My name is Erick and I am a dynamic professional with experience in finance and accounting analysis, with emphasis on business consulting and financial reporting for decision making. I have helped rural companies prepare to obtain financing directly from institutional investors within the framework of different economic development consulting projects. I am passionate about data analytics and I have had experience in web scraping for data extraction and database creation, the same reason that has driven me to study a master's degree in data science.
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SocioGrupo DieMexico City, Cdmx, Mx -
PartnerGrupo Die Aug 2023 - PresentMexico City Metropolitan Area• General accounting (financial statements, federal taxes, social security)• Financial advisory (financial modeling in Excel, budgeting, forecasts)• Public relations -
Freelance Financial AdvisorProfesional Independiente Jan 2023 - PresentMexico City, Mexico• Assessment of client's financial situation and designing of dynamic financial models in Excel.• Forecasting of monthly cash flows for financial viability estimation.• Creation of investment round documentation that included one-pagers and speech advisory.
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Impact Investment AssociateSvx Mx / Svx México May 2021 - Dec 2022Mexico City, Mexico• Development of fundraising plans for helping entrepreneurs meet their short and long-term goals (Achieved $500K USD in commitment).• Coordination of collaborative work with several advisory companies and international development agencies in an project-based environment.• Design and maintenance of internal database about investment opportunities using web scraping techniques with python.• Leadership during in-site visits with clients for data and information collection. -
Operations AnalystGrupo Hedeker Jan 2021 - Apr 2021Mexico City, Mexico• Contact with potential clients to understand their needs and adapt an appropriate sales speech. ("Investors Trust" platform portfolio).• Monitoring of market trends.• Active search for new investment opportunities. -
Capital Markets JuniorTmf Group Jul 2019 - Oct 2020Mexico City, Mexico• Building of financial statements for trusts listed on the Mexican stock exchange (valued over $170M USD).• Authorization of risk assessments for anti-money laundering compliance.• Ownership of annual auditing processes by documentation readiness. -
Staff AuditorDeloitte Mexico Sep 2018 - Nov 2018Mexico City, Mexico• Participation in audits for different clients in the pharmaceutical, educational and leasing sectors.• Carrying out account reconciliations and establishing internal audit procedures.• Documentation of client procedures and operations through interviews with senior management. -
Accountant AssistantCodan Rubber A/S Jan 2017 - May 2018Mexico City Metropolitan Area• Support to the accounting manager in different activities (registration of commercial transactions, invoice reports, balance inquiries).• Formulation of accounting reports• Preparation of tax returns
Erick Lara Skills
Erick Lara Education Details
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Data Analytics -
Data Science -
Algorithmic Trading -
Accounting And Finance -
Accounting And Finance
Frequently Asked Questions about Erick Lara
What company does Erick Lara work for?
Erick Lara works for Grupo Die
What is Erick Lara's role at the current company?
Erick Lara's current role is Socio.
What schools did Erick Lara attend?
Erick Lara attended Tecnológico De Monterrey, Imf Smart Education, Saïd Business School, University Of Oxford, Tecnologico De Monterrey, Victoria University, Ef International Language Campuses.
What skills is Erick Lara known for?
Erick Lara has skills like Leadership, Python 3, Abax Xbrl, Strategic Planning, Postgresql, Microsoft Excel, Basic German, Critical Thinking, Time Management, Financial Analysis, Personal Financial Planning, Advanced English.
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Erick Lara
Master In Industrial Engineering At The Universidad Autónoma De Guadalajara.Guadalajara, Jal
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