Jorge Figueroa - Business Analist, Fiera Capital

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Work Background

Fiera CapitalBusiness Analyst

Oct. 2018 - Mar. 2023Montreal, Canada Area• Developed and documented the implementation of all new FP&A reports during the implementation of the new accounting system inside the company (SAP), integrating all divisions into one standardized process and creating technical tools (financial reports) that respond to management’s needs: high efficiency, mitigation of reporting errors and improvement of the decision-making process. • Generated and maintained a robust package of financial modelling solutions for the FP&A department, such as templates that allowed standardization of reporting FP&A processes for all the divisions inside the organization (Canada, USA and Europe). In the process of implementing these templates, I organized and led trainings and follow-up meetings with the different divisions (users) and with management. • Prepared and submitted monthly, quarterly and yearly FP&A result reports for FP&A management review, which integrated the results of all divisions around the globe (CAD $ 749 Million as per 2021 and CAD $ 681 Million by 2022). These reports summarized a big amount of data in different dashboards and data visualizations that were used to communicate key aspect of performance to management. • Given the importance of the accuracy of the information presented in the result reports, I had to perform several validations and reconciliations with different databases of the accounting system (query tables and macros in excel) in order to ensure that the financial information was aligned with the company's financial policies and the laws that apply to such reports. • Updated and maintained the queries tables using SQL to extract information from SAP and organize it according to the needs of the FP&A reports. This information was managed through macros that I generated to produce different metrics and dashboards.

DESTA Black Youth NetworkConsultant

Jan. 2018 - May. 2018Montreal, Canada Area• Analysed previous financial statements of the organization and forecasted a three year cash flow based on the recommended growth strategy [evaluation of different scenarios using NPV, IRR and Profitability Index methods] • Created an optimal governance and operating manual, which defined organizational structure, required staffing levels and a calendar of activities allowing the organization to grow sustainably, ensuring its long-term viability

TFO CanadaManagement Consultant

Aug. 2017 - Dec. 2017Montreal, Canada Area• Analyzed the Canadian market potential (market size, trends, competition, legal framework) for a Nicaraguan producer of organic all-natural foods, using data bases such as IBIS World, Economist Intelligence Unit, Passport GMID, and SME Benchmarking Tool • Developed an export market report with a strategic entry plan that included both marketing needs and insights from a list potential importer that counted for more than 80 % of the Canadian Market (interviews and calls with 15 of them).

Finance Alliance for Sustainable TradeProject Financial Analyst

Jun. 2017 - Oct. 2017Montreal, Canada Area• Developed and documented strategic plans for small and medium-sized enterprises (SMEs) in Latin America, Africa and the Caribbean to get access to financing for agriculture projects between US$50,000 and US$800,000. By collecting, interpreting and analyzing each SME’s financial reports and project characteristics, I identified potential international investors (banks / funds) in Europe and North America and connected them with the SMEs. • Through the use of the “Crystal-Ball from Orcale” statistical analysis tool, I generated trends and probabilistic forecasts to show the potential success that each SME could reach for any specific proposed project. • Arranged and led meetings, calls and conferences between SMEs and potential investors, presenting a summary of the current and potential financial statements of the SME´s (forecasts generated by me), what was required for the project and how they aligned with the investors' requirements. Subsequently led the conversation between the two parties to generate the negotiation between them. • Devised and documented strategies to adapt the financial platform created by FAST to match FSPs (Financial Service Providers) with SME´s (named AXiiS) to client needs through the evaluation of the profiles of each SME and FSP interested in partaking in the platform. This generated a 38% increase on the number of projects searching access to financing, matching 60% of them with a potential investor.

Condinal SASBusiness Consultant

Nov. 2014 - Nov. 2016Bogotá D.C. Area, Colombia• Diagnosed business process inefficiencies through analysis of data of previous projects and meetings with personnel, identifying 3 areas requiring improvement: bidding, budgeting (Forecasting Cash Flows), and scheduling • Designed protocol and excel tools to analyze data showing the financial efficiency of projects

EUCO S.A.S.Finance and Administrative Coordinator

Jan. 2012 - Feb. 2014Bogotá D.C.• Managed and projected cash flow of 8 construction projects (monitoring budget/schedule vs actual progress) • Developed financial proposals for the acquisition of 4 new projects • Integrated standards of quality, environment and safety in the different projects of the company; maintained QA/QC system

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