Isidro Baez Rodriguez Email & Phone Number

San Francisco, Ca, Us

San Jose, Ca, Us

- Led complex M&A integration projects, overseeing the integration of cross-functional teams, developing and executing strategic and operational integration plans, and implementing change management strategies to align acquired companies with internal best practices.- Ensured efficient execution of M&A integration initiatives by facilitating collaboration, streamlining processes, and enabling the integration of acquired entities into the organization's framework while aligning with strategic business objectives.- Leveraged exceptional communication and interpersonal skills to effectively liaise with diverse stakeholders, including senior management and cross-functional teams, fostering strong relationships and facilitating a cohesive approach to M&A integration, ultimately contributing to the successful execution of post-merger integration projects.

San Jose, Ca, Us

Houston, Tx, Us

Chicago, Il, Us

• Transforming financial information into useful and meaningful insights by conducting an in-depth review of financial statements: • Analyzing composition and trends for revenue (Top customers, Price/Volume, recurring/non-recurring revenue, bookings, billings, and revenue recognition policies). • Examining the components of cost of revenue (fixed/variable) to understand the variations in gross margin for each service or product. • Understanding the components of operating expenses and assessing the ability to scale based on the existing infrastructure. • Assessing the accuracy of forecasts, understanding the key drivers of the business, and the historical trends. • Modeling the potential impact of contract and pricing changes to historical and prospective financial information.• Exhibited project management and communication skills as part of high-performance teams.• Conducted buy-side and sell-side financial due diligence for corporate and private equity clients, focusing on technology, manufacturing, and consumer products sectors. • Preparation of due diligence reports with the following analysis: Quality of Earnings, Quality of working capital, Quality of assets, Recurring revenue analysis (ARR, MRR), and net debt.

London, Gb

• Assisted in performing financial due diligence providing support for potential deals in Mexico and cross-border transactions with the US. • Hands-on approach analysis of financial information, processing, and analyzing large sets of data.• Quantification of one-time, non-recurring adjustments to EBITDA, adjusting working capital, and identifying deb-like items.

• Creation of market strategy based on industry-based segments for the retail customers.• Creation and execution of a business strategy focused on offering new specialized products to existing customers.

Worldwide, Oo

• Supported the transfer pricing team to identify comparable companies across different countries.Identify similar companies and review of financial statements looking for information about specific products and trends.

Financial Management, Finance And Financial Management Services

Organizational Communication Summer Program, Communication