Juan Manuel Ramirez Diaz, CMAA

Investment Banking Analyst at K2 Securities
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Contact Information
us****@****om
(386) 825-5501
Location
CO
Languages
  • English Native or bilingual proficiency
  • Spanish Native or bilingual proficiency

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Bio

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Credentials

  • SaaS and Recurring Revenue Modeling and Analysis
    Wall Street Prep
    Jan, 2022
    - Nov, 2024
  • Certified Merger and Acquisition Advisor (CM&AA)
    Alliance of Merger & Acquisition Advisors - MN Chapter
    Nov, 2021
    - Nov, 2024
  • Financial & Valuation Modeling
    Wall Street Prep
    Apr, 2021
    - Nov, 2024

Experience

    • United States
    • Investment Banking
    • 1 - 100 Employee
    • Investment Banking Analyst
      • Feb 2022 - Present

    • Puerto Rico
    • Investment Banking
    • 1 - 100 Employee
    • Analyst, Engagement Support Services
      • Mar 2021 - Feb 2022

      The role inside the company implies assisting clients with M&A and finance projects, including: Achievements: -Successful sale of Valicom Corp. to EXA Capital -Successful sale of TAC (The Assistant Company) to Clubessential Holdings Responsibilities: +Sell-side transaction support and integration. +Buy-side transaction support and due diligence. +Growth development and capital formation. +Exit planning and business mentoring. +Development of confidential information memoranda, profiles, financial models, and target lists. +Research of targets. +Project management of client projects. +Communication with partners, existing clients, and prospective clients. +Relationship building +Data room maintenance and organization +Client issue/pain point discovery +Proposal creation; comparables and market research as appropriate +Valuation and financial modeling

    • Colombia
    • Government Administration
    • 300 - 400 Employee
    • Senior Financial Consultant
      • Mar 2017 - Mar 2021

      Accountable for the financial evaluation of all projects and hiring proceses for the Infrastructure branch of the organization. Achievements: + Establishing a new standard in offer/bid valuation by implementing the use of a new market study, replacing the one offered by the tool provided by Superintendencia de Sociedades, SIREM. Accountable for the financial evaluation of all projects and hiring proceses for the Infrastructure branch of the organization. Achievements: + Establishing a new standard in offer/bid valuation by implementing the use of a new market study, replacing the one offered by the tool provided by Superintendencia de Sociedades, SIREM.

    • Colombia
    • Higher Education
    • 100 - 200 Employee
    • Junior Financial Analyst
      • Jun 2015 - Oct 2018

      Responsible for the elaboration of financial projections and forecasts, hiring process evaluation and feasibility assessment, and financial statement analysis. Achievements: + Participating in the risk assessment process in collaboration with the company Value and Risk Rating, elaborating multiple forecast for cash flow statements, profit and loss statements, and balance sheets for the coming 5 years; in order to assert the UTS's asset liquidity and payment capacity. +Designing and implementing a database comparing system to differentiate workers with any kind of pending debts with financial institutions; all in order to discount any corresponding payment for that time period, reducing human intervention in this process, and therefore, the chance of error implied by its influence.

Education

  • Universidad Autónoma de Bucaramanga
    Engineer's degree, Financial Engineering
    2011 - 2016
  • Instituto Europeo de Posgrado - IEP
    Project Management Specialist, Project Management
    2017 - 2018

Community

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