Andrea Fernandez Email & Phone Number

Heredia, Costa Rica

San Jose, Costa Rica

Creator of The Mind-Full Project which aims to revolutionize personal development through a dynamic digital platform that seamlessly connects content contributors and knowledge seekers. Through curated content, interactive features, and personalized recommendations, members can engage in continuous learning and growth, empowering them to achieve their full potential in both personal and professional spheres. With a focus on mindfulness and holistic development, the Mind-Full Project envisions a future where every individual has access to the resources they need to thrive and flourish.► Pioneered the conception, development, and launch of a digital platform, building all facets of the venture from ideation to execution.► Proficiently conceptualized, designed, and developed the website (English and Spanish) from inception to deployment.► Crafted training content, meticulously tailored to diverse audiences, while employing strategic research and visual presentation to ensure maximum impact and comprehension.► Currently curating compelling topics and stories for articles to be included on the digital platform, while focusing on the potential and skills of contributors. ► Personally, writing engaging and informative content for the website, such as blog entries and a self-awareness training.

Heredia, Costa Rica

Previously, Assistant Director and Delivery Manager within same scope of responsibilities and account.► Initiated and developed a high performing market data research team for a global client (Management Consulting Firm), successfully growing from 3 members to +55 members over a period of 6 years. ► Delivered superior results within stringent deadlines (2-3 hours), reaching a KPI of 96% in quality and 91% in utilization. ► Created, oversaw and reviewed teams’ SOP’s and KPI metrics. Also, followed and tracked client established SLAs.► Built a trust-based relationship with high level clients and stakeholders in different departments within the organization.► Held effective communication and a strong commitment to business growth, strategic development and enhancing team effectiveness through feedback, quality assurance and performance reviews.► Dedicated problem-solving acumen, having introduced key strategic solutions that significantly improved engagement and streamlined management meetings. Provided innovative ideas to improve company benefits for our SJO office. ► Worked alongside management teams in strategy and plan development (i.e. P&L, budgets and forecasts, benefits, cost reductions). Assisted business development managers with creation of sales and marketing materials and attended sales pitches to attract new growth. ► Supported HR activities such as candidate selection, recruitment interviews and generation of candidate case assessment materials. ► Performed market data research and analysis (quantitative and qualitative), having worked in close collaboration with global partners and case teams to perform rapid research assignments. This entailed compiling, summarizing, and synthesizing extensive market data sets across sectors, including Mass Consumer Goods, Retail and Luxury, Energy, Healthcare, Public Sector, and Financial Institutions, and consistently delivering insightful reports.

► Performed local team oversight and worked closely with a highly skilled investment banking team (based in New York) for the United States second-largest bank (at the time), measured by asset size. ► Responsible for guiding the local team in the production of more than 25 detailed weekly pitch books, ensuring we met our client's rigorous standards and strict deadlines within a demanding, fast-paced financial setting. ► Performed investment banking research through company websites and databases to gather profile data on multi-industry corporations. To later build M&A cases and full company comparatives for bankers. ► Enacted multi-faceted duties which included maintaining a shared account management system, fostering effective communication channels with client stakeholders, and implementing thorough project management practices to monitor and drive project progress.

Heredia, Costa Rica

► Instrumental in the evolution and enhancement of a robust delivery model, which was responsible for the production of +400 investment tear sheets every quarter. These tear sheets were a critical component of the reporting and decision-making processes for a prestigious global investment advisor's buy-side division based in Hartford, Connecticut, which managed a substantial portfolio of US$ 62B in assets. ► Conducted extensive and thorough research and provided detailed analysis on a list of companies under our purview. ► Performed a meticulous examination of financial statements, market trends, and strategic positioning, with a focus on delivering actionable insights. ► Presented findings and strategic recommendations directly to the senior leadership team, ensuring they were well-informed for making critical investment decisions.► Undertook key senior leadership responsibilities that encompassed the training and development of team members, quality reviews, diligent maintenance and periodic updates to key performance dashboards, effective facilitation of communication channels between clients and our firm, and the lead role in hosting and steering weekly client calls.

► Generated more than 150 detailed monthly portfolio performance reports. This initiative directly supported the operations of a multi-manager investment company that managed a substantial portfolio of assets surpassing US$ 260B in value. ► Constructed comprehensive financial models tailored to the complexities of LATAM markets, executing company valuations, and reporting financial results and forecasts. ► Provided pivotal research and analytical support to both analysts and portfolio managers. ► Produced exhaustive written evaluations that shed light on the performance metrics and investment strategies of various fund managers. These evaluations were accompanied by thorough and methodically constructed performance analysis notes, thus offering valuable insights and aiding in the decision-making process of our clients and stakeholders.

Los Alamitos, California

► Recovered over US$ 1M in overdue accounts receivable stemming from government contracts for a Mental Health Provider in the US. Accomplished by conceptualizing and implementing a strategic system, coupled with an extensive report mechanism and reconciling accounts receivable schedules against pertinent cost reports of a period of 5 years. ► Conducted oversight of accounts receivable for the California/Nevada region, managing fund allocation to more than 85 distinct contracts, with an annual average of US$ 45M. ► Executed month-end close procedures, including the reconciliation of numerous bank accounts, each averaging a half-million US dollars in transactions. Responsibilities also extended to conducting spontaneous internal audits across the various programs operated by the company. ► Mentored and directed a team of 10 administrative professionals, enhancing their proficiency in applying contract funds across diverse programs.

United States

► Assistant in media advertising and internal accounting practices within a corporate setting. ► Played a key role in tracking media advertisement placements across various platforms, ensuring precise oversight of advertisement run times, and effectively orchestrating the complex scheduling of ad slots for both radio and television broadcasts. ► Provided valuable support executing detailed monthly financial reconciliations and maintaining accurate financial records.

Fullerton, California

► Conducted comprehensive research on non-profit organizations functioning within Orange County, California. Entrusted with maintaining the confidentiality and security of a proprietary database containing extensive records. ► Played a key role in coordinating non-profit events at California State University Fullerton.

San Jose, Costa Rica

Bachelor Of Arts (Ba), International Business

High School/Secondary Diplomas And Certificates

Activities and Societies: Spanish Club