Sergio Valencia

Led the company’s financial and operational functions, including budgeting, internal controls, AP management, financial analysis, and executive reporting. Implemented cost-optimization strategies delivering 18% annual savings and restructured logistical/administrative processes to improve response times by 25%.

Designed financial models to forecast risks, control key metrics, and generate early alerts for goal achievement. Supported sales negotiations with key clients and produced detailed board reports while partnering with senior management to define financial plans and KPIs, leading a team of analysts.

Managed budgets, forecasts, and monthly financial reporting, developing KPIs and participating in ROI analysis for new initiatives. Led a budget optimization project that reduced costs by 15% and increased net profitability by 10%.

Ensured financial and operational risk processes had appropriate controls and monitoring to optimize profitability across business models. Produced management reports and performance indicators, led Tail Spend Management to improve low-volume high-impact procurement, and strengthened financial/transactional risk processes.

Analyzed and delivered timely financial information to support decision-making, controlling and monitoring costs and expenses to drive savings and improvement initiatives. Managed institutional budget formulation/execution in the ERP, prepared P&L, balance sheet, and cash flow statements, and scheduled supplier/creditor payments to ensure reliable financial data.

Pursued the PEP Finance Controller program at IMB from 2025 to 2026.

Completed a program on cybersecurity management with an executive focus, covering technology in business management and data processing, in 2022.

Completed a specialization in Integral Project Management, with a focus on project management, from 2018 to 2019.

Completed a bilingual Business Administration program from 2009 to 2015.