Fernando Roldan Email & Phone Number

Vancouver, British Columbia, Canada

United States

• Performed mergers and acquisitions assessments (M&A) to aid in the development of the first nationwide pediatric platform in the US, resulting in +$500m of acquired revenue in 2 years.
• Built complex financial valuation models using methodologies such as DCF, Pro Forma, and Revenue/EBITDA multiples optimizing analysis and reducing assessment delivery time.
• Conducted due diligence processes coordinating and building consensus across Operations, HR, Managed Care, and Facilities departments towards deal evaluation, tracking and execution for +20 M&A deals per year.
• Developed analytical tools to improve and automate due diligence processes such as Quality of revenue, Cash reconciliations, NWC estimations, Forecasts and Budgeting decreasing deal execution timelines.
• Managed the selling parties’ relationship and aided business owners during documentation process, providing clear communication, guidance and ensuring accuracy of deliverables.
• Designed and implemented the strategic toolkit to support a De-Novo/Greenfield growth strategy including the markets analytics and a holistic financial model to standardize and optimize assessments.

Mexico

• Supported leadership business decisions by producing industry analysis and strategic reports for the CEO and CFO, such as market assessments, competitive intelligence analysis, environmental and stakeholders’ analysis.
• Prepared monthly/quarterly reporting packages including Sales KPI dashboards, financial statements, forecasts, and capital budgeting improving top management strategy definition.
• Executed internal consulting aiding top executives with strategic projects such as headcount optimization, sales bonus redetermination and rewards program re-design, implementing and ensuring strategy alignment.
• Coordinated external consultancy projects such as strategy definition (BCG), retail strategy (AT-Kearney), rewards programs (Oliver Wyman) boosting strategy implementation across the company.
• Performed financial analysis and network planning assessments to support the firm’s growth strategy, acquiring +63 sites and adding +300 affiliates over 6 years.
• Designed KPI dashboards based on Excel and Tableau data models for operations, financial and commercial purposes, increasing reporting accuracy, expense allocation, and lead to sale conversion.

Monterrey, Nuevo León, Mexico

• Developed market intelligence assessments for Middle and Top management improving the decision making process
• Supervised activities such as cargo logistics, L/C’s and proposals for bids (RFI & RFP) for +30 clients equivalent to +$100k USD monthly sales
• Assisted in the go-to-market process and negotiations resulting in the introduction of the product line to 3 new countries (Austria, UAE, and Philippines)
• Coordinated the automation of commercial activities such as quoting, commission payments and general reporting decreasing administrative burden

Monterrey, Nuevo León, Mexico

• Performed intelligence analysis and industry benchmarking for +20 global markets
• Developed of strategic information, dossiers, executive reports and executive presentations for top management
• Established intelligence processes based on open source intelligence reducing delivery time
• Completed an antitrust research in the global cement markets allowing the company to foresee risks value in +$300 mdd
• Redesign the intelligence database containing +2000 files on competitive data, dossiers, and intelligence reports

Santiago De Chile, Chile

• Assisted the Second Secretary of economy affairs conducting executive profiles of the Chilean industry.
• Developed strategic information and executive presentations for 4 Mexican companies interested to enter the Chilean market
• Presented a compelling research regarding market configuration for Mexican companies to invest in Chile

Master Of Business Administration - Mba, Global Business Strategy

Specialization in global business strategy Core topics related to project valuation, capital budgeting, business analytics, big data and.

Master Of Business Administration - Mba, Global Business Strategy

Double degree with UNC Charlotte

Certificate Of Business Analytics

A 5-course specialization focused on strong foundations of analytics and big data. Covering Accounting, Operations, Costumer and People.

B.A, Bachelor In International Relations, 94

Activities and Societies: Extra-academic Activities: Philosophy Student Associación, President (2010-2011, ITESM MTY) ALPHA program.

Research Minor, Strategic Studies And Public Policy, 100

Activities and Societies: Catedra: Regionalization and international actors (2011-2012, ITESM)Research minor applied on social sciences..