Summary
Overview
Work History
Education
Skills
Websites
Community Service
Timeline
Generic

Felipe Barrios

Miami,FL

Summary

Entrepreneurial / Executive Officer with extensive years of Finance, M&A, and Operations Expertise. Founding and operational experience in numerous domestic and international companies. Qualified CEO and CFO in overseeing the daily activities of small businesses to large corporations alike. Excellent communicator educated in economics and accounting, including current financial markets. Strong ability to solve complex company problems using sound judgment and decision-making skills. Results oriented decisive leader with proven success in new market and product identification with strategic positioning. Active RE development and construction in family’s residential development firm.

Overview

29
29
years of professional experience

Work History

Chief Financial Officer

LAPARKAN TRADING LIMITED
Miami, Florida
01.2023 - Current
  • Financial and Operational direction for global operations - US, Latin America, and Caribbean stations – 12
  • Financial responsibility $57 Million
  • Provided financial strategy to CEO and Chairperson, resulting in earnings increase of 17%
  • Secured 6M SBA Debenture funding canceling out short-term interest only loan – Yearly Savings of over 110K
  • Identified and addressed financial risks within Caribbean stations leading to repatriating of funds to USD accounts, US$775,000
  • Oversee all financial decisions, adjustments, and reclassing such as budgeting, auditing, FP&A leading to 22% reporting efficiency
  • Implemented strategies and systems to improve financial and operational performance/efficiency by over 16%
  • Final preparation and analysis of Financial Statements and Profit and Loss Reports
  • Direct leadership of IT department, resulting in a 27% increase in hardware/software implementation
  • Restructured SOP, implemented automatic package sorting machines/technique thereby increasing efficiency by over 62%.

CFO/Managing Director

FDB SKIN CARE PARTNERS- CONSULTING
Miami, FL
01.2017 - 01.2023
  • Provided financial strategy recommendations for M&A to CEO/President and Executive team – CDS Holdings
  • Identified potential financial risks for the company leading to US$37M debt sell-off
  • Oversee all financial decisions, such as budgeting, auditing, FP&A
  • Designed and implemented Consumer Package Goods (CPG) model for multiple products in portfolio
  • Implemented cost reduction initiatives and negotiated a new vendor pricing schedule reducing costs by 14%
  • Final preparing and analysis of Financial Statements and Profit and Lost Reports
  • Designed financial models leading to a 23% improvement in timely reporting of financials
  • Monthly preparation of sales forecast and adherence to budget.

Managing Director/Founder

AMERICAN PRIVATE LABEL/AMERICAN MD (d/b/a: PUR Attitude)
Sunrise, Florida
01.2009 - 01.2017
  • Directed companies from start-ups to over $1,750,000 in revenue within 2 years
  • Developed, implemented, and reported KPI targets combined with all financial metrics/goals resulting in 37% efficiency improvement
  • Executive responsibility for having built and overseeing sales and distribution teams
  • Negotiated and approved all contracts with vendors and suppliers as well as all current private label customers and prospective customers
  • Provided a 17% cost reduction
  • Directed all E-Commerce positioning and processes through SEO
  • Sold entities in 2017 to investor in Boca Raton, Florida
  • Retained with 5 year Managing Director Contract.

Chief Financial Officer

PHILIP STEIN WATCHES/TESLAR INSIDE CORPORATION
Miami, Florida
01.2001 - 01.2009
  • Presented financial/budget/tax strategy and recommendations to CEO
  • Original CFO at the founding of firm
  • Directed the annual budget process, created all financial reports for Executive Management
  • Moved all financing from receivables factoring to traditional Line of Credit financing saving over 210k dollars per year in interest
  • Restructured company debt resulting in over 176k in interest savings and was able to retire all debt within 3 years of being CFO
  • Quarterly documentation of financial reporting and requirements – Private Equity group
  • Director, coordinating HR, Inventory, and Order Entry
  • Exited firm when company was relocated to Switzerland 2009.

Finance Director – Major Accounts

NORTEL NETWORKS
Sunrise, Florida
01.1995 - 01.2001
  • Reporting of customer accounts receivable for monthly analysis and reporting
  • Financial analysis of customer P&L, Balance Sheet to establish credit risk and limit
  • Finance liaison for conversion of Oracle Finance Module to SAP
  • Negotiate Letters of Credit with customers and present to banking institutions
  • Coordinate financing for customers through EDC (Export Development Corp.-Canada)
  • Reconcile customer account balances
  • Channel customer issues to proper departments within organization, follow resolution
  • Planning and forecasting cash collections accounting for market conditions
  • Insure customer account information is accurate and timely
  • Financial responsibility for all Bellsouth accounts throughout Central and South America region (approx
  • 124 M per year)
  • Oversaw all AT&T accounts throughout Latin America (approx
  • 48 M per year)
  • Financial responsibility for Puerto Rico Telephone Co
  • Account (approx
  • 27 M per year)
  • Financial responsibility for Wireless Telgua – Guatemala contract ($ 72 M)
  • Supervising staff of 42 analysts throughout Latin America region.

Education

MBA - Finance/Management

Methodist University

B.S. - Finance/Management; Mechanical Engineering

Methodist University

Skills

  • Excellent interpersonal and human resources skills
  • Knowledge of procedures for providing superior customer service
  • Productive and comfortable orchestrated environment
  • Qualified communicator with proficiency in written and oral communication skills
  • Ability to engage an audience
  • Convey information in a public speaking forum
  • Emotional intelligence skills
  • Awareness and understanding of others’ non-verbal reactions
  • Adjusting communication accordingly
  • Highly proficient negotiation skills
  • Reach common ground in agreements
  • Ability to identify complex problems
  • Use critical thinking skills
  • Implement plans for overcoming those problems
  • Company’s benefit
  • Creative problem-solving capacity
  • Strategic planning
  • Efficient data analytics
  • Data driven decision making
  • Budget management enabling report generation
  • Treasury Management for multiple countries
  • Extensive global financial experience
  • Extensive knowledge and expertise of GAAP
  • IFRS
  • FASB
  • Cash Flow Management
  • Financial Reporting
  • Risk Management
  • Cost-reduction strategies
  • Corporate leadership
  • International finance knowledge
  • Strategic Planning

Community Service

  • Community Volunteer Work
  • Knights of Columbus – 4th Degree Knights of Columbus
  • Blue Missions Group

Timeline

Chief Financial Officer

LAPARKAN TRADING LIMITED
01.2023 - Current

CFO/Managing Director

FDB SKIN CARE PARTNERS- CONSULTING
01.2017 - 01.2023

Managing Director/Founder

AMERICAN PRIVATE LABEL/AMERICAN MD (d/b/a: PUR Attitude)
01.2009 - 01.2017

Chief Financial Officer

PHILIP STEIN WATCHES/TESLAR INSIDE CORPORATION
01.2001 - 01.2009

Finance Director – Major Accounts

NORTEL NETWORKS
01.1995 - 01.2001

MBA - Finance/Management

Methodist University

B.S. - Finance/Management; Mechanical Engineering

Methodist University
Felipe Barrios