Melvin Adalid Pardo Roca Email & Phone Number

Alajuela, Cr

Costa Rica

Costa Rica

Support sell and buy side analysts from the on shore team, who are part of the research department of top investment banks worldwide, by meeting their financial and qualitative information requirements across multiple sectors such as TMT (Technology, Media and, Telecom), Renewable Energy, Real Estate, Food, Consumer, Healthcare and Banking for various companies across different geographies.Principal Functions• Following global industries/markets and analyze multinational companies… Show more Support sell and buy side analysts from the on shore team, who are part of the research department of top investment banks worldwide, by meeting their financial and qualitative information requirements across multiple sectors such as TMT (Technology, Media and, Telecom), Renewable Energy, Real Estate, Food, Consumer, Healthcare and Banking for various companies across different geographies.Principal Functions• Following global industries/markets and analyze multinational companies and securities to enable clients to make sound investment decisions.• Perform fundamental credit research (across origination, credit assessment, underwriting, and covenant and portfolio risk) and relative-value analysis to reach investment conclusions and make recommendations, • Conduct background research and document the finding and conclusions in the form of investment research reports.• Build, update and maintain financial models of companies from different industries and markets.• Market analysis: Sourcing of market data such as share and bonds prices, currency rates, ratios from multiple third-party data sources.• Analyze macroeconomic and industry trends and their impact on the credit strength of the companies under coverage. Show less

Costa Rica

San José, San José, Costa Rica

Creation of the Business Intelligence Unit, structuring predictive models and implementing Power BI tool. Integrating different sources of information and systems to create dashboards and reports with the main indicators (KPI´s) to improve the management decision-making process.

Bolivia

Principal Functions•Prepare and present executive reports with results of work performed and recommendations about strategic decisions to clients, investors, and senior managers.•Maintain effective communication with the main executives of our clients and the audit team (Principal partners and managers).•Coordinate with specialists from different lines of services and other regions around the world to develop appropriate strategic solutions.•Analyze companies and their financial… Show more Principal Functions•Prepare and present executive reports with results of work performed and recommendations about strategic decisions to clients, investors, and senior managers.•Maintain effective communication with the main executives of our clients and the audit team (Principal partners and managers).•Coordinate with specialists from different lines of services and other regions around the world to develop appropriate strategic solutions.•Analyze companies and their financial performance, doing industry benchmarking, and analyzing markets public information. Maintaining internal reports and internal databases.•Analyze Financial Statements (e.g., profit & loss, balance sheet, cash flow, pricing, etc.), forecasts, annual budgets compliance and the main key performance indicators (KPI's). Identifying critical areas for improvements. •Evaluate diversified investment portfolios considering its composition, diversification, profitability and compliance requirements with regulatory standards, internal policies, and investment strategy. •Analyze databases using technological tools, identifying patterns and / or trends in transactions and make interpretations of results. Show less

Bolivia

Principal Functions• Validate reasonableness and accuracy of financial information, in accordance with the applicable regulatory framework (International Financial Reporting Standards) or other specific standards for each industry.• Evaluate relevant internal processes and identify significant risks in the following areas: investment management, Treasury, Accounting, Taxes, Human Resources, Purchases, Costs and Sales.• Review and validate the information and data used for building… Show more Principal Functions• Validate reasonableness and accuracy of financial information, in accordance with the applicable regulatory framework (International Financial Reporting Standards) or other specific standards for each industry.• Evaluate relevant internal processes and identify significant risks in the following areas: investment management, Treasury, Accounting, Taxes, Human Resources, Purchases, Costs and Sales.• Review and validate the information and data used for building financial models.• Identify errors and / or omissions in financial information and deficiencies in internal controls.• Review supporting documentation of relevant transactions, as well as their financial calculations Show less

La Paz, Bolivia

Responsible for carrying out teaching support in International Accounting and Financial Auditing, offering complementary classes to more than 60 university students. I also did research about finance subjects, which allowed me to develop speaking skills and improve my technical knowledge in the financial industry.

Master Of Business Administration (Mba) Awarded With Distinction, Emphasis In Economics And Finance, Ranked In The Group Of Top 5 Best Students

Activities and Societies: * President of the Students Board Direction “Generation - MBA 2020 LL1”, INCAE Business School (2019). * Member.

Master In Corporate Finance, International Finance And Business

Activities and Societies: Degree Project: “Benefits, risks and barriers of Financial Technology Services (Fintech) in the Bolivian.

Diploma, Taxes And Tax Regulation

Activities and Societies: - Final project: Study of Transfer Prices in Local Financial Related Companies. Diploma course offers the tools.

Financial Auditor / Certified Public Accountant, Accounting And Financial Auditing, Degree With Recognition Of Academic Excellence.

Activities and Societies: - Awarded as best student in 2015. - Student Representative: Vital channel of communication between.

Portuguese