Summary
Overview
Work History
Education
Skills
Websites
Languages
Personal Information
Timeline
Generic
Marcos Zubillaga

Marcos Zubillaga

Lujan, Buenos Aires,B

Summary

Highly collaborative Director of Finance with strong skills in statistical analysis and performance. Poised and sharp with skill to translate financial metrics into actionable details. Exceptional performance outlining strategic financial directions for business growth.

Overview

13
13
years of professional experience

Work History

Head of Finance

RDA
09.2017 - Current
  • Leading Finance, Purchasing, Management Control, and Administration teams in Argentina, Colombia, and Uruguay, where I have been in charge of building and training each department from its inception.
  • Contact and negotiation with external investors. I was responsible for carrying out investment rounds and subsequent due diligence for amounts greater than USD 25M.
  • I led, along with the partners, the process to obtain certification as Endeavor entrepreneurs.
  • Defining the financial strategy according to the company's growth objectives and leading its implementation through the different departments. Issuance and structuring of corporate debt in the local market.
  • Responsible for negotiating with banks and financial entities.
  • Managing cash flow in highly volatile scenarios.
  • Leading process improvements to link them to strategic objectives and financial goals of the company.
  • Using financial and market data to influence operational decision-making and strategy.
  • Mitigating risk and compliance with regulatory requirements or other applicable legal requirements.

Asesor Financiero

Grupo Loyalty (Asesores financieros)
11.2016 - 09.2017
  • Developing strategies for clients in insurance coverage, investment planning, money management, and other financial areas to help them achieve their goals.
  • Analyzing financial data received from clients to develop strategies to meet clients' financial objectives.
  • Personally, I gained experience in sales and knowledge on how to build and maintain my own client base.
  • Strengthened communication skills through regular interactions with others.

Senior Finance Analyst

TMF Group (Servicios financieros)
11.2010 - 04.2016
  • Administrative manager of a complex portfolio of trusts, companies, and other asset structures.
  • Daily tasks include responding to client inquiries, coordinating trust account activities, performing the trustee function, and properly documenting account files.
  • Support the team and train more junior colleagues.
  • Main point of contact for clients within my portfolio.
  • Monthly reporting to clients and preparation of quarterly and annual financial statements.
  • Providing input and feedback on existing procedures and policies.
  • Improved financial reporting accuracy by rigorously reviewing and reconciling general ledger accounts on a regular basis.

Education

Certificación: Data Analytics - Data Management Technology

Digital House: Instituto Tecnológico
Buenos Aires, Argentina
07.2021

Postgrado: CFA Nivel I - Finance

CFA Institute
Buenos Aires, Argentina
12.2016

MBA - Business Administration

UCEMA
Buenos Aires, Argentina
12.2015

BBA - Accounting And Business Management

UCA
Buenos Aires, Argentina
07.2012

Skills

  • Continuous learning mindset
  • Strategic Planning
  • Financial Risk Management
  • Business Forecasting
  • Debt management
  • Proficient in Excel, PowerBI and Finance Software
  • Accounting management

Languages

Inglés
Proficient
C2
Español
Proficient
C2
Portugués
Upper intermediate
B2
Alemán
Elementary
A2

Personal Information

Nationality: Argentino

Timeline

Head of Finance

RDA
09.2017 - Current

Asesor Financiero

Grupo Loyalty (Asesores financieros)
11.2016 - 09.2017

Senior Finance Analyst

TMF Group (Servicios financieros)
11.2010 - 04.2016

Certificación: Data Analytics - Data Management Technology

Digital House: Instituto Tecnológico

Postgrado: CFA Nivel I - Finance

CFA Institute

MBA - Business Administration

UCEMA

BBA - Accounting And Business Management

UCA
Marcos Zubillaga