Raul De Las Fuentes Email & Phone Number

London, GB

London Area, United Kingdom

Remote

• Associate at The Cosine Group (an affiliate of Armory Group, LLC), an established middle-market investment banking & private equity firm based out of Boston, MA, United States.
• Conducted comprehensive financial analysis, including financial modeling, valuation, and due diligence, to support M&A transactions, capital raises, and other financial advisory services.
• Assist senior bankers in preparing pitch materials, offering memoranda, and presentations for potential clients, showcasing the firm's expertise and capabilities across various sectors.
• Conduct industry research and analysis to identify potential target companies and market trends, helping to drive deal origination and strategic decision-making.
• Support in the preparation of detailed transaction documentation, including term sheets, purchase agreements, and other legal documents, ensuring accuracy and compliance with regulatory requirements.
• Cultivate and maintain relationships with clients, investors, and other key stakeholders, acting as a trusted advisor and providing strategic insights and guidance throughout the deal process.

Boston, Massachusetts, United States

• Managed the calculation and accounting for management fees (using Broadridge’s RevPort), including both base fees and performance fees, ensuring accuracy and compliance with relevant accounting standards.
• Assisted with the monthly accounting close process for Wellington's legal entities, including revenue accrual, cash collection, and reconciliations, meeting tight deadlines and maintaining precision.
• Conducted revenue budgeting and forecasting activities, leveraging historical data and market insights to develop accurate projections and inform business planning processes.
• Assisted in the identification and implementation of system and process enhancements to improve efficiency, accuracy, and scalability of revenue accounting operations.
• Authored and upheld a range of internal protocols pertaining to revenue analysis, showcasing a proactive role in the establishment of robust revenue accounting procedures. Also, took on an instrumental role in.

Cambridge, Massachusetts, United States

• Managed finance and investment operations for a variety of clients, including individuals, trusts, charitable organizations, foundations, operating companies, and investment funds.
• Oversaw day-to-day financial operations for designated clients, executing transactional analysis, reconciling accounts, generating performance reports, projecting & managing cash flow, evaluating charitable donations.
• Optimized financial operations for clients by seamlessly integrating Bill.com and Expensify with QuickBooks Enterprise, enhancing efficiency and accuracy in financial management.
• Employed Quicken to meticulously track individual clients' financial portfolios, generating comprehensive monthly expenditure analyses and personal financial statements to guide strategic financial decisions.
• Coordinated the collection of pertinent tax documentation for clients, meticulously preparing for internal tax assessments while collaborating with external consultants to facilitate smooth tax return preparation.

Remote

• Established entity to invest personal and raised funds into private equity, real estate, and other private placements.
• Directed the entire investment cycle for a 5,256 SF medical office and 2,100 SF warehouse property in Texas, including sourcing, closing, management, and disposition. Achieved a 13.5% unlevered IRR return.
• Sourced, acquired, and currently manage properties in Texas, United States, including (i) a newly built, 2,900 SF urgent care center with a NNN lease; (ii) a 6,000 SF medical office with an ongoing NN lease; and (iii).

Burlington, Massachusetts, United States

• Independent private equity real estate investment and management company, focused on acquisitions, debt & equity financing, dispositions, as well as, operations, and development.
• Conducted comprehensive financial analysis for project evaluation, encompassing capital budgeting, debt/equity structure, rent roll, discounted cash flow, and exit IRR assessments.
• Created private placement materials and confidential loan requests with investment overview, debt terms, market analysis, tenant evaluation, and financial projections.
• Generated feasibility reports including development plans, zoning details, parking distribution, density requirements, and area demographics.
• Designed and implemented an automated Excel budget tracker for monitoring expenses and generating construction funding reports.
• Initiated property owner outreach through cold calls to explore potential acquisitions.

Master Of Science In Finance

The Master of Science in Finance ("MSF") at Babson provides in-depth financial and quantitative knowledge, in addition to sophisticated.

Master Of Science In Real Estate

The Master of Science in Real Estate at Bayes Business School (f.k.a. Cass Business School) is designed to provide a broad background in.

Bachelor Of Science, Concentrations: Finance & Economics

Activities and Societies: Babson Investment Banking Association; Babson Latin America Business Club; Member of the TAU chapter of Omicron.

Ecornell: Financial Management Certificate, Finance, General

The Financial Management Certificate at Cornell University (via eCornell) consists of courses that upon completion, will grant the.

High School

Activities and Societies: Culver Club of New England - Leadership Team RepresentativeTroop A Culver Academies is a college preparatory.