Summary
Overview
Work History
Education
Skills
Accomplishments
Websites
Certification
Awards
Affiliations
Languages
Timeline
Generic

Carlos Cortes

Pembroke Pines,FL

Summary

Proven fin-tech leader and strategic business partner with a sharp focus on product delivery strategy and global pre-sales leadership. My experience encompass the full cash conversion cycle , emphasizing payables and receivables optimization through innovative fin-tech solutions like TMS, Global Payments, FX transactions, Fraud, Supply Chain Finance, Dynamic Discounting, and Receivables Financing. With an unwavering commitment to excellence, our team successfully delivers tailored RFP responses and manages post-sale processes that cater to the needs of a global clientele. I have pride on expanding Kyriba's Working Capital Solutions, attracting major banks and corporates to our platform and launching cutting-edge Receivables Finance modules.

Experienced with leading diverse teams and managing complex projects. Built, managed and expanded the banking distribution global teams from 0-30B USD in platform transactions.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Global Practice Director, Bank Channels

Kyriba
02.2022 - Current
  • Led global solution team in providing best practices for technical sales and customer rollouts for Kyriba Banking Solutions
  • Building, management and expansion of global teams in EMEA, APAC, NORAM dedicates to banking adoption
  • Strategically partnered with key stakeholders to optimize payables, receivables, and technical integrations for banking and capital market customers
  • Developed and implemented innovative GTM solutions to drive revenue growth and enhance customer experience
  • GTM for : Pooled Receivables, Securitization, KYC, Hybrid payables finance solutions
  • Ensure adoption of Kyriba platform through bank solutions (0 to +28BUSD transactions adopted on bank solutions)

Head of Presales & Professional Services - Working Capital Solutions

Kyriba
05.2021 - 01.2022
  • Led the delivery of RFP responses and managed post-sale processes for global customers at Kyriba
  • Developed and implemented a new Receivables Finance module to expand services for corporate and bank clients
  • Collaborated with major banks and corporates to drive growth and market penetration for Kyriba's Working Capital Solutions

Global Working Capital Solution Consultant

Kyriba
03.2018 - 05.2021
  • Delivering solutions on a global scale for Supply Chain Finance Kyriba modules
  • Trained global teams in 35 counties onsite for Kyriba implementation on Core, Trade, Payments, Cash modules. In total 210 users trained globally.
  • Project Lead and Delivery BA for go to market on payable finance modules on Kyriba including SCF, Dynamic Discounting for banks.
  • Innovated in delivering go to market strategies on implementation for blue labels.
  • Delivered 46 go lives as project and implementation leader.

EMEA Cash Management Consultant

Kyriba
05.2016 - 02.2018
  • Managed a portfolio of 30 EMEA corporate clients' cash & liquidity, payments, supply chain finance, and risk management modules at Kyriba.
  • Collaborated with cross-functional teams to optimize global visibility and increase operational productivity delivering 24 go lives as consultant.
  • Implemented financial controls to help clients succeed in their treasury operations.

Corporate Finance Associate

Decathlon International
07.2015 - 12.2015
  • Conducted financial analysis for central services at Decathlon International
  • Developed an investment strategy and methodology to estimate the economic value of the sports market. The group invested 30 MUSD due using the tool developed.

Financial Adviser (AMIB 3th Figure - Authorization for Trading Securities in Mexico)

Casa de Bolsa Finamex
11.2012 - 05.2014
  • Managed portfolio 50 corporate investors and institutional clientele, implementing investment strategies in capital markets.
  • Under 70 MUSD portfolio management.
  • Developed asset allocation strategies for institutional customers, focusing on financial analysis and risk management for LATAM portfolio.

Corporate Finance Analyst

Roquette
01.2010 - 12.2011

Delivered financial reporting assessing a 25% growth in the market.

  • Financial Analysis
  • Forecast Evaluation
  • Identified and reduced cost in logistic operations. 34% cost reduction conducting cost analysis.

Education

Master of Science - Finance

IÉSEG School of Management
Paris France
01.2016

Bachelor of Science - International Trade And Finance

Tecnológico De Monterrey
Monterrey Mexico
12.2011

High School Diploma -

Universidad Contemporánea
Mexico City
01.2006

Skills

Finance

  • Corporate Finance
  • Working Capital Solutions
  • Liquidity Management
  • TMS and Payments
  • Banking distribution

Business

  • Go to Market
  • Capital market sales
  • SaaS Sales and Post sales
  • CaaS Sales and Post sales
  • Client consulting

Leadership

  • Staff development
  • Employee performance
  • Staff management
  • New hire training
  • Practice management
  • Performance metrics
  • Resource utilization
  • Public speaking

Accomplishments

  • Achieved 0-28 BUSD adoption with bank customers through effectively helping with the Go to market of Working Capital Solutions.

Certification

  • Thomson Reuters Eikon Version 4
  • Finance
  • Equity Essentials

Awards

  • Asesor En Estrategias de Inversión
  • Outstanding Performance, CENEVAL Economics Bachelor's Degree Test, 2012
  • CONACYT-FUNED Scholar

Affiliations

  • Clean Miami Beach

Languages

Spanish
Native or Bilingual
English
Native or Bilingual
French
Full Professional

Timeline

Global Practice Director, Bank Channels

Kyriba
02.2022 - Current

Head of Presales & Professional Services - Working Capital Solutions

Kyriba
05.2021 - 01.2022

Global Working Capital Solution Consultant

Kyriba
03.2018 - 05.2021

EMEA Cash Management Consultant

Kyriba
05.2016 - 02.2018

Corporate Finance Associate

Decathlon International
07.2015 - 12.2015

Financial Adviser (AMIB 3th Figure - Authorization for Trading Securities in Mexico)

Casa de Bolsa Finamex
11.2012 - 05.2014

Corporate Finance Analyst

Roquette
01.2010 - 12.2011
  • Thomson Reuters Eikon Version 4
  • Finance
  • Equity Essentials

Master of Science - Finance

IÉSEG School of Management

Bachelor of Science - International Trade And Finance

Tecnológico De Monterrey

High School Diploma -

Universidad Contemporánea
Carlos Cortes