Patria Gonzalez available

Patria Gonzalez

Financial Consultant

available
Profileimage by Patria Gonzalez Financial Consultant from
  • Freelancer in
  • Graduation: MBA
  • Hourly-/Daily rates: 35 $/hour
    Negotiable
  • Languages: English (Limited professional) | Portuguese (Limited professional) | Spanish (Native or Bilingual)
  • Last update: 26.07.2018
KEYWORDS
PROFILE PICTURE
Profileimage by Patria Gonzalez Financial Consultant from
SKILLS
Financial Consulting                                                                                                     Sao Paulo, Brazil
Independent Consultor                                                                                           October 2017 - Present
  • Work as an independent financial consultor providing support on Due Diligence processes, Merger and Acquisitions, financial analysis, valuations of companies and any kind of financial support as required by the client.
CONFIDENTIAL.                                                                                                Dominican Republic
Financial Analyst                                                                                                 April 2012 – April 2017
  • Elaborate 2-3 monthly financial analysis and presentations based on the strategic and investment decisions of the shareholders including the planning of a Greenfield financial institution Project, which was approved by the Superintendence of Banks of the regulatory country.
  • In charge of evaluating new investments opportunities within the insurance industry in the DR involving complex company valuations in addition to regulation and insurance commercial model understanding.
  • Managed the valuation of the largest insurance company in the DR and co-leaded a Greenfield insurance company establishment project which was recently approved by the Superintendence of Insurance Companies in the DR.
  • Provide financial and strategic support for 10 financial services companies from a US$300MM asset portfolio and participate in Due Diligence processes and Merger and Acquisitions evaluations.
  • In charge of day-to-day operations of 10 assets’ holdings companies, which involves internal and external parties conversations about legal requirements, updated accounting, and new investment transactions.
  • Responsible of the annual firm’s asset valuations and the reporting of cash distributions delivering accurate and reliable financial information to the centralized Finance Departments.
CONFIDENTIAL.                                                                                                 Dominican Republic
Process Consultant                                                                                             April 2011 – March 2012
  • Co-managed a Project for the measurement and redesign of all processes of a mid-size financial institution in which I was in charge of 19 teams of different departments and together we identified cost reduction ideas, which represented 40% of the financial institution’s total costs.
CONFIDENTIAL.                                                                                       Dominican Republic
General Manager (Part-Time)                                                                   January 2009 – February 2010
  • Contributed to start the company achieving breakeven the first year of operations.
  • Managed the company’s accounting, inventory management, and sales representatives.
REFERENCES
See "Skills, Knowledge and Experience"
TIME AND SPATIAL FLEXIBILITY
Sao Paulo - Brazil
Dominican Republic
United States
 
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