Leonardo R.

Finance & Accounting Specialist | Invesment Banking | M&A

Finance and Accounting graduate with investment banking experience at leading advisory firms, contributing to the execution of M&A transactions through financial modeling, due diligence support, market research, and the preparation of investment materials across consumer goods, industrials, technology, and infrastructure ✳️Professional services offered: ✅ Data Cleanup and Analysis: ⚫Data reconciliation and consolidation: integration of data from platforms (e.g. e-commerce, social media), bank statements, and CRM/ERP/accounting systems into a single master dataset ⚫Performance analysis: client, SKU, and margin analysis to identify profitability drivers ⚫Reporting and dashboards: development of dashboards and reporting tools to support informed decision-making ✅ Financial Modelling: ⚫Analysis of operational and accounting records to develop comprehensive financial models supporting internal strategic decision-making, transaction processes (M&A and fundraising), and academic projects ⚫Business planning and forecasting: preparation of business plans, budgets, and forecasts based on research-backed and data-driven assumptions ✅ Preparation of Corporate Decks: ⚫Crafting of compelling equity stories to support M&A, fundraising processes, and client acquisition efforts, from high-level narrative structuring to industry research and full slide development (e.g. teasers, investment memorandums, company presentation, brochures) ✅ Transaction Support: ⚫ Transaction materials preparation: financial models, teasers, information memorandums (IMs), datasets, among others ⚫ Investor and buyer research: identification and analysis of potential bidders and funding sources ⚫ Due diligence support: data room setup and management, including liaison with legal, financial, and other external advisors