Dynamic finance and operations leader with a track record of enhancing profitability and efficiency within a mid-sized organization. Successfully managed financial reporting and operational functions, ensuring seamless transitions during acquisitions. Instrumental in reducing accounts receivable delinquency, significantly improving cash flow and overall operational effectiveness.
Overview
6
6
years of professional experience
2
2
Certifications
Work History
Director of Finance & Operations (Transition Role)
AE Global
Miami
01.2026 - 03.2026
Retained post-acquisition to support integration and transition of financial and operational functions
Ensured continuity of financial reporting and cash flow management during ownership transition, maintaining operational stability
Aligned systems, processes, and reporting structures with new leadership to facilitate seamless integration
Facilitated smooth post-acquisition integration through effective collaboration and knowledge transfer
Assisted in knowledge transfer, system access, and operational handoff to incoming teams
Director of Finance & Operations
Sun Packaging Technologies
Pompano Beach
10.2019 - 01.2026
Oversaw all financial operations, including budgeting, forecasting, cash flow management, and financial reporting for a $14M revenue business
Acted as both CFO and COO, managing cross-functional areas including finance, logistics, warehouse operations, HR, and office administration
Led strategic planning initiatives that improved operational efficiency and supported sustained revenue growth
Developed and implemented financial controls, policies, and reporting systems to improve transparency and support informed decision-making
Reduced accounts receivable delinquency from 90% past due to 30%, enhancing cash flow and collection efficiency
Managed administrative and office functions to align operations with organizational goals and drive operational excellence
Directed day-to-day warehouse and logistics operations, optimizing inventory control, distribution processes, and vendor relationships
Oversaw human resources functions, including recruiting, hiring, onboarding, performance management, and terminations
Managed company insurance programs, including policy selection, renewals, claims coordination, and risk mitigation strategies
Served as ERP system administrator, leveraging technical background to manage, customize, and optimize NetSuite and related systems
Improved reporting capabilities and streamlined workflows through system enhancements and automation
Partnered with ownership to prepare the company for acquisition, including financial due diligence.
Education
Master of Business Administration - Accounting Concentration
Barry University
Miami, FL
Bachelor of Science - Computer Science with Management
King’s College London
London, UK
Skills
Financial Strategy & Leadership
Financial Operations
Budgeting & Forecasting
Cash Flow Management
Cost Management
Financial Risk Assessment
M&A support
ERP Systems
Process automation
Cross-functional leadership
COO leadership
Organizational Development
Certification
CPA Candidate – Currently preparing for the Certified Public Accountant (CPA) examination
Additional Information
Open to relocation for the right opportunity, Transitioned out following successful acquisition and completion of integration support, seeking new opportunities to drive financial and operational excellence, Unique blend of finance, operations, HR, and technical expertise, enabling effective leadership across all core business functions, Advanced proficiency in ERP systems, financial modeling, and process optimization
Languages
Spanish
Professional
Portuguese
Full Professional
Timeline
Director of Finance & Operations (Transition Role)
AE Global
01.2026 - 03.2026
Director of Finance & Operations
Sun Packaging Technologies
10.2019 - 01.2026
Master of Business Administration - Accounting Concentration
Barry University
Bachelor of Science - Computer Science with Management