Lumis Advisory · Global Financial Consulting

Clarity in
every number
you manage.

Expert financial guidance — budgeting, costing, cash flow, and project selection — tailored for small and medium businesses ready to grow with confidence.

📊
20+
Years of financial expertise
🌍
4
Countries of professional experience
🗣️
3
Languages — Spanish, English & French
📦
3
Clear packages — from diagnostic to CFO partner
What I Offer

Seven pillars of financial
management for your business.

Each engagement is tailored to your company's size, sector, and strategic goals — practical tools your team can own long after we're done.

01
📋
Budgeting

Transform your financial ambitions into a disciplined, actionable plan.

Annual & rolling 12-month budgets
Departmental budget breakdown
Variance analysis & reporting templates
Scenario planning (best / base / worst)
02
⚙️
Cost Analysis

Understand exactly where your money goes.

Fixed vs. variable cost mapping
Product / service cost sheets
Break-even & margin analysis
Activity-based costing (ABC)
03
💧
Cash Flow Management

Cash is the lifeblood of every SMB.

13-week rolling cash flow forecasts
Working capital optimization
Receivables & payables strategy
Liquidity risk dashboards
04
🎯
Project Selection Model

Invest in projects that actually create value.

NPV, IRR & payback analysis
Weighted scoring matrices
Risk-adjusted return ranking
Portfolio balance visualization
05
📈
Financial Reporting & KPIs

Turn raw accounting data into management intelligence.

Custom management account packages
KPI definition & tracking systems
Monthly performance review templates
Visual executive dashboards
06
🏷️
Pricing Strategy

Underpricing is one of the costliest SMB mistakes.

Cost-plus & value-based pricing models
Competitive positioning analysis
Price-volume sensitivity testing
Discount & bundling strategy
07
🌐
Cross-Border Financial Management

With experience across four countries, I help SMBs manage complexity with confidence.

Multi-currency cash flow forecasting
FX risk identification & hedging basics
Cross-jurisdiction reporting alignment
International expansion financial planning
Try the Tool

Project Selection
Model — Live Demo

Not all projects deserve your capital and time.

The result: more transparent investment conversations.

Financial Return
NPV / IRR / Payback
Strategic Fit
Alignment to company goals
Implementation Risk
Execution complexity (inverted)
Resource Demand
Capital & team requirements
Score Your Projects
Drag the sliders (1–10) to rate each project per criterion.
Project Return Fit Risk Score
Alpha
7.3
Beta
7.0
Gamma
3.7
Recommendation: Project Alpha leads with a score of 7.3, offering strong financial return with manageable risk.

17 years. 4 countries.
One focus.

Born in Argentina, I built my financial career across four countries — Canada, Colombia, and now the United States.

I work exclusively with small and medium businesses because that's where financial expertise creates the most leverage.

I advise in Spanish, English, and French.

🇦🇷 Argentina
🇨🇦 Canada
🇨🇴 Colombia
🇺🇸 United States
🎓
Deep Technical Grounding

From management accounting fundamentals to advanced financial modelling.

🌐
International Perspective

Having worked across four different environments, I help SMBs navigate complexity.

🤝
Practical, Owner-First Approach

Every deliverable is built to be owned and used by your team.

Fast Time-to-Value

Engagements are structured to deliver usable tools within weeks, not months.

From first call to financial clarity.

A structured, four-step engagement that respects your time.

1
Discovery Call

We explore your current financial setup, pain points, and goals.

2
Diagnostic Review

I analyze your existing financial data to identify gaps and quick wins.

3
Build & Implement

We co-build the frameworks calibrated to your business.

4
Handoff & Support

Your team takes ownership with full documentation and optional ongoing support.

Three clear ways to get started.

No long commitments, no confusing scope. Pick the package that matches where you are right now.

Start here
🔦
Enlightening Diagnostic
1–2 weeks

A focused financial health check that reveals exactly where your money is going.

→ Full financial diagnostic review
→ Top 3 profit leaks or cash flow risks identified
→ Written findings report
→ 60-min walkthrough call
Pricing discussed on discovery call
Book a Discovery Call
Ongoing support
🤝
Fractional CFO Partner
Monthly, ongoing

Your part-time finance director. I stay close to your numbers every month.

→ Monthly 60-min strategy & review call
→ Actual vs. budget & cash flow update
→ 3 priorities set for the coming month
→ Light model updates as your business evolves
→ Email access (response within 24–48hrs)
Pricing discussed on discovery call
Book a Discovery Call

All engagements begin with a free 30-minute discovery call. Services available in English, Spanish & French.

Get Started

Let's put your numbers to work.

Book a free 30-minute discovery call — no pitch, no commitment. Just clarity.

📅 Book Your Free Discovery Call

or reach out directly at jesica@lumisadvisory.pro

Prefer to send a message first?