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.• Lead consulting projects for top management such as market size and regulations assessments, funnel analytics, and growth strategy tools providing recommendations and expanding the acquisition strategy.• Prepared analysis and business case presentations for a Wall Street-based Board of investors to define the investment strategy of the company and request funding for the growth projects.• Mentored and trained analysts in complex financial modeling and presentation storytelling.

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.• Trained and mentored six analysts in consultancy and corporate strategy to cover open analytical positions in different departments across the company.• Managed cross functional teams as PMO in the ExxonMobil-ORSAN joint venture to introduce Mobil Gas Stations to the Mexican market, becoming the first firm to import fuel and resulting in +17% same store sales increase.• Led a Go-To-Market strategy project aimed at redesigning the B2B value proposition by integrating the company capabilities into a holistic fuel supply approach resulting in +4% sales growth.• Implemented business cases aimed at generating new revenue streams resulting in the creation of a fuel distribution company generating +$800m revenue and an ERP company producing +$20m revenue.

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.

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..