Simon Morales

Simon Morales Email and Phone Number

Head of Finance @ Vaas
Bogotá, CO
Simon Morales's Location
Bogota, D.C., Capital District, Colombia, Colombia
Simon Morales's Contact Details

Simon Morales work email

Simon Morales personal email

n/a

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About Simon Morales

Hardworking young professional with a big passion for financial markets, developing economies and investing in new technologies. graduate with a BBA in Finance and Investments and a minor in Economics and trade from the Zicklin School of Business at Baruch College.

Simon Morales's Current Company Details
Vaas

Vaas

View
Head of Finance
Bogotá, CO
Website:
getvaas.com
Employees:
50
Simon Morales Work Experience Details
  • Vaas
    Head Of Finance
    Vaas
    Bogotá, Co
  • Vaas
    Finance & Strategy
    Vaas Jul 2024 - Present
  • Frubana
    Fp&A And Ir Manager
    Frubana May 2023 - Present
    Bogotá D.C. Area, Colombia
  • Frubana
    Fp&A Lead
    Frubana Feb 2020 - May 2023
    Bogotá D.C. Area, Colombia
  • Btg Pactual
    Investment Banker
    Btg Pactual Jun 2018 - Jan 2020
    Bogotá D.C. Area, Colombia
  • Hbi Banca De Inversión | Helm Group
    Investment Banker
    Hbi Banca De Inversión | Helm Group May 2016 - Jun 2018
    Bogota, Colombia
    Selected Transaction Experience:Project Boggle – Management Buyout of a waste management and water supply company backed by a private equity fund in Colombia (closed December 2017)• Valued the target company through a discounted cash flow model as well as trading and transaction comparables• Analyzed historical performance, evaluated profitability and further growth based on the current company’s pipeline• Assisted in negotiations with management over valuation and post-transaction shareholder agreementProject San Miguel – Refinancing of a US$ 80 MM senior loan for a 44 MW hydroelectric plant in Antioquia, Colombia (closed November 2017)• Projected monthly financial statements to analyze the company’s repayment capacity and fulfillment of current covenants• Negotiated with current lenders new terms and conditions allowing the company to distribute dividends• Prepared a presentation to the Board of Directors explaining the pros and cons of the refinancing and the different structures proposed by the lendersProject Tea – Sale of a minority stake in one of the largest healthcare groups in Colombia to a strategic investor• Performed financial due diligence on eleven companies under the group’s umbrella to determine base case, as well as downside and upside revenues, costs, and capital expenditures assumptions• Valued the group through a Sum of the Parts valuation methodology by using a DCF model on each company and a DDM model for the insurance provider
  • Bank Of America Merrill Lynch
    Investment Banking Analyst
    Bank Of America Merrill Lynch Jun 2015 - Aug 2015
    Greater New York City Area
    Selected Transaction Experience:Acquisition of a major life, property and casualty insurance company• Performed analyses across the life, property and casualty insurance industries in Chile in order to benchmark the target company against its competitors• Projected earnings and cash flows for the ISAPRES (private healthcare providers) sector to analyze the potential impact of healthcare reform on the collective valuation of the industry Banco de Reservas – US$177 mm Follow-on High Yield Senior Pass-Through Notes due 2020 (closed August 2015)• Created an internal marketing memorandum, prepared credit approval memos and worked with the sales and trading and debt capital markets teams to structure the offer AES Gener – US$450 mm Senior Unsecured Notes due 2025 (closed July 2015) • Constructed a thorough roadshow presentation and marketing materials with an extensive overview of the company’s current financial and operational stage, under-construction and future projects, and debt schedule supporting the transaction rationale
  • Accion East
    Lending Consultant
    Accion East Feb 2015 - May 2015
    New York, New York
    • Processed online applications by pre-screening clients, analyzing credit reports and structuring the appropriate loan product• Collaborated with managers and clients to compile complete business loan packages and increase document collection efficiency • Performed initial financial analyses after all documents are collected before submitting applications to the underwriters
  • Avenida Capital
    International Market Research Summer Analyst
    Avenida Capital May 2014 - Sep 2014
    Greater New York City Area
    • Performed research on the macroeconomic environment and real estate markets in Latin America, and drafted the market section of the Private Placement Memorandum for a $300MM fund focused on real estate development in Colombia. • Worked in collaboration with a Colombian affiliate to create presentations for a new income fund focused on acquiring existing real estate assets. • Conducted a comparative analysis of regulatory and tax laws between the United States and Colombia for the purpose of establishing an affiliated foundation. • Valuated existing and future pipeline investment projects in Colombia's largest cities.
  • Bayside Tennis Center
    Coach, Assistant Coordinator
    Bayside Tennis Center May 2011 - Jun 2013
    • Provided coaching and technical assistance to children and adults. • Assisted in the creation and structuring of the summer clinics and camps for approximately 35 students. • Developed a series of activities related to other sports which indirectly would improve the tennis technique of the client.

Simon Morales Skills

Microsoft Excel Finance Emerging Markets Bloomberg Terminal Valuation Coaching Cross Border M&a Financial Analysis Analysis Economics Investments Public Speaking Financial Markets Teamwork Creative Writing

Simon Morales Education Details

Frequently Asked Questions about Simon Morales

What company does Simon Morales work for?

Simon Morales works for Vaas

What is Simon Morales's role at the current company?

Simon Morales's current role is Head of Finance.

What is Simon Morales's email address?

Simon Morales's email address is si****@****ual.com

What is Simon Morales's direct phone number?

Simon Morales's direct phone number is +5731521*****

What schools did Simon Morales attend?

Simon Morales attended Baruch College, City University Of New York (Cuny).

What are some of Simon Morales's interests?

Simon Morales has interest in Writing, Goat The Movie, Luna Party Nyc, Intralinks, Legaats, Pierre And Singh, New Technologies, 5 Minutitos Más, Mexican Restaurant, Windows.

What skills is Simon Morales known for?

Simon Morales has skills like Microsoft Excel, Finance, Emerging Markets, Bloomberg Terminal, Valuation, Coaching, Cross Border M&a, Financial Analysis, Analysis, Economics, Investments, Public Speaking.

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