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From scattered numbers to leadership-ready reporting.
Financial and operational inputs connected into reporting leaders can act on.
I help leadership teams understand performance, improve financial operations, and make better decisions across FP&A, business control, reporting, payroll, accounting coordination, and systems.
Selected experience · 2016—Now
What I help with
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Financial and operational inputs connected into reporting leaders can act on.
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Revenue, costs, utilization, and project economics — a clear picture of where value is made.
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Recurring finance processes across close, payroll, contractors, AP, AR, and reporting — predictable.
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Complex topics turned into clear summaries, tradeoffs, and next steps for leadership.
Track record
10 years · 5 global companies · 5 industries
Recommendations
Across finance, operations, fintech, media, and global companies.
Juan Cruz is the kind of professional who makes everything run smoother just by being involved. He combines a deep sense of responsibility with a proactive, make-things-happen mindset. In finance and operations, Juan is a true problem-solver.
Approach
Five disciplines · one decision layer
Where every layer converges.
CorePlan & forecast.
Margin & capacity.
Source of truth, SOPs.
Cadence & trust.
Payroll & close.
I use AI daily to accelerate analysis, structure reporting, draft executive communication, and explore automation opportunities — always grounded in finance judgment.
Step 01 · Information
Turn messy inputs into structured context.
Finance work starts with unstructured information — exports from multiple systems, an email thread with three stakeholders, an operational doc nobody owns. I use AI to extract, clean, and reconcile those inputs into something the rest of the workflow can act on.
Does
Parses exports, cleans columns, reconciles definitions across sources, flags inconsistencies.
Output
A clean structured dataset or briefing, ready for analysis.
Stack
ChatGPT · Claude · n8n
Information
Finance work starts with unstructured information — exports from multiple systems, an email thread with three stakeholders, an operational doc nobody owns. I use AI to extract, clean, and reconcile those inputs into something the rest of the workflow can act on.
Analysis
Once the inputs are clean, the real work is finding the variables that actually move the business — separating signal from noise. I use AI to stress-test assumptions, run scenarios, and surface gaps a tight close would otherwise miss.
Executive narrative
Numbers don't move decisions — narratives do. I use AI to draft summaries, structure tradeoffs, and convert raw analysis into the language a CEO or board can scan in 90 seconds before walking into a meeting.
Decision support
Decisions are bets under uncertainty. I use AI to map tradeoffs, surface counter-arguments, and pressure-test the recommendation before it lands in front of leadership — so the move is made with eyes open, not on instinct.
Contact
For conversations around finance leadership, FP&A, business control, financial operations, or building stronger finance systems.