Jorge Mauricio Najera Rodriguez

• Accomplished multiple tasks within established timeframes for external clients engaging with them to understand their concerns and prepare reports according to their needs. Deliverables may include presentations and executive summaries for stakeholders, outlining findings and recommendations.
• Buy-Side and Carve-Out due diligence for corporate and private equity funds. Financial analysis of the Income statement, working capital, Capex and Net debt. Working closely with legal, tax, and operational teams to gather necessary information and provide comprehensive due diligence.
• Resolved staff member conflicts (staff and senior), actively listening to concerns and finding appropriate middle ground.
• Leading and mentoring junior team members, ensuring they are aligned with project goals and timelines.
• Actively participating in helping HR team for recruitment of staff members. Onboarded new employees with training related to Financial Due Diligence.
• Perform Internal administrative procedures regarding opening projects (engagement letters, proposals, documentation related with independency in projects, amongst others).

Main Achievements:

• I supported a $ 1.5 billion transaction for the acquisition of a telecommunications company.
• I collaborated in a due diligence analysis of a pharmaceutical group in South America whose transaction amounted to one billion dollars.
• I performed a supply chain analysis in a Manufacturing company with headquarters in Germany.
• Market research report for potential foreign investors in the Mexican Pasta market (food) and Natural gas.

• Worked closely with Transaction Advisory Group members in order to maintain optimum levels of communication to effectively and efficiently complete projects.
• Adjusted job assignments and schedules to keep pace with dynamic transaction needs and client demands.
• Delivered feedback to decision-makers regarding business performance and modeling needs.

• Compiled data and key metrics to understand trends and identify key messages for reporting purposes.
• Delivered feedback to decision-makers regarding finance performance, business needs and acquisitions.
• First hand client service during FDD engagements and follow-up over invoicing process.

• Audit fieldwork in order to identify issues that might impact financials related to specific project or Siemens entities in Latin America.
• Conduct meetings in order to present periodical reports to the Director and/or Manager about findings arise during the audit.
• Fieldwork also includes alignment with the local team regarding the audit findings and next steps to the issues identified.

• Financial due diligence in order to determine potential adjustments to enterprise value
• Evaluate effects of seasonal changes on working capital requirements performing analysis in industry and company historical data.
• Analyze financial/operating results of the Target through the preparation of Quality of earnings, working capital, net debt and net assets analysis by reviewing accounting records, KPIs and other supporting documentation.
• Conducting interviews with CFO, Operations or Comptroller Management. Coordination role with diverse teams in order to report to clients in Mexico, USA, Argentina and Chile.

• Supporting role during the Financial due diligence analysis to determine potential adjustments to enterprise value and presented to the Manager / Senior Manager; also supporting role to evaluate effects of seasonal and cyclical changes on cash flow requirements performing industry and company research.
• Be involved in the interviews with CFO, Operations or Comptroller Management.

• Issuance of Tax returns on Federal Taxes (MIT and VAT)
• Issuance of Tax notices like Inventory destructions, withholdings and income tax compensations.
• Tax corporate reports under IRS requirements for Intercompany transactions
• Prepare corporate templates under Sarbanes-Oxley (SOX) standards

Main Achievements:

• Successful deliveries to the Tax authorities of monthly and annual tax returns.
• Suggest improvements about the information showed at SOX reports.
• Delivery of corporate reports according to US guidelines.