Robert Perez Email & Phone Number

Coral Gables, Florida, United States

Coral Gables, Florida, United States

New York City Metropolitan Area

Latin America Advisory

Coral Gables, Florida, United States

• Construct investment proposals utilizing discounted cash flow analysis (DCF), comparable company analysis, precedent transactions, along with other fundamental financial analysis
• Examine financial filings, equity research reports, initiating coverage reports, product and service offerings, management strategies, and industry trends to inform financial model valuation assumptions

Coral Gables, Florida, United States

• Performed financial analysis on commercial real estate portfolios (Multifamily, Industrial, Office, Retail, Hotel), including calculation of metrics such as Debt Service Coverage, Debt Yield, and guarantor covenants
• Interpreted appraisals, loan agreements, and CAMS, collaborating with relationship managers to create covenant compliance certificates and annual loan reviews based on company financial statements
• Utilized nCino, Fiserv Navigator and Web Director data rooms, Excel, and Qlik Sense to analyze historic property performance and loan documents, track covenant statuses, and conduct financial modeling

Miami, Florida, United States

• Contacted and interacted with various agents, suppliers and manufacturers in United States and China such as Heyang Industrial Co., Ltd, to source and expedite over one-hundred ordered products
• Planned logistics such as cost of goods, import costs, break-even points, discount pricing, and return on ad spend parameters using Excel, maximizing profit margins and return on investment
• Developed comprehensive marketing strategy, identifying target audiences and conducting interest research, creating various paid ad campaigns across Google, Meta, and TikTok, garnering over 250,000 views

Miami, Florida, United States

• Conducted cold outreach and lead generation using emails and social media to acquire four clients and scheduled calls to discuss clients’ current marketing strategy and areas for improvement
• Recruited two freelancers, outsourcing work as number of clients increased, while consulting freelancers and businesses to provide clear understanding of current operations in place
• Developed purchase behavior and look-alike Facebook and Google ad campaigns, represented key performance indicators using visual data from Excel during meetings with clients, showing campaign results

Coral Gables, Florida, United States

• Extracted audited financial statements, MD&A, K1 filings for Tesla, Inc, analyzing SEC EDGAR 10K database, stock and dividend trends, and ratios covering years 2019-2022
• Computed ratio analysis including gross margin, price-earnings ratio, earnings-per-share, asset turnover, current ratio, and debt-to-equity relative to industry competitors based on comparable company financials
• Constructed SWOT analysis assessing Tesla competitive advantages, risks and opportunities in electric vehicle industry, providing recommendations for inventory, quality, and cost control measures

Bachelor Of Science In Business Administration - Bsba, Finance And Legal Studies, Junior

Activities and Societies: Isaac B. Singer Scholar, Foote Fellow Honors Program, Bermont Carlin Scholar, President’s Honor Roll, Target.

International Baccalaureate

Activities and Societies: Valedictorian, Top 1%, 4.0 Unweighted GPA, 5.3 Weighted GPA, 1570 SAT, Superintendent’s Distinction, Silver.