Andres Arboleda
Verified Expert in Management Consulting
Finance Expert
Boca Raton, FL, United States
Toptal member since August 24, 2020
A Wharton MBA and former Wall Street banker, Andres has worked directly with C-suite executives and entrepreneurs to build new businesses, leading over $15 million of investment in early-stage companies, executing the turn-around of company operations, and advising Fortune 500 companies on debt and equity transactions over $3.5 billion. Andres enjoys freelancing because it offers him the opportunity to work with entrepreneurs and investors on fundraising and venture capital projects.
Education Highlights
Case Studies
Detailed Purchase Price Analysis
Inventory Investment Analysis
Industry Expertise
- Finance
- Venture Capital & Private Equity
- Manufacturing
- Telecommunications
- Transportation
- Financial Modeling
- Startups
- Capital Markets
Other Expertise
- Finance Strategy
- Financial Modeling
- Financial Planning & Analysis (FP&A)
- Fundraising
- Latin America (LATAM)
- M&A Modeling
- Valuation
Work Experience
CEO
CLF
- Worked with sales and operations teams to shift the company’s product mix to higher margin sales, resulting in 20% growth in gross margin.
- Created, implemented, and trained staff in new inventory management software, leading to a reduction in inventory turns by 25 days, freeing up 30% of invested capital at no incremental cost to the company.
- Restructured the company’s balance sheet by raising debt capital from new lenders, refinancing higher cost capital and reducing weighted average cost of capital by 33%.
Vice President
Matrix Advisors
- Advised financial technology executive team on the successful acquisition of the National Stock Exchange (150-year-old equities exchange): conducted financial due diligence, negotiated acquisition price, and secured regulatory approval.
- Structured and negotiated over $15 million of investments into two startups, acting as investor and advisor on behalf of domestic and international investors.
- Built operating budgets and fundraising plans for a fintech client, creating a framework for executives to hire ten staff members and begin key operating initiatives.
- Implemented a compensation plan for the client’s board of directors and helped recruit its members, resulting in the successful formation of a seven-person board and its related committees.
Analyst
SunTrust Robinson Humphrey
- Led the financial analysis of an $11.6 billion merger between CenturyTel and Embarq Communications and coordinated due diligence efforts among various capital market and risk management groups to secure a loan for the newly merged entity.
- Prepared sales memorandum and conducted valuation analysis for a $244 million equity offering of Walter Energy, facilitating the company’s separation from a diversified conglomerate to become pure-play energy company.
- Built financial forecasts and conducted a sensitivity analysis to provide bridge financing for Willis Group’s $2.1 billion acquisition of Hilb, Rogal, and Hobbs.
- Developed a new template financial model for the entire corporate and investment bank, incorporating detailed IPO, merger, and leveraged buy-out analysis capabilities, and conducted a related training program for over 100 investment bankers.
Education
Master of Business Administration (MBA) Degree in Entrepreneurial Management
The Wharton School at The University of Pennsylvania - Philadelphia, PA, United States
Bachelor of Science Degree in Finance
University of Florida - Gainesville, FL, United States
Skills
Finance
Finance Strategy, Valuation, M&A Modeling, Capital Structure Analysis, Fundraising, Financial Modeling, Financial Planning & Analysis (FP&A), Data Analysis, M&A (Buy-side), Mergers & Acquisitions (M&A), P&L Forecasting, DCF Valuation, Discounted Cash Flow (DCF), Equity Valuation
Geographic Expertise
Latin America (LATAM)
Industry Expertise
Venture Capital, Early-stage Startups, Transportation & Shipping, Telecommunications, Debt Capital Markets, Capital Markets
Output Software
Microsoft Excel, Microsoft PowerPoint
Data & Analysis Software
Pandas
Other
Financial Analysis, Finance, Negotiation, Interpersonal Skills, Client Presentations, Business Strategy, Corporate Governance, Entrepreneurship, Emerging Markets, Fintech, Team Building, Creativity, Distribution, Securities, Stock Exchange, Inventory Management, Python, Manufacturing, SEC Filing, Sales, Operations Analytics, Management, Startups, Equity Investment, Client Relations, Business Development, Jupyter, Trello, Slack, Acquisition Analysis, Liabilities, Budget Modeling, DCF Modeling, Divestitures, Return on Invested Capital (ROIC), Reorganization, Ownership, Team Productivity, Project Coordination, Purchase Orders
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