Richard Taveras, Finance Expert in River Forest, IL, United States
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Richard Taveras

Verified Expert  in Finance

Finance Expert

Location
River Forest, IL, United States
Toptal Member Since
May 20, 2020

Richard is a highly technical former investment banking VP (Greenhill & Co./Bank of America Merrill Lynch) with experience in over $15 billion in M&A, debt, and equity transactions for multi-national corporations. Prior to banking, he was the head of technology at an interest rate derivatives fintech start-up and a forex analyst at Barclays Capital. He has worked at companies large and small, and joined the Toptal network to work on projects that can benefit from his well-rounded skill set.

Career Highlights

Investment Banking Associate
Bank of America Merrill Lynch
Lead Platform Analyst and Technology Head
International Derivatives Clearing Group (Acquired by LCH.Clearnet)

Education Highlights

Bachelor of Science Degree
Rensselaer Polytechnic Institute
Bachelor of Science Degree
Rensselaer Polytechnic Institute

Case Studies

Work Experience

Investment Banking Vice President (2019-2020), Associate (2017-2018)

2017 - 2020
Greenhill & Co.
  • Leveraged native Spanish-language proficiency to drive the execution of the sale process for a world-class Colombia-based pan-Latin plastic packaging manufacturer.
  • Advised a large multi-national manufacturer of industrial components in its pursuit of the $3.5 billion division of an industrial mini-conglomerate.
  • Advised the world's largest metal beverage can manufacturer as its lead bank helping with M&A and other strategic growth initiatives.
Focus areas: Paper & Packaging, Deal Advisory, Corporate Finance, Financial Data Analytics, Business Analysis, Critical Thinking, Creative Problem Solving, Data Analytics, Microsoft Excel, Market Research, Private Equity, Revenue & Expense Projections, Cross-border M&A, Valuation, Mergers & Acquisitions (M&A), Financial Modeling, Three-statement Modeling, Business Plan Consulting, Industrials

Investment Banking Associate

2015 - 2017
Bank of America Merrill Lynch
  • Advised a middle-eastern sovereign wealth fund in its acquisition of a stake in the St. Petersburg Airport in Russia.
  • Worked hand-in-hand with the CEO, CFO, and global head of M&A of a FTSE 250 industrial conglomerate to analyze the divestiture of a non-core division representing c.₤500 million in revenue–assets carved out as a JV in June 2017.
  • Led the analysis and execution of a long-form strategic review for the board of directors of the global leader in logistics.
Focus areas: Paper & Packaging, Deal Advisory, Corporate Finance, Financial Data Analytics, Business Analysis, Critical Thinking, Creative Problem Solving, Microsoft Excel, Market Research, Private Equity, Revenue & Expense Projections, Cross-border M&A, Valuation, Mergers & Acquisitions (M&A), Financial Modeling, Three-statement Modeling, Business Plan Consulting, Industrials

Investment Banking Summer Associate

2014 - 2014
Bank of America Merrill Lynch
  • Assisted in the early preparation process for the sale of Johnson Controls' Global Workplace Solutions (GWS) division, one of the worlds largest providers of facilities management services, which ultimately sold for $1.475 billion in September 2015.
  • Assisted in the development of materials to support the dialogue between BofAML's senior leaders and our clients' management teams.
  • Performed quantitative and qualitative analyses for a number of clients across the industrials, TMT (technology, media, and telecom), and M&A teams.
Focus areas: Deal Advisory, Corporate Finance, Financial Data Analytics, Business Analysis, Critical Thinking, Creative Problem Solving, Data Analytics, Microsoft Excel, Market Research, Private Equity, Revenue & Expense Projections, Valuation, Mergers & Acquisitions (M&A), Financial Modeling, Three-statement Modeling, Investment Banking

Swapclear Solution Specialist

2012 - 2013
LCH.Clearnet
  • Designed and built an essential credit allocation/approval software component in Java, facilitating a decrease in the trade acceptance time frame by over 99%, greatly improving client certainty of acceptance.
  • Led analysis of the derivatives clearing process and produced a performance dashboard, leading to the improvement in the on-time completion rate of report delivery from 85% to 100% over a 3-month measurement period.
  • Facilitated the execution of projects that required technological, product, and risk knowledge.
Focus areas: Business Process Analysis, Business Analysis, Critical Thinking, Creative Problem Solving, Data Analytics, Microsoft Excel, Technology

Lead Platform Analyst and Technology Head

2008 - 2012
International Derivatives Clearing Group (Acquired by LCH.Clearnet)
  • Redesigned the IDCG's software architecture to extend the company’s service offering from derivative futures to ‘over-the-counter’ derivatives, creating significant growth opportunity and positioning the company for acquisition by LCH.Clearnet.
  • Led a multicultural team of ten developers across North America, Europe, and Australia to construct the company's clearing solution software as the first built-for-purpose interest rate derivatives clearing platform in the United States.
  • Presented to the US Commodities and Futures Trading Commission to help acquire IDCG’s clearing license.
Focus areas: Business Process Analysis, Business Analysis, Critical Thinking, Creative Problem Solving, Data Analytics, Microsoft Excel, Financial Risk Management, Treasury & Liquidity Management, Operations Analytics, Technology

Corporate Foreign Exchange Sales Analyst

2007 - 2008
Barclays Capital
  • Performed currency risk advisory, constructing customized hedge portfolios of vanilla and exotic FX derivatives.
  • Created a pricing refinement model for Barclays' electronic trading platform (BARX) to optimize profitability and maximize transaction volumes for existing clients.
  • Covered a broad spectrum of multi-national corporations, executing cash flow hedging, and providing perspectives on the financial markets.
Focus areas: Microsoft Excel, Derivatives, Foreign Exchange (FX) Hedging, Foreign Exchange
2013 - 2015

Master of Business Administration Degree in General Management

IESE Business School - Barcelona, Spain

2002 - 2007

Bachelor of Science Degree in Design, Innovation, and Society

Rensselaer Polytechnic Institute - Troy, New York, USA

2002 - 2007

Bachelor of Science Degree in Mechanical Engineering

Rensselaer Polytechnic Institute - Troy, New York, USA

Finance

Financial Modeling, Mergers & Acquisitions (M&A), Forecasting, Valuation, Corporate Finance, Deal Advisory, Cross-border M&A, P&L Forecasting, Data Analysis, Three-statement Modeling, Revenue & Expense Projections, Private Equity, Revenue Modeling, Market Research, Accounting, Foreign Exchange (FX) Hedging, Fundraising, Cash Flow Modeling

Output Software

Microsoft Excel, Microsoft PowerPoint, Microsoft Word

Data & Analysis Software

Factset, Financial Data, Bloomberg, SQL

Industry Expertise

Industrials, Paper & Packaging, Banking & Finance, Transportation & Shipping, Industrial & Manufacturing, Airport Transportation, Financial Services, Oil & Gas, Public Transportation, Automotive, Technology, Food & Beverage

Geographic Expertise

Latin America (LATAM)

Other

Data Analytics, Pitch Presentations, Presentations, Creative Problem Solving, Critical Thinking, Financing, Industrial Equipment, Business Plan Consulting, Business Strategy, Business Analysis, Business Process Analysis, Financial Data Analytics, Business Models, Pitch Decks, Cost Analysis, Cash Flow Analysis, Executive Presentations, Financial Statements, Pitch Deck Consultant, Business Modeling, Project Management, Spanish-English Translation, Visual Basic for Applications (VBA), Derivatives, Business Services, Infrastructure, Manufacturing, Startups, Structuring, Business Consulting, Fintech, Python, Investment Banking, Operations Analytics, Treasury & Liquidity Management, Financial Risk Management, Foreign Exchange, Cash Flow Management, Part-time CFO, HTML, CSS, JavaScript, Java, Positioning, Qualitative Research, Competitive Strategy, Consumer Electronics, Industry Analysis, Contract Manufacturing, Financial Analysis, IRR, Sensitivity Analysis, Return on Invested Capital (ROIC)

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