Financial and Accounting Expert

Integration into the Deloitte team in Spain to advise corporate clients on debt refinancing, restructuring, and value creation mandates for companies generating up to 100 million dollars in annual revenue.

• Advised institutional clients on debt refinancing, restructuring, and value creation mandates.
• Structured senior debt facility refinancing by analyzing covenant compliance, debt service coverage ratios, and amortization schedules.
• Prepared lender presentations and information memoranda supporting clients' fundraising and refinancing processes.
• Technical environment: Excel, Microsoft Office Suite, Claude, Copilot.

Joined the transaction advisory activity at BDO in Spain to lead financial due diligence missions and coordinate stakeholders on M&A operations.

• Led buy-side and sell-side financial due diligence missions on M&A transactions in the R&D, retail, transport, software, and marketing sectors for disclosed transactions valued up to 100 million dollars.
• Managed end-to-end workflows and served as the primary client contact, coordinating directly with buyers, sellers, legal advisors, private equity funds, and their advisors.
• Presented due diligence findings and key takeaways directly to corporate acquirers and private equity sponsors, influencing transaction pricing and SPA negotiations.
• Mentored and supervised teams of 3 to 5 staff members, including analysts, juniors, and interns, on concurrent missions.
• Technical environment: Excel, Microsoft Office Suite, Claude, Copilot.

Worked within the transaction services department of BDO in Peru to execute complex financial missions and support mining and institutional clients.

• Executed acquisition audits and financial due diligences on M&A transactions in the mining, distribution, telecommunications, and debt collection management sectors.
• Advised a mining sector client on short- and long-term cash management, including 13-week cash flow models, monthly cash flows, and annual cash flow forecasts.
• Prepared and presented professional services proposals to national and international clients, contributing to portfolio development.
• Trained and supervised management personnel and senior staff on M&A methodology and due diligence best practices.
• Technical environment: Excel, Microsoft Office Suite.

Served as a Senior in Financial Audit at BDO in Peru to plan and execute audit missions compliant with international standards and IFRS.

• Planned and executed audit missions according to ISA standards and prepared IFRS-compliant financial statements in the distribution, manufacturing, R&D, construction, and pharmaceutical sectors.
• Led initial IFRS adoption projects and drafted a comprehensive accounting policy manual for client implementation.
• Reviewed accounting discrepancies and internal control deficiencies, issuing recommendations to improve the quality of financial information.
• Technical environment: Excel, Microsoft Office Suite.

Started the professional career at Baker Tilly in Peru by conducting financial audits and accounting transition projects towards international standards.

• Planned and executed audit missions according to ISA and IFRS standards in real estate, pharmaceuticals, professional services, mining, and construction.
• Directed first-time IFRS adoption projects and supported clients during the transition from local accounting standards to international standards.
• Technical environment: Excel, Microsoft Office Suite.