Paloma Pérez Verdeja

Portfolio Management & Investments Analyst at Beel Infrastructure Partners
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Contact Information
us****@****om
(386) 825-5501
Location
MX

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Credentials

  • TOEIC
    TOEIC® Program
    Jan, 2020
    - Nov, 2024
  • TOEFL
    The TOEFL® test
    Jan, 2017
    - Nov, 2024

Experience

    • Mexico
    • Financial Services
    • 1 - 100 Employee
    • Portfolio Management & Investments Analyst
      • Apr 2022 - Present

    • Mexico
    • Financial Services
    • 1 - 100 Employee
    • Financial Analyst
      • 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

    • United Kingdom
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Tax Consultant - Business Tax Advisory
      • 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).

Education

  • Universidad Panamericana
    Bachelor's degree Accountant
    2016 - 2020

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