Daniel López Borge, Cfa

Daniel López Borge, Cfa Email and Phone Number

FP&A Manager | CFA | MSc. in Finance | Bachelor’s in Economics @ Five Point Dental Specialists
Daniel López Borge, Cfa's Location
Grapevine, Texas, United States, United States
Daniel López Borge, Cfa's Contact Details

Daniel López Borge, Cfa work email

Daniel López Borge, Cfa personal email

n/a
About Daniel López Borge, Cfa

As a Financial Analyst in the investment research division, developed DCF models and analysis of US Food and Retail stocks; as well as being responsible for a price-tracking database where we would monitor price gaps between the most important retailers and publish this data on a monthly basis. The role involved updating a lagging database and automate it to a point where it would take 1/10th of the time it took previously to update. Additionally, would participate in Quarterly Earnings calls and its further followup. As a Real Estate Project Manager focused on developing individual housing projects, where I would oversee planning, design, construction and sales. Main tasks were payroll, supplier relationship and handling a work-team of over 20 people from different countries.

Daniel López Borge, Cfa's Current Company Details
Five Point Dental Specialists

Five Point Dental Specialists

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FP&A Manager | CFA | MSc. in Finance | Bachelor’s in Economics
Daniel López Borge, Cfa Work Experience Details
  • Five Point Dental Specialists
    Financial Planning And Analysis Manager
    Five Point Dental Specialists Feb 2024 - Present
    Fort Worth, Texas, Us
  • Christus Health
    Lead Financial Analyst
    Christus Health Nov 2022 - Feb 2024
    Irving, Tx, Us
    International Finance Team- Focus on M&A & Business Development
  • Goldman Sachs
    Investment Banking Analyst
    Goldman Sachs Oct 2021 - Oct 2022
    New York, New York, Us
  • Acuity Knowledge Partners
    Investment Research Analyst
    Acuity Knowledge Partners Mar 2020 - Sep 2020
    London, United Kingdom, Gb
    Equity research account for a US based bank for the US Food and Retail sector.Main developments where:- Automation of a 400+ items price tracking database among 8 banners to focus on price gaps and possible profit margins. - DCF and multiple based valuation models for companies like Starbucks, Walmart, Kroger and Carnival, 10+ models from scratch.- Insights on 10+ key metrics of our pricing databases to be published on a monthly issue of the top 15 US Food and Retail companies.Received in-company training in the following areas:- Excel- Valuation using DCF models and Multiple-based model- Investment notes writing- Client relationship management
  • Desarrollos Inmobiliarios López Borge
    Real Estate Developer
    Desarrollos Inmobiliarios López Borge Jan 2017 - Apr 2020
    CEO & Project ManagerManaged the design, development and execution of single-family residential housing.Main roles where:- Team management for 20+ people from different nationalities in construction, design and sales.- Suppliers relationship with material providers.- Overview of inventories and materials purchased and used.- Sales and delivery to final client.

Daniel López Borge, Cfa Education Details

  • Cfa Institute
    Cfa Institute
    Finance
  • Hult International Business School
    Hult International Business School
    Finance
  • Cfa Institute
    Cfa Institute
    Level 2
  • Universidad Latina De Costa Rica
    Universidad Latina De Costa Rica
    Economics
  • Cfa Institute
    Cfa Institute
    General

Frequently Asked Questions about Daniel López Borge, Cfa

What company does Daniel López Borge, Cfa work for?

Daniel López Borge, Cfa works for Five Point Dental Specialists

What is Daniel López Borge, Cfa's role at the current company?

Daniel López Borge, Cfa's current role is FP&A Manager | CFA | MSc. in Finance | Bachelor’s in Economics.

What is Daniel López Borge, Cfa's email address?

Daniel López Borge, Cfa's email address is da****@****chs.com

What schools did Daniel López Borge, Cfa attend?

Daniel López Borge, Cfa attended Cfa Institute, Hult International Business School, Cfa Institute, Universidad Latina De Costa Rica, Cfa Institute.

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