Summary
Overview
Work History
Education
Skills
Languages
Software
Timeline
Generic
Marco Antonio Espinosa

Marco Antonio Espinosa

Summary

Financial Manager experienced in financial statement review, auditing and reporting with over 25 years of experience in accounting and financial. Absorbs new and useful information into ever-evolving stock of financial strategies. excellent time management and problem-solving skills.


Overview

19
19
years of professional experience

Work History

Financial Manager

Baker Tilly Mexico
01.2018 - Current
  • Prepare and coordinate financial and accounting statements
  • Review that the accounting control and management systems are working properly aligned with the financial strategies of the organization
  • Develop financial models for company valuation.
  • Conduct due diligence for national and international mergers & acquisitions which may cover the financial, tax and/or labor area, mainly generated for the historical period of 5 years, to detect against potential financial risks or conflicts of interest.
  • Manage high volumes of financial information in fast-paced, risk-based corporate environment.
  • Establish profitability standards for investment activities and handle mergers and/or acquisitions. Evaluate financial reporting systems, accounting procedures and investment activities and make recommendations for changes or improvements.
  • Calculate financial indicators (EBITDA, ROI, NPV, WACC, etc.)
  • Generate, based on the financial projections, the valuation of the company using the most appropriate method based on the sector to which it belongs (discounted cash flows (NPV), EBTIDA, comparable companies,
  • Create and manage financial models to evaluate corporate investments and acquisitions.

Corporate Finance Analyst

Baker Tilly Mexico
01.2005 - 01.2018


  • Contributed significantly to ad-hoc projects involving scenario modeling and sensitivity analyses, providing valuable insights for executive decision making.
  • Perform due diligence for local and foreign merger and acquisitions.
  • Prepare and coordinate financial statements.
  • Review that the accounting control and management systems are working properly aligned with the financial strategies of the organization.
  • Generate analysis on the financial statements and generate deviations if applicable.
  • Support senior management with a variety of client engagements and projects, including mergers and acquisitions.
  • Perform control activities and accountings reviews.
  • Calculate financial indicators.
  • Leveraged advanced data analytics tools for improved visualization of complex financial information to inform critical decisions effectively.
  • Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
  • Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
  • Developed and implemented financial models to analyze complex information and assess health of organization.
  • Evaluated financial performance of investments, acquisitions and other business opportunities to provide strategic recommendations.
  • Created and maintained precise and accurate models, charts and reports.
  • Monitored market trends and news to identify emerging opportunities.

Education

Bachelor of Accountancy - Accounting

Institute Politecnico Nacional
Mexico City
11.2000

Skills

  • Quantitative and Qualitative Analysis
  • Working Capital Management
  • Financial Analysis
  • Advanced Financial Analysis
  • Financial Modeling
  • Data Trending
  • Financial Reporting and Analysis
  • Acquisition Due Diligence
  • Cash Flow Management
  • Inventory Management
  • Financial Statement Preparation
  • Financial Audits

Languages

English
Intermediate (B1)

Software

Office, Lucanet, Power BI

Timeline

Financial Manager

Baker Tilly Mexico
01.2018 - Current

Corporate Finance Analyst

Baker Tilly Mexico
01.2005 - 01.2018

Bachelor of Accountancy - Accounting

Institute Politecnico Nacional
Marco Antonio Espinosa