Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jorge Toledo

Magnolia,TX

Summary

VP for Strategic Transformation, having led 4 integrations in 24 months into the main company governance, IT and finance functions.

Led the transformation of the main company accounting function by outsourcing to the Philippines, at 35% of the cost, while reducing the closing period from 10 to 5 working days, and leading the implementation of Netsuite in the Group companies.

Former CFO of Building & Construction at Intertek, with responsibilities over $400M revenue budget and 1,800 employees. Skilled in strategic initiatives, cost optimization, and business partnering at the senior management level.

Proven track record in operational discipline, backlog & pipeline management, team leadership, and financial optimization. Experienced in connecting teams with clear visions, driving business transformations, and creating a culture of ownership, accountability, transparency, and performance. Strong communicator adaptable to diverse audiences, fluent in English and Spanish.

Overview

22
22
years of professional experience

Work History

VP Strategic Transformation

Integrated Water Services
05.2024 - Current
  • Participate in the corporate development process from sourcing/integration to closing through integration and value creation.
  • Lead the publication of integration and value creation plans.
  • 4 Integrated acquired businesses in a 24-month period
  • Lead the implementation of NetSuite accross the Group companies
  • Manage the achievement of key milestones in integration plans and the realization of qualitative and quantitative metrics specified in the value creation plan.
  • Have a full and comprehensive understanding of business operations across multiple disciplines.
  • Understand operational dependencies and redundancies for systems, data, and processes.
  • Recognize business continuity principals and priorities and maintain or improve business continuity practices while discovering improvements and efficiencies.
  • Build partnerships across the business to provide influence and direction for data, systems, and processes.
  • Work with multiple stakeholders on implementation and/or maximization of systems and processes throughout the organization.
  • Advocate for the appropriate level of simplicity and/or redundancies for value creation, data security, and business continuity.
  • In coordination with business unit leaders and other partners, recommend and drive changes for improved cost/value recognition including systems, data, processes, and personnel.

VP Finance

Integrated Water Services
02.2023 - 05.2024
  • Month end reporting, shortening the close period from 10 to 5 working days
  • Supervising accounting staff through the full finance cycle (OTC, PTP, RTR) and FP&A
  • Outsourced the accounting function to the Philippines, with 30% of the former cost
  • Ownership of the Internal Control environment, aligning it with Group requirements.
  • Cash Flow forecasting and prioritization system
  • Building relationships with the business lines managers, providing timely information and advice
  • Monthly performance reviews

CFO

Intertek PSI
06.2022 - 02.2023
  • CFO for the Building & Construction business, with 1,800 employees and $400M revenue
  • Ensured continuity of the function after resignation of half of the Finance team, including key individuals (controller, AP, System Administrator) and continue to support the delivery of the portfolio rationalization plan
  • Supervising accounting staff through the full finance cycle (OTC, PTP, RTR) and FP&A
  • Ownership of the Internal Control environment, aligning it with Group requirements.
  • Annual budget and weekly forecasting, minimizing deviations with actuals.
  • Working capital forecasting and management
  • Monthly performance reviews to Intertek CEO
  • Customer bid preparation and review
  • Strategic plans and portfolio management
  • Building relationships with the business lines managers, providing timely information and advice to improve performance

AIM NDT North America Director

Intertek
05.2021 - 06.2022

General Manager for the AIM business in US, with 200 employees and $50M in revenue

Sales governance: sales strategy, sales plan, timely follow up, backlog, pipeline and opportunities management

Relationship building with key customers

Operational oversight

Monthly performance reviews to CEO and CFO

Customer bid preparation and review

Business turnaround and strategic assessment

Building relationships with other business lines managers, untapping joint initiatives

IS North America Finance Director

Intertek
06.2019 - 10.2021
  • Reduction of working capital by 40%, internal controls compliance by 27%
  • Supervising accounting staff through the full finance cycle (OTC, PTP, RTR)
  • Ownership of the Internal Control environment, aligning it with Group requirements.
  • Annual budget and weekly forecasting, minimizing deviations with actuals.
  • Working capital forecasting and management
  • Monthly performance reviews to Global EVP and CFO
  • Customer bid preparation and review
  • Strategic plans, business turnaround

Global Resources FInance Controller

Intertek
05.2017 - 06.2019
  • Ownership of several global initiatives around pricing strategies and new business opportunities
  • Ownership of Industery Services global controls compliances and ERP system

Internal Audit Manager

Intertek
06.2015 - 05.2017
  • Number two of the function, with three direct reports (UK team), managing daily operations. Responsible for the overall quality of the Internal Audit work during all the audit stages (planning, execution and reporting)
  • Design and implementation of new methodology as per business requirements, for all 12 members of the audit team based in 4 different locations.

Internal Auditor

Intertek
03.2014 - 06.2015

Internal Auditor

Dixons Carphone Group
09.2011 - 03.2014

Senior Associate - Risk & Advisory Services

BDO Spain
01.2011 - 09.2011

Internal Auditor

Ceconomy
09.2006 - 01.2011

Senior Auditor

PricewaterhouseCoopers
09.2003 - 09.2006

Education

Master's Degree - Auditing

UNIVERSITAT DE BARCELONA
01.2003

BSc - Business Administration, Specialization in Finance & Accounting

UNIVERSITAT DE BARCELONA
01.2003

CERTIFIED INTERNAL AUDITOR - undefined

IIA
01.2012

Skills

  • Post-Merger Integration
  • Financial Planning & Analysis
  • Processes reengineering and controls implementation
  • Flexibility and versatility
  • Operational Excellence & Cost Optimization
  • Team Leadership & Development
  • Business Continuity & Risk Management
  • Cross-Functional Team Collaboration

Timeline

VP Strategic Transformation

Integrated Water Services
05.2024 - Current

VP Finance

Integrated Water Services
02.2023 - 05.2024

CFO

Intertek PSI
06.2022 - 02.2023

AIM NDT North America Director

Intertek
05.2021 - 06.2022

IS North America Finance Director

Intertek
06.2019 - 10.2021

Global Resources FInance Controller

Intertek
05.2017 - 06.2019

Internal Audit Manager

Intertek
06.2015 - 05.2017

Internal Auditor

Intertek
03.2014 - 06.2015

Internal Auditor

Dixons Carphone Group
09.2011 - 03.2014

Senior Associate - Risk & Advisory Services

BDO Spain
01.2011 - 09.2011

Internal Auditor

Ceconomy
09.2006 - 01.2011

Senior Auditor

PricewaterhouseCoopers
09.2003 - 09.2006

Master's Degree - Auditing

UNIVERSITAT DE BARCELONA

BSc - Business Administration, Specialization in Finance & Accounting

UNIVERSITAT DE BARCELONA

CERTIFIED INTERNAL AUDITOR - undefined

IIA