ANDRES AVELAR
FINANCIAL ANALYST
PERSONAL PROFILE
Mobile: -
Investment professional with a master's degree in finance and more than 6
years of experience across different areas of financial analysis mainly focused
on mergers and acquisitions.
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WORK EXPERIENCE
CONTACT ME AT
https://www.linkedin.com/in/a-avelar/
EDUCATIONAL HISTORY
EAE Business School
Master’s degree in Finance 04/2017 –
02/2018
Broad financial education
Top 50 European business schools
3.2 GPA.
Franklin University, Columbus,
Ohio (GT campus)
Bachelor's in Business Administration
06/2012 – 6/2016
3.4 GPA.
SKILLS SUMMARY
Financial Analysis
P&L Analysis
Budgeting
Financial Strategy
IFRS, US GAAP and Spanish
GAAP
Financial Planning
LANGUAGES
English
Spanish
Italian
Catalan
French
Russian
Authorized to work for any
American and European
employer
Financial Guaranty Manager
Indra (CaixaBank) | October 2020 – Present
Keep financial guarantees under the risk margin threshold as measured by the bank
by carefully checking each operation
Issue Standby Letters of Credit (SBLC) and Bank Guarantees (BG) under rules such
as Uniform Rules of Demand, UCP 600, and ISP 98 for corporate clients of CaixaBank
Analyze and manage the risk implicated in legal and financial aspects of the issued
guarantees
Liaise with other departments of the bank such as legal, front office to ensure
operations are going smooth
Investment Analyst
Audentia Capital | February 2020 – August 2020
Manage over 180M combined AUM across several different portfolios
Increased efficiency in fact-sheet and reporting generation by 80% by implementing
new processes to gather and organize data faster
Analyze the best investment available to recommend acquisitions for conventional
and alternative investment portfolios
Create and present monthly and quarterly financial reports with data packs for the
Board of Directors and Investment Committees
Contribute to securitization processes for Mortgage-Backed Securities (MBS) funds
Liaise with custodians, administrators, back-office; including fund management
assistants, broker-dealers, and fund managers to resolve trade discrepancies and
settlement issues
Financial Consultant
Crowe | September 2017 – June 2019
Saved millions for Crowe’s clients through EBITDA adjustments, finding accurate
transaction prices as well as discovering risks and synergies affecting these
transactions
Work on live cross-border transactions including buy-side and sell-side M&A and
early-stage fundraising
Identify potential buyers by conducting market research, support negotiations, and
present investment highlights of the engaged client company to the buy-side
Manage confirmatory due diligence, perform corporate valuation, construct and
maintain data room
Contribute to the construction of valuation models in many fields by building
valuation models in Excel for projects/consortium using discounted cash flow
method, dividend discount method, comparable company analysis, and precedent
transactions, presented the findings to the clients' corporate management
Manage a small team of auditors and consultants
