ybarra family-3792

Rachel C. Ybarra, CPA, CMGA

Executive Director – Fortune 20 Company/Value Investor/Mentor

Innovative leader that champions change utilizing global perspective, strategic and financial planning and analysis and complex and prospective thinking. Drives for results, inspires and motivates other to higher performance and develops compelling narratives for senior


– Disciplined financial executive and mentor. Developed leadership mentoring tool on business and finance

– Developed financial planning model for a $40B plus business

– Created three-year rolling business plan and culture of fungible resources within organization

– Conceived and designed resource platform based on political, economic and population demographics for non-traditional financial planning model

– Developed enterprise-wide contribution system and corporate policy for a $130M giving program.

– Fashioned and integrated commission compensation organizations, plans and systems for 26,000 employee base.

– Designed corporate-wide lobby reporting system

– Developed and published first-ever externally reported Political Engagement Report


-Business and Leadership Mentor

– Strategic Financial Planning

– Personal Financial Planning – Value Based Approach

– Business Operation Design & Integration

– Emerging Trends Identification

– Performance & Portfolio Management

– Value Analysis

– Process Invention and Exponential Change

– Relationship & Advocacy Management

– Risk Mitigation & Management

– External Reporting

– Sales Compensation Design & Operations


– Masters in Accounting, Bachelors in Business Administration – The University of Texas At Austin

– Executive Education Hispanic Program, Executive Leadership – Southern Methodist University

– Five Day Financial Valuation and Analysis Course – Center for the Advancement of Value Investing, Toronto Canada


Thoughtful and thought provoking ideas and comments are welcomed.

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