Juan Diego Bernal Plata

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Business Analytics & Finance Associate Intern.

Coliving Cashflow

May 2024 - Current (1 year)

• Performed financial underwriting of 50+ properties in the Boston area for financial ROI analysis that guaranteed the offering of properties with IRR and cash-on-cash returns of more than 10% for potential investors. • Provided strategic support for the pitch deck of the company, presenting its business plan, go-to-market strategy, and investment thesis, as well as presenting before investors a real state fund of $25 million for property acquisition, adaptation, and selling for co-living usage with a guaranteed 10%-12% return for investors. • Led the process of the company’s newsletter and investor management as part of the business development strategy to provide 3+ weekly investment property options and provide educational content towa

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Financial Specialist Representative – Intern

VISE BRIDGE Financial Services

May 2024 - Jul 2024 (3 months)

• Implemented holistic strategic financial planning and revenue optimization techniques for achieving an 8% improvement in free cash flow for clients through effective cash flow management, operation, and budgeting enhancement. • Conducted comprehensive research on financial products and industry trends to position clients for success in their market. • Designed and updated the content of a cash flow and financial management course for over 300+ English and Spanish-speaking entrepreneurs and business owners.

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Business Consultant

IXL Center Center for Innovation Excellence and Leadership

Mar 2024 - May 2024 (3 months)

Participated as Business Strategy Consultant for the LISC Digital Growth Accelerator Program, where I envisioned and created a digital business strategy for an SME in the Boston Area. The program allowed me to identify business strengths, opportunities for improvement, and digital brand strategies for increasing awareness and loyalty. As well, It also allowed me to suggest new income sources and their strategic implementation, budgeting, and forecasting, for their current implementation. The business plan included the identification of strategic partnerships, pricing strategy, and business and financial strategy for volume and revenue improvement for a 1 million revenue objective.

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Social Media Specialist

ALPFA Boston

Jan 2024 - Current (1 year 4 months)

Social media shadowing, event promotion, and content creation for ALPFA Boston social media accounts. Participation in interviews with gold subscription members to address feedback and identify possible improvements aimed to increasing subscription members to ALPFA Boston.

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Entrepreneur

Hult Prize Foundation

Dec 2023 - Mar 2024 (4 months)

Member of the 2nd place entrepreneurship team for the Hult Prize competition 2024 with the product Powder Shield, in the Hult Boston campus competitions. Elaborated jointly with a multicultural team a comprehensive market research, strategic analysis of competitive advantages and market attractiveness, business model, budgeting and pricing, and creative project model ideation to present before the Hult Prize competition. Being selected as second place among the more than 20 entrepreneurship ideas from the different undergrad and postgraduate students from all over the world.

MBA Graduate Student

Hult International Business School

Oct 2023 - Current (1 year 7 months)

MBA Graduate Student

Hult International Business School

Oct 2023 - Current (1 year 7 months)

MBA student with a Finance Specialization and Dual Degree in Finance. Achieved technical and practical experience in project management structure, global strategy planning and implementation, operation management analysis, and financial business success. Took specialization courses in Monetization, pricing & Bidding excellence, Mergers and Acquisitions, Venture Capital, and Global Strategic Valuation.

Consultant

Superintendencia de Industria y Comercio

Sep 2022 - Mar 2023 (7 months)

legal advising for the Consumers Protection Delegacy of the SIC in drafting of administrative requests and investigations over companies or individuals that breach the consumers protection statute in Colombia.

Consultant

Superintendencia de Industria y Comercio

Sep 2022 - Mar 2023 (7 months)

• Executed legal and regulatory analysis, leveraging analytical skills for administrative objectives. • Studied regulatory analysis for complaints, applying communication and decision-making for investigations.

Independent Consultant

TOMi inc

Sep 2022 - Sep 2023 (1 year 1 month)

• Executed business, legal, and venture capital advising, emphasizing innovation and problem-solving. • Delivered privacy policies ensuring regulatory compliance across jurisdictions, utilizing market analysis. • Led business operation advice, driving change management and decision-making for regulatory alignment.

Senior Lawyer

DaVita Kidney Care

Apr 2022 - Sep 2023 (1 year 6 months)

Business and legal strategic advice for the operation of Davita in Colombia; attending information requests by authorities; team leadership, coordination, and management regarding internal and external advisors and stakeholders; directing privacy and personal data protection compliance.

Senior Lawyer

DaVita Kidney Care

Apr 2022 - Sep 2023 (1 year 6 months)

• Oversaw M&A project transactions, due diligence, and deal strategy negotiations, contributing to the successful completion of 3 acquisitions that generated 115% of the expansion objectives. • Handled internal and external project management with multidisciplinary teams, including their budgets, for OKR achievement, like the data privacy self-audit project for country operation according to GDPR, assessing all areas of the company. • Provided business and legal advice for over 30+ clinics countrywide, negotiating and drafting contracts that facilitated the opening of 4 new clinics, enhancing service delivery and operational capacity. • Built the risk assessment matrix with mitigation and process improvement strategies for the company’s

Asociado

Brigard Urrutia

Jul 2021 - Current (3 years 10 months)

Apoyo en asesoría legal en temas comerciales, corporativos y en protección al consumidor sobre clientes de diversos sectores económicos. Atención a asuntos jurisdiccionales en protección al consumidor, elaboración de recursos y contestaciones, así como respuesta a requerimientos de información. Gestiones administrativas de coordinación con equipos internos de la firma, así como entidades externas en trámites corporativos y de secretaría general.

Legal Associate

Brigard Urrutia

Jul 2021 - Dec 2021 (6 months)

• Strategically planned and executed M&A assessments for various corporate transactions, ensuring alignment with business objectives and regulatory compliance. • Led strategic negotiations of contracts, leveraging strong negotiation skills and stakeholder management to secure favorable terms and agreements. • Fostered cross-functional collaboration by structuring corporate governance frameworks, promoting effective communication and alignment across departments.

Legal Manager

Ayenda Hoteles

Feb 2021 - Jul 2021 (6 months)

Legal and business strategic advice for Ayenda's operation in Colombia, Peru and Mexico as the largest Lowcost hospitality startup in Latin America. Strategic advice in high-impact commercial negotiations, commercial and corporate law and other matters related to the operation of the company, along with the coordination and relationship with external legal advisors as well as manager of personal data protection compliance for the company in the countries of operation.

Legal Manager

Ayenda Hoteles

Feb 2021 - Jul 2021 (6 months)

• Directed and coordinated multidisciplinary projects with multicultural teams assessing multinational deal strategies negotiations towards the company’s OKRs on client retention, quality warranty, profit increase, billing, and profit generation. • Managed Business and legal operations in Colombia and Peru on internal, and external clients, and suppliers for adequate and timely execution of operation strategies of the largest low-cost hotel chain in Latam with more than 200 hotel owner allies. • Assessed and adjusted business models to comply with local requirements, resulting in successful market entry and regulatory compliance in three jurisdictions.

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Abogado

MS LEGAL S.A.S.

Feb 2019 - Jan 2021 (2 years)

Legal advice on commercial and corporate issues, with an emphasis on personal data protection, on behalf of companies from various sectors, principally in the Fintech sector; management of consumer protection procedures; research and drafting of legal concepts for legal viability of financial products for entities not supervised by the Financial Superintendence; and response to claims and requests in various matters for companies in the Fintech sector.

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Specialized Attorney

Ms legal

Feb 2019 - Jan 2021 (2 years)

• Executed data privacy assessments for multinational companies, achieving 100% compliance with local and GDPR standards, and reducing potential data breaches by 20%. • Negotiated the first public-private venture for loan warranties during the COVID-19 Pandemic. • Formed and coordinated strategic projects, including business and legal concepts for innovative fintech products, addressing risk management related to financial and current business compliance. • Executed client relationships over strategic business projects, achieving 100% satisfaction and successful project completions in the fintech, real estate, and consulting industries.

Junior Associate

baker mckenzie

Aug 2018 - Jan 2019 (6 months)

Advice on legal matters with an emphasis on state contracting; structuring of proposals in public bidding processes; and structuring and review of contracts and legal documents for different clients of the firm.

Junior Associate

baker mckenzie

Aug 2018 - Jan 2019 (6 months)

• Handled corporate advising, integrating business and financial analysis for public bidding participation. • Managed contract review and drafting, emphasizing on accurate communication.

Analista legal del Área legal y de asuntos corporativos

Coca-Cola Femsa

Feb 2018 - Aug 2018 (7 months)

- Desarrollo y puesta en funcionamiento de mecánica de fidelización Coca-Cola For Me Apoyo en la elaboración de documentos legales para la operación de las sociedades que componen el grupo empresarial FEMSA en Colombia; construcción de contratos y textos legales para el desenvolvimiento de las áreas de abastecimientos y comercial; elaboración de textos legales promociones; elaboración de documentos para trámites ante entidades estatales (Coljuegos, INVIMA); apoyo investigativo respecto de temas relacionados con la operación legal de las compañías.

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Legal Analyst

COCACOLAFEMSA

Feb 2018 - Aug 2018 (7 months)

• Delivered strategic legal advising, ensuring compliance with corporate governance standards and regulatory requirements. • Managed stakeholder relationships, facilitating effective communication and collaboration across departments. • Conducted risk assessments and implemented risk management strategies to protect the organization's interests.

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Practical Training

COCACOLAFEMSA

Feb 2017 - Feb 2018 (1 year 1 month)

Juan Diego Bernal Plata

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