Research Summary
Detail-oriented financial analyst with 6+ years of experience in financial modelling, forecasting, and strategic analysis for ASX-listed companies. Track record of delivering insights that drove $15M+ in cost savings. CFA charterholder with expertise in valuation, budgeting, and regulatory compliance.
Education
Máster en Finanzas Aplicadas
2019 – 2020
Universidad Central de Venezuela (UCV)
Licenciatura en Comercio (Contabilidad y Finanzas)
2013 – 2016
Universidad Simón Bolívar (USB)
Research Experience
- Lead financial planning and analysis for $2.4B property portfolio across APAC
- Built 3-year forecasting model reducing budget variance from 12% to 3%
- Identified $8.5M in operational cost savings through variance analysis
- Present quarterly financial reviews to C-suite and board of directors
- Manage SOX compliance reporting across 4 business units
- Conducted due diligence for M&A transactions valued at $50M–$500M
- Built DCF and comparable company valuation models for 20+ engagements
- Prepared financial reports and presentations for client executive teams
- Trained and supervised 3 junior analysts on modelling best practices
- Supported monthly management reporting for retail banking division ($12B revenue)
- Automated recurring Excel reports saving 15 hours/month of manual work
- Assisted in annual budgeting process across 6 cost centres
Skills
Análisis: Financial Modelling, DCF Valuation, Forecasting, Budgeting, Variance Analysis
Cumplimiento Normativo: SOX, IFRS/GAAP, Regulatory Reporting, Audit Support
Herramientas: Excel (Advanced), Power BI, SAP, SQL, Python (pandas)
Habilidades Blandas: Board Reporting, Stakeholder Management, Team Supervision
Certifications
- CFA Charterholder (2022)
- CPA Australia (2020)
- Advanced Excel & Financial Modelling — Wall Street Prep (2019)