Francisco Javier Díaz Albarrán
Strategic Planning And M&A Analyst
Álvaro Obregón ,CMX
Summary
Finance and Banking graduate with experience as a Strategic Planning and Mergers & Acquisitions (M&A) Analyst. Passionate about financial analysis and resource optimization. My background includes evaluating investment opportunities, managing projects, and collaborating with teams to achieve corporate objectives.
Overview
3
3
years of professional experience
1
1
Certification
1
1
Language
Work History
Strategic Planning and M&A Analyst
Grupo Herdez
01.2024 - Current
- My responsibilities include developing detailed financial models for forecasting results.
- I actively participate in M&A processes, supporting due diligence and conducting company valuations using methodologies like Discounted Cash Flow (DCF). I am also responsible for analyzing financial information, identifying significant trends and deviations, and communicating these to senior management through executive reports.
- I prepare comprehensive income statements and precise cost estimations and budgets, which are crucial for evaluating and ensuring the financial viability of proposed projects.
Junior Financial Analyst
Atmósfera Estrategia Financiera
06.2023 - 12.2023
- Responsible for preparing and analyzing detailed financial reports for senior management.
- Coordinated process of public securities offerings (debt) in the Mexican market, ensuring regulatory compliance.
- Established and maintained strong relationships with key clients, acting as the primary point of contact for financial inquiries, results presentations, and terms negotiation, ensuring clear and effective communication.
- Prepared and structured executive presentations and detailed informational materials for due diligence processes.
Investment Banking Intern
Atmósfera Estrategia Financiera
03.2023 - 06.2023
Finance Intern
MAPFRE México
02.2022 - 03.2022
- Supported organizational account management duties under direct supervision.
- Compiled and presented operational data, contributing to timely reporting and informed decision-making.
Education
BBA - Finance And Banking
Escuela Bancaria Y Comercial
Mexico City, Mexico 05.2001 -
Skills
Report preparation
Analytical thinking
Decision-making
Team collaboration and leadership
Financial modeling
Microsoft office
Certification
AMIB FIGURA 3: Investment Strategies Advisor (2023-2026)
Timeline
Strategic Planning and M&A Analyst
Grupo Herdez
01.2024 - Current
Junior Financial Analyst
Atmósfera Estrategia Financiera
06.2023 - 12.2023
Investment Banking Intern
Atmósfera Estrategia Financiera
03.2023 - 06.2023
Finance Intern
MAPFRE México
02.2022 - 03.2022
BBA - Finance And Banking
Escuela Bancaria Y Comercial
05.2001 -