Iker Pérez García
CDMX
Summary
Experienced finance professional with a strong background in structured financing, fund management, and financial analysis. Currently serving as a Financing Analyst at Xepelin, overseeing investment funds from prestigious institutions such as Goldman Sachs, Frontal Trust, and Scotia Bank. Responsibilities include effective communication and detailed reporting to optimize fund performance. Expertise in risk analysis, financial reporting, and strategic operational solutions consistently drives efficiency and precision in fund operations. Approach every project with a results-oriented mindset, commitment to excellence, and collaborative approach.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Structural Financial Analyst
Xeplin México
02.2022 - Current
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
- Streamlined financial reporting for better decision-making with clear, concise analysis and presentation.
- Trained junior analysts on best practices in financial modeling, contributing to a stronger overall team performance.
- Strengthened relationships with external partners through timely communication and collaboration.
- Collaborated with cross-functional teams to optimize budgets, resulting in improved resource allocation.
- Evaluated proposed projects'' ROI using NPV, IRR, and other financial metrics, helping prioritize initiatives with maximum value potential.
- Enhanced forecasting accuracy through the development of sophisticated financial models and tools.
- Drove profitability improvements by advising on cost-reduction strategies.
- Streamlined audit processes, coordinating effectively with external auditors to ensure compliance.
- Improved cash flow management with rigorous accounts receivable tracking.
Education
IBERO University
Mexico City, Mexico06-2025
Skills
- Microsoft Excel
- Financial and operational reporting
- Financial Management
- Financial statement analysis
- Friendly, Positive Attitude
- Teamwork and Collaboration
- Problem-Solving
- Attention to Detail
- Flexible and Adaptable
Certification
- Introduction to SQL Data Camp
- Introduction to Google sheets Data Camp
- Academic Integrity Induction Seminar.
Timeline
Structural Financial Analyst
Xeplin México
02.2022 - Current
IBERO University
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