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Nadia Sotero

@nadiasotero

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Strategic planning consultant who developed a $15M-approved Walmart e-commerce growth strategy.

Mexico

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What I'm looking for

I'm seeking to bring my analytical rigor and strategic planning expertise to a mission-driven organization in higher education.

At Walmart, I developed scenario-based planning models for e-commerce and last-mile initiatives and prepared executive materials for investment prioritization. I also led a cross-functional task force on the Pro/B2B segment growth strategy, securing $15M in executive approval for five proposed digital offerings.

As an independent business strategy consultant, I develop long-term roadmaps and scalable operating models for growth-stage companies. Earlier at Scotiabank, I implemented forecasting and budgeting models that reduced budget variance by 20% and improved prediction accuracy by 25%.

Experience

Work history, roles, and key accomplishments

Current

Independent Business Strategy Consultant

Current

Self Employed

Apr 2020 - Present (6 years 6 months)

Developed long-term strategic roadmaps, aligning product development with market opportunities. Managed scope, risk, and uncertainty across multiple concurrent programs.

Strategic Roadmapping Product Development Risk Management Operating Model Communication Skills

Global Strategy Planning

XPD Global

May 2025 - Mar 2026 (10 months)

Led annual and multi-year strategic planning processes, integrating inputs from 8+ departments to support enterprise-wide prioritization and sequencing of initiatives. Developed portfolio frameworks and facilitated cross-functional stakeholder discussions to build consensus around strategic direction and resource allocation.

Strategic Planning Portfolio Management Prioritization frameworks scenario analysis Executive Briefings Cross functional Alignment Resource Allocation

Chief of Staff to VP of E-commerce & Last Mile

Walmart

Oct 2022 - Jun 2024 (1 year 8 months)

Managed enterprise portfolio of cross-functional initiatives, developing scoring models and prioritization frameworks to evaluate strategic alignment, impact, cost, risk, and dependencies. Prepared Board-level and executive-level materials for strategic planning cycles, including annual planning, investment prioritization, and performance reviews.

Portfolio Management Prioritization frameworks Scenario Planning Executive Briefings KPI Design Technology Investment Evaluation AI Tools

Innovation and Experience PM

Walmart

Nov 2021 - Oct 2022 (11 months)

Developed reusable prioritization tools, scoring models, portfolio views, templates, and decision frameworks for growth-stage companies. Conducted ad hoc strategic analyses and partnered with functional leaders to clarify decision needs and synthesize findings into actionable recommendations.

Prioritization Scoring Models Portfolio Management strategic analysis Decision Frameworks Cross Functional Collaboration

GTM PM Leader

Scotiabank

Jan 2019 - Sep 2020 (1 year 8 months)

Developed decision frameworks and prioritization models to evaluate competing market expansion initiatives across 50+ branches. Conducted market, environmental, and organizational intelligence analysis to identify opportunities, threats, and emerging risks.

Decision Frameworks Prioritization frameworks Market Intelligence Risk Analysis Strategic Planning

FP&A Budget Controller

Scotiabank

May 2017 - Jan 2019 (1 year 8 months)

Implemented Zero-Based Budgeting (ZBB) and ARIMA forecasting models that reduced budget variance by 20% ($3M+ annual savings). Developed rolling forecast methodology that improved prediction accuracy by 25%, enabling proactive resource allocation decisions.

zero based budgeting ARIMA Forecasting Rolling Forecasts Budget variance analysis Financial Planning Resource Allocation

Finance Trainee

SAT

Improved financial accuracy through income reconciliation, reducing discrepancies by 25%.

Financial Accuracy Income Reconciliation

Commercial Credit Analyst

Bancomext

Optimized credit approval processes, reducing response times by 30%.

Credit Analysis Process Optimization

Finance Trainee

Mitite (PYME)

Supported financial reporting by ensuring up-to-date and accurate records, enabling timely and reliable insights for stakeholders.

Financial Reporting Record keeping

Business Operations Executive

L7M (PYME)

Led CRM migration, served as a key user in ERP implementation and improved data accuracy, sales forecasting, and decision-making. Increased productivity by 15% and facilitated ERP adoption.

CRM Migration ERP Implementation Data Accuracy Sales Forecasting Decision making Productivity Improvement