Javier Argüello-Ordoñez, Finance Expert in New Haven, CT, United States
Javier Argüello-Ordoñez

Finance Expert in New Haven, CT, United States

Member since December 25, 2019
Javier is a multilingual finance professional with a technology background. His expertise includes corporate development, BI, M&A, financial modeling, market research, investments, data science, entrepreneurship, fundraising, fixed income, and derivatives. Javier advised on a $968 million Troubled Asset Relief Program repayment with J.P. Morgan and modeled 60 company debt portfolios of ~$125 billion nominal value across industries utilizing Factiva, Factset, Capital IQ, and Bloomberg.
Javier is now available for hire

Education

Case studies

Expertise

Employment

  • Managing Member

    2017 - PRESENT
    FinEd Concierge Solutions
    • Syndicated $30,000 equity offering for 6.00% of economic interests in March of 2017 at $500,000 post-money ($470,000 pre-money) valuation from seven individual seed investors.
    • Achieved $100,000+ in net sales via 1,300+ hours in academic and professional advisory to 50+ individual and organizational clients as an entrepreneur.
    • Collaborated with four clients to prepare for the CFA® examination (Levels I-II). Helped them achieve passing scores on the first attempt.
    • Scored in the 90th+ percentile for Level I of the 2017 December CFA® Level I exam.
    Focus areas: Online Tutoring, Consulting, Finance, Accounting, Economics, Mathematics, Languages, Startups, Excel Expert, Education, Edtech, Education Technology (Edtech), Learning Management Systems (LMS), Startup Consulting, Startup Funding, Seed Fundraising, Chartered Financial Analyst (CFA), CFA Level 1, CFA Level 2
  • Corporate Development Analyst

    2019 - 2020
    Lane Construction
    • Managed data science, pivot tables, and BI used for 5,000 pieces of owned, leased, and rented equipment. Prepared the mechanical department presentation for $50 million NBV, $50 million in lease commitment, and $3 million in remittances.
    • Developed and calibrated an extensive lease vs. buy vs. sale-leaseback Excel model. Oversaw company-wide economics when procuring equipment—presented a value-maximizing framework to CFO, director of tax, VP of operations control, and mechanical.
    • Wrangled and analyzed 100,000+ invoice data points and presented using a predetermined commodity tree spend analysis to the procurement director for the $1+ billion spent in the trailing five quarters by the company.
    • Represented Lane in Texas at TxHSR, a $15+ billion planned Dallas-Houston high-speed rail, personally fielding myriad emails, calls, meetings, and quote requests with small and large domestic and international suppliers.
    • Analyzed and presented demographic and infrastructure trends in six states (including TX and CA). Synthesized data and compiled a list of 20+ diversified competitors with KPIs in consideration of establishing a universe of potential M&A targets.
    • Modeled the sale and acquisition of two portfolio companies and one prospect with consideration in excess of $30 million. Developed integration plans for the acquisition of one company and managed the virtual data room for the sale of another.
    Focus areas: Mergers & Acquisitions (M&A), Carve-out Analysis, Market Research & Analysis, Total Addressable Market (TAM), Operational Finance, Operational Efficiency Improvement, Business Intelligence (BI), Dashboard Design, Procurement, Process Mapping, Real Estate Development, Excel Expert, Revenue & Expense Projections, M&A Modeling, Transportation & Shipping, Logistics, Shipping, Corporate Development, Business Strategy, Leveraged Buyout (LBO), Leveraged Buyout Modeling, Business Process Optimization
  • Equity Research Analyst

    2014 - 2016
    SeekingAlpha
    • Produced 40,000+ lifetime views for ~8 articles written across numerous industries.
    • Recommended two companies that were acquired within a six-to-twelve-month period at significant premiums.
    • Placed in the top 30% of all research analysts (professional and amateur) as ranked by TipRanks: https://www.tipranks.com/bloggers/javier-arguello.
    Focus areas: Investment Ideas, Financial Modeling, Quality of Earnings, Valuation, Journalism, Equity Research Analysis, Excel Expert, Revenue & Expense Projections, Software as a Service (SaaS)
  • Private Equity Summer Analyst

    2014 - 2014
    Hunt Companies
    • Constructed third-party financing discounted cash flow (DCF) and power purchasing agreement (PPA) model for a $4 million investment in a 1,500kW combined heat and power (CHP) facility with a projected 15% IRR over 15 years.
    • Presented a 17-page diligence memo to two managing directors and a vice president.
    • Worked with renewable energy tax credits and other related incentives to help finance large renewable energy projects.
    Focus areas: Private Equity, Renewable Energy, Asset-based Finance, Real Estate, Infrastructure, Fundraising, Excel Expert, Logistics, Transportation & Shipping, Shipping, Credit/Debt, IRR, Investment Memoranda, Private Equity Consultant, United States, Seed Fundraising
  • Investment Banking Summer Analyst, Financial Institutions Coverage Group (FIG)

    2013 - 2013
    JP Morgan
    • Ran a $968 million troubled asset relief program repayment with J.P. Morgan as sole book runner; TARP repaid via: $680 million bank-level dividend, $185 million common stock, and $130 million preferred offering. Synovus Financial Corp. (NYSE: SNV).
    • Pitched Southeast regional bank on a potential sale ($1 billion market capitalization); worked with analyst, associate, and vice president on updating comparables, M&A model, and creating ~50-page deck.
    • Advised a PE sponsor for the potential sale of two specialty finance portfolio companies. Put together a sell-side pitch for a mega-fund private equity sponsor looking for strategic ways to exit two portfolio specialty finance companies.
    Focus areas: Financial Institutions, Bank Valuation, Bank Merger Analysis, M&A (Sell-side), M&A (Buy-side), Insurance Investment Banking, Fintech, Excel Expert, M&A Modeling, Due Diligence, Pitch Decks, Pitch Books, Pitch Preparation, Pitch Presentations, Bloomberg Terminal, Bloomberg, Quantitative Finance, Quantitative Analyst, Leveraged Finance, Leveraged Buyout (LBO), Leveraged Buyout Modeling
  • Investment Banking Summer Analyst

    2012 - 2012
    Goldman Sachs
    • Modeled 60 company debt portfolios of an approximately $125 billion nominal value across several industries for senior and junior marketer asset-liability match business pitches utilizing Factiva, Factset, Capital IQ, and Bloomberg.
    • Worked on ten interest rate derivative, equity hedge, pre-issuance hedging, floor/cap, and asset-liability match pitch books.
    • Developed market updates for 80 employees ranging from interns up to senior partners and global heads.
    Focus areas: Interest Rate Risk, Interest Rate Swaps, Interest Rate Derivatives, Duration Management, Fixed Income Analysis, Derivative Pricing, Excel Expert, Bloomberg Terminal, Bloomberg, Quantitative Finance
  • Treasury Summer Analyst

    2011 - 2011
    PepsiCo
    • Devised and implemented Bloomberg and Excel formulas to automate FAS 133 mandated effectiveness testing for PepsiCo’s rolling foreign exchange hedging program, cutting divisions’ overall working time by 46 hours per quarter.
    • Constructed in-depth quantitative analysis model of price difference for PepsiCo’s aluminum, sugar, and heating oil portfolio to capture efficiency of hedging frequency, generating potential savings of ~$1 million.
    • Worked on Bloomberg Certifications. Attained subject-matter expertise designations in following areas: Equities, fixed income, derivatives, and commodities.
    Focus areas: Hedging, Foreign Exchange (FX) Hedging, Derivative Pricing, Derivative Accounting, Corporate Treasury, Excel Expert, Bloomberg Terminal, Quantitative Finance

Education

  • Bachelor of Science Degree in Business Administration (BSBA)
    2010 - 2016
    Georgetown University - Washington, District of Columbia
  • Exchange Student in Mandarin Chinese
    2012 - 2012
    中央民族大学 (Minzu University of China) - Beijing, China

Certifications

  • Cleaning Data in R
    SEPTEMBER 2019 - PRESENT
    Datacamp
  • Introduction to R
    SEPTEMBER 2019 - PRESENT
    Datacamp
  • Intermediate R for Finance
    SEPTEMBER 2019 - PRESENT
    Datacamp
  • Introduction to R for Finance
    SEPTEMBER 2019 - PRESENT
    Datacamp
  • CFA Level I Examination
    MAY 2017 - PRESENT
    CFA Institute

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