A boutique accounting and consulting firm dedicated to serving our clients and cultivating the next generation of high-caliber professionals.
Gretell Báez
Gretell Báez has more than 20 years’ experience as executive leading effectively and efficient multimillion projects within local and federal regulations environments. During the last three years, she successfully managed complex strategic projects for Chief Executive and Chief Financial Officers. She is known for her excellent communication and problems solving skills, as recognized by her colleagues. She has a proven track record of managing and accomplishing goals while driving marketing and strategic initiatives. She has extensive experience in managing multiple groups within large organizations (+1,000 employees). Gretell is customer oriented with a hands-on attitude to develop and execute strategies in an effective and proactive manner. She led high-performance teams by effectively coaching and developing employees, encouraging teamwork, and continuous improvement to achieve targets. She also managed a fast integration merger of $1 billion in assets and more than 500 employees in less than 8 months.
Relevant Experience
Executive Sponsor for multi-million technology and system implementation in Banking and Energy Sectors (ERP, Time Recording and Job Costing, Financial Processes, Business Analysis, Integration and Change Management).
Expert in Corporate Governance, Financial and Information Technology Controls, Asset Liability Management, Liquidity, Enterprise Risk Management and Bank’s Compliance.
Member of Mastercard Latin America Advisory Council.
Professional Career
LUMA Energy LLC
Oriental Bank
Verizon Communications
Deloitte
Meet the Team
José Sierra
Gretell Báez
Juan Berríos
Pedro Esparra
Ambar Cordero
Tiffany Albaladejo
Roberto Rodriguez
Boutique Firm - Local Expertise - Global Standards
Services
Audit Support and Finance
Department Scaling
Serve as liaison with external auditors, regulators, actuaries and other specialists
Perform complex analyses, accounting guidance and support
Preparation of business plan, financial forecasts, budgets, and cash flows
Risk Management and
C-Suite Day to Day Support
Provide expertise and resources for Enterprise Risk Management/Credit and Operational Risks
Compliance/Technology - Pre-Implementation Readiness and Post-Implementation Check-In
Project Deployment including Change Management PMO
Virtual C-Suite
Corporate
Governance
Advise in Corporate Governance Structures and the design and implementation of finance/accounting policies and procedures. and internal controls. Your Company must adapt quickly. We strive to anticipate these changes so you can focus more on creating success.
