Carlos - Financial Analyst with 5+ years of expertise in investment banking and asset management

Santiago de los Caballeros, Santiago Province, Dominican Republicen

Led financial modeling and valuation analysis for high-value M&A deals, supporting strategic decision-making.

Streamlined reporting processes, reducing report generation time by 30% and improving accuracy.

Published on CazVid

Summary

Experienced Financial Analyst skilled in valuation, financial modeling, data analysis, and client engagement within banking and asset management sectors.

Key Achievements

Managed a portfolio of clients, providing tailored investment strategies aligned with their financial goals.

Skills

Financial ModelingAdvanced

Built complex financial models to evaluate investment opportunities and support corporate valuation.

Data AnalysisExpert

Analyzed large datasets to identify trends, inform investment decisions, and prepare detailed reports.

Excel & Financial SoftwareAdvanced

Utilized Excel, Bloomberg, and other financial tools for data management and analysis tasks.

Client Relationship ManagementIntermediate

Built and maintained strong relationships with clients, ensuring service satisfaction and retention.

Experience

Operations Supervisor

CCD

August 2025 - Current

Coached, trained and developed employees in company policies and compliance requirements., Monitored employee performance regarding safety, reliability and customer service., Elaborated metrics and follow up reports based on team performance., Analyzed and established performance KPIs that adhered to company's policies and criteria.

Resolution Coordinator

Innovative Tax Relief

April 2025 - August 2025

Assisted potential clients in appointment setting for tax preparation settlement., Verified client's credit scores and bureau based on information provided by tax case managers., Engaged continuously in tax preparation development to stay updated on best practices., Operated within ethical guidelines established by relevant accrediting bodies.