Julio Sánchez

Senior Consultant

About Acerta Consulting

Our leadership team includes professionals with Big Four and buy-side experience.

We deliver institutional-grade finance, accounting, and operations support, with trust at the core, tailored for scale.

Mr. Sánchez is a Senior Consultant at Acerta Consulting with extensive experience in fund administration, tax compliance, and treasury support for private investment structures. He has strong expertise in fund accounting, financial analysis, and audit for private equity and investment funds.

Prior to Acerta, he served as Senior Fund Accountant at AFI TC Latin America Partners, managing financial reporting and audits for private equity vehicles, and began his career at PwC, providing audit services and advising clients on internal controls and reporting efficiency.

Career Highlights

  • Solid expertise in fund accounting, including preparation of financial statements, portfolio reconciliations, and cash flow analysis for private equity and investment funds.
  • Hands-on experience in tax compliance, treasury processes, and operational support for private capital structures.
  • Strong foundation in financial audit, with a proven ability to assess internal controls, identify process improvements, and ensure accuracy in financial reporting.
  • Bilingual communicator with a track record of collaborating effectively across diverse teams and client environments.

Prior to Acerta Consulting

  • AFI TC Latin America Partners (Dominican Republic): Served as Senior Fund Accountant and previously as Fund Accountant, where he managed the preparation of financial statements, coordinated audits, and supported capital activity for private equity vehicles.
  • PwC Interaméricas (Dominican Republic): Worked as Associate 2 and earlier as Associate in External Audit, providing audit services for companies across multiple industries. Responsibilities included reviewing financial statements, evaluating internal controls, and advising clients on improvements to accounting and management processes.
  • OutPLEX (Dominican Republic): Supervisor of Client Services, responsible for leading a team of employees, ensuring performance standards, and coaching staff in communication, leadership, and client management skills.

Credentials

  • Bachelor’s Degree in Finance, Universidad APEC (Dominican Republic), Magna Cum Laude
  • Leadership Soft Skills, Communication & Time Management Certification, OutPLEX (2021)
  • Advanced Microsoft Excel Certification, Udemy (2020)

About Us

Advisory you trust.
Support that scales.

Our leadership team includes professionals with Big Four and buy-side experience.

We deliver institutional-grade finance, accounting, and operations support, with trust at the core, tailored for scale.

Mission

Our mission is to bring trust and clarity to investment operations, allowing clients to focus on growth while we ensure accuracy and governance.

End-to-end expertise.

Finance, accounting, and operations, under one roof.

Seamless delivery.

From onboarding to execution, we preserve knowledge and minimize disruption.

Scalable & compliant.

We adapt to your growth while staying ahead of regulatory requirements.

Senior-led partnerships.

Direct access to seasoned professionals, across borders and time zones.

Our Services

Personalized. Strategic. Built for scale.

Finance

Finance infrastructure. Thoughtfully designed.
  • Budgeting and financial planning
  • Valuation process oversight
  • Management, incentive, and carry oversight
  • Forecasting and performance analysis
  • Treasury management and cash flow optimization
  • Line of credit administration and covenant monitoring
  • Liquidity planning and capital activity forecasting

Accounting

When strategy meets execution.
  • Management reporting packages for decision-making
  • Revenue recognition and expense accrual oversight
  • Accounting process oversight for complex structures
  • Fund & corporate financial statements
  • General ledger and month-end close process ownership
  • AP/AR processing and vendor management
  • Account reconciliations (bank, credit card, balance sheet)

Operations

Back-office made future-ready.
  • Fund launch and onboarding support
  • Expense review and LPA compliance
  • Investor reporting and communications
  • Administrator and counterparty coordination
  • Governance and process optimization
  • Operational support for multi-jurisdictional entities
  • Audit and tax coordination with external advisors

Let’s Talk About Your Goals

Together, we’ll build the future of your operations.
Phone
‭+1 (929) 465-9020‬
Email
info@acertaglobal.com
By subscribing you agree to our Privacy Policy.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.