submitting Financial Statements in IFRS, CPC, NIFS & USGAAP, Implementation of Share Service Center SLA’s, strategic management of OPEX, CAPEX, Working Capital, Cash Flow, Forecast & Budgeting.• I launched and led the first organization that collects and promotes recycling PET in the Coca-Cola bottlers system (joint venture) in Brazil, deploying relations with diverse stakeholders and audiences as a key strategy of business development and long-term business planning. I have gained wide range assignations and promotions within the company, for specializing in solving major challenges, applying cultural adaptability, teamwork, change management and developing highly motivated teams.Other main responsibilities:• Achieving a save-o-meter USD 8 Million YoY through the Procurement Department (1.5B USD), reducing costs and maintaining high quality, managing inventories and data analysis applied to price trends. Strategically develop and implement commodity/supply chain strategies, service, and supplier processes throughout areas, alliances• ERP Implementation on time: SAP, Ariba, BCP-EPM, from implementation member to key user in several countries.• • Implementing innovative administrative best practices in finance through international benchmarking in around nine countries in Latin America with savings of 2 million, achieving operational excellence along several business operations.• Responsible for Governance, Risk and Compliance (GRC) in a South American Division.• Annual & Quarterly Budget, with deadlines and goals defined.• Business Planning within Company Strategic Framework (Budgeting & Forecasting), zero base budgeting.Education:• Master\'s degree MBA, Bachelor\'s Accounting & Audit. Universities in USA, Brazil & Mexico: University of Chicago, Insper, Fundação Getulio Vargas, ITAM, ITESM, UDLAP and UV.• English, Spanish and Portuguese

Experience

1. Corporate Financial Controller

   Envoy Solutions

   Sep 2020 — Present · San Diego, CA, US

   Responsible for submitting financial statements and reports in compliance with multiple accounting standards, including IFRS, CPC, NIFS, and USGAAP. Strategic management of OPEX, capital projects, working capital, cash flow, and forecasting to drive financial excellence- Spearheaded the implementation of banking services, streamlining operations for over 40 U.S. companies, managing 130 accounts and $3.5 billion in cash flows. Led the process from issuing RFPs to selecting the top three U.S. banks and overseeing the unification and consolidation of treasury services. This effort strengthened relationships with banking partners and ensured robust security controls and fund flow procedures- Played a pivotal role in building a $3.5 billion organization through the successful merger and acquisition of over 35 businesses across the United States. Over the last three years, a key player in the integration process, ensuring the adoption of best practices in operations and finance across a diverse portfolio of entities, including partnerships and corporations- Facilitated due diligence processes and post-deal compromises to achieve complete business alignment, revenue optimization, and enhanced financial reporting. Delivered a comprehensive set of financial analytics (KPIs) and executed a consolidation strategy for a publicly traded company.Other Responsibilities:• Controllership: Overseeing financial reporting and ensuring accuracy and compliance.• Accounting: Managing all aspects of financial accounting and reporting.• Taxation: Handling tax compliance for the organization.• Treasury: Managing treasury operations to optimize cash flow and liquidity.• Internal Control & Risk Management: Strategically identifying and mitigating risks to safeguard the company.• Compliance: Ensuring adherence to regulatory requirements and filings for a publicly traded company.

Education

• IE Business School

  Global Executive MBA, Business Administration, Management and Operations

  2019 — 2020

• Instituto Tecnológico Autónomo de México

  Diploma, Corporate Strategy focus in Market

• Universidad Veracruzana

  Bachelor Degree, Accountant & auditor

• Insper Instituto de Ensino e Pesquisa

  O impacto da tributação na tomada de decição, Tax Law/Taxation

  2017 — 2017

• University of Chicago

  Diploma, Corporate Strategy

• FGV - Fundação Getulio Vargas

  Diploma Financial Controllership, Finance, General

  2012 — 2012

• ISE Business School

  Executive Development Program, Business Administration, Management and Operations

  2015 — 2015

• Universidad de las Américas Puebla

  Master, Financial Management