Ricardo J. Pérez

Portfolio Account Manager
2023
-Lead a team that guides startups through the due diligence process as well as offering post-close support and value-added initiatives to accelerate the growth of portfolio companies -Managing the relationship with C-Level executives & founders of startups across an array of industries and geographies (US, Latam, Europe)
Investor
2021 - 2023
-Managed the full lifecycle of investing (from deal sourcing to closing) of 70% of the startups [ClimateTech, HRTech, IoT & AI] we brought to our portfolio throughout the year, helping the VC reach its yearly objectives -Designed and built internal processes for onboarding new hires and managing deals for the Investor Team

2018 - 2021

Financial Planning and Analysis Manager
2021 - 2021
-Provided financial insights that guided strategical decisions within the fintech business line -Led the capital raise process with Venture and Impact Funds -Elaborated business plans and measured KPIs for the Group -Assisted teams in structuring commercial offers, determining pricing and business schemes that met our financial objectives -Managed the financial operations of the fintech business line -Performed periodical valuations of the fintech business line based on Discounted Cash Flows (DCF) and Comparables/Multiples methodologies.
Financial Planning Analyst
2018 - 2021
-Assisted in the capital raise process, preparing all the documents presented to impact funds -Elaborated business plans for the Group -Represented the Company in public events and associations

2020 - 2021

Co-Founder
2020 - 2021
Innovative mobile eco-friendly car washing service, pioneering a sustainable approach that conserves resources by utilizing 90% less water compared to conventional car wash methods.

2018 - 2018

Business Intelligence Intern
2018 - 2018
-Informed the 2019 Business Plan by establishing Key Performance Indicators based on historical, current, and forecasted data, providing tangible metrics to measure the organization’s annual target goals -Researched and elaborated 5 reports for each of the city’s target industries, assessing global industry trends and local workforce, educational pipeline, and business environment statistics -Transformed the Global Cities Initiative FDI recruitment model into a domestic model, adding cultural, administrative, economic and geographic factors, which helped prioritize next year’s target cities for business recruitment

2017 - 2017

Summer M&A Analyst
2017 - 2017
-Conducted market and company research on Reuters Thomson One and Securities, retrieving financial information to generate EV/EBITDA multiples and transaction comparable multiples, enabling the valuation of 3 companies -Prepared reports on the fertilizer, beverages, and foods industries, analyzing trends and precedent transactions, which were later used in presentations to clients with $50M-$250M in revenues -Performed financial modeling to value the fourth largest bank in the country

2016 - 2017

Sales Representative
2016 - 2017
-Part-time job during my study abroad year at the London School of Economics

2016 - 2016

Summer Financial Analyst
2016 - 2016
A credit rating agency in Quito, Ecuador with an alliance with ICR (Chile) and DBRS (Canada) -Conducted financial analyses for companies by assessing financial statements, administrative procedures, covenants, stocks and debt held in the market, and compared findings to market and competition trends in the sector and economy -Wrote and prepared 30-page reports for Coca-Cola and 4 major companies in Ecuador and presented them to the credit rating committee, enhancing the agency’s productivity and enabling them to evaluate 2 more companies per month -Researched macroeconomic trends at global, regional, and national levels, evaluating metrics like country risk, interest rates, GDP growth, and inflation, resulting in a comprehensive economic analysis used by other analysts in their reports

2014 - 2016

Student Assistant at Student Accessibility Services (SAS)
2014 - 2016
The (SAS) is in charge of providing opportunities and attending the needs of students with disabilities. -Edited and uploaded personal information of SAS affiliated students to Microsoft Excel -Supervised the SAS Testing Center during exam times for students with disabilities -Coordinated and scheduled testing times at the Testing Center with professors and SAS-affiliated students via emails and phone calls -Scribed Calculus Exams for a student with a disability

2015 - 2015

Summer Finance Intern
2015 - 2015
A manufacturing company based in Quito, Ecuador that produces and exports toilets and bathroom articles -Administered Microsoft Excel's pivot tables and complex formulas to organize large data regarding inventories, productions stages, and best-selling products of the company -Visited four local shops of the company in Quito and performed inventory checks in each store

Portfolio Account Manager at BDev Ventures | Climate Tech