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(1 review)

Carlos O.

@ovallesce

4.8

1.0

100%

Fractional CFO | Cash Flow & Forecasts

$25 USD / Hour

・

Venezuela (11:54 AM)

・

Joined on May 7, 2025

$25 USD / Hour

・

Fractional CFO with 25+ years across Latin America. I work with CEOs and business owners who need financial clarity, cash flow control, and strategic direction without a full-time CFO. I took a company from 5% to 16% EBITDA in 4 months. I protected $6M in shareholder value ahead of a currency devaluation. I led a full SAP ERP rollout in 7 months for a near-bankrupt manufacturer. That is what I bring to your business.

Verifications

On time

100%

On budget

100%

Accept rate

100%

See all Business Planners in Venezuela

Portfolio

Custom Excel dashboard designed to track financial performance.
Includes:

6-month Revenue, Expenses & Net Cash Flow

Automated bar and line charts

Easy-to-update structure with clear formatting

This demo shows how I transform raw financial data into clean, actionable insights for businesses. Ideal for startups, SMEs, and entrepreneurs who need quick visibility of their cash flow and performance trends.

Executive Financial Dashboard

Excel-based Cash Flow Projection model built to track inflows, outflows, and net cash flow across 36 months.

Includes:

Structured quarterly data (3-year horizon)

Automated line chart to show cash flow trends

Bar chart comparing inflows vs outflows

Clean, easy-to-update format

This demo illustrates how I design financial models that give businesses clear visibility of liquidity, trends, and cash management needs.

Business Cash Flow Forecast

Led a strategic margin optimization initiative for a multinational consumer goods company, redesigning pricing structure and cost controls to improve profitability and financial visibility.

The project focused on identifying margin leakage, strengthening financial discipline, and supporting executive decision-making with a clearer profitability framework.

Result: double-digit margin improvement and stronger operating performance.

Margin Optimization | CFO Case

Executive Financial Dashboard

Business Cash Flow Forecast

Margin Optimization | CFO Case

4.8 · 1 Review

1 Review

Data entry de menús

Excelente y rapido! Lo seguiremos contratando

Data Entry

Virtual Assistant

Fractional CEO & CFO

Sep, 2024 - Present

•

1 year, 8 months

Copathy Experience

Sep, 2024 - Present

•

1 year, 8 months

I serve as an operations and finance advisor for Copathy Experience, a consulting firm based in Panama that specializes in developing soft skills and improving communication between management teams and organizations.

Panama, Panama

CarlosCamperos

@CarlosCamperos

Chief Finantial Officer

Working with Carlos has been a positive experience for our team. His approach goes beyond the numbers, helping us rethink processes and key elements, optimize costs, and structure a much clearer and more robust financial model. What I value most is his ability to translate complex situations into practical decisions, always with empathy, professionalism, and a strategic vision.

Sep, 2024 - Present

•

1 year, 8 months

Fractional CFO and Strategic Consultant

Aug, 2016 - Present

•

9 years, 9 months

Freelance

Aug, 2016 - Present

•

9 years, 9 months

- Since 2016, I have been advising companies across Venezuela on strategic planning, financial management, and banking negotiations, helping organizations navigate complex environments with clarity and confidence.

Valencia, Venezuela

CarlosCamperos

@CarlosCamperos

Fractional CFO

Aug, 2016 - Present

•

9 years, 9 months

General Manager

Aug, 2015 - Jul, 2022

•

6 years, 11 months

Grupo BTP

Aug, 2015 - Jul, 2022

•

6 years, 11 months

Advised owner-led companies on debt restructuring and Adempiere ERP deployments. Managed shareholder negotiations and business separation processes. Delivered strategic and financial advisory across consumer goods and distribution industries.

RANDREY17

@RANDREY17

Coordinador de Transporte

Carlos es un excelente jefe con muy buen manejo de personal, posee sólidos conocimientos en planificación y estrategia financiera.

Aug, 2015 - Jul, 2022

•

6 years, 11 months

IESA

2003 - 2005

•

2 years

Advance Mangement Program

Venezuela

2003 - 2005

•

2 years

Universidad 'Santa María'

1997 - 1999

•

2 years

Tax Law Degree

Venezuela

1997 - 1999

•

2 years

Universidad 'Santa María'

1995 - 1996

•

1 year

Finance and Economy Degree

Venezuela

1995 - 1996

•

1 year

Finance Specialist

1997

Univesidad Santa Maria

Is a 18 months program regarding Finance and Economy

1997

Advance Management Program

2005

IESA

We study subjects to know for a General Manager

2005

Business Administration Degree

1989

Universidad Santa Maria

Degree in Business Administration

1989