Marco Lima Email and Phone Number

• Created sophisticated models to gauge cost of capital and dilution projections for clients • Prepared pitch books for clients to present arbitrage opportunities in raising capital• Analyzed models to assess Enterprise Value sensitivity to convertible structures

• Performed data analysis on investment assets to propose risk mitigation strategy for TDFs • Led team in reporting analytics for investment to promote sales boost strategy• Worked with CFO & Finance Director to consolidate Fund of Fund reporting• Independently analyzed investment accounts to restructure MTM, P&L, and Balance Sheet reporting• Reorganized fund accounts to create on-demand financial reports for $4B net assets

• Manage $3.5M in collaboration with peers to execute an optimal risky portfolio• Execute asset allocation via top-down approach, pitches, and reports• Perform intrinsic valuation through Comps Analysis, DCFs, Porter’s Model, Capital Structure & Sensitivity Analysis

• Create financial statement reports to analyze execution of operations• Constructed macros & VBA programming to perform financial modeling• Evaluate market metrics to create advertisements• Implement marketing agendas and production cycles to optimize clientele and revenue• Analyze market metrics to make advertisements

• Created macros templates for modeling process to automate event management system• Conducted pivot table analysis & query for customer database to streamline data entry • Implemented a client tracking system to minimize expenses, created follow-up call scripts to acquire new clients

• Managed accounting software to record transactions efficiently• Coordinated financial planning for consumer operations• Enhanced customer experience to generate product sales• Created a new credit product option to acquire new clients• Managed cash operations to comply with accurate reporting