Sergio V.
Finance Senior Manager
Notable Highlight
Fractional CFO/Controller delivering 10–15 day cash cycle improvements and 30–60% cost savings through finance automation for US CPG and e-commerce brands across DTC and omnichannel operations.
Experience Summary
Sergio is a Finance Senior Manager and Fractional CFO/Controller with over 15 years of experience across the United States, Mexico, Colombia, and broader LATAM markets. His background includes leadership roles within Deloitte, KPMG, and EY, as well as hands-on controller and finance leadership positions supporting high-growth eCommerce, retail, consumer goods, and marketplace businesses. Most recently, he has been providing Fractional CFO and Controller services to US-based omnichannel CPG brands, overseeing month-end close, financial reporting, inventory accounting, cash flow management, sales tax compliance, and strategic financial planning. Sergio has extensive experience supporting companies operating through Shopify, Amazon, wholesale, and retail distribution channels, making him highly familiar with the operational and financial complexities of DTC and multi-channel businesses. He has also led ERP and accounting system implementations and migrations involving NetSuite, QuickBooks, SAP, and Xero while building scalable finance operations for growing organizations. His expertise spans US GAAP, startup environments, internal controls, AP/AR oversight, payroll administration, and financial process optimization.
Key Achievements
One of Sergio's most significant accomplishments was leading the financial transformation of a rapidly scaling omnichannel eCommerce brand transitioning from a pure DTC model into wholesale and retail distribution. He designed and implemented new finance processes, inventory accounting structures, cost center reporting, and channel-level profitability analysis that enabled management to make more informed operational decisions. Through automation, workflow redesign, and system integrations, he significantly improved the accuracy and speed of monthly financial reporting while maintaining strong internal controls. He also rebuilt finance functions for startup and growth-stage businesses, including a B2B beauty marketplace processing thousands of monthly transactions, where he implemented accounting systems, consolidated reporting structures, and investor-focused financial reporting. Additionally, he has successfully advised companies on working capital optimization, fundraising initiatives, and M&A transactions ranging from million to over million in enterprise value. His work consistently delivers improved visibility into profitability, cash flow, inventory performance, and strategic decision-making.
Skills
Work Experience
Finance Senior Manager
FCCFTGC · New York, Texas & Mexico (Remote | US & CA clients) · Apr 2025 – Present
- Provide Fractional CFO and Controller services to US-based CPG brands, covering month-end closing, management reporting, and investor-ready financials for multi-channel brands.
- Restructure and improve finance operations while building tech stacks to streamline DTC and B2B channel accounting, improving data accuracy and reducing manual effort.
- Design business units, cost centers, and chart of accounts structures to enable channel-level profitability analysis for omnichannel brands.
- Build strategic financial models and KPI dashboards to support shareholder and investor decision-making.
- Manage payroll processes using ADP, Gusto, and Justworks.
- Handle US and international sales tax matters and processes partnering with Kintsugi, Zamp, Numeral, and Avalara.
- Prepare CPA tax reporting for income tax returns, franchise taxes, and 1099s compliance matters.
Finance Advisor
SFOMAIC · US | Mexico | Colombia | LATAM · Oct 2019 – Present
- Deliver Fractional CFO/Controller, M&A advisory, financial due diligence, and business valuation services across multiple sectors in the US, Mexico, and Colombia.
- Lead finance digitalization projects: implemented ERP/GL systems, automated AP/AR workflows, and introduced standard operating procedures for month-end close.
- Support capital raising and investor relations for growth-stage companies, including structuring Confirming (supply-chain finance) solutions to improve working capital.
- Deliver M&A assessments and business valuation reports ranging from USD M to over USD M.
- Build financial reporting processes for CPG brands using systems including Shopify, Amazon, Bill.com, Stampli, Settle, Ramp, and TikTok.
- Implement ERP and accounting systems including SAP, Netsuite, Quickbooks, and Xero.
TAS Manager
TASEM · Mexico City, Mexico · Aug 2018 – Sep 2019
- Manage financial due diligence and M&A assessments for Corporate, Venture Capital, and Private Equity clients.
- Lead cross-border engagements across multiple industries, coordinating cross-functional teams.
Acting Manager
DAKC · Bogotá, Colombia · Nov 2014 – May 2018
- Lead financial due diligence and M&A assessments for Corporate and Private Equity clients.
- Perform business valuations and fixed asset valuations across clients in the Mining & Metals, Manufacturing, Transport & Logistics, and Power & Utilities industries.
- Manage client relationships and coordinate cross-functional teams on multi-country transactions.
- Build core technical expertise in IFRS, US GAAP, and financial statement analysis.
Staff in Charge
FASADC · Bogotá, Colombia · Jul 2011 – Jul 2014
- Deliver external audit and financial advisory services for clients in various industries.
- Support financial due diligence and M&A assessments as part of the Financial Advisory team.