Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Raúl Meza

Lomas del Valle

Summary

Performance-driven Managing Director with more than 15 years of experience improving financial processes at multimillion-dollar companies. Specialized in Credit Analysis and FP&A, managing financial teams, allocating budget, completing financial reports and statements and conducting financial forecasts.

Overview

16
16
years of professional experience
1
1
year of post-secondary education
2
2
Languages

Work History

Managing Director

AGI Financial Services
Guadalajara
10.2016 - Current
  • Develop financial and strategic plans including Financial Planning and Analysis (FP&A), budgeting, forecasting, target-setting, reporting, operational support, business reviews and resource allocation
  • Plan, coordinate, and execute the workflow using a supportive and collaborative approach: assign accountabilities; set objectives; establish priorities; monitor and evaluate P&L results
  • Monitor KPI’s, value frameworks and other key performance metrics to evaluate new business opportunities
  • Development of the strategic goals and objectives as well as the overall management of the organization
  • Execute quantitative analyses and advanced financial modeling for new investments, investment spending and sales strategy recommendations
  • Review and approve loans
  • Maintain continuous lines of communication, keeping the Board of Directors informed of all critical issues, working and negotiating with vendors, partners and internal directors to meet targets.

Senior Credit Analyst

Navistar Financial
Mexico City
05.2015 - 10.2016
  • Analyzed financial statements to approve loans of $50 Million Dollars and made the presentations and recommendations to the American board of directors and directly to the CFO
  • Identified risks, determined payment capacity and created financial models in MS Excel
  • Restructures, retail, and wholesale credits
  • Developed credit policies and processes to comply with the financial regulations of the Banking and
  • Securities National Commission to become a Regulated Financial Entity.

Consulting Manager

Machintas Inc, Financial Software
Nueva York
07.2014 - 03.2015
  • Led the IT department to develop financial software for clients in the financial industry for use in risk assessment, financial planning, business analysis, audits, capital market transactions and sales management based on computational intelligence.

Credit Manager

Delta Capital
New York
10.2011 - 03.2015
  • Analyzed financial statements to assess risk and approve loans
  • Managed a portfolio of over $100 Million Dollars and created reports
  • Ensured compliance with laws and financial regulations.

Credit & Collections Analyst

Hewlett Packard
Guadalajara
02.2009 - 12.2010
  • Provided credit solutions and managed a credit portfolio with a value ranging from $5 to $10 million
  • Analyzed financial statements, and managed credit risk to approve credit extensions
  • Negotiated terms and conditions of restructuring plans
  • Received an award for providing specialized training in Microsoft Excel to more than 100 employees.

Financial Advisor

Profuturo GNP Financial
Guadalajara
06.2007 - 12.2007
  • Winner of 2 awards as the top performing Financial Advisor
  • Provided wealth planning and financial advice on annuities, retirement and trust services.

Financial Planning Analyst

Mega-Call
Guadalajara
12.2005 - 08.2006
  • Supervised a team of 12 analysts
  • Budgeting, forecasting and financial planning
  • Assessed feasibility of projects, investments and major capital budgets and expenditures
  • Financial Planning (FP&A), analyzed financial statements, P&L and expenses, created reports and presentations to senior management.

Financial Analyst

PRIME International Analysts
Guadalajara
06.2005 - 12.2005
  • Provided fundamental, technical, and quantitative research on the foreign exchange market
  • Analyzed market conditions, trends, social and economic data, and executed trades
  • Developed client relationships and presented investment strategies to clients.

Investment Banking – Capital Markets Analyst

Interacciones Bank
Guadalajara
05.2004 - 05.2005
  • Built financial models validating key performance drivers, assumptions, and other considerations
  • Researched market data and facilitated transactions for M&A working directly with the MD
  • Supported business origination and marketing activity
  • Conducted due diligence and prepared pitch books, legal documentation, and other materials
  • Executed equity and debt transactions
  • (New issues of corporate stocks and government bonds)
  • Assisted the Sales & Trading team to offer clients solutions and distribution in the capital markets.

Education

MBA - Business Administration in Financial Services

Metropolitan College of New York
08.2011 - 1 2013

Bachelor of Arts - Financial Management

ITESM (Monterrey Institute of Technology
08.2001 - 12 2007

M&A - Investment Banking

New York University
01.2013 - 12.2013

Skills

Budget & Forecast Analysisundefined

Accomplishments

  • Bloomberg Equity AMIB 1 AMIB 2 SAP Business One

Timeline

Managing Director

AGI Financial Services
10.2016 - Current

Senior Credit Analyst

Navistar Financial
05.2015 - 10.2016

Consulting Manager

Machintas Inc, Financial Software
07.2014 - 03.2015

M&A - Investment Banking

New York University
01.2013 - 12.2013

Credit Manager

Delta Capital
10.2011 - 03.2015

MBA - Business Administration in Financial Services

Metropolitan College of New York
08.2011 - 1 2013

Credit & Collections Analyst

Hewlett Packard
02.2009 - 12.2010

Financial Advisor

Profuturo GNP Financial
06.2007 - 12.2007

Financial Planning Analyst

Mega-Call
12.2005 - 08.2006

Financial Analyst

PRIME International Analysts
06.2005 - 12.2005

Investment Banking – Capital Markets Analyst

Interacciones Bank
05.2004 - 05.2005

Bachelor of Arts - Financial Management

ITESM (Monterrey Institute of Technology
08.2001 - 12 2007

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Raúl Meza