Ivan Prieto Email & Phone Number

Mexico City, Cdmx, Mx

• Develop and execute a comprehensive financial strategy aligned with the startup's business goals, including budgeting, forecasting, and financial modeling to ensure sustainable growth• Lead efforts in managing relationships with investors, preparing financial reports, and supporting fundraising initiatives. Communicate financial performance and growth strategies to stakeholders.• Identify and mitigate financial risks, ensuring compliance with regulatory requirements. Implement robust… Show more • Develop and execute a comprehensive financial strategy aligned with the startup's business goals, including budgeting, forecasting, and financial modeling to ensure sustainable growth• Lead efforts in managing relationships with investors, preparing financial reports, and supporting fundraising initiatives. Communicate financial performance and growth strategies to stakeholders.• Identify and mitigate financial risks, ensuring compliance with regulatory requirements. Implement robust internal controls and governance structures to safeguard the company's assets• Drive operational efficiency by optimizing processes and implementing scalable solutions. Collaborate with cross-functional teams to enhance overall business operations• Provide strategic insights and data-driven recommendations to the executive team. Utilize financial and operational analysis to guide key business decisions, investments, and strategic partnerships Show less

Bogotá, Capital District, Colombia

• Formulate financing strategies that align with the company's long-term goals and market trends• Identify opportunities for cost optimization and efficiency improvements across financial processes and capital utilization• Manage relationships with investors and analysts, providing transparent and insightful financial information to maintain confidence and trust.• Oversee the preparation and presentation of accurate and timely financing reports for internal and external… Show more • Formulate financing strategies that align with the company's long-term goals and market trends• Identify opportunities for cost optimization and efficiency improvements across financial processes and capital utilization• Manage relationships with investors and analysts, providing transparent and insightful financial information to maintain confidence and trust.• Oversee the preparation and presentation of accurate and timely financing reports for internal and external stakeholders• Identify and cultivate strategic partnerships with financial institutions, leveraging opportunities for collaborative financing initiatives• Conduct analysis of financial markets and trends to identify potential opportunities or risks that may impact the funding of the business• Ensure strict adherence to financial regulations and compliance standards, mitigating legal and regulatory risks Show less

Bogotá, Bogotá D.C., Colombia

• Advise the Company and its Subsidiaries in the financing and capital structure optimization processes in accordance with the Business Group strategy and the current regulation• Structure debt and capitalization mechanisms, ensuring the obtainability of funds under the best conditions for the Business Group• Implement financial models to advise the Company lines of business in the development of different projects, in order to evaluate their financial viability and convenience•… Show more • Advise the Company and its Subsidiaries in the financing and capital structure optimization processes in accordance with the Business Group strategy and the current regulation• Structure debt and capitalization mechanisms, ensuring the obtainability of funds under the best conditions for the Business Group• Implement financial models to advise the Company lines of business in the development of different projects, in order to evaluate their financial viability and convenience• Manage business relationships with national and international financial counterparties for issues related to financing and investment banking Show less

Bogota

• Structured excess liquidity portfolios, according to the company’s investment guidelines and the business’ operational needs• Monitor accounts payable, accounts receivable and excess liquidity portfolios in order to optimize the working capital of the company• Led the treasuries centralization project of the Business Group, exploiting synergies, implementing the best market practices and generating savings through the optimization of resources• Proposed strategies for financial… Show more • Structured excess liquidity portfolios, according to the company’s investment guidelines and the business’ operational needs• Monitor accounts payable, accounts receivable and excess liquidity portfolios in order to optimize the working capital of the company• Led the treasuries centralization project of the Business Group, exploiting synergies, implementing the best market practices and generating savings through the optimization of resources• Proposed strategies for financial optimization purposes, in line with current regulation• Executed financial transactions (monetization, buying/selling fixed income securities and derivative transactions) according to the investment strategy defined, the existing operational needs and the policies established• Proposed and developed tools and projects to improve the excess liquidity investment process, minimizing risk in the daily execution of transactions• Managed the business relationship with national and international financial counterparties, negotiating the conditions of the investment products acquired by the company Show less

Bogota, Colombia

• Managed the third largest local-equity portfolio in Colombia, around USD 3,5 billion size. Best performing Colombian pension fund based on absolute return during the last 3 years as of 30/June/2012• Studied new investment opportunities through the financial evaluation of potential projects in Latin America. Meetings with the management of companies with expansion plans in Colombia and in the region were often conducted• Designed and executed investment strategies in accordance with… Show more • Managed the third largest local-equity portfolio in Colombia, around USD 3,5 billion size. Best performing Colombian pension fund based on absolute return during the last 3 years as of 30/June/2012• Studied new investment opportunities through the financial evaluation of potential projects in Latin America. Meetings with the management of companies with expansion plans in Colombia and in the region were often conducted• Designed and executed investment strategies in accordance with the portfolios’ risk profiles• Traded the financial securities required by the pension fund’s portfolios, in compliance with the established policies• Constantly evaluated the positions of the portfolios, the macroeconomic conditions and all the relevant information related to our investments in order to monitor and minimize the risks of the funds Show less

Bogota, Colombia

• Conducted corporate analysis through the application of company valuation models to propose investment recommendations• Implemented quantitative models to rate ETFs and mutual funds, establishing an objective process to select investment funds• Developed performance attribution models to quantify the impact of the investment strategies executed in the funds• Advised the sales team in the products’ promotion

Bogota, Colombia

• Assisted in securities and currencies trading record keeping, trade confirmation and trade settlement.• Developed foreign exchange, equities and fixed income transactions reports on a daily, weekly and monthly basis.• Monitored regulatory and corporate investment limits to ensure compliance with legal and internal requirements.

Msc Finance And Investments, Distinction

Financial Modeling Course: Principles, Concepts And Methodologies For Implementing Financial Models

Bachelor Of Arts (B.A.), Economics