Juan David Romero Digital Strategy & Transformation | MBA | Fintech & Open

Chief of Staff to CMO

Docplanner

Apr 2025 - Current (1 year 1 month)

As Chief of Staff to the CMO at Docplanner, I serve as a strategic partner overseeing global marketing operations across 13+ markets, ensuring alignment with corporate growth objectives and performance targets. My responsibilities include leading the design and implementation of AI-driven automations and reporting workflows, which have successfully reduced manual analysis and coordination time by 10%, thereby increasing decision-making speed. I direct the 2026 global marketing planning and budgeting process, consolidating forecasts and aligning funnel KPIs (MQL, MAL, Won) to enhance visibility across both global and local teams. Additionally, while my role does not focus solely on corporate compliance, it necessitates close coordination wit

MBA Consultant

humm group

Sep 2024 - Nov 2024 (3 months)

• Designed a go-to-market strategy leveraging open banking, identifying digital growth opportunities for financial services. • Created an implementation plan for A2A (account-to-account) payments, improving customer experience and optimizing financial transactions.

Financial and Operations Director

Jobandtalent

Feb 2022 - Jan 2024 (2 years)

As the Financial and Operations Director, I led post-merger technology integration, aligning operations and consolidating digital systems across the post-merger landscape, which resulted in a remarkable 43% cost reduction. I managed the automation of invoicing and payroll systems, ensuring seamless execution for over 27,000 employees while overseeing financial processes exceeding $200 million. Additionally, I implemented AI-driven hiring automation, which reduced processing time by 39% and improved accuracy by 60%. My efforts in restructuring digital tools enhanced scalability and efficiency, driving a 28% reduction in headcount while maintaining operational performance. Although my role did not focus on traditional financial products, I wa

Ops Manager

Jobandtalent

Aug 2021 - Jan 2022 (6 months)

• Initiated adoption of AI to streamline the hiring process for temporary staff and payroll for internal employees, cutting processing time by 39% and improving accuracy by 60%. • Oversaw the hiring process at Job&Talent, structuring execution around clear performance objectives aimed at reducing time-to-hire, improving fill rates, and increasing placement accuracy. This performance-driven approach involved tracking measurable key results, such as hiring velocity, error reduction, automation rates, and cost efficiency metrics, which aligns closely with the principles of an OKR framework, enhancing overall operational effectiveness.

F

Entrepreneur

Finstarter

Jan 2021 - Nov 2023 (2 years 11 months)

• Directed ERP implementation projects, optimizing workflows and efficiency in consumer goods and landscape services with a $50K to $150K budget over one year. • Developed executive-level client relationships, delivering customized solutions tailored to current processes, ensuring strong client satisfaction. • Gained hands-on experience with financial products through direct involvement with financial modules, including accounting, invoicing, payroll, and reporting systems, which enhanced my understanding of financial infrastructure and data flows essential for effective financial management. • Ensured strict adherence to corporate compliance standards during ERP implementations, focusing on financial reporting accuracy, audit trails,

Co Founder | Entrepreneur

Kupa

Mar 2017 - Dec 2023 (6 years 10 months)

As Co-Founder and Entrepreneur, I founded and grew the business to $1M in revenue, overseeing all key operations with a focus on P&L and cash flow optimization through strategic negotiations and B2B partnerships. I spearheaded digital transformation initiatives, implementing e-commerce, CRM, and data-driven sales strategies to scale business operations effectively. Additionally, I led a complete ERP integration, streamlining supply chain, finance, and sales functions, which enhanced decision-making and cost efficiency. I secured $100K in investment through thorough financial evaluations, market and competitor analysis, and a compelling pitch on Shark Tank. During the COVID-19 pandemic, I pivoted the company strategy by leveraging market ins

Alliance Director

Viajes Falabella

Apr 2016 - Mar 2017 (1 year)

• Led the creation and integration of new travel products, including tailored travel packages with customized insurance, leveraging synergies across the group

Category Manager

Agencia de Seguros Falabella

Feb 2015 - Apr 2016 (1 year 3 months)

As a Category Manager, I successfully introduced the first motorcycle insurance bundle, achieving sales targets approximately 50% faster than scheduled. I also crafted and implemented operational efficiencies that reduced the time required to sell car insurances by around 20%. My role involved navigating a highly regulated insurance environment, where I managed product performance, pricing structures, and commercial strategies for financial protection products. This experience necessitated strict adherence to corporate governance standards and regulatory guidelines, ensuring that policy documentation requirements and responsible sales practices were met. By aligning product design and pricing with regulatory constraints, I gained direct exp

Account Manager Key Account

MEJIA ASOCIADOS

May 2014 - Aug 2014 (4 months)

• Increase sales from 3% monthly to a 10%.

Internship Trainee

Banco GNB Sudameris

Dec 2011 - Jul 2012 (8 months)

As an Internship Trainee, I was responsible for creating a comprehensive spreadsheet in Excel for a fixed income valuation model, which enhanced the accuracy of our financial assessments. I also developed new reports that provided traders with timely and relevant information, significantly improving their decision-making processes. Additionally, my experience in operations management proved beneficial as I coordinated with various departments to gather essential financial and operational data, ensuring a structured approach to our valuation model. This involvement deepened my understanding of internal workflows, financial controls, and reporting structures, further enriching my skill set in financial products and data reporting.

Juan David Romero

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