Open to opportunities

Carlos Valencia

@carlosvalencia1

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Corporate finance executive with 24+ years of strategic leadership.

Colombia

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What I'm looking for

I am seeking a role that allows me to leverage my extensive finance experience to drive strategic initiatives and operational excellence in a dynamic organization.

I am a seasoned Corporate Finance Executive with over 24 years of experience in leading Financial Planning & Analysis (FP&A), Treasury, Accounting, and Mergers & Acquisitions (M&A) across high-impact enterprises. My expertise lies in advanced financial modeling, restructuring, forecasting, and business-unit analysis, complemented by my proficiency in BI automation tools such as Power BI, Python, and VBA. I have a proven track record of managing virtual, regional, and multicultural teams, delivering strategic vision and operational excellence.

Currently, I serve as the Financial Planning & Analysis Manager at Grupo BIOS, where I oversee finance for entities with annual revenues exceeding COP 2.3 trillion. My responsibilities include developing financial strategies focused on liquidity, profitability, leverage, and capital efficiency. I have successfully led M&A initiatives, executed deals exceeding USD 65 million, and automated financial reporting processes, significantly improving EBITDA variance accuracy. My commitment to excellence is reflected in my ability to deliver strategic reports to the CEO and Board of Directors, ensuring informed decision-making.

Experience

Work history, roles, and key accomplishments

Current

Financial Planning & Analysis Manager

Current

Grupo BIOS

Aug 2017 - Present (7 years 11 months)

Oversaw finance for entities with annual revenues exceeding COP 2.3 trillion and was responsible for financial strategy, including liquidity, profitability, leverage, and capital efficiency. Led M&A initiatives, encompassing due diligence, valuation, and post-merger integration.

Financial Modeling Budgeting Power BI Python M&A Financial Strategy Valuation Post Merger Integration

Financial Planning Analyst

Metro de Medellín Ltda

Nov 2009 - Present (15 years 8 months)

Managed P&L and balance sheet budgeting, improving forecast accuracy from 92% to 98%. Developed long-term financial projections and models for project evaluation, and prepared financial reports for management, the Board of Directors, and regulators.

P&L management Financial Modeling Financial Reporting Project evaluation SIESA ERP Advanced Excel

Project Analyst

BEMSA Propiedad Raiz

Mar 2008 - Present (17 years 4 months)

Conducted financial modeling and cash flow management for real estate development projects. Secured financing arrangements with banking institutions and developed a financial viability model that was instrumental in securing project approvals.

Financial Modeling Cash Flow Management Real Estate Development Financing Financial Viability