Rodrigo Fernandez, Financial Consultant

About

Finance Consultant with +6 years of experience in applying scenario planning, financial analysis, and benchmarking to discriminating between clients’ growth options and ensuring effective return on investment. Past achievements include support in the acquisition of a 50M USD sheltering company, and a 1.4x revenue growth of key accounts at iLSP Global. Seeking opportunities to leverage analytical thinking and problem-solving skills to contribute to the development and growth of firms within the fast-paced, challenging environments of Fintech, Consultancy and Consumer sectors.

Experience

PERALTA & FERNANDEZ

Jan 2022 – Present

Mexico (Remote)

Financial Consultant

Key Responsibilities  Assist in the planning, execution, management, and closing of current financial projects such as M&A and Fund Raising.  Development of cash flow models, valuation, pricing tools and operation monitoring  Budget construction and financial reporting providing key financial information for decision making.  Support in the execution of short- and long-term financial strategies including securing liquidity (cash management) and growth (organic + inorganic expansion plans).

ILSP GLOBAL SEGURIDAD PRIVADA

Sep 2019 – Jan 2021

CDMX

Customer Service Manager

Key Responsibilities o Attention and business development of key accounts such as Modelo (AB inBev), Herdez, Pirelli. Follow-up to requirements: a) commercial: quotes, service reassessment, profitability analysis b) operational: monthly KPI reporting, workload analysis, service compliance. o Design and implementation of projects for both clients and internal areas. o Collaboration with communication team to deliver monthly / quarterly reports to clients.

EDGE CONSULTING & STRATEGIC RESEARCH

May 2017 – May 2019

CDMX

Finance Jr. Consultant

Key Responsibilities  Responsible for key financial analysis to develop data-based strategies and provide solutions for clients in a wide range of industries and in both B2B and B2C contexts.  Collaborate with the consulting team in managing projects for assigned clients. This includes active involvement in creation of the project brief and proposal, data interpretation to generate key learnings and recommendations, co-developing client presentations, and ensuring projects’ delivery.  Support the market research function, in both qualitative and quantitative practices, by participating in study design and planning, field observation/supervision, performing statistical analysis and presenting results and recommended actions.  Assist and expedite several internal accounting functions, such as invoicing, expense accounts, month-end closings, and cover office administration duties, as needed.

Education

ITAM

Aug 2010 – Dec 2015

BA , Finance

Rodrigo Fernandez

Financial Consultant

Skills

Languages