Guillermo Montes

Led FP&A, budgeting, forecasting, long-range planning, close, and executive reporting across complex organizations, supporting $100M+ annual budgets. Supported healthcare organizations with financial planning, operating analysis, management reporting, cash-flow visibility, controls, and scalable finance processes.

Executive finance leader responsible for FP&A, accounting, treasury, financial reporting, banking, risk, compliance, internal controls, and business intelligence. Promoted to CFO and entrusted with executive ownership of finance functions, serving as primary financial advisor to ownership.

Led full-cycle accounting and financial operations, including GL, A/R, A/P, payroll, accruals, journal entries, month-end close, and management reporting. Designed COSO-aligned internal controls and documented accounting policies, procedures, and SOPs.

Led budgeting and forecasting for global expansion initiatives and built assumption-driven models supporting an approximately $18M annual budget. Developed multi-year pro forma Income Statement, Balance Sheet, and Cash Flow models to support strategic planning.

Supported implementation, maintenance, and enhancement of financial systems across a global operation, with direct involvement in reporting requirements and close processes. Led requirements gathering and system-configuration efforts and produced recurring and ad hoc reports from multiple source systems.

Managed revenue-cycle analytics spanning patient billing, collections, adjustments, and write-offs across inpatient and outpatient services. Analyzed and reconciled approximately $100M in average monthly accounts receivable and built contractual-allowance models using historical payment patterns.

Supported operational budgeting and cost control across multiple locations, analyzing financial and operational data for resource allocation and cost-management decisions. Prepared journal entries, reconciliations, roll-forwards, and variance analysis as part of the monthly close process.

Led and trained small teams in demanding environments, reinforcing accountability, procedural discipline, operational readiness, and dependable execution. Supported complex operations requiring coordination, logistics discipline, adherence to established procedures, and performance under strict standards.

Bachelor of Arts in Finance and Accounting from Florida International University, completed from 2000 to 2003.