Finance leadership that makes income predictable
I’m Luis Puentes — a finance leader who turns financial noise into a clear operating system: rolling forecasts, cash governance, and board-ready reporting. The goal is simple: faster decisions and a dependable owner draw.
I blend FP&A fundamentals with automation (Power BI, data pipelines) so your team spends less time compiling and more time deciding. It’s structure without bureaucracy — clarity that compounds.
“Luis has mastered the art of turning data into decisions — he bridges finance and strategy with uncommon clarity.”
Results that change how teams operate
A short list of outcomes I’ve delivered in PE-backed, high-growth, and turnaround environments.
Multimillion Savings
$3.2M cost opportunities surfaced by redesigning multi-dimensional P&L and variance discipline.
Faster Close & Reporting
40% cycle-time reduction via Power BI automation and operating cadence.
Sharper Forecasts
22% improvement in forecast accuracy with rolling models and guardrails.
Rapid Progression
Promoted from Analyst to Director in under 3 years; trusted by CEO/CFO for board-level work.
How I work
Simple rules that keep finance useful for operators — not just report builders.
Forecasts that drive action
Rolling models with variance guardrails and owners.
Cash before optics
Liquidity buffers, draw rules, and early warnings.
Automate the grind
Pipelines and dashboards so decisions happen faster.
My journey
From operator’s finance to PE-backed FP&A leadership — now fractional for founders who want certainty.
Fractional CFO & Builder
I install forecasting OS + cash policies + reporting rhythms so founders have dependable income and investor-grade clarity.
PE-Backed Aviation — FP&A Director
Led forecasting, cost programs, and executive reporting in a turnaround context. Built route profitability models and decision packs.
M&A + Enterprise FP&A
Valuations, diligence, and integration planning; budgets and investment models; introduced BI into daily decisioning.
Operator’s Finance
Cash management and controls, AP automation, and incentive design to unlock revenue and liquidity.
Ready to install financial certainty?
Let’s design your forecasting system, cash policy, and reporting cadence — so income is predictable and decisions are faster.
Start the Conversation