You're seeing this page as if you were . The main menu is still yours, though. Exit from immersion
Andres UpeguiAU

Andres Upegui

Financial Consultant - Business Valuation

€250/day
Medellín, CO
15+ years

Average response time: 1 hour

Freelancer profile translated to English.
Back to original language

About Andres

Business Administrator with specialization in finance and business valuation.

I have performed functions in the field of corporate finance, adequately applying financial tools and techniques that allow for a diagnosis, monitoring, and comprehensive control for correct strategic decision-making, as well as the efficient management of treasury surpluses; always keeping in mind the concept of value creation, economic sustainability, and assertive relationship with the different stakeholders.

I am a proactive person, with good interpersonal relationships, who has developed the ability to lead projects and coordinate work teams.

I have as a premise to perform with prudence and conviction in every position I develop.
  • Spanish

    Native or bilingual

Remote only
Primarily works remotely

Experience

  • Autónomo freelance
    Financial Consultant
    BANKING AND INSURANCE
    August 2009 - Today (16 years and 10 months)
    Medellín, Colombia
    Advisory in the financial diagnosis of companies, in order to know their historical performance, determine the critical variables and evaluate their financial viability in terms of EBITDA, working capital, cash flow and debt capacity.

    Valuation of companies for mergers, sales and acquisitions. Evaluation of investment projects in order to identify risks, potential and return expectations.

    Support in obtaining loans for expansion of the current operation and development of new business plans.

    Achievements in projects carried out:

    Companies in the health and agricultural sector: Presentation of projects to financial entities and obtaining loans for around USD 10 million. Implementation of an adequate culture of value management and generation of executive reports for the board of directors.

    Companies in the renewable energy and solid waste management sector: Structuring of entrepreneurship projects, for subsequent presentation to investment funds and sale of equity participation.

    Agro-industrial sector company: Elaboration of a financial model for obtaining foreign investors and definition of the optimal capital structure (debt/equity). Obtaining ordinary credit and financial leasing for an approximate amount of USD 6 million.

    Companies in the advertising and entertainment sector: Valuation process, definition of exchange terms and merger of companies.

    Companies in the services and office supplies sector: Valuation process, for the acquisition of a business as a going concern, evaluation of synergies and financial viability for the constitution of a “NewCo”.

    Food sector company: Structuring of an expansion plan for a new production plant, definition of required capex, evaluation of value generation and obtaining leverage for USD 2.5 million for the financial closing of the project.
  • Grupo Bancolombia
    Financial Leader
    BANKING AND INSURANCE
    March 2011 - April 2017 (6 years and 2 months)
    Medellín, Colombia
    Being part of the financial vice presidency team of the group, I developed functions such as:

    • Elaboration of subsidiary budgets (Renting-Leasing-Localiza) of Colombia and Peru.

    • Analysis of Financial Statements.

    • Continuous forecasts and budget control.

    • Analysis of profitability and operational viability.

    • Participation in the structuring of a bond issuance prospectus.

    • Support to the pricing area in the process of quotations to customers.
  • Fajardo Moreno y CIA
    Financial Analyst
    REAL ESTATE
    July 2007 - July 2009 (2 years and 1 month)
    Medellín, Colombia
    • Relationship with the fiduciary entities where the assignments of the real estate projects were located.

    • Analysis of Financial Statements.

    • Support to the financial management in the elaboration of the feasibility studies of the projects.

    • Management of the necessary documentation to obtain construction loans.

Recommendations

Be the first to recommend Andres

Help this freelancer shine by sharing your experience working together.

These freelancer profiles also match your criteria

AgathaA

Agatha Frydrych

Backend Java Software Engineer

4.7

(3)

2

BaptisteB

Baptiste Duhen

Fullstack developer

4.6

(4)

5

AmedA

Amed Hamou

Senior Lead Developer

4

(2)

7

AudreyA

Audrey Champion

Web developer

4.3

(3)

4

Education

  • Advanced Specialization Program in Business Valuation.
    Instituto de Estudios Bursátiles (IEB)
    2016
    Especialización en Valoración de Empresas
  • Specialization in Finance
    Universidad EAFIT
    2009
    Especialización en Finanzas

Skill set

Categories