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Ontdekken
Fiverr Pro
Nederlands
$
USD
Daniel Z
@da_zepeda
Commercial Submanager
Chili
Spaans, Engels
Over mij
Financial Analyst and Business Consultant with 15+ years of experience in banking, financial services, and business development. I help companies and startups analyze financial performance, build financial models, develop business plans, and evaluate investment opportunities. My expertise includes financial analysis, forecasting, company valuation, and Excel financial dashboards. I focus on turning financial data into clear insights that support better strategic decisions and business growth.
Skills
Daniel Z
offline •
Bekijk mijn diensten
Ondernemingsplan voor start-up
I will build a financial model and financial projections in excel
Ondernemingsplan voor start-up
I will create a professional business plan for investors or startups
Werkervaring
Relationship Manager – Strategic Clients
Scotiabank • Fulltime
Sep 2023 - Present • 2 yrs 8 mos
Manage strategic client portfolios and corporate accounts with a focus on commercial growth, profitability and long-term business sustainability. Responsibilities and achievements: • Design and structure financial and commercial solutions for corporate clients. • Conduct financial analysis of companies and investment projects, evaluating risk, return and economic viability. • Coordinate with internal areas (risk, product, investments) to structure high-value financial solutions. • Develop long-term relationships with senior decision makers and corporate stakeholders. • Identify business opportunities and optimize portfolio profitability.
Financial Advisor
MetLife • Fulltime
Nov 2021 - Aug 2023 • 1 yr 9 mos
Managed and developed a portfolio of high-value clients, providing financial planning, investment advisory and risk protection solutions. Key achievements: • Ranked among the Top 30 financial advisors nationwide for two consecutive years. • Qualified for international sales conventions in Miami and Los Angeles due to outstanding performance. • Achieved high-performance commercial targets within the first six months. • Managed a portfolio of 250+ active clients. • Supported team leadership activities as backup to the commercial manager.
Commercial Manager & Co-Founder
MHW Store • Freelance
Aug 2020 - Dec 2022 • 2 yrs 4 mos
Responsible for the commercial strategy, pricing, supplier negotiations and business development. Key responsibilities and achievements: • Managed overall business operations including sales, margins, costs and profitability. • Led financial evaluation of strategic decisions and business growth initiatives. • Increased customer base by 30% annually. • Achieved average monthly sales of approximately 1,500 UF. • Led and coordinated commercial and operational teams.
