Juan Manuel Ramirez Diaz, CMAA
Investment Banking Analyst at K2 Securities- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
English Native or bilingual proficiency
-
Spanish Native or bilingual proficiency
Topline Score
Bio
Credentials
-
SaaS and Recurring Revenue Modeling and Analysis
Wall Street PrepJan, 2022- Nov, 2024 -
Certified Merger and Acquisition Advisor (CM&AA)
Alliance of Merger & Acquisition Advisors - MN ChapterNov, 2021- Nov, 2024 -
Financial & Valuation Modeling
Wall Street PrepApr, 2021- Nov, 2024
Experience
-
K2 Securities
-
United States
-
Investment Banking
-
1 - 100 Employee
-
Investment Banking Analyst
-
Feb 2022 - Present
-
-
-
Ponterra Business Advisors
-
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
-
-
-
Alcaldía de Bucaramanga
-
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.
-
-
-
Unidades Tecnológicas de Santander
-
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 -
Instituto Europeo de Posgrado - IEP
Project Management Specialist, Project Management