1. Company
LOGO
Summary of Career Track
Antonio (Tony) Saiz
Tony Saiz, CTP
(305) 962-0988
tonysaiz@intertreasury.com
2. SUMMARY
• Global Finance Professional, CTP (Certified Treasury professional), MS in Taxation
and extensive experience in International Treasury and Controllership
• Career Track in the Treasury and Controllership areas at best in Class Fortune 500
companies.
• High level of expertise in the following areas:
FX Risk management. International GAAP/SOX/FCPA.
Cross-Border Funding. Due Diligence Mergers and Acquisitions.
International Taxation. Working Capital optimization.
Capital Structures. Financial Analysis.
• Field Proven Track Record delivering measurable bottom line results by optimizing
working capital turnover and minimizing financial expenses.
• Strong International experience including living abroad in countries such as
Mexico, Colombia and Puerto Rico.
• Fluent in English, Spanish and Portuguese.
3. CAREER TRACK
• Inter-Treasury Consulting
o International Treasury Advisor Miami FL. Current
• Tech Data Corporation
o Sr. Treasury Manager LATAM Miami FL. 2010-2011
• AMX Cargo Airlines
o Director of Finance & Treasury Miami Fl. 2008 –2010
• International Treasury Consultant & Futures Trader Miami, Fl. 2005-2008
(Port Au Prince, Haiti 2006)
• Nortel Networks Corporation:
o Sr. Treasury Manager LATAM Sunrise Fl. 2000-2005
(Bogota Colombia 2005)
• Ingram Micro:
o Treasury Director LATAM Miami Fl. 1998-2000
(Brazil/Argentina 1999)
• Hewlett Packard Company:
o Financial Services Manager LATAM Miami Fl. 1993-1996
o Treasury and Credit Manager LATAM Miami Fl. 1990-1993
• The Gillette Company:
o Controller Central America and Caribbean. Puerto Rico 1996-1998
o Financial Planning Manager – Mexico Mexico City 1985 – 1990
4. MAJOR CONTRIBUTIONS
Slashed financial expenses by an annual $5.0M by substantially improving
cross-border funding strategies and FX risk management . Tech Data Corp.
Implemented a unique three way financing program without recourse
resulting in annual savings of $100,000- and $6.0M in incremental sales. TD
Averted more than $10.0 million in foreign exchange losses by implementing
effective FX risk hedging strategies. Hewlett Packard, Nortel and Ingram.
Directed Sarbanes-Oxley compliance analysis while improving internal
controls in Brazil, Colombia and Mexico.. Nortel
Led financial analysis, due diligence and integration for major acquisitions
in Brazil, Argentina, Mexico and Puerto Rico. Gillette and Ingram Micro.
Implemented standardized accounting and treasury systems region wise.
Nortel, Gillette and Hewlett Packard.
Played a key role in increasing sales by approximately $100.0Million by
launching a special customer financing programs for strategic deals
in Brazil, Mexico, and Venezuela. Hewlett Packard
5. MANAGEMENT STYLE
• Team Player.
• Action oriented.
• Hands-On .
• Passionate for my work.
• Oriented towards achieving results based on objectives and timetables.
• Daily Contact with subsidiaries or people involved in projects.
• Formal teleconferences and meetings face to face on a regular basis
to review advances on projects and objectives.
• Monthly and quarterly reviews of detailed financial reports.
• I believe in building an integrated team, in personal
accountability and in the right of making mistakes.
• I provide real time feed back and believe in continuous and progressive improvements
6. EDUCATION AND CERTIFICATIONS
EDUCATION
MS Finance and Accounting, in progress. DeVry University (Miramar Fl).
MS Taxation, 2011. NOVA SOUTHEASTERN UNIVERSITY (DAVIE FL).
• B.S. Finance and Economics, 1986. IBEROAMERICANA UNIVERSITY (MEXICO CITY).
(A Catholic Jesuit University)
CERTIFICATIONS
• CTP, Certified Treasury Professional ( Expires 2014).
• CPA Candidate . ( 2012) .
• Master of Securities Trading 2006.
• FINRA Registered and Certified Financial Advisor. - SEC Series 6.
ADDITIONAL TRAINING/SEMINARS
• International Projects Financing Financial Risk Management Quality Process
Analysis Personnel Management Translation of Foreign Currency Financial
Statements Financial Statements Under Hyperinflation Financial Statement
Analysis.
7. Thank you Notes on Different Projects
Rich Shalkop - TD Sr. Manager International Treasury
Event : Various projects on LATAM debt levels, financing and FX hedging strategy.
“You have a strong passion for your work and wanting to make a difference/impact. This
trait is generally not something that is taught, but rather can only come from within
naturally. That is a great trait to have.”
Rich
Szirtes, Shara – TD Europe Treasury Director
Event: Global Treasury Workshop
“I wanted to let you know that I very much enjoyed working with you during our Treasury
workshop. You have a great deal of knowledge, dynamics, upbeat attitude, and a fun
approach which I truly appreciated.”
With my warmest regards,
Shara Szirtes
Treasury, Europe
Alejandra Molina – TD Brazil General Manager
Event : Brazil – Financing and FX hedging costs reduction.
Antonio,
I just want to personally thank you for your very valuable support to Tech Data Brazil. .
Abs. Alejandra Molina