William

Financial and Business Analytics Director

MBA with 18-year professional experience in financial and business analytics. Professional experience in financial planning and analysis, cost efficiencies, risk management and project management.

Experiencia

Financial Manager
HK LATIN AMERICA BUSINESS ASSOCIATION.
2019-01Actual

Implementation leader of a business intelligence system "Demand Solution”. Strategic planning, indicator monitoring, financial analysis. Negotiator with suppliers and customers. Advise on investment processes and attraction of Asian investors for HKLABA. Achievements • Sales in the first year of business reached USD 1.200.000 • More than 100 trades during 2020. • During the last year I have led more than 50 investment projects in the Latin American region, with a portfolio amount of $ 110 million. • Negotiation and relationship management portfolio with corporate clients with a transactional value of $ 1,200 million annually

Chief Forex Trading and Investment
BANK (REGIONAL GROUP)
2011-092020-10

Lead the forex traders and executives’ team, coordinate local and regional market operations. Design and implement market development and participation strategies. Advise business committees. Project Manager in the commercial area with support of data analysis and technology. Achievements Generated the highest EBITDA for companies in the Latin American financial sector, measured by our banking correspondents. In Sep 2011 portfolio was $ 750k and in my first year it grew up to $ 1.5 million with continuous growth rates of 10% to 15% during next years, achieving a gross profit of $ 9 million for the last year. The earnings of the portfolio of FX products, investments and Hedges represent 38.5% of the Bank's total earnings for 2019. Managed volume in the portfolio for the year 2020 $ 1,320 million. Negotiation and relationship management portfolio with corporate clients and investors with a transactional value of $ 3,000 million annually.

Money Market & Project Manager Treasury
BANK OF COSTA RICA
2005-012011-09

Develop business for Institutional Banks, support the foreign exchange and investment desk and hedging operations, manage automation projects and represent the BCR in the Costa Rican Central Bank SINPE project. International payments specialist. Project Manager Treasury Jan 2009 – Sep 2010 Management Treasury technology projects with support of the Nacional Bank of Costa Rica Bank and Costa Rica Bank. Market Analyst Forex Treasury Jan 2005 – Jan 2009 Executive of correspondent banks in Europe and China. Data analysis of the main business clients for the corporate Achievements • Forex developer and implementer Generating $ 250,000 in first-year earnings. • Growth of correspondent capital lines of credit for $ 50 million • Negotiation and management of relationships with corporate clients

FINANCIAL DIRECTOR BOARD
INSTITUTO COSTARRICENSE DE ELECTRICIDAD GROUP
2019-032020-12

• Director of the Audit Committee and advise on financial matters. • Group Financial Value In Assets USD10,728 MILLONES

Educación

Maestría · Administración
ESCP Europe Business School, France
2020
Universitario · Administración de Negocios Internacionales
INCAE Business School, Colombia and Costa Rica
2019
Universitario · Finanzas y Banca
Cheung Kong Graduate School of Business & INCAE Business School
2018
Maestría · Administración de Negocios Internacionales
San Marcos University, Net ILUMNO of Américas, Costa Rica
2016

Idiomas

Francés · intermedioInglés · avanzadoEspañol · avanzado