Functional Skills
Accounting
Budgeting
Corporate Finance
Financial Modeling
Financial Planning & Analysis (FP&A)
Forecasting / Projections
Investment Banking
Scenario Planning
Business Planning
Software Skills
Microsoft Excel
Microsoft Excel Macros
Sector Experience
Business Services
Energy
Financial Services
Languages
English
Spanish
Case Study
Case Studies
Real Estate Fund Acquisition & Portfolio Control Model
Real Estate
Financial Modeling
Financial Management
Financial Planning & Analysis (FP&A)
Integrated FP&A Model for Multinational Logistics
Transportation & Logistics
Financial Modeling
Financial Planning & Analysis (FP&A)
Corporate Finance
Financial Diagnostics for Dealership Network
Automotive
Financial Modeling
Corporate Finance
Notable Clients
Ecopetrol
Enel
Porsche Automobil Holding
Big 4 Accounting
Top Consulting Firms
Experience
Deltapro Investment Banking
Finance
Partner & Managing Director
5/2022 - Present
• Founder and Managing Director of Deltapro Investment Banking, a boutique investment banking and financial advisory firm that has successfully advised over 50 clients and closed over $40 million in transaction value since inception. Part of our clients are: Porsche Colombia, Fincapital Investments, among others.
KPMG
Finance
Assistant Manager | Valuations
10/2017 - 8/2023
Goals:
• Participate in the transaction of bying of ISA by Ecopetrol
• Participate in the evaluation of more than 20 investment projects in Colombia of solar energy generation plants
• Develop different consultant and audit projects for a select base of international and local clients in Colombia
Business Valuation:
• Led the company valuation process using methods such as Discounted Cash Flow (DCF), market comparables, and recent transaction analysis.
• Analyzed and assessed financial statements, identifying key areas impacting valuation and proposing strategies for improvement.
• Presented detailed valuation reports to senior management, providing crucial information for strategic decision-making.
Fair Value Reviews
Financial Modeling for Investment Projects:
• Developed detailed financial models to assess the profitability and feasibility of investment projects.
• Identified and quantified risk factors, providing sensitivity analysis to support informed decision-making.
• Participate in the transaction of bying of ISA by Ecopetrol
• Participate in the evaluation of more than 20 investment projects in Colombia of solar energy generation plants
• Develop different consultant and audit projects for a select base of international and local clients in Colombia
Business Valuation:
• Led the company valuation process using methods such as Discounted Cash Flow (DCF), market comparables, and recent transaction analysis.
• Analyzed and assessed financial statements, identifying key areas impacting valuation and proposing strategies for improvement.
• Presented detailed valuation reports to senior management, providing crucial information for strategic decision-making.
Fair Value Reviews
Financial Modeling for Investment Projects:
• Developed detailed financial models to assess the profitability and feasibility of investment projects.
• Identified and quantified risk factors, providing sensitivity analysis to support informed decision-making.
Old Mutual
Finance
Intern | Financial planning
7/2016 - 1/2017
• Budgeting and Forecasting: Developing, monitoring, and updating financial budgets and forecasts to align with organizational goals.
• Financial Modeling: Creating detailed financial models to analyze historical data, project future trends, and support decision-making processes.
• Performance Metrics Monitoring: Monitoring key performance indicators (KPIs) to assess the financial health and performance of the organization.
• Management Reporting: Generating and presenting financial reports to senior management, offering insights and recommendations for improving financial performance.
• Financial Modeling: Creating detailed financial models to analyze historical data, project future trends, and support decision-making processes.
• Performance Metrics Monitoring: Monitoring key performance indicators (KPIs) to assess the financial health and performance of the organization.
• Management Reporting: Generating and presenting financial reports to senior management, offering insights and recommendations for improving financial performance.