Cesar Andres Ramirez Email & Phone Number

New York, New York, US

Responsible for compiling weekly, monthly, & quarterly financial reports focused of gross margin, cash flow, and company valuation. Prepared financial statements for a business line of credit for the purpose of executing our growth strategy in FY 2019. Managed a team of ten to delegate responsibilities of business operations such as client service, time.

Modeled LBO, DCF & performance attribution analyses and provided key takeaways to support investment thesisProvide preliminary screenings on possible investments, highlighting investment thesis and risksProvided weekly reports on pros & cons on possible business investments & be able articulate my decision to pursue or not. Thoroughly analyze several.

New York, NY, US

Meticulously provided white glove customer service to all my clients & took ownership at every step to reach their financial goals. Managed a book of clients worth $40 million in which I helped grow $4 million during my time as a banker. Consecutively exceeded monthly first-time investments quota for 3 months after passing Licensing exams

• Compose in-depth business reports that include financial valuations such as EV/Sales, EV/EBITDA, and P/B analysis
• Meet Weekly deadlines in a high-pressure environment while handling several different tasks
• Present business reports to upper management and thoroughly explain decisions made in the valuation process.

Find new finance topics that lacks exposure and write a well developed over that topic.

Denton, Texas, US

• Committees and the general body of the SIG, the group analyzes, recommends and makes investments in equities with the goal of growing the portfolio to more than $1 million to provide scholarships for UNT students.
• Fundamental equity analysis of companies under coverage
• Provided buy/sell recommendation to the fund's investment committee.
• Macroeconomic and industry analysis of both domestic and international organizations
• Performed fully integrated financial modeling
• Built and maintained earning models while extracting information from an array of sources including Bloomberg terminals, and MorningStar

Brookfield, WI, US

• Assembled first ever Intern Project that was pitch to senior management on how to increase revenue over 200k Y/Y.
• Developed new strategic methods on how to penetrate younger market audience.
• Completed over 15 different projects that helped cut costs by 15%, and increase efficacy by 10% in finance department.

Omaha, NE, US

• As an Investor Services Intern, I earned the opportunity to gain an overview of many segments of the brokerage operations industry through a series of meaningful, rotational assignments where learning will occur.
• Demonstrated a sense of urgency and commitment to providing the highest level of client service possible
• Demonstrated solid decision-making and problem-solving skills
• Ability to perform multiple tasks and efficiently organize work, based on business conditions
• Ability to operate efficiently in a fast-paced environment
• Must possess the ability to communicate clearly and professionally with clients, associates, mentors and management through verbal and written correspondence

New York, NY, US

New York, NY, US

Provide excellent customer service to all our clients. As well as, creating a family friendly environment that promotes loyal customers. Additionally, was required to meet weekly sales and sign up goals in which I consistently exceeded expectations.

My responsibilities include, encouraging Elementary, Middle School, and High school students to pursue a higher education. As well as, helping them understand what opportunities that a University has to offer. Additionally, educate the students and the parents about the different obstacles there are in applying to an University and how to over come them.

Relate to every single customer when talking to them. Making sure I understood what they needed and make them feel comfortable doing business with. My motto for my business was loyal customer's are made with several honest deals but broken with just bad deal.