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| Year of birth |  | 1970 |
Current Location/Address |
| City or Town | | Lecheria |
| Country | | VENEZUELA |
Permanent/Home Location/Address |
| Country | | VENEZUELA |
Languages |
| Primary Language | | Fluency |
| Spanish | | Read, write and speak fluently |
Nationalities |
| Nationality By Birth | | VENEZUELA |
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Experience Classification |
| Job Function | | Years Experience |
| Analyst Commercial | | 10 |
| Acquisitions / Mergers | | 4 |
| Economist | | 10 |
| Budgeting | | 7 |
| Industry | | Years Experience |
| Oil and Gas | | 8 |
Qualifications |
| Highest Qualifications | | Masters |
| Qualification | Subject | Establishment/Country | Year |
| Masters or Higher | Economics | UCAB/Venezuela | 1996 |
| Degree | Bacherlor's D. in Economics | UCAB/Venezuela | 1993 |
| HND/Diploma | Advanced Management Program | IESA/Venezuela | 2003 |
Other Qualifications, Memberships, Certification
CFA first two exams approved at first pass 1998-1999 |
Computer Skills and Software Used |
Proficience in Excel, Word, Powerpoint
SAP (CO Module)
Crystal Ball
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Work Locations |
| Are you willing to move or relocate? | |
| Yes - I will relocate internationally | |
Availability |
| Earliest Start Date | | Given 3 weeks notice |
Ideal Next Job |
| Looking for international work in a Managerial/Sr. Analyst role in the Middle East on a married status basis. Job related to Economics, Planning, Budgeting, Forecasting, Commercial Analysis, Corporate Finance, Project Finance, M&A, project/company valuation. |
Required Salary & Conditions |
| This will depend of work location, benefits and tax situation. |
Employment History |
| Total Years of Work Experience: | | 15 |
| Commenced Full Time Work: | | 1994 |
| Name | | Petrozuata |
| Job Title: | | Finance & Performance Manager |
| Duration | | From : 1999 To: 2007 |
Summary |
Senior Finance Analyst-Economist, with experience in investment banking and in the oil industry in a multinational environment.My background includes over 10 years in the finance function. As my enclosed resume indicates, my background includes over 10 years in the finance function, with significant experience in:
• Financial modeling
• Project and company valuation
• Probabilistic analysis, sensitivity and scenario analysis
• Cash flow and earnings forecasts
• Investment banking experience
• Performance reporting & analysis
• Business Planning and long term financial planning
• Project and Operating expense budgeting & cost control.
• Management reports & presentations
• Oil industry
• Upstream & Downstream experience
During my time in the oil industry, I acted as financial advisor in the $170MM negotiation of a solids handling terminal, preparing models and analysis and suggesting alternative strategies. I was also trusted with maintaining and improving the company’s financial model ($2.5 billion project), which I used to provide support in tax strategy analysis, long term planning and to produce financial information on the company’s project finance facility ($1.4 billion) for the international rating agencies. I have prepared probabilistic models for drilling programs ($100MM-$300MM per year), gas production and transportation projects ($100MM-$150MM) and oil steam recovery systems, among others. I have also been in charge of Business Planning, budgeting, performance reporting and cost control.
In addition to the above skills and experience, I can also offer:
• Master’s Degree in Economics
• Business Administration Diploma
• CFA program Levels I & II
• Knowledge of USGAAP
• Multinational experience
• Solid computer skills
• Excellent knowledge of Excel
• Crystal Ball knowledge
• SAP knowledge
• Willing to relocate
• Drive for efficiency and process improvement.
• Analytic approach to the job
• Results oriented
• Hands-on individual
• Leadership experience
• Good communications skills
• Team player
• Spanish language
• Basic French
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Work Experience |
PETROZUATA–CONOCOPHILLIPS OPERATED (Puerto La Cruz-Venezuela) 1999-Present
ConocoPhillips/PDVSA company producing 120,000 BOPD of synthetic crude oil, with US$ 2 billion in annual sales and US$3.5 billion in assets.
Performance Management Manager, Shared Services Division (March 2006-present) &
Business Services Leader, Shared Services Division (February 2005-February 2006)
Oversee and coordinate the Division’s operational and capital budgets and cost control; financial forecasts; performance control and reporting; financial modeling; financial evaluation of projects; financial support for contracts and calls for tender; determination and forecast of service revenues (charge back to clients); cost and financial analysis; AFE control; administrative support and contract administration; generation of accruals, reclassifications and asset capitalizations; SAP CO administration; business improvement project evaluation and follow up; HHRR and change management support.
Finance Superintendent (Upstream Division: January 2002-July 2003, Downstream Division: August 2003-January 2005)
Responsible for the Division`s operational and capital budgets and cost control; financial forecasts; financial performance control and reporting; financial modeling; financial evaluation of projects; financial support for contracts and calls for tender; AFE control; SAP CO administration; generation of accruals, reclassifications and asset capitalizations.
Financial Analysis Supervisor (October 2000-December 2001)
Responsible for corporate business planning; corporate cash and earnings forecasts; financial analysis; financial evaluation of projects, financing options and commercial transactions; financial analysis for tax planning; financial information reporting for the Board, the Owners and the project financiers; financial modeling.
Economist (July 1999-September 2000)
Coordinate the corporate business planning; perform: financial analysis; financial evaluation of projects, financing options and commercial transactions; financial analysis for tax planning; financial information reporting for the Board, the Owners and the Lenders; administration of the company’s financial model ($1.4 billion project financing), financial modeling, budgeting and forecasting.
Achievements:
• Rapid promotions, salary raises and career development job rotations in recognition of high performance and world class work quality.
• Developed complex models and performed probabilistic analysis to support Management decision making.
• Efficiently conducted cash and earnings forecasts and long range financial planning, including budgets and strategic plans (annual figures: expenses $160-200MM, capital: $150MM-500MM, Revenues:$1.5-2.5 billion).
• Helped Management make informed decisions by analyzing and valuing major projects and transactions, asset sales and capital investment decisions ($10MM-$300MM).
• Acted as financial advisor during the $170MM negotiation of a solids handling terminal improving significantly the company’s negotiating position leading to a very favorable agreement.
• Trusted with maintaining and improving the company’s financial model ($2.5 billion project and $1.4 billion project finance facility).
• Successful improvements to models and processes allowed efficiency gains in Cash & Earnings and Business Plan formulation.
• Coordinated the company’s Business Plan formulation receiving congratulations and recognition from the Conoco-Venezuela President: “its style, presentation and professionalism are the best that I have ever seen.”
• Development and implementation of a probabilistic decision making course receiving a recognition award from the General Manager. Creation of the Capital Budget Policy for the company.
• Improved the processes and tools used by the finance groups (Upstream and Downstream) which resulted in strengthened cost discipline and increased ability to provide accurate and timely information to management.
• Grass root creation of the Shared Services Division Business Services/Performance Management Group, including designing and implementing the following processes: budgets and administrative services, economic analysis, customer charge back calculations, and performance reporting.
ORSON KRAVITZ & VESTA (Maracaibo - Venezuela) 1997-1999
Orson Kravitz: investment banking group based in Venezuela with offices in Miami and clients in Venezuela, Central America, Argentina, Colombia, USA and Spain. The group went out of business in 1999. Vesta: Investment advisory company based in Venezuela founded by former Orson Kravitz Corporate Finance and Marketing Vice-presidents.
Corporate Finance Manager (January- April 1999) -Vesta
Corporate Finance Analyst (May 1997- November 1998) –Orson Kravitz
• Perform financial statement analysis, build and update extensive spreadsheets and prepare reports.
• Evaluate the capital needs of the corporate client and the potential sources of funding.
• Support the structuring of financing packages for corporate clients: gather and analyze legal and financial data and present conclusions, analyze the client’s financial and operational performance, build financial models depicting a company’s historical and future results, write offering memorandums describing a company’s strategy and growth prospects, contract revision, due diligence.
• Credit Analysis
• Company valuation as part of M&A transactions.
Achievements:
• Actively participated in the arrangement of debt issues in the Euromarket and of domestic private and public debt issues (commercial paper, asset backed securities, medium term bonds).
• Prevented significant losses to our clients by identifying the insolvency of two issuers and recommending the appropriate actions.
• Passed Level I and Level II examinations in the CFA program at the first try.
CHAMBER OF COMMERCE OF MARACAIBO, Maracaibo, Venezuela 1994-1996
Research contracts
UNIVERSIDAD CATOLICA ANDRES BELLO, Caracas, Venezuela 1994-1996
Professor (Microeconomics)
BANCO MARACAIBO, Maracaibo, Venezuela 1994
Project Coordinator
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Comments/ Hobbies/ Interests etc: |
COURSES
• Euromoney Financial Modeling for M&A Course in New York (2006).
• Euromoney Project Finance Workshop in London (2004).
• ConocoPhillips Financial Modeling Excellence Course, Venezuela, June 2003
• ConocoPhillips Decision and Risk Analysis Course, Houston. Helped facilitating and teaching the same course in Spanish in Venezuela (2000-2002).
• School of Petroleum Fundamentals taught by the University of Texas in-company (2000).
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-- End of CV/Resume --
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