Patricio Gerardo Sanchez
Verified Expert in Management Consulting
Management Consulting Expert
Plano, TX, United States
Toptal member since April 16, 2018
Patricio has 30+ years of finance experience and has participated in debt and M&A deals with firms including Heineken, Coca-Cola, Ecolab, JP Morgan, and UBS. He possesses financial leadership experience in manufacturing (Bexel) as well as food & beverage, retail, packaging, and logistics (FEMSA, NYSE: FMX). Freelancing allows him to leverage his expertise in areas such as FP&A, M&A, and project valuation to maximize value for clients.
Career Highlights
Education Highlights
Case Studies
Capital Expenditure Valuation Manual
Franchise Valuation Model
Industry Expertise
- Accounting Services
- Banking
- Investment Banking
- Manufacturing
- Food & Beverage
- Plastic, Packaging & Containers
- Retail
- Freight & Logistics Services
Other Expertise
- Budget Modeling
- Cash Flow Modeling
- CFO
- Financial Planning & Analysis (FP&A)
- Financial Reporting
- Manufacturing
- Valuation
Work Experience
Board Member
Alianza Trayecto
- Was recruited as an independent director for a transportation company with 3,000+ units and 5,400+ employees—advising on the financial and corporate strategy, yearly budgeting, and long-term plan formulation as well as approving any capital investments.
- Advised the CEO on creating a captive insurer as an alternative to self-insurance which enabled the firm to expand their insurance coverage, lessen risk exposures, and reduce expenses.
CFO
Bexel Internacional
- Reorganized a mid-sized business to help capitalize on extensive future growth opportunities which included developing standardized operating policies, methods, and procedures, restructuring the finance department, and adapting the technological platform and information systems.
- Developed a 360° profitability analysis that calculated the profits by product, client, salesperson, region, and production plant. Led to a reduction in manufacturing costs and sales and administration spending of 36%.
- Implemented a corporate cost-and-budgeting system to focus on direct accountability across five plants, five sales regions, and fifteen distribution centers. This implementation significantly improved the accuracy in the cost of sales and inventory calculations and helped to control expenses through actuals versus budget variance analysis.
- Renegotiated the terms of a long-term debt—resulting in a reduction in interest rate of 30%, more lenient debt covenants, and a significant improvement in the fees and commissions paid to lenders.
- Established a comprehensive tax planning and control system which included a forecast of monthly tax payments as well as a documentation validity review. This system minimized tax advances and nondeductible expenses.
Senior Manager, Financial Planning and Analysis
FEMSA
- Led all aspects of the divestiture process, including an industry analysis, financial modeling, the creation of investor presentations, management of due diligence, buyer identification, and the negotiation of key deal terms with buyers. Completed transactions include the sale of a soft drinks brand ($88 million), a flexible packaging company ($80 million), an outdoor advertising company ($28 million), a food voucher company ($28 million), a food can facility ($28 million), and a cardboard manufacturer ($71 million).
- Developed a financial database that provided financial performance measurements and critical industry benchmark data used for future strategic planning.
- Created critical strategic analysis and financial projections for Heineken's $7.3 billion acquisition of Cerveceria Cuauhtemoc Moctezuma brewery.
- Implemented a comprehensive scenario analysis model that enabled retail division OXXO to enhance its strategic planning process and improve its multi-year sales forecasting.
- Developed a capital expenditure valuation manual that contained the evaluation, approval, and follow-up procedures and policies for the group. This document ensured that the approval of capital investment projects aligned with the long-term objectives of FEMSA.
- Directed the implementation of the SAP ERP for the corporate office, generating annual savings of $700,000.
Education
Diploma in Launching and Leading Initiatives
Universidad de Monterrey | Harvard University Extension School - Monterrey, Mexico
Diploma in Negotiating Effectively and Critical Skills for Managers
Cornell University, School of Industrial and Labor Relations - Ithaca, NY, USA
Diploma in Leadership and Team Effectiveness Executive Program
Yale School of Management - New Haven, CT, USa
Diploma in Top Management Executive Program
Instituto Panamericano de Alta Dirección de Empresa - Monterrey, Mexico
Diploma in Management of International Markets and Trade Executive Program
Thunderbird, American Graduate School of International Management - Glendale, AZ, USA and Monterrey, Mexico
Master of Business Administration (MBA) Degree in Finance
Tulane University - New Orleans, LA, USA
Master of Business Administration (MBA) Degree in General Management
Instituto Tecnologico y de Estudios Superiores de Monterrey (ITESM) - Monterrey, Mexico
Bachelor's Degree in Accounting
Instituto Tecnologico y de Estudios Superiores de Monterrey (ITESM) - Monterrey, Mexico
Skills
Finance
Valuation, Mergers & Acquisitions (M&A), CFO, Cash Flow Forecasting, Cost of Capital, Business Intelligence (BI), Financial Modeling, Budget Controls, Capital Budgeting, Accounting, Cost Management, Due Diligence, Finance Process Improvement, Financial Planning & Analysis (FP&A), Financial Reporting, Debt Restructuring, Capital Expenditure Planning, Bank Debt Raises, Controller, Financial Accounting, Valuation Analysis, Finance Strategy, Corporate Finance, Cash Flow Modeling, Valuation Modeling, Financial Systems, Financial Benchmarking, Budgeting, Pro Forma Financial Statements, DCF Valuation, Revenue & Expense Projections, Weighted Average Cost of Capital (WACC), M&A Modeling, M&A (Sell-side)
Industry Expertise
Banking & Finance, Food & Beverage, Logistics, Retail & Wholesale, Paper & Packaging
Geographic Expertise
Mexico, United States, Argentina, Brazil
Output Software
Microsoft PowerPoint, Microsoft Word, Excel 2016
Data & Analysis Software
Bloomberg
Other
Budget Modeling, Negotiation, Debt Financing, Business Planning, Annual Budgets, CAPEX, NPV Calculation, IRR, Controllership, Cost Accounting, Financial Statements, Manufacturing, Cross-functional Team Leadership, Strategic Planning & Execution, Management, Process Improvement, Microsoft 365, Enterprise Resource Planning (ERP), Oracle Hyperion Planning, Treasury & Liquidity Management, Investments, Investment Analysis, Process Control, Administrative Procedures, PV Analysis, Projects, Cash Flow Analysis, Sensitivity Analysis, SAP
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