Paloma Pérez Verdeja
Portfolio Management & Investments Analyst at Beel Infrastructure Partners- Claim this Profile
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Bio
Credentials
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TOEIC
TOEIC® ProgramJan, 2020- Nov, 2024 -
TOEFL
The TOEFL® testJan, 2017- Nov, 2024
Experience
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Beel Infrastructure Partners
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Mexico
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Financial Services
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1 - 100 Employee
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Portfolio Management & Investments Analyst
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Apr 2022 - Present
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RODINA
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Mexico
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Financial Services
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1 - 100 Employee
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Financial Analyst
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Feb 2021 - Mar 2022
Real Estate/Hotels Private Equity/Family Office o Administrative operations office management o Creation of investing entities, treasury management and budget control. o Financial planning. o Cash flow analysis. o Forecasts o Monitoring and control of investments Real Estate/Hotels Private Equity/Family Office o Administrative operations office management o Creation of investing entities, treasury management and budget control. o Financial planning. o Cash flow analysis. o Forecasts o Monitoring and control of investments
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EY
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United Kingdom
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IT Services and IT Consulting
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700 & Above Employee
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Tax Consultant - Business Tax Advisory
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Apr 2018 - Feb 2021
- Review/construction of financial models for various clients including renewable energy projects, gas, oil, etc. - Tax due diligence: tax information review to support decision making for business to business transactions. - Analysis and preparation of memos/tax opinions regarding various issues: permanent establishment, limitation of interest deduction, etc. - Review and calculation of advanced payments for several clients including digital services, energy, insurance among others. - Analysis of corporate structures to determine the most appropriate way to distribute cash flows to the companies' shareholders and maximize their financial/tax capacity and to support decision making of several transactions (M&A). - Review and preparation of annual tax returns for various clients. - Attention to client's doubts through presentations, emails or calls (tax consulting).
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Education
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Universidad Panamericana
Bachelor's degree Accountant