Economist and financial analyst currently living in the United States. J.W. Fulbright Fellow. Jesus Silva Herzog Prize Winner. Led large departments through day-to-day deadline pressures and comprehensive reorganizations. Assessed and proposed performance trends, KPI achievement, ROI of key indicators and initiatives. Several years of United States and Latin America research, econometric modeling, data analysis and financial reporting. Knowledge of corporate finance, financial modeling, cash flow and balance sheet analysis. Knowledge of US, Latin America, and global macroeconomic indicators. Fundamental and technical analysis of private companies, large-cap equity, and fixed income assets. Communicated clearly and concisely to enable smarter, timelier decision-making at all organizational levels. Focused relentlessly on process efficiency and accuracy.
Boutique consulting and financial advisory firm specialized in sectoral and economic forecasting, financial valuation and market research.
Financial and Economic Reporting, Forecasting and Presentations:
Reviewed financial statements and analyzed revenues, costs, and expenses for all business units of publicly listed companies for comprehensive macro and microeconomic reporting.
Developed detailed spreadsheets to identify trends and develop forecasts. Created and delivered presentations featured in the local media providing recommendations on short- and long-range trends.
Online crowdfunding fintech startup focused on mezzanine financing for real estate developments in Panama in minimum viable product stage. Currently in beta underwriting and sourcing projects valued at $20M.
Process Efficiency and Stakeholder Management:
Created and coordinated processes and workflows to increase speed and accuracy of complex analyses of real estate project financial and cash flow reports. Met with potential clients and secured investors, developers and mentors to fund and help move forward with the startup.
With legal counsel, drafted contracts and legal documentation for investors and developers. Enabled CEO and board members to make timelier decisions based on more accurate and comprehensive information. Considered scenarios, analyzed trends and also ensured models adapted to actual performance and assumption changes.
Served as main economic adviser to the Comptroller General of Panama and to his chief of staff, organized the budget process, economic policy proposals and strategic initiatives. Managed 30-analyst team that performs economic and financial modeling critical to determining country’s financial health, including GDP, ad-hoc economic auditing, balance of payments, monthly economic indicators, demographic and vital statistics. Reviewed, directed and provided analysis of capital projects, Coordinated $90-100M annual budgets and pre-approved $5B in public works projects.
Change Leadership: Led transition of 750-staffed Institute of Statistics and Census to stamp out inefficiencies and created blueprint for reorganization under new leadership. Managed multiple priorities and deals simultaneously with limited day to day supervision.
Increased oversight of internal administrative reporting procedures to ensure transparency and sound management of public funds disbursed for research and grants. Resolved critical issues in data capture and reporting by organizing bi-weekly meetings. Also solved logistical delays in cartographic layout procedures needed to prepare for 2020 census.
Implemented electronic tracking system to follow legal and financial processing of project briefs for final approval. Increased department’s output 20% YOY. Directly managed and mentored four coordinators who supervise rest of 30-person department. Maintained high morale and productivity despite long days of persistent deadlines. Provided opportunities for everyone to make decisions, problem-solve, and work both independently and collaboratively.
Risk Feasibility: Managed risk feasibility and due diligence analyses of governmental financial operations undertaken with the Social Security Administration and the National Bank of Panama. Analyzed sovereign global bond issues and quasi-sovereign international bond issues of public companies to ensure due diligence and local law compliance before going to market.
Reports | Publications | Conferences: Oversaw drafting and publication of annual institutional reviews, quarterly economic and budget reports, and monthly government payroll reports. Served as liaison to Ministry of Economics and Finance regarding publication of critical economic data.
Provided economic analyses and reports recommending public policy directives, such as deepening Panama’s insertion in global trade and financial markets and providing support for small to medium businesses through fair regulation. With Director of Public Policy, oversaw development and presentation of National Strategic Plan of Panama 2015 - 2019. Presented plan to local and national government agencies, business groups and civil society stakeholders. Provided baseline perspectives for assessing current administration’s spending priorities.