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Duncan Beatty, Finance Expert in Lima District, Lima Region, Peru
Duncan Beatty

Finance Expert in Lima District, Lima Region, Peru

Member since September 1, 2021
Duncan has a passion for startups. He has experience in business and revenue models, asset allocation, budgeting, forecasting, valuations, and pitch decks and fundraising on many projects during his time in Silicon Valley. His MBA from The Wharton School and mechanical engineering degree perfectly complement finance, technology and operational execution. For him, consulting is a rewarding challenge; he helps clients make good financial decisions and grow their companies successfully.
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Career Highlights

Education

Select Certifications

Case studies

  • Cacao Plantation and Chocolate Commercialization
    Cacao Plantation and Chocolate Commercialization
    • Financial Modeling
    • Budgeting
    • Fundraising
    • Business Planning
    • Strategy
    • Pitch Decks
    • DCF Valuation
    • Startups
    • Early-stage Funding
    • Angel/Seed Funding
    • Excel Expert
    • Forecasting
    • Valuation
    • Foreign Exchange
    • Foreign Currency
    • Emerging Markets
    • Revenue & Expense Projections
    • Early-stage Startups
    • Business Plan Consulting
    • Impact Investing
    • Financing
    • Capital Raising
    • Investment Thesis
    • Investor Presentations
    • Presentations
    • Storytelling
    • Business Strategy
    • Presentation Design
    • Investment Presentations
    • Finance
    • Financial Analysis
    • Cash Flow Analysis
    • Cash Flow Modeling
    • Revenue Projections
    • Financial Forecasting
    • Venture Funding
    • P&L Forecasting
    • Corporate Finance
    • Excel 2016
    • Private Company Valuation
    • DCF Modeling
    • Excel 365
    • Microsoft Excel
    • Microsoft PowerPoint
    • Business Analysis
    • Research
    • Series A
    • Process Flows
    • Process Design
    • Writing & Editing
    • Commercial Strategy
    • Marketing
    • Go-to-market Plans
    • Pricing
    • Business Models
    • Due Diligence
    • Investments
    • Market Research & Analysis
    • Financial Management
    • Cash Flow Management
    • Financial Planning & Analysis (FP&A)
    • Operations
    • Cash Management
    • Scenario Analysis
    • Investment Return Scenario Analysis
    • Transaction Comparables
    • Food & Beverage
    • CFO
    • Cash Flow
    • Small & Medium-sized Enterprises (SME)
    • Startup Funding
    • Growth Analysis
    • Opportunity Identification
    • Cost of Capital
    • IRR
    • Market Research
    • CAPEX Budgeting & Inventory Management
    • Consumer Products
    • Cash Flow Forecasting
    • Operating Models
    • Investment Analysis
  • Cost-benefit Evaluation of a Mineshaft Investment
    Cost-benefit Evaluation of a Mineshaft Investment
    • Financial Modeling
    • CAPEX
    • Cost-benefit Analysis
    • Valuation
    • Pitch Decks
    • DCF Valuation
    • Investor Relations
    • Excel Expert
    • Forecasting
    • Foreign Currency
    • Emerging Markets
    • Revenue & Expense Projections
    • Investment Thesis
    • Investor Presentations
    • Presentations
    • Storytelling
    • Business Strategy
    • Presentation Design
    • Investment Presentations
    • Finance
    • Financial Analysis
    • Cash Flow Analysis
    • Cash Flow Modeling
    • Strategy
    • Financial Forecasting
    • Corporate Finance
    • Excel 2016
    • Private Company Valuation
    • DCF Modeling
    • Excel 365
    • Microsoft Excel
    • Microsoft PowerPoint
    • Business Analysis
    • Research
    • Process Flows
    • Process Design
    • Writing & Editing
    • Due Diligence
    • Investments
    • Market Research & Analysis
    • Financial Management
    • Cash Flow Management
    • Financial Planning & Analysis (FP&A)
    • Cash Management
    • Scenario Analysis
    • Investment Return Scenario Analysis
    • Cash Flow
    • Opportunity Identification
    • Cost of Capital
    • IRR
    • Return on Invested Capital (ROIC)
    • Market Research
    • CAPEX Budgeting & Inventory Management
    • Cash Flow Forecasting
    • Operating Models
    • Investment Analysis
    • Construction
  • Social Networking Startup | Financial Model with Three Financial Statements
    Social Networking Startup | Financial Model with Three Financial Statements
    • Business Planning
    • Budgeting
    • Financial Statements
    • Three-statement Modeling
    • Startups
    • Early-stage Funding
    • Investor Relations
    • Early-stage Venture Capital
    • Angel/Seed Funding
    • Excel Expert
    • Forecasting
    • Fundraising
    • Financial Modeling
    • Revenue & Expense Projections
    • Early-stage Startups
    • Financing
    • Capital Raising
    • Presentations
    • Consulting
    • Management Consulting
    • Finance
    • Cash Flow Analysis
    • Cash Flow Modeling
    • Revenue Projections
    • Financial Forecasting
    • Venture Funding
    • P&L Forecasting
    • Corporate Finance
    • Excel 2016
    • Excel 365
    • Microsoft Excel
    • Microsoft PowerPoint
    • Business Analysis
    • United States
    • Social Networks
    • Research
    • Series A
    • Commercial Strategy
    • Marketing
    • Go-to-market Plans
    • Pricing
    • Business Models
    • Investments
    • Market Research & Analysis
    • Financial Planning & Analysis (FP&A)
    • Cash Flow
    • Startup Funding
    • Growth Analysis
    • Market Research
    • Cash Flow Forecasting
Load more...

Employment

  • CFO, Strategy, FP&A & Financial Modeling Expert

    2021 - PRESENT
    Toptal Clients
    • Worked with several specialty social networks on their business model, launch strategy, revenue, and expense forecasts, user growth and retention, cash flow analysis, financing needs, fundraising strategy, and execution.
    • Performed as CFO for an IoT tech startup focused on improving agriculture. Worked on budgeting, forecasting, and strategy, analyzed and developed employee stock option plan (ESOP), managed accounting, and assisted with closing a seed financing round.
    • Performed as CFO for a health and wellness startup. Worked on industry and market analysis, business model, launch strategy, revenue and expense forecasts, cash flow analysis, financing needs, fundraising strategy, IP strategy, and set up accounting.
    • Worked with an NFT company with a unique approach related to art sales that involved a DAO and a nonprofit. Worked on the business model, financial forecast, revenue sharing and optimization, and fundraising.
    • Worked with edtech company on updating their systems and expanding services. Worked on capital budgeting and asset allocation, evaluating ROI in terms of valuation and P/E multiple appreciations.
    • Helped establish an esports business. Worked on the business model, revenue and expense forecasts, cash flow analysis, financing needs, user growth, retention, and valuation.
    Focus areas: Accounting, Strategy, Financial Planning & Analysis (FP&A), Financials, Budgeting, Fundraising, Pitch Decks, Startups, Market Research, Launch Strategy, CAPEX, Asset Allocation, Cash Flow Analysis, Profit Maximization, Profitability Analysis, Financial Modeling, Budget Modeling, Business Models, Revenue Modeling, Business Strategy, Competitive Analysis, Competitive Strategy, Market Segmentation, Healthcare Services, Fractional CFO, Social Media Platforms, Business Setup, Competition Research, CAPEX Budgeting & Inventory Management, Cash Flow Forecasting, B2B Partnerships, Digital Media, Operating Models, Investment Analysis, CFO

  • Finance and Operations Consultant

    2009 - PRESENT
    Freelance Consulting
    • Performed economic analysis and valuation for a hydroelectric facility. Prepared pitch materials for fundraising.
    • Led a project to develop a business case and economic profile for sugarcane ethanol production. Prepared pitch materials for fundraising.
    • Developed business cases, financial forecasts, and valuation models for commercial and residential real estate projects.
    • Built local teams for agricultural, mining, real estate construction, and hydroelectric projects. Worked on resource identification stage to secure prime candidates for development.
    • Researched and developed the post-harvest processing implementation plan and the commercialization plan of premium chocolate for a cacao plantation.
    Focus areas: Business Models, Budgeting, Angel/Seed Funding, Business Planning, Business Strategy, Capital Budgeting, Business Plan Consulting, Valuation, Financial Planning & Analysis (FP&A), Strategy, Finance, Financial Analysis, Cash Flow Analysis, Cash Flow Modeling, Revenue Projections, Renewables, Fundraising Consultant, Financial Forecasting, P&L Forecasting, Weighted Average Cost of Capital (WACC), Corporate Finance, Excel 2016, Private Company Valuation, Fundraising, DCF Modeling, Excel 365, Microsoft Excel, Microsoft PowerPoint, Business Analysis, Real Estate, Research, Series A, Process Flows, Process Design, Investment Memoranda, Writing & Editing, Commercial Strategy, Marketing, Go-to-market Plans, Pricing, Due Diligence, Investments, Market Research & Analysis, Financial Management, Cash Flow Management, EBITDA, Scenario Analysis, Investment Return Scenario Analysis, Transaction Comparables, eCommerce, Food & Beverage, Cash Flow, Small & Medium-sized Enterprises (SME), Startup Funding, Opportunity Identification, Cost of Capital, IRR, Return on Invested Capital (ROIC), Edtech, Competitive Analysis, Competitive Strategy, Market Research, Business Setup, Competition Research, CAPEX Budgeting & Inventory Management, Cash Flow Forecasting, Cost Reduction & Optimization, Operating Models, Business Transformation, Investment Analysis, Construction

  • General Manager | CFO

    2017 - 2020
    Finca Tierra Verde SAC
    • Founded a premium dark chocolate company in Peru, working with local farmers to ensure high-quality cacao sources.
    • Developed a business plan, budgets, financial forecast, and implemented the commercialization plan.
    • Managed financial operations, including accounting, treasury, control of expenses, and reporting.
    • Built and pitched a fundraising presentation to foreign investors to expand capacity and build vertical integration through plantation acquisition.
    • Developed and market-tested products, established production processes, and designed and built machines necessary to optimize quality and efficiency.
    • Developed brand, logo, and packaging to enhance customer experience. Researched industry to identify target market segmentation, pricing, and marketing plan.
    Focus areas: Valuation, Financial Modeling, Budgeting, Product Development, Pitch Decks, DCF Valuation, Startups, Early-stage Funding, Angel/Seed Funding, Excel Expert, Forecasting, Fundraising, Foreign Exchange, Foreign Currency, Emerging Markets, Revenue & Expense Projections, Early-stage Startups, Business Plan Consulting, Impact Investing, Financing, Capital Raising, Investment Thesis, Investor Presentations, Presentations, Storytelling, Business Strategy, Presentation Design, Investment Presentations, Finance, Financial Analysis, Cash Flow Analysis, Cash Flow Modeling, Revenue Projections, Cap Table Formation, Strategy, Accounting, Cost Accounting, Cap Tables, Exit Strategy, Financial Forecasting, Venture Funding, P&L Forecasting, Corporate Finance, Excel 2016, Private Company Valuation, DCF Modeling, Excel 365, Microsoft Excel, Microsoft PowerPoint, Business Analysis, Research, Series A, Process Flows, Process Design, Writing & Editing, Commercial Strategy, Marketing, Go-to-market Plans, Pricing, Business Models, Due Diligence, Investments, Market Research & Analysis, Financial Management, Cash Flow Management, EBITDA, Financial Planning & Analysis (FP&A), Operations, Cash Management, Scenario Analysis, Investment Return Scenario Analysis, Transaction Comparables, eCommerce, Food & Beverage, CFO, Cash Flow, Small & Medium-sized Enterprises (SME), Startup Funding, Growth Analysis, Opportunity Identification, Cost of Capital, IRR, Return on Invested Capital (ROIC), Competitive Analysis, Competitive Strategy, Market Segmentation, Market Research, Inventory, Business Setup, Competition Research, CAPEX Budgeting & Inventory Management, Consumer Products, Cash Flow Forecasting, Cost Reduction & Optimization, Operating Models, Investment Analysis, Process manufacturing

  • Senior Manager of Project Administration

    2012 - 2016
    Consorcio Minero Horizante
    • Managed the CapEx and project team consisting of project managers, engineers, support staff, and contractors. I was also responsible for capital investment projects valuing over $100,000,000.
    • Implemented a capital expenditure management system to review, value, and prioritize project investments for economic and strategic impact.
    • Performed economic and strategic evaluations and justifications, including cost, benefit, and risk analysis.
    • Budgeted and forecasted CapEx and OpEx on individual projects.
    • Established the department of projects, including PPM software, procedures, controls, hiring, and training.
    • Implemented clean and transparent guidelines for tenders, resulting in a thorough and competitive bidding process, a higher caliber of contractors, and improved cost and quality.
    • Led the time, cost, scope, and quality management, logistics and scheduling, obtaining environmental and legal approvals, and contractor management.
    Focus areas: Projects, Valuation, Asset Allocation, Budgeting, CAPEX, Pitch Decks, DCF Valuation, Three-statement Modeling, Investor Relations, Excel Expert, Forecasting, Financial Modeling, Foreign Currency, Emerging Markets, Comparable Company Analysis, Revenue & Expense Projections, Financing, Investor Presentations, Presentations, Streaming, Business Strategy, Presentation Design, Investment Presentations, Finance, Financial Analysis, Cash Flow Analysis, Cash Flow Modeling, Revenue Projections, Accounting, Cost Accounting, Financial Forecasting, P&L Forecasting, Corporate Finance, Excel 2016, Private Company Valuation, DCF Modeling, Excel 365, Reporting, Key Performance Indicators (KPIs), Microsoft Excel, Microsoft PowerPoint, Business Analysis, Research, Manufacturing, Process Flows, Process Design, Writing & Editing, Due Diligence, Investments, Market Research & Analysis, Financial Management, Cash Flow Management, EBITDA, Financial Planning & Analysis (FP&A), Operations, Cash Management, Investment Return Scenario Analysis, Cash Flow, Integration, Growth Analysis, Opportunity Identification, Cost of Capital, IRR, Return on Invested Capital (ROIC), Competitive Strategy, Market Research, Inventory, Competition Research, CAPEX Budgeting & Inventory Management, Cash Flow Forecasting, Turnaround, Cost Reduction & Optimization, Business Transformation, Investment Analysis, Construction, ERP Implementation

  • Senior Stratigic Analyst

    2007 - 2008
    Amyris
    • Managed the five-year financial plan and valuation model, consolidating cross-border legal entities with complex shareholder structures and multiple currencies.
    • Participated in fundraising and led financial due diligence talks – the company raised $90,000,000 in 2007 and 2008.
    • Drove the company-wide budgeting process, producing our first robust annual OpEx and CapEx budget. Led the forecasting process for internal tracking accuracy and IPO preparedness.
    • Managed and mentored a financial analyst and a budget manager, delegating workload and developing a team skillset to ensure department stability as the company grew.
    • Performed strategic and economic analysis, comparing business models and currency and commodity risk to determine optimal development path.
    • Conducted the analysis that resulted in our first two business development initiatives; a second-generation bio-fuel commercialization JV and an ethanol supply and marketing subsidiary. Acted as the key team member executing on those initiatives.
    • Selected and managed external consulting teams for projects to evaluate new ethanol market attractiveness and conduct market research to determine pricing premium for our product.
    Focus areas: Financial Planning & Analysis (FP&A), Capital Budgeting, Operating Expenses (OPEX), Financial Modeling, Valuation, Strategy, Pitch Decks, DCF Valuation, Three-statement Modeling, Startups, Investor Relations, Early-stage Venture Capital, Excel Expert, Forecasting, Fundraising, Foreign Exchange, Foreign Currency, Comparable Company Analysis, Revenue & Expense Projections, Financial Software, Financing, Capital Raising, Investment Thesis, Investor Presentations, Presentations, Storytelling, Business Strategy, Presentation Design, Investment Presentations, Finance, Financial Analysis, M&A Modeling, Cash Flow Analysis, Cash Flow Modeling, Revenue Projections, Cap Table Formation, Renewables, Accounting, Cost Accounting, GAAP, US GAAP, Cap Tables, Financial Forecasting, Venture Funding, P&L Forecasting, Weighted Average Cost of Capital (WACC), Corporate Finance, Excel 2016, Private Company Valuation, DCF Modeling, Excel 365, Reporting, Key Performance Indicators (KPIs), Microsoft Excel, Microsoft PowerPoint, Business Analysis, United States, Research, Biotechnology, Process Flows, Mergers & Acquisitions (M&A), Writing & Editing, Commercial Strategy, Go-to-market Plans, Pricing, Business Models, Due Diligence, Investments, Market Research & Analysis, Financial Management, Cash Flow Management, Data Analysis, Data Analytics, EBITDA, Scenario Analysis, Investment Return Scenario Analysis, Transaction Comparables, International Finance, Cash Flow, Startup Funding, Growth Analysis, Opportunity Identification, Cost of Capital, IRR, Competitive Analysis, Competitive Strategy, Market Segmentation, Market Research, Competition Research, CAPEX Budgeting & Inventory Management, Cash Flow Forecasting, B2B Partnerships, Cost Reduction & Optimization, Operating Models, Business Transformation, Investment Analysis, ERP Implementation, Hyperion

  • Finance and Business Consultant

    2000 - 2008
    Freelance Consulting
    • Developed a financial risk management tool for non-financial SME firms. Researched and interviewed potential customers to understand market needs and define product requirements.
    • Developed strategic and financial plan for the biotech company utilizing gene therapy. Initiated business development by building a team to focus on licensing partnership as a path to commercialization.
    • Researched prior art and wrote a patent application for a secure wireless access device, now published as number 20030204526. Performed market and competitive analyses and wrote a business plan.
    • Performed market research, business model, and pitch deck development, pilot customer search, and fundraising assistance for a SaaS company in the insurance space that raised a seed round at that time.
    • Developed revenue model, five-year budget, and three-statement financial forecast for local social networking company to prepare for fundraising.
    Focus areas: Angel/Seed Funding, Budgeting, Business Models, Business Plan Consulting, Business Planning, Business Strategy, Capital Budgeting, Capital Raising, Comparable Company Analysis, Valuation, DCF Modeling, DCF Valuation, Discounted Cash Flow (DCF), Risk Management, Financial Risk Management, Business Risk Assessment, Financial Risk Assessment, Market Research, Strategy, Growth Strategy, Patents, Product Licensing, Intellectual Property, Financial Modeling, Fundraising, Seed Fundraising, Software as a Service (SaaS), Private Equity, Finance, Financial Analysis, Cash Flow Analysis, Cash Flow Modeling, Revenue Projections, Exit Strategy, Financial Forecasting, Venture Funding, P&L Forecasting, Weighted Average Cost of Capital (WACC), Corporate Finance, Excel 2016, Private Company Valuation, Excel 365, Key Performance Indicators (KPIs), Microsoft Excel, Microsoft PowerPoint, Business Analysis, Real Estate, United States, Social Networks, Research, Biotechnology, Series A, Process Flows, Life Science, Investment Memoranda, Writing & Editing, Commercial Strategy, Go-to-market Plans, Pricing, Due Diligence, Investments, Market Research & Analysis, Financial Management, EBITDA, SaaS, Financial Planning & Analysis (FP&A), Scenario Analysis, Investment Return Scenario Analysis, Transaction Comparables, FDA & EPA Regulations, Small & Medium-sized Enterprises (SME), Startup Funding, Growth Analysis, Opportunity Identification, Social Media Apps, Cost of Capital, IRR, Insurance, Venture Capital, Competitive Analysis, Competitive Strategy, Market Segmentation, Healthcare Services, Social Media Platforms, Business Setup, Competition Research, Cash Flow Forecasting, B2B Partnerships, Cost Reduction & Optimization, Operating Models, Business Transformation

  • Finance and Operations Consultant

    2006 - 2007
    Microsoft
    • Performed QoS benchmarking and capacity analysis and forecasting for new email product rollout.
    • Provided direction for product build-out and CapEx spend decisions of $100,000,000.
    • Managed an outsourcing initiative, including value-added analysis and vendor evaluations.
    Focus areas: Data Analysis, Capital Budgeting, Outsourcing, Excel Expert, Financial Modeling, Revenue & Expense Projections, Presentations, Business Strategy, Presentation Design, Consulting, Management Consulting, Finance, Financial Analysis, Cash Flow Modeling, Strategy, Cost Accounting, Fundraising Consultant, Financial Forecasting, P&L Forecasting, Corporate Finance, Excel 2016, Reporting, Key Performance Indicators (KPIs), Microsoft Excel, Microsoft PowerPoint, Business Analysis, United States, Research, Writing & Editing, Investments, Financial Management, Data Analytics, Financial Planning & Analysis (FP&A), Operations, Scenario Analysis, Investment Return Scenario Analysis, Integration, Competitive Strategy, CAPEX Budgeting & Inventory Management, Cost Reduction & Optimization, Investment Analysis

  • Teaching Assistant, Advanced Corporate Finance

    2005 - 2007
    The Wharton School
    • Acted as a teaching assistant for Advanced Corporate Finance, a strategy and valuation class. Learned and applied different valuation methods to projects, products, or companies, including cost, benefit, risk evaluations, and industry factors.
    • Attended all classes and tutored students on the concepts when needed to ensure a good understanding.
    • Graded all the assignments and reviewed with students when needed. Assigned grades for the course.
    Focus areas: Valuation, Strategy, DCF Modeling, DCF Valuation, Discounted Cash Flow (DCF), Financials, Education, Asset Allocation, Budgeting, Business Models, Business Planning, Accounting, Business Strategy, Financial Forecasting, P&L Forecasting, Weighted Average Cost of Capital (WACC), Corporate Finance, Excel 2016, Private Company Valuation, Microsoft Excel, Business Analysis, United States, Investments, Market Research & Analysis, Financial Management, Cash Flow Management, EBITDA, Financial Planning & Analysis (FP&A), Scenario Analysis, Investment Return Scenario Analysis, Transaction Comparables, International Finance, Cash Flow, Growth Analysis, Cost of Capital, IRR, Return on Invested Capital (ROIC), Cash Flow Forecasting, Investment Analysis

  • Co-founder, Finance and Strategy

    2002 - 2004
    Ecoventure
    • Built an environmental engineering company serving the oilfield industry to help keep clients in compliance with government regulations concerning soil and groundwater contamination.
    • Analyzed the oilfield services industry to identify high potential market niches. Developed and executed a business plan that led to the establishment of a service-oriented organization growing at 75% annually.
    • Evaluated structuring and financing alternatives. Recommendation led to complete change in the strategic plan, enabling founders to maintain control and focus on expertise and customer service.
    Focus areas: Business Planning, Financing, Three-statement Modeling, Startups, Excel Expert, Forecasting, Financial Modeling, Revenue & Expense Projections, Early-stage Startups, Business Plan Consulting, Investment Thesis, Presentations, Storytelling, Business Strategy, Presentation Design, Finance, Financial Analysis, Cash Flow Analysis, Cash Flow Modeling, Revenue Projections, Strategy, Exit Strategy, Financial Forecasting, P&L Forecasting, Corporate Finance, Excel 2016, Microsoft Excel, Business Analysis, Research, Mergers & Acquisitions (M&A), Writing & Editing, Commercial Strategy, Business Models, Due Diligence, Market Research & Analysis, Financial Management, Cash Flow Management, Financial Planning & Analysis (FP&A), Cash Management, Scenario Analysis, Investment Return Scenario Analysis, Cash Flow, Small & Medium-sized Enterprises (SME), Startup Funding, Growth Analysis, Opportunity Identification, Competitive Analysis, Competitive Strategy, Market Segmentation, Market Research, Business Setup, Competition Research, Operating Models, Business Transformation, CFO

  • Manufacturing Product Manager

    2000 - 2002
    Onix Microsystems Inc.
    • Brought together the development and manufacturing engineering, purchasing, and manufacturing efforts to establish manufacturable design and manufacturing processes and have quality components and a trained manufacturing group ready.
    • Helped establish operations department to meet the initial four-month delivery deadline by preparing capital expenditure budgets and COGS forecasts, hiring personnel, and developing workflow.
    • Managed a relationship with the primary contract manufacturing vendor, vastly improving communication amongst cross-company teams and enabling technology transfer to match the aggressive in-house schedule for the first time.
    • Acted as the lead member of the emergency response entry team for responding to hazardous materials incidents in the facility.
    Focus areas: Operations, Manufacturing, Outsourcing, Process Flows, Process Design, Capital Equipment, Work Process Design, Process Definition, Vendor Management, Vendor Selection, Vendors & Suppliers, Technology Transfer, Project Management, Excel 2016, Reporting, Key Performance Indicators (KPIs), Microsoft Excel, United States, Research, Writing & Editing, Data Analysis, Data Analytics, Scenario Analysis, Integration, Small & Medium-sized Enterprises (SME), Inventory, Cost Reduction & Optimization, Process manufacturing

  • Senior Manufacturing Engineer | Test Department Supervisor

    1998 - 2000
    Star Medical
    • Managed manufacturing engineering and testing of every aspect of a solid-state diode medical laser system to improve quality and reduce costs. Organized and managed a test department to fulfill customer orders and meet production quotas.
    • Managed a team of engineers and technicians with line responsibility for throughput and quality.
    • Increased primary medical laser product production by 15x over an eight-month period while improving quality by 7% per month as measured by customer service calls.
    • Implemented process and design changes to reduce costs and retain product margins as sales price dropped 30%.
    • Coordinated with RA and QA departments on quality and FDA and ISO compliance, materials and purchasing departments on shortages and vendor issues, and engineering and R&D departments on quality improvement, design changes, and new products.
    Focus areas: Manufacturing, Engineering, Testing, QA Testing, Production, Electronics, Process Design, Product Design, Vendors & Suppliers, Vendor Selection, Vendor Management, Costs, Quality Control (QC), Production & Quality, Quality Management, Customer Service, Customer Support, Management, Reporting, Key Performance Indicators (KPIs), Microsoft Excel, United States, Research, Process Flows, Writing & Editing, Data Analysis, Data Analytics, Operations, Scenario Analysis, FDA & EPA Regulations, Integration, Small & Medium-sized Enterprises (SME), Healthcare Services, Inventory, Cost Reduction & Optimization, ERP Implementation, Process manufacturing

  • Various Positions

    1989 - 1997
    Petroleum Industry
    • Designed and operated a chemical recycling system, including flow process and physical layout, and calculated preliminary specifications for the process like heat exchange sizing, pressure loss, pressure vessel sizing, flow capacity, and pump sizing.
    • Designed custom valves for specialty chemical applications and managed small production runs overseeing quality assurance, on-time delivery, vendor negotiations, and material purchasing.
    • Operated a petroleum processing plant and a power generation plant.
    • Installed and monitored cathodic protection systems on pipelines and in refineries to prevent corrosion and leaks.
    Focus areas: Engineering, Mechanical Design, Mechanical Engineering, Petrochemicals, Power Generation, Operations, Design, Key Performance Indicators (KPIs), Research, Manufacturing, Process Flows, Process Design, Data Analysis, Data Analytics, Scenario Analysis, Inventory, Cost Reduction & Optimization, Construction, Process manufacturing

Education

  • Master's Degree in Business Administration (MBA) and Finance with Honors
    2003 - 2005
    The Wharton School of the University of Pennsylvania - San Francisco, US
  • Bachelor's Degree in Mechanical Engineering
    1989 - 1994
    University of Alberta - Edmonton, Alberta, Canada

Certifications

  • QuickBooks Pro Essential Training
    AUGUST 2021 - PRESENT
    Audited Course (Lynda)
  • Programa de Formulación, Evaluación y Gestión de Proyectos Mineros
    AUGUST 2013 - PRESENT
    Gerens

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