Ivan is available for hire
Hire IvanIvan Arizaga
Verified Expert in Management Consulting
Management Consulting Expert
Cuenca, Azuay, Ecuador
Toptal member since February 24, 2022
Expertise
Financial AnalysisFinancial ForecastingFinancial ConsultantBusiness ModelingPricing AnalysisGrowth StrategyInvestment AnalysisExcelVirtual CFOCorporate FinanceCFO ConsultantFractional CFOsPitch Deck ConsultingFinancial ModelingRestructuringSmall Business OperationsPart-time CFOEquity ResearchTaxInterim Financial Controllers
Bio
An experienced consultant and CFO, Ivan took to consulting practice after a long-tenured career in commercial banking and the competitive food and beverage industry. During the past nine years, Ivan has provided key advice on several restructuring cases for companies under financial stress, valued companies and piloted M&A transactions, and provided solid financial planning and value-creation-focused financial advice for his clients—from startups and SMEs to large corporations.
Career Highlights
CEO | Senior Consultant
A&S Consulting
CFO
Corporacion Azende S.A.
Financial Planning Manager
Corporacion Azende S.A.
Education Highlights
Master of Business Administration Degree (MBA)
Cameron University
Bachelor of Business Administration Degree (BBA)
Cameron University
Certification Highlights
FMVA
CFI Corporate Finance Institute
Advanced Valuation
New York University
Case Studies
DCF Valuation of a Food and Beverage Company
Pitch DecksValuationMicrosoft ExcelCorporate FinanceFinancial Planning & Analysis (FP&A)Microsoft PowerPoint+ 63 more
DCF Valuation of a Spanish Subsidiary in Ecuador
DCF ValuationPitch DecksValuationMicrosoft ExcelCorporate FinanceFinancial Planning & Analysis (FP&A)+ 61 more
FP&A Fractional CFO of an Agri-business Company in South America
Financial Planning & Analysis (FP&A)BudgetingRevenue AnalysisRevenue ModelingFinancial ModelingScenario Analysis+ 46 more
DCF Valuation of a Private Hospital
DCF ValuationDCF ModelingDiscounted Cash Flow (DCF)Relative ValuationBusiness ModelingValuation Multiples+ 32 more
Fundraising Presentation for a Mobile Phone Assembler
FundraisingFundraising ConsultantThree-statement ModelingSmall & Medium-sized Enterprises (SME)Business Plan ConsultingFundamental Analysis+ 24 more
Valuation of a Private For-profit Institute for Higher Education
ValuationDCF ValuationBusiness StrategyPro Forma Financial StatementsP&L ManagementM&A Strategy+ 10 more
Software Expertise
- Microsoft Excel
Other Expertise
- Corporate Finance
- Finance
- Financial Modeling
- Financial Planning & Analysis (FP&A)
- Mergers & Acquisitions (M&A)
- Private Company Valuation
- Valuation
Work Experience
Principal Analyst
2024 - PRESENT
Cloud Ratings
- Developed effective ROI model for clients in the software business from research based on the client's base customers.
- Conducted research in the beverage industry to create a comprehensive financial model for the agricultural application of AI software.
- Worked on financial modeling during private bespoke value-engineering advisory on high-stakes AI software deals.
Focus areas: ROI, Return on Invested Capital (ROIC), Financial Planning & Analysis (FP&A), Financial Modeling, Financial Model Auditing, Cost of Capital, Balance Sheets, Executive Consulting, Business Operations, Business Development, Decision Support, Dashboards, Financial Data, Financial Consultation, Artificial Intelligence (AI), Debt Analysis
CEO | Senior Consultant
2014 - PRESENT
A&S Consulting
- Advised a leading food and beverage company to return to profitability after four years of posting losses through the design and implementation of restructuring. The dramatic changes in their financials aided the company in restructuring debt.
- Aided one of our clients to achieve double-digit medium-term growth by accelerating CAPEX through adequate financial leverage with financial planning and analysis. The client had a previous policy of 100% equity financing.
- Facilitated close to 50% growth in revenue for a client in the appliance and A/V wholesale business by recommending and designing new receivable collection and management policies and procedures.
- Performed the valuation and led the negotiation process in acquiring Movilcelistic (Spain) by Lidenar (Ecuador).
- Designed a real estate model to track and measure the performance of an ongoing multi-family real estate project that had started without defining financial metrics or objectives. The model allowed the client to establish short and long-term goals.
- Prepared and successfully presented business cases for clients during investor rounds for Series A financing.
- Prepared the financial model for the first natural gas liquefying plant in Ecuador, which was granted a contract by the government last year, and allowed investors to commit around $18 million in financing.
Focus areas: Corporate Finance, Financial Analysis, Financial Planning & Analysis (FP&A), Corporate Restructuring, Capital Budgeting, Fractional CFO, Virtual CFO, Revenue & Expense Projections, Financial Modeling, M&A (Buy-side), M&A (Sell-side), Business Cases, CFO, DCF Modeling, Corporate Tax Planning, P&L Forecasting, Forecasting, Pitch Decks, Valuation, Microsoft Excel, Microsoft PowerPoint, Microsoft Power BI, SAP Business One, Tax Planning, DCF Valuation, Relative Valuation, Value Creation, Product Line Analysis, Office 365, Excel 365, Financial Reporting, Equity Research, Corporate Finance Consultant, Comparable Company Analysis, Valuation Analysis, Valuation Modeling, Equity Research Analysis, Due Diligence, Cross-border M&A, Deal Closure, Deal Structuring, Accounting, Budgeting, Cash Management, Pitch Deck Consultant, M&A Modeling, Revenue Analysis, Market Research, Deal Sourcing, Fundraising, Cash Flow Management, Cash Flow Modeling, Business Modeling, Pricing, Valuation Multiples, Business Models, Pricing Models, Startups, Fundraising Consultant, Three-statement Modeling, Small & Medium-sized Enterprises (SME), Business Plan Consulting, Litigation Support, Fundamental Analysis, Interim CFO, Reporting, Analysis, Target Pricing, Financing, Key Performance Indicators (KPIs), Transfer Pricing, Growth Strategy, Profitability Analysis, Revenue Projections, Controller, Private Company Valuation, Investment Analysis, Investments, CAPEX Budgeting & Inventory Management, Operating Expenses (OPEX), Business Analysis, SAP, CAPEX, Restructuring, Debt Restructuring, Financial Restructuring, Residential Real Estate, Real Estate, P&L Analysis, Cash Flow, Profit & Loss (P&L), Investment Banking, Inventory, Excel Expert, Accounts Receivable, eCommerce, Negotiation, Controllership/Accounting, QuickBooks Online, Interim Financial Controller, Oil & Gas, Excel Macros, Manufacturing, Cost Accounting, Business Planning, Business Strategy, M&A Due Diligence (Financial), Pro Forma Financial Statements, Due Diligence Consultant, Audits, Internal Financial Reporting, Nonprofits, Cost Reduction & Optimization (Cost-down), Sensitivity Analysis, Tax Technology, Profitability Optimization, P&L Management, Consolidation, Cost Analysis, Cash Flow Analysis, Financial Forecasting, Finance Strategy, Early-stage Startups, Excel Modeling, Healthcare, Market Research & Analysis, Turnaround Management, Strategic Planning, Small Business, Small Business Management, Venture Capital, Series A, Trade Finance, Spanish-English Translation, Commercial Lending, Discounted Cash Flow (DCF), Cash Flow Forecasting, Buy-side, Cost of Capital, Balance Sheets, Executive Consulting, Business Operations, Team Management, Leveraged Buyout (LBO), Merger Modeling, Financial Operations & Processes, Risk Management, Buy Now Pay Later (BNPL), Financial Presentations, Pitch Presentations, Board Presentations, Decision Support, Dashboards, Claude, Financial Data, Claude Code, Subscriptions, Financial Consultation, Consumer Finance, Artificial Intelligence (AI), Balance Sheet Optimization, Acquisitions, Sell-side, Term Sheet Negotiations, Data Rooms, Debt Analysis, Credit/Debt, Capital Raising
Fractional FP&A Lead (Software)
2023 - 2025
Sema Technologies, Inc.
- Enhanced financial modeling and automation by spearheading the enhancement and partial automation of the company's financial model, transitioning from Excel to Google Sheets for improved accessibility and collaboration.
- Performed advanced scenario analysis. Pioneered the implementation of a dynamic scenario analysis tool, enabling investors and the CEO to intuitively visualize the impact of strategic decisions on financial outcomes.
- Handled custom functionality development. Leveraged VBA programming to develop customized functionalities, fortifying precision in time-related calculations and optimizing lookup processes for seamless data retrieval.
- Involved in process optimization and collaborated with the company's bookkeeper to overhaul accounts receivable processes, streamlining the transition from deal-to-invoice to a more efficient overdue collection system.
- Handled comprehensive reporting and insights by curating and maintaining weekly and monthly board reports that offer deep insights into the company's performance, highlighting key financial metrics critical for decision-making.
Focus areas: Financial Planning & Analysis (FP&A), Financial Analysis, Cash Flow Modeling, Financial Modeling, Board Reporting, Audits, Internal Financial Reporting, SaaS, Sensitivity Analysis, QuickBooks Online, Profitability Optimization, P&L Management, M&A Strategy, Cost Analysis, Cash Flow Analysis, Financial Forecasting, Microsoft Excel, Finance Strategy, Early-stage Startups, Excel Modeling, Small Business, Small Business Management, Investor Reporting, Cash Flow Forecasting, Salesforce, Cost of Capital, Balance Sheets, Business Operations, Business Development, Financial Operations & Processes, Risk Management, Financial Presentations, Pitch Presentations, Board Presentations, Decision Support, Dashboards, Financial Data, Financial Consultation, Operational Finance, Balance Sheet Optimization
QuickBooks/Spreadsheet Expert
2024 - 2024
Bankers Equipment Service, Inc.
- Designed a model based on QuickBooks reports using Microsoft Excel's PowerQuery to generate local sales tax reports for compliance with county and state tax agencies.
- Automated the preparation of information for monthly tax payments via a single-button upload from QuickBooks reports.
- Custom-designed QuickBooks reports that contained the information required by the model for quick upload and update.
- Provided training and support to company executives in implementing and using the designed model.
Focus areas: QuickBooks Online, Excel Expert, Accounting, Power Query, Balance Sheets, Executive Consulting, Financial Operations & Processes, Pitch Presentations, Dashboards, Financial Data, Financial Consultation, Operational Finance
Finance Expert
2023 - 2023
Jose Valdes
- Performed a comprehensive financial model for a potential snack processing plant for capital budgeting purposes.
- Developed a detailed manufacturing financial model with multi-scenario and sensitivity analysis capabilities tailored to the food and beverage sector in Central America.
- Conducted in-depth research and analysis on production forecasts and potential returns, utilizing client-provided inputs for accurate scenario projections.
- Ensured the model was highly adaptable, allowing the client to adjust assumptions easily and test various production and revenue scenarios.
- Delivered insights into the feasibility of establishing a snack processing plant for plantains, incorporating input and output variability for informed decision-making.
- Met strict deadlines with a fast model turnaround, ensuring timely delivery to support the client’s investment assessment.
- Maintained close communication with the client in Spanish to ensure clarity and alignment on project requirements and deliverables.
Focus areas: Financial Modeling, Financial Forecasting, Business Models, Manufacturing, Revenue & Expense Projections, Microsoft Excel, Finance Strategy, Excel Modeling, Spanish-English Translation, Cash Flow Forecasting, Cost of Capital, Balance Sheets, Business Operations, Financial Data, Financial Consultation
Financial Modeling Expert
2023 - 2023
Daniel Garcia de Paredes
- Developed a comprehensive multi-company financial model: I designed and constructed a robust financial model that catered to multiple companies within the conglomerate.
- Created this model that aimed to provide highly accurate short-term cash flow projections for each individual company, as well as a consolidated figure for the entire conglomerate.
- Streamlined data integration: To ensure efficiency and accuracy, I integrated data seamlessly from the company's existing ERP reports directly into the Excel model, minimizing manual data entry and, therefore, errors by avoiding hard-coded numbers.
- Enhanced the model functionality with VBA: Leveraging Visual Basic for Applications (VBA) in Excel, I programmed customized functions to augment the model's capabilities.
Focus areas: Financial Modeling, Financial Planning & Analysis (FP&A), Forecasting, Sensitivity Analysis, Profitability Optimization, P&L Management, Consolidation, Intercompany Accounting, Cash Flow Analysis, Financial Forecasting, Microsoft Excel, Finance Strategy, Excel Modeling, Spanish-English Translation, Cash Flow Forecasting, Balance Sheets, Executive Consulting, Business Operations, Financial Data
Fundraising Expert
2022 - 2022
Black Yeti Beverage, Inc
- Rebuilt the company's financials from Quickbooks and third-party website data where distributors reported revenue numbers, cost of goods sold items, and expenses.
- Analyzed accounting data and documentation to estimate correct per-unit figures for the cost of goods sold. This was paramount to conducting CVP analysis and determining the breakeven point.
- Built a three-statement financial model with appropriate metrics (KPIs) for a startup and a beverage company. The client established goals for business profitability, breakeven point in a number of cases, and long-term perspectives.
Focus areas: Financial Modeling, Fundraising, Financial Planning & Analysis (FP&A), Forecasting, Inventory, Excel Expert, Manufacturing, Cost Accounting, Business Planning, Business Strategy, Pro Forma Financial Statements, Audits, Profitability Optimization, P&L Management, Cost Analysis, Cash Flow Analysis, Financial Forecasting, Microsoft Excel, Finance Strategy, Early-stage Startups, Excel Modeling, Small Business, Small Business Management, Cash Flow Forecasting, Balance Sheets, Executive Consulting, Business Operations, Business Development, Financial Operations & Processes, Financial Presentations, Decision Support, Financial Data, Financial Consultation, Balance Sheet Optimization
Finance Expert
2022 - 2022
Dalmeida Consulting LLC
- Performed litigation support by reviewing valuations, cascade spreadsheets, and documents within a civil case where the client acted as an expert witness for the plaintiff.
- Reviewed different draft reports versions, searching for inconsistencies, omissions, and calculation errors.
- Performed quality control for the client in the final report, which was submitted in the legal process on behalf of the plaintiff.
Focus areas: Financial Modeling, Valuation, Litigation Support, Excel Expert, P&L Management, Cash Flow Analysis, Microsoft Excel, Excel Modeling, Small Business, Balance Sheets, Executive Consulting, Business Operations, Financial Data, Financial Consultation
Finance Expert
2022 - 2022
Dalmeida Consulting LLC
- Performed litigation support by reviewing valuations, calculations, and documentation within a civil case where the client acted as an expert witness for the defendant.
- Reviewed draft reports to be presented in the case, and analyzed the plaintiff's report, excel sheets containing financial information, and valuation calculations for errors and inconsistencies.
- Provided thorough quality control in the final report to be submitted in the legal process by the client.
Focus areas: Financial Modeling, Valuation, Litigation Support, Excel Expert, P&L Management, Cash Flow Analysis, Microsoft Excel, Finance Strategy, Excel Modeling, Balance Sheets, Executive Consulting, Business Operations, Financial Data, Financial Consultation
CFO
2008 - 2014
Corporacion Azende S.A.
- Oversaw and implemented the merger between Destileria Zhumir and Distribuidora Jucremo, which gave rise to Corporacion Azende, which realized synergies in excess of $1 million per year.
- Restructured short-term bank debt by issuing corporate bonds and securitized future receivable cash flows (structured finance) in local capital markets, which freed up enough cash to secure 10% growth year-on-year.
- Implemented financial KPIs to evaluate the individual performance of departments and divisions, focusing attention on maximizing cash flow.
Focus areas: Corporate Finance, Financial Planning & Analysis (FP&A), Financial Modeling, Corporate Tax Planning, CFO, Capital Budgeting, Revenue & Expense Projections, Value Creation, Product Line Analysis, P&L Forecasting, Forecasting, Business Cases, Pitch Decks, Valuation, Mergers & Acquisitions (M&A), Microsoft Excel, Corporate Treasury, Microsoft PowerPoint, Treasury, Corporate Restructuring, Tax Planning, DCF Modeling, DCF Valuation, Relative Valuation, M&A (Sell-side), Office 365, Excel 365, Financial Reporting, Equity Research, Comparable Company Analysis, Valuation Analysis, Valuation Modeling, Equity Research Analysis, Due Diligence, Deal Closure, Deal Structuring, Accounting, Budgeting, Cash Management, M&A Modeling, Revenue Analysis, Market Research, Cash Flow Management, Cash Flow Modeling, Business Modeling, Pricing, Valuation Multiples, Business Models, Pricing Models, Fundraising Consultant, Three-statement Modeling, Small & Medium-sized Enterprises (SME), Business Plan Consulting, Litigation Support, Fundamental Analysis, Reporting, Analysis, Target Pricing, Financing, Lending, Key Performance Indicators (KPIs), Transfer Pricing, Growth Strategy, Profitability Analysis, Revenue Projections, Controller, Private Company Valuation, Investment Analysis, Investments, CAPEX Budgeting & Inventory Management, Operating Expenses (OPEX), Business Analysis, CAPEX, Restructuring, Debt Restructuring, Financial Restructuring, RiskMetrics, Real Estate, P&L Analysis, Cash Flow, Profit & Loss (P&L), Investment Banking, Inventory, Excel Expert, Accounts Receivable, Negotiation, Controllership/Accounting, Excel Macros, Manufacturing, Cost Accounting, Business Planning, Business Strategy, Pro Forma Financial Statements, Audits, Internal Financial Reporting, Cost Reduction & Optimization (Cost-down), Sensitivity Analysis, Profitability Optimization, P&L Management, M&A Strategy, Consolidation, Intercompany Accounting, Accounts Payable, Cost Analysis, Cash Flow Analysis, Financial Forecasting, Finance Strategy, Excel Modeling, Market Research & Analysis, Direct to Consumer (D2C), Turnaround Management, Strategic Planning, Trade Finance, Spanish-English Translation, Discounted Cash Flow (DCF), Cash Flow Forecasting, Consumer Products, B2C, Cost of Capital, Balance Sheets, Executive Consulting, Business Operations, Business Development, Team Management, Financial Operations & Processes, Risk Management, Financial Presentations, Pitch Presentations, Board Presentations, Decision Support, Financial Data, Financial Consultation, Asset Securitization, Operational Finance, Balance Sheet Optimization, Sell-side, Term Sheet Negotiations, Debt Analysis, Credit/Debt, Capital Raising
Financial Planning Manager
2007 - 2008
Corporacion Azende S.A.
- Designed a tax savings plan based on a five-year financial plan that allowed the company to save $2 million in taxes over two years.
- Implemented a financial reporting system that consolidated financial statements for the parent company, sister companies, and subsidiaries, effectively controlling cash flow and enhancing financial performance.
- Designed and implemented a series of financial standards for the marketing department that focused on the profitability of marketing expenses.
- Analyzed and identified value-creating products, allowing the company to become more profitable by focusing its resources on its production and sale.
Focus areas: Corporate Finance, Financial Planning & Analysis (FP&A), Tax Planning, Capital Budgeting, P&L Forecasting, Financial Modeling, Forecasting, Business Cases, Valuation, Microsoft Excel, Corporate Treasury, Microsoft PowerPoint, Treasury, Value Creation, Product Line Analysis, Office 365, Excel 365, Financial Reporting, Valuation Analysis, Equity Research Analysis, Accounting, Budgeting, Revenue Analysis, Market Research, Cash Flow Management, Cash Flow Modeling, Business Modeling, Pricing, Valuation Multiples, Business Models, Pricing Models, Three-statement Modeling, Business Plan Consulting, Fundamental Analysis, Reporting, Financing, Key Performance Indicators (KPIs), Transfer Pricing, Growth Strategy, Profitability Analysis, Revenue Projections, Controller, Private Company Valuation, Investment Analysis, Investments, CAPEX Budgeting & Inventory Management, Operating Expenses (OPEX), Business Analysis, CAPEX, Debt Restructuring, Financial Restructuring, Real Estate, P&L Analysis, Cash Flow, Profit & Loss (P&L), Inventory, Excel Expert, Accounts Receivable, Negotiation, Excel Macros, Cost Accounting, Business Planning, Business Strategy, Pro Forma Financial Statements, Audits, Internal Financial Reporting, Sensitivity Analysis, Profitability Optimization, P&L Management, Consolidation, Intercompany Accounting, Accounts Payable, Cost Analysis, Cash Flow Analysis, Financial Forecasting, Finance Strategy, Excel Modeling, Market Research & Analysis, Direct to Consumer (D2C), Trade Finance, Spanish-English Translation, Discounted Cash Flow (DCF), Cash Flow Forecasting, Cost of Capital, Balance Sheets, Executive Consulting, Business Operations, Business Development, Team Management, Financial Operations & Processes, Risk Management, Financial Presentations, Pitch Presentations, Board Presentations, Decision Support, Financial Data, Financial Consultation, Operational Finance, Balance Sheet Optimization, Debt Analysis, Credit/Debt
Commercial Manager
2004 - 2007
Corporacion Azende
- Optimized marketing expenses by emphasizing marketing ROI for all activities. Created a reporting system and marketing ROI metrics mandatory to measure before any marketing activity was undertaken.
- Created a marketing expense financial control model to properly track and authorize expenses while remaining under budget.
- Launched two product lines accompanied by adequate ATL and BTL activities, producing significant and sustained ROI.
Focus areas: Marketing, Sales, ROI, Business Modeling, Pricing, Business Models, Pricing Models, Business Plan Consulting, Fundamental Analysis, Analysis, Key Performance Indicators (KPIs), Revenue Projections, Investment Analysis, Operating Expenses (OPEX), Business Analysis, P&L Analysis, Cash Flow, Profit & Loss (P&L), Excel Expert, Accounts Receivable, Negotiation, Excel Macros, Business Strategy, Pro Forma Financial Statements, Audits, Internal Financial Reporting, P&L Management, Accounts Payable, Cost Analysis, Microsoft Excel, Finance Strategy, Excel Modeling, Market Research & Analysis, Direct to Consumer (D2C), Spanish-English Translation, Consumer Products, Business Operations, Team Management, Risk Management, Financial Presentations, Pitch Presentations, Decision Support, Financial Data
CFO
2003 - 2004
Molino y Pastificio Ecuador MOPASA S.A.
- Implemented standard corporate treasury practices in line with ISO 9000.
- Created a series of financial reports which facilitated the analysis of financial statements for the CEO and executive committee.
- Implemented receivables collection policies that allowed a reduction of employee fraud of nearly 90%.
Focus areas: Corporate Finance, Financial Planning & Analysis (FP&A), Treasury, Tax Accounting, P&L Forecasting, Financial Modeling, Forecasting, Business Cases, Microsoft Excel, Corporate Treasury, Microsoft PowerPoint, Tax Planning, Product Line Analysis, Office 365, Excel 365, Financial Reporting, Accounting, Budgeting, Cash Management, Revenue Analysis, Market Research, Cash Flow Management, Cash Flow Modeling, Business Modeling, Pricing, Business Models, Pricing Models, Three-statement Modeling, Small & Medium-sized Enterprises (SME), Business Plan Consulting, Fundamental Analysis, Reporting, Financing, Key Performance Indicators (KPIs), Revenue Projections, Controller, Investment Analysis, Investments, CAPEX Budgeting & Inventory Management, Operating Expenses (OPEX), Business Analysis, CAPEX, Debt Restructuring, P&L Analysis, Cash Flow, Profit & Loss (P&L), Inventory, Excel Expert, Accounts Receivable, Negotiation, Controllership/Accounting, Excel Macros, Business Planning, Audits, Sensitivity Analysis, P&L Management, Bookkeeping, Accounts Payable, Cost Analysis, Cash Flow Analysis, Financial Forecasting, Finance Strategy, Excel Modeling, Spanish-English Translation, Cash Flow Forecasting, Consumer Products, B2C, Balance Sheets, Team Management, Financial Operations & Processes, Risk Management, Decision Support, Financial Data, Operational Finance
Regional Tax Audit Coordinator
1999 - 2003
Servicio de Rentas Internas (Internal Revenue Service)
- Implemented and standardized tax audit practices in accordance with local accounting standards and best audit practices.
- Hired and trained a team of ten tax agents to enforce tax regulations related to the retail trade.
- Implemented a database system to track tax audit information compliance by tax audit subjects.
- Became an active member of the headquarters tax audit committee.
Focus areas: Tax Audits, Financial Analysis, Microsoft Excel, Microsoft PowerPoint, Tax Planning, Office 365, Excel 365, Accounting, Budgeting, Revenue Analysis, Fundamental Analysis, Key Performance Indicators (KPIs), Investments, Business Analysis, P&L Analysis, Cash Flow, Profit & Loss (P&L), Excel Expert, Audits, P&L Management, Bookkeeping, Excel Modeling, Spanish-English Translation, Balance Sheets
Deputy Financial Manager | Treasurer
1995 - 1999
Banco La Previsora
- Oversaw the execution of treasury transactions and implemented a financial analysis reporting system at the regional level.
- Designed and created customer profitability models that allowed better profiling of most profitable customers and a redesign of below-average bank profit customers.
- Introduced FOREX derivatives to corporate customers that allowed the issuance of currency-swap-based loans, increasing the bank's competitiveness in this customer segment.
Focus areas: Money Market, Forex Trading Room, Financial Planning & Analysis (FP&A), P&L Forecasting, Financial Modeling, Forecasting, Business Cases, Microsoft Excel, Corporate Treasury, Microsoft PowerPoint, Treasury, Derivatives, Capital Budgeting, Excel 365, Accounting, Budgeting, Revenue Analysis, Cash Flow Management, Cash Flow Modeling, Business Plan Consulting, Fundamental Analysis, Financing, Lending, Key Performance Indicators (KPIs), Revenue Projections, Controller, Investments, Operating Expenses (OPEX), Business Analysis, P&L Analysis, Cash Flow, Profit & Loss (P&L), Business Planning, P&L Management, Bookkeeping, Financial Forecasting, Excel Modeling, Spanish-English Translation, Commercial Lending, Cash Flow Forecasting
Education
1993 - 1995
Master of Business Administration Degree (MBA) in Finance
Cameron University - Lawton, OK, USA
1989 - 1993
Bachelor of Business Administration Degree (BBA) in Finance
Cameron University - Lawton, OK, USA
Certifications
FEBRUARY 2021 - PRESENT
FMVA
CFI Corporate Finance Institute
JANUARY 2020 - PRESENT
Advanced Valuation
New York University
Skills
Finance
Financial Modeling, Valuation, Mergers & Acquisitions (M&A), Corporate Finance, Financial Planning & Analysis (FP&A), Capital Budgeting, DCF Valuation, Forecasting, P&L Forecasting, CFO, Revenue & Expense Projections, M&A (Buy-side), M&A (Sell-side), Value Creation, M&A Modeling, Financial Reporting, Comparable Company Analysis, Valuation Analysis, Valuation Modeling, Equity Research Analysis, Cross-border M&A, Accounting, Budgeting, Cash Management, Market Research, Cash Flow Modeling, Discounted Cash Flow (DCF), Pricing, Operating Expenses (OPEX), Three-statement Modeling, Fundamental Analysis, Profitability Analysis, Controller, Private Company Valuation, Debt Restructuring, Financial Restructuring, RiskMetrics, Cash Flow, Profit & Loss (P&L), Pro Forma Financial Statements, Internal Financial Reporting, Profitability Optimization, Intercompany Accounting, Finance Strategy, Cash Flow Forecasting, Cost of Capital, Balance Sheets, Operational Finance, Debt Analysis, Credit/Debt, Corporate Treasury, Money Market, Tax Planning, Equity Research, Due Diligence, Fundraising, Lending, Cost Reduction & Optimization (Cost-down), Series A, Trade Finance, Data Analysis, Capital Raising, Investment Portfolio Management, Revenue Modeling, ROI, Valuation Multiples, Financial Model Auditing
Output Software
Microsoft Excel, Office 365, Microsoft PowerPoint
Data & Analysis Software
Financial Data, Salesforce, QuickBooks Online
Industry Expertise
Residential Real Estate, Real Estate, Small Business, Early-stage Startups, Healthcare, Venture Capital, Consumer Products, Consumer Finance, Oil & Gas, Nonprofits, Expatriation Tax
Other
Finance, Financial Analysis, DCF Modeling, Relative Valuation, Fractional CFO, Business Cases, Pitch Decks, Virtual CFO, Pitch Deck Consultant, Excel 365, Corporate Finance Consultant, Cash Flow Management, Business Models, Business Modeling, Pricing Models, CAPEX, CAPEX Budgeting & Inventory Management, Business Plan Consulting, Small & Medium-sized Enterprises (SME), Litigation Support, Interim CFO, Financing, Growth Strategy, Revenue Projections, Investment Analysis, Investments, Restructuring, P&L Analysis, Inventory, Excel Expert, Accounts Receivable, Manufacturing, Cost Accounting, Sensitivity Analysis, P&L Management, M&A Strategy, Consolidation, Accounts Payable, Cash Flow Analysis, Financial Forecasting, Excel Modeling, Turnaround Management, Small Business Management, Investor Reporting, Spanish-English Translation, Buy-side, Executive Consulting, Financial Operations & Processes, Financial Presentations, Pitch Presentations, Decision Support, Dashboards, Financial Consultation, Balance Sheet Optimization, Acquisitions, Sell-side, Data Rooms, Corporate Tax Planning, Microsoft Power BI, Derivatives, Treasury, Tax Accounting, Corporate Restructuring, Regression, Product Line Analysis, Revenue Analysis, Deal Closure, Deal Structuring, Deal Sourcing, Scenario Analysis, Startups, Business Analysis, Reporting, Analysis, Key Performance Indicators (KPIs), Transfer Pricing, Investment Banking, Negotiation, Controllership/Accounting, M&A Due Diligence (Financial), Excel Macros, Excel VBA, Business Planning, Business Strategy, Due Diligence Consultant, Board Reporting, Audits, Bookkeeping, Cost Analysis, Market Research & Analysis, Direct to Consumer (D2C), Strategic Planning, Commercial Lending, B2C, Business Operations, Business Development, Team Management, Leveraged Buyout (LBO), Merger Modeling, Risk Management, Buy Now Pay Later (BNPL), Board Presentations, Claude, Asset Securitization, Term Sheet Negotiations, Portfolio Management, Research, SAP Business One, Forex Trading Room, Tax Audits, Marketing, Sales, Fundraising Consultant, SAP, Target Pricing, eCommerce, Interim Financial Controller, Economics, Financial Calculations, SaaS, Tax Technology, Return on Invested Capital (ROIC), Power Query, Claude Code, Subscriptions, Artificial Intelligence (AI)
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