About

A finance director for real estate development who ensures the formation of the vehicles (trusts/SPVs), arranges the bank financing, and multiplies a lean team through AI-augmented operations.

Civil engineer with PMP® and 12+ years in real estate development, construction and renewable energy — today Director of Administration & Finance at Red Oak Ventures (Tijuana). I ensure the formation of the trusts and SPVs that protect investor capital and unlock bank financing, arrange USD $74M+ in bank debt (in progress; USD $38.3M at term-sheet stage), and steward a 5-project, USD $115M+ portfolio. In parallel I lead, as Project Director, a USD $54M premium residential (189 units, Zona Dorada): two concurrent mandates, each with its own reporting line to a founding partner. I run finance and PM on an in-house, AI-augmented stack, and I’m pursuing a Master in Finance at EGADE (94/100, Talent Scholarship). Proven track record in governance, regulatory compliance (permits, feasibility studies, condominium regimes) and stakeholder coordination across up to 4 countries.

Four profiles

Four high-level profiles

Real estate development

Conceptualize, develop, deliver.

  • 8 relevant projects: 3 delivered end-to-end through operational hand-off + 5 in simultaneous development at the pre-operational planning stage
  • Bidding, contracting and scope execution — owning the critical path and financial outcome of each project
  • Multidisciplinary team coordination (architects, engineers, contractors)

Project Management

End-to-end delivery: scope, time, cost, quality, risk.

  • Current: Project Director of a premium residential (189 units · 36,650 m² · USD $54M, Zona Dorada)
  • PMI-based contract and budget control across all projects
  • 12+ years managing real estate development, construction and renewable energy projects

Financial

From accounting to structuring.

  • Financial accounting and modeling (pro formas, IRR/NPV, sensitivities)
  • Trust & SPV formation that protects investor capital and unlocks bank financing
  • Current: USD $74M+ in bank debt in arrangement across 5 banks (USD $38.3M at term-sheet stage; rest in negotiation)
  • Business models from cash-in/cash-out to hold strategies

AI, automation & processes

Early AI adoption across finance and project operations.

  • N8N flows integrating messaging (Slack, Telegram), email, meeting transcription (Fireflies) and database (Supabase)
  • Python automations and AI-assisted app development (web, Android, iOS) with Cursor and Claude Code
  • LLM-queryable Obsidian second brain: a linked operational corpus of 510+ meetings (401.8+ h) plus project, KYC, legal and financial information
  • In-house ERP on own domain (erp.ycm360.com)

Experience

Jul/24 - Present

Tijuana, BC, MX

Director of Administration & Finance

Red Oak Ventures

Dual role with the Project Director mandate · reports to the founding partner heading Tax & Structuring. Real estate developer founded in 2020 by two former Ernst & Young partners · 14-person team.

  • Structure SPVs and trusts that protect investor capital and unlock bank financing.
  • Arrange USD $74M+ in bank debt (in progress) across 5 banks — USD $38.3M at term-sheet stage, remainder in negotiation — for 3 industrial + 2 residential projects.
  • Manage budgets, projections and planning for the USD $115M+ portfolio, and run capital calls (industrial USD $3.38M+ · residential USD $4.11M+).
  • Ensure governance and legal/fiscal/contract compliance, plus regulatory compliance (permits, feasibility studies, condominium regimes) across 5 developments.
  • Report financial accounting to the investment managers of 2 family offices and oversee unit sales and payment records.
  • Lead a 3-person team — accountant, lawyer and permits & filings officer — and standardize administrative processes.
  • Build a proprietary ERP (erp.ycm360.com) for contract and budget control, with N8N automations and Fireflies.ai minutes.
  • Build an LLM-queryable Obsidian "second brain" centralizing the full operational memory (projects, meetings, contracts, permits, collections, trusts, files), refined over 300+ iterations.

Mar/23 - Present

Tijuana, BC, MX

Project Director — Premium residential

Red Oak Ventures

Dual role with the Administration & Finance mandate · reports to the founding partner heading the Real Estate practice.

  • Manage all project-management areas (scope, schedule, budget, quality, risk, procurement, and stakeholders) for a premium high-rise residential in Tijuana’s Zona Dorada: 189 units · 36,650 m² · 2 towers (88 m and 55 m).
  • Oversee a USD $54M budget with end-to-end contract and vendor control.
  • Coordinate teams across 8+ cities in 4 countries (architects, engineers, contractors).
  • Report progress to investors in quarterly board meetings.

Aug/22 - Jul/24

Tijuana, BC, MX

Director of Real Estate Development

Red Oak Ventures

  • Supervised 6 projects (111k+ m²), managing planning, budget, schedule, and scope for 3 residential and 3 industrial developments.
  • Directly led 4 project managers, a marketing manager, and a construction manager.
  • Drove bidding, contracting, and scope execution.
  • Prepared executive progress presentations for investors.
  • Coached junior PMs in real estate development and project management practices.

Oct/19 - Jul/22

Tijuana, BC, MX

Project Administration Manager

Loma Desarrollos

Real estate developer founded in 1994 · 110+ professionals · 50+ projects · 9+ states · 770k+ m².

  • Managed the USD $63M budget of a mixed-use development (USD $42.5M shopping center + USD $20.5M medical tower), including hard and soft costs.
  • Coordinated multidisciplinary teams: finance, legal, sales, construction, permits, and operations.
  • Coordinated documentation for credit applications and fund disbursements for the project.
  • Administered construction, broker, and purchase-sale agreements throughout the project life cycle, controlling sales, leases, and payments to authorize broker commissions.
  • Reconciled changes with stakeholders to issue budget change orders.
  • Administered and monitored IRR/ROI financial models + cash flow + credit documentation.
  • Earned a promotion offer to lead the full project portfolio.

Apr/18 - Oct/19

San Pedro Garza García, NL, MX

Administrative Coordinator

G+G Proyectos

Construction PM firm founded in 2005 · 15+ professionals.

  • Oversaw CapEx and OpEx controls across 14 construction/maintenance projects for Logrand Group casinos.
  • Processed payments, change orders, and administrative closeouts.
  • Optimized tools for payment tracking, inventory, and time cards.

Jul/16 - Jan/18

Piedras Negras, COA, MX

Project Manager

Smart Energy Solution

Solar developer founded in 2013 · team of 9 · 5+ cities (Coahuila).

  • Directed the development of 10 photovoltaic systems (grid-tied + standalone) across all phases.
  • Managed the company’s physical and human resources, supervising 4 administrative staff and 5 technicians.
  • Managed FIDE certification to access private financing.
  • Established a strategic partnership with the region’s largest home improvement chain.
  • Built a parametric Excel generating 64 simultaneous proposals.

Aug/15 - Jul/16

San Jacinto Amilpas, OAX, MX

Project Manager Jr.

JG Inmobiliaria del Sur

Public-works contractor founded in 2012 · USD $5M+ annual revenue · 15+ professionals.

  • Managed a USD $1.4M budget across 8 public-works projects for 3 government agencies; led 6 public bidding processes.
  • Coordinated a 6-person team (2 architects, 2 engineers, 2 interns) and relations with officials, rural communities and political organizations.
  • Delivered 4 rehabilitations (clinic + 3 schools) and 4 new builds (bridge, drainage, school, 7,400 m² eco-flooring).

Sep/14 - Aug/15

Monterrey, NL, MX

Project Manager Jr.

Voltrak

Electrical engineering firm (Xignux Group) founded in 1980 · 500+ professionals · 900+ projects.

  • Managed (3-person team) 7 EPC projects totaling USD $48M (each > USD $5M): schedules, integrated change control and client communication.
  • Delivered high/medium/low-voltage systems — 3 substations, 31+ km of lines, BBVA Stadium and Kia Motors plant.

Mar/14 - Sep/14

San Pedro Garza García, NL, MX

Administrative Coordinator

ACSA

A/E/C contractor founded in 2000 · commercial, industrial, infrastructure & residential.

  • Managed scope and cost of 5 simultaneous projects via Neodata ERP (subcontracts, change orders, progress estimates, closeouts), coordinating Procurement, Costs, Design, Accounting and IT.
  • Prepared investor progress presentations for the Montemorelos shopping center.

Jun/13 - Aug/13

San Jacinto Amilpas, OAX, MX

Resident Engineering Assistant

JG Inmobiliaria del Sur

  • Conducted field surveys and payment estimates for the rehabilitation of 2 health centers.

Aug/12 - Aug/14

Monterrey, NL, MX

Instructor

D4 Reality

  • Taught 16-hour courses on AutoCAD, MS Project, Neodata PU, and STAAD Pro to 1-5 person groups.

Aug/12 - Dec/12

Monterrey, NL, MX

Business-Data Jr. Researcher

Tec de Monterrey Business Incubator

Tec de Monterrey startup incubator.

  • Supported research on incubated ventures and received training in intellectual property and market research.

Jan/11 - May/11

Juárez, NL, MX

Architectural Design Intern

Casas Geo

One of Mexico’s largest homebuilders · BMV-listed since 1994 (Corporación GEO).

  • Produced AutoCAD drawings for the Terranova subdivision (1,080 homes) for permitting and construction.

Education

Sep/25 - In progress

Master in Finance (MAF)· Present

EGADE Business School — Tec de Monterrey

Executive online/hybrid · Cumulative GPA 94/100 · 25% Talent Scholarship

Aug/07 - Dec/13

B.Sc. Civil Engineering

Instituto Tecnológico y de Estudios Superiores de Monterrey

Monterrey Campus · GPA 88/100 · EGEL outstanding · 60% merit scholarship

Certifications

  • 2022Harvard Business School Online CORe Program
  • 2019Project Management Professional (PMP®)
  • 2017Photovoltaic System Installation (EC0586)

Courses & continuous learning

  • 2026TaxPay · SAT Annual Tax Return Workshop 2025
  • 2025Build Your App with AI
  • 2025Kommo + N8N · Automation for Business
  • 2024Advanced Tax Planning
  • 2024GMAT Prep — Manhattan Prep
  • 2024Responsible Construction Manager (DRO)
  • 2022Disciplined Agile (DA)

Skills

Project Management

MS ProjectClickupMS OfficeG SuiteSmartsheet

CAD / BIM / Design

AutoCADCivil 3DRevitSketchupPhotoshopSTAAD Pro

Costs / ERP

Neodata PUNeodata ERPOpusCapi

AI & Automation

Claude CodeCursorLLMs (Claude · Gemini · Kimi K2.5 · ChatGPT · Deepseek)N8NFireflies.aiSupabaseSelf-hosted servers & DBCustom AI ERP

Languages

  • SpanishNative
  • EnglishTOEFL iBT 92
  • FrenchA1

Affiliations

  • 2025Vice President · Asoc. Ex-A-Tec San Diego — Tijuana
  • 2024Tijuana Civil Engineers Association
  • 2024Asociación Ex-A-Tec San Diego — Tijuana
  • 2023ULI San Diego — Tijuana · Young Leaders Group
  • 2018PMI Nuevo León Chapter
  • 2010FECOAH (Coahuila Student Federation) · Mexico Action Coordinator (CAM)