J*********************z

Licenciado en Economía con especialización en finanzas
USD $2,700 / mes
mayo 17, 1995

Acerca del candidato

Economist passionate about finance, startups and private equity with over 4 years of experience in financial evaluation, modeling, and database management and analysis using Excel, SQL, and Power BI. CFA Level I Passed. IELTS 7.5.

Educación

E
Economist 2018
Universidad del Pacifico

Faculty of Economics and Finance – Upper third 2015 – 2018

B
Business Analytics 2022
CoderHouse
D
Data Analytics 2022
CoderHouse
C
Course in Business Valuation, Mergers, and Acquisition 2021
Graduate School Universidad del Pacifico
C
Course in Real Estate Investment and Development 2022
Graduate School Universidad del Pacifico

Experiencia laboral

S
Senior Financial Analyst Feb 2022
Real Plaza

Developed and updated the company's financial model, detailed by business unit, corporate strategy, KPIs and financial state, using database from revenues and costs. Executed financial models for assessing asset valuation, facilitating strategic decision-making in acquisitions of new assets from a qualitative and quantitative perspective. Played a key role in due diligence processes for the acquisition of new real estate assets, helping legal and accountability analysis. Communicate and report business profitability and commercial initiatives to key stakeholders. Assumed responsibility for monitoring bond covenants, ensuring compliance and mitigating financial risks. Achievements: Led annual assessments of asset valuations, ensuring accurate financial information presentation to auditors.

P
Planning and Financial Analysis Coordinator May 2019 - Jan 2022
Comunal Coworking

Developed and managed financial models and valuations under various scenarios, using DCF for investment project evaluation and for Series B capital raising. Provided financial advice for the development of new products and the redesign of Comunal's business strategy, working closely with operations, marketing, and product teams. Utilized Excel and Power BI to create and report comprehensive financial statement analyses and evaluate the performance of various business units, leveraging database-driven insights. Planned, forecasting and controlled monthly/annual budget (P&L and cash flow). Achievements: Created management reports and improved business unit analysis, increasing average operating margin results by 5%. Created the financial model and conducted DCF valuation for the Series B capital raise. Achieved +30% cost and expense efficiencies through financial and operational evaluations in the context of the pandemic.

Premios

C
CFA Level 1 2021
E
EILTS: 7.5 2023