Ruben Ortiz
About
Detail
Finance Manager
Bogota D.C., Colombia
Contact Ruben regarding:
Flexible work
Starting at
COP200K/hour ~USD48/hour
Timeline
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Job
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Education
Résumé
Jobs
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- CFinancial Planning LeadCastia | YC W22May 2022 - Nov 2022 (7 months)- 100% developed the financial model for the Series A round investment. - 100% automated the budget tracking format, facilitating the identification of spending levels in each area. - 100% built the financial dashboard, optimizing the company's strategic decision-making together with the operations area. ● Lead the short and medium term financial planning, analysis, and forecasting of the company, ensuring its continuity and sustainability. ● Develop financial reports for investors and prepare data rooms to guide strategic decision-making on future investment rounds. ● Identify and quantify key business risks and opportunities.
FP&A Reporting LeadTulOct 2021 - May 2022 (8 months)- 95% optimized the time invested in building financial files, managing software FP&A search, selection, and implementation. - Led the financial development of the first proprietary brand product, achieving launch in 4 weeks. - Developed the financial structure of the corporate newsletter project, optimizing the company's investment in 3 months. Responsibilities ● Lead the design and development of financial and operational reports for Colombia, Mexico, Ecuador, and Brazil. ● Consolidate and report on Unit Economics (UE) information for the C-Level. ● Manage financial decision-making for the creation of proprietary brand products, increasing the profit margin.- IIndependent Financial ConsultantIndependentMar 2020 - Current (5 years)
- Venture Capital AssociateValure CapitalNov 2017 - Sep 2021 (3 years 11 months)- Created a mezzanine debt real estate fund of USD 1.5M. - Analyzed around 300 real estate investment projects and 200 startup investment pitches. - Facilitated the financial management of each portfolio company through the automation of financial formats and models. ● Perform financial analysis and planning to provide strategic advice to different portfolio companies. ● Identify and structure real estate investment opportunities financially, legally, and commercially. ● Accompany and advise on investment decisions in early-stage technology companies.
- Director of financial structuringTerra3 desarrollo inmobiliarioJan 2017 - Oct 2017 (10 months)- Consolidated the necessary information for credit approval and construction credit, obtaining around $13MM COP. - Developed agile formats for generating investor and client reports, optimizing the creation process. - Standardized financial models to analyze new projects. ● Search for and obtain debt and investment resources for real estate projects. ● Structure and develop E2E new housing projects. ● Report to investors and clients on the financial progress of projects.
- Financial AnalystTerra3 desarrollo inmobiliarioAug 2014 - Jan 2017 (2 years 6 months)- Participated in attracting $6MM COP of foreign direct investment - I Was part of the negotiation team for new housing projects where 70% was represented as a contribution. ● Create the company's financial models ● Determine the company's key indicators ● Conduct market/benchmarking studies in the real estate sector.
Education
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- MMaster en Fintech e innovación financiera public Remote experienceNov 2021 - Feb 2023 (1 year 4 months)Double degree
- Maestría Fintech e innovación financieraUniversitat Politècnica de CatalunyaNov 2021 - Feb 2023 (1 year 4 months)
- Ingeniería IndustrialUniversidad de los AndesJan 2008 - Aug 2013 (5 years 8 months)