Ivan Arizaga, Finance Expert in Cuenca, Azuay, Ecuador

Ivan Arizaga

Finance Expert

Location
Cuenca, Azuay, Ecuador
Toptal Member Since
February 24, 2022

An experienced consultant and CFO, Ivan took to consulting practice after a long-tenured career in commercial banking and the competitive food and beverage industry. During the past nine years, Ivan has provided key advice on several restructuring cases for companies under financial stress, has valued companies and piloted M&A transactions, and provided solid financial planning and value-creation-focused financial advice for his clients, companies from startups and SMEs to large corporations.

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Career Highlights

CEO | Senior Consultant
A&S Consulting
CFO
Corporacion Azende S.A.
Financial Planning Manager
Corporacion Azende S.A.

Education

Master of Business Administration Degree (MBA)
Cameron University
Bachelor of Business Administration Degree (BBA)
Cameron University

Select Certifications

FMVA
CFI Corporate Finance Institute
Advanced Valuation
New York University

Case Studies

Image of DCF Valuation of a Food and Beverage Company project
DCF Valuation of a Food and Beverage Company
Pitch DecksValuationMicrosoft ExcelCorporate FinanceFinancial Planning & Analysis (FP&A)Microsoft PowerPoint+ 44 more
Image of DCF Valuation of a Spanish Subsidiary in Ecuador project
DCF Valuation of a Spanish Subsidiary in Ecuador
DCF ValuationPitch DecksValuationMicrosoft ExcelCorporate FinanceFinancial Planning & Analysis (FP&A)+ 42 more
Image of DCF and Relative Valuation of a Private Company project
DCF and Relative Valuation of a Private Company
DCF ValuationRegressionPitch DecksValuationMicrosoft ExcelCorporate Finance+ 40 more
Image of FP&A Fractional CFO of an Agri-business Company in South America project
FP&A Fractional CFO of an Agri-business Company in South America
Financial Planning & Analysis (FP&A)BudgetingRevenue AnalysisRevenue ModelingFinancial ModelingScenario Analysis+ 27 more
Image of DCF Valuation of a Private Hospital project
DCF Valuation of a Private Hospital
DCF ValuationDCF ModelingDiscounted Cash Flow (DCF)Relative ValuationBusiness ModelingValuation Multiples+ 17 more
Image of Fundraising Presentation for a Mobile Phone Assembler project
Fundraising Presentation for a Mobile Phone Assembler
FundraisingFundraising ConsultantThree-statement ModelingSmall & Medium-sized Enterprises (SME)Business Plan ConsultingFundamental Analysis+ 11 more
Image of Valuation of a Private For-profit Institute for Higher Education project
Valuation of a Private For-profit Institute for Higher Education
ValuationDCF Valuation

Software Expertise

Microsoft Excel

Other Expertise

Corporate FinanceFinanceFinancial ModelingFinancial Planning & Analysis (FP&A)Mergers & Acquisitions (M&A)Private Company ValuationValuation

Work Experience

2014 - PRESENT

CEO | Senior Consultant

A&S Consulting
  • Advised a leading food and beverage company to return to profitability after four years of posting losses through the design and implementation of restructuring. The dramatic changes in their financials aided the company in restructuring debt.
  • Aided one of our clients to achieve double-digit medium-term growth by accelerating CAPEX through adequate financial leverage with financial planning and analysis. The client had a previous policy of 100% equity financing.
  • Facilitated close to 50% growth in revenue for a client in the appliance and A/V wholesale business by recommending and designing new receivable collection and management policies and procedures.
  • Performed the valuation and led the negotiation process in acquiring Movilcelistic (Spain) by Lidenar (Ecuador).
  • Designed a real estate model to track and measure the performance of an ongoing multi-family real estate project that had started without defining financial metrics or objectives. The model allowed the client to establish short and long-term goals.
  • Prepared and successfully presented business cases for clients during investor rounds for Series A financing.
  • Prepared the financial model for the first natural gas liquefying plant in Ecuador, which was granted a contract by the government last year, and allowed investors to commit around $18 million in financing.
Focus areas: Corporate Finance, Financial Analysis, Financial Planning & Analysis (FP&A), Corporate Restructuring, Capital Budgeting, Fractional CFO, Virtual CFO, Revenue & Expense Projections, Financial Modeling, M&A (Buy-side), M&A (Sell-side), Business Cases, CFO, DCF Modeling, Corporate Tax Planning, P&L Forecasting, Forecasting, Pitch Decks, Valuation, Microsoft Excel, Microsoft PowerPoint, Microsoft Power BI, SAP Business One, Tax Planning, DCF Valuation, Relative Valuation, Value Creation, Product Line Analysis, Office 365, Excel 365, Financial Reporting, Equity Research, Corporate Finance Consultant, Comparable Company Analysis, Valuation Analysis, Valuation Modeling, Equity Research Analysis, Due Diligence, Cross-border M&A, Deal Closure, Deal Structuring, Accounting, Budgeting, Cash Management, Pitch Deck Consultant, M&A Modeling, Revenue Analysis, Market Research, Deal Sourcing, Fundraising, Cash Flow Management, Cash Flow Modeling, Business Modeling, Pricing, Valuation Multiples, Business Models, Pricing Models, Startups, Fundraising Consultant, Three-statement Modeling, Small & Medium-sized Enterprises (SME), Business Plan Consulting, Litigation Support, Fundamental Analysis, Interim CFO, Reporting, Analysis, Target Pricing, Financing, Key Performance Indicators (KPIs), Transfer Pricing, Growth Strategy, Profitability Analysis, Revenue Projections, Controller, Private Company Valuation, Investment Analysis, Investments, CAPEX Budgeting & Inventory Management, Operating Expenses (OPEX), Business Analysis, SAP, CAPEX, Restructuring, Debt Restructuring, Financial Restructuring, Residential Real Estate, Real Estate, P&L Analysis, Cash Flow, Profit & Loss (P&L), Investment Banking, Inventory, Excel Expert, Accounts Receivable, eCommerce, Negotiation, Controllership/Accounting, QuickBooks Online, Interim Financial Controller, Oil & Gas, Excel Macros, Manufacturing, Cost Accounting, Business Planning, Business Strategy
2022 - 2022

Fundraising Expert

Black Yeti Beverage, Inc
  • Rebuilt the company's financials from Quickbooks and third-party website data where distributors reported revenue numbers, cost of goods sold items, and expenses.
  • Analyzed accounting data and documentation to estimate correct per-unit figures for the cost of goods sold. This was paramount to conducting CVP analysis and determining the breakeven point.
  • Built a three-statement financial model with appropriate metrics (KPIs) for a startup and a beverage company. The client established goals for business profitability, breakeven point in a number of cases, and long-term perspectives.
Focus areas: Financial Modeling, Fundraising, Financial Planning & Analysis (FP&A), Forecasting, Inventory, Excel Expert, Manufacturing, Cost Accounting, Business Planning, Business Strategy
2022 - 2022

Finance Expert

Dalmeida Consulting LLC
  • Performed litigation support by reviewing valuations, cascade spreadsheets, and documents within a civil case where the client acted as an expert witness for the plaintiff.
  • Reviewed different draft reports versions, searching for inconsistencies, omissions, and calculation errors.
  • Performed quality control for the client in the final report, which was submitted in the legal process on behalf of the plaintiff.
Focus areas: Financial Modeling, Valuation, Litigation Support, Excel Expert
2022 - 2022

Finance Expert

Dalmeida Consulting LLC
  • Performed litigation support by reviewing valuations, calculations, and documentation within a civil case where the client acted as an expert witness for the defendant.
  • Reviewed draft reports to be presented in the case, and analyzed the plaintiff's report, excel sheets containing financial information, and valuation calculations for errors and inconsistencies.
  • Provided thorough quality control in the final report to be submitted in the legal process by the client.
Focus areas: Financial Modeling, Valuation, Litigation Support, Excel Expert
2008 - 2014

CFO

Corporacion Azende S.A.
  • Oversaw and implemented the merger between Destileria Zhumir and Distribuidora Jucremo, which gave rise to Corporacion Azende, which realized synergies in excess of $1 million per year.
  • Restructured short-term bank debt by issuing corporate bonds and securitized future receivable cash flows (structured finance) in local capital markets, which freed up enough cash to secure 10% growth year-on-year.
  • Implemented financial KPIs to evaluate the individual performance of departments and divisions, focusing attention on maximizing cash flow.
Focus areas: Corporate Finance, Financial Planning & Analysis (FP&A), Financial Modeling, Corporate Tax Planning, CFO, Capital Budgeting, Revenue & Expense Projections, Value Creation, Product Line Analysis, P&L Forecasting, Forecasting, Business Cases, Pitch Decks, Valuation, Mergers & Acquisitions (M&A), Microsoft Excel, Corporate Treasury, Microsoft PowerPoint, Treasury, Corporate Restructuring, Tax Planning, DCF Modeling, DCF Valuation, Relative Valuation, M&A (Sell-side), Office 365, Excel 365, Financial Reporting, Equity Research, Comparable Company Analysis, Valuation Analysis, Valuation Modeling, Equity Research Analysis, Due Diligence, Deal Closure, Deal Structuring, Accounting, Budgeting, Cash Management, M&A Modeling, Revenue Analysis, Market Research, Cash Flow Management, Cash Flow Modeling, Business Modeling, Pricing, Valuation Multiples, Business Models, Pricing Models, Fundraising Consultant, Three-statement Modeling, Small & Medium-sized Enterprises (SME), Business Plan Consulting, Litigation Support, Fundamental Analysis, Reporting, Analysis, Target Pricing, Financing, Lending, Key Performance Indicators (KPIs), Transfer Pricing, Growth Strategy, Profitability Analysis, Revenue Projections, Controller, Private Company Valuation, Investment Analysis, Investments, CAPEX Budgeting & Inventory Management, Operating Expenses (OPEX), Business Analysis, CAPEX, Restructuring, Debt Restructuring, Financial Restructuring, RiskMetrics, Real Estate, P&L Analysis, Cash Flow, Profit & Loss (P&L), Investment Banking, Inventory, Excel Expert, Accounts Receivable, Negotiation, Controllership/Accounting, Excel Macros, Manufacturing, Cost Accounting, Business Planning, Business Strategy
2007 - 2008

Financial Planning Manager

Corporacion Azende S.A.
  • Designed a tax savings plan based on a five-year financial plan that allowed the company to save $2 million in taxes over two years.
  • Implemented a financial reporting system that consolidated financial statements for the parent company, sister companies, and subsidiaries, effectively controlling cash flow and enhancing financial performance.
  • Designed and implemented a series of financial standards for the marketing department that focused on the profitability of marketing expenses.
  • Analyzed and identified value-creating products, allowing the company to become more profitable by focusing its resources on its production and sale.
Focus areas: Corporate Finance, Financial Planning & Analysis (FP&A), Tax Planning, Capital Budgeting, P&L Forecasting, Financial Modeling, Forecasting, Business Cases, Valuation, Microsoft Excel, Corporate Treasury, Microsoft PowerPoint, Treasury, Value Creation, Product Line Analysis, Office 365, Excel 365, Financial Reporting, Valuation Analysis, Equity Research Analysis, Accounting, Budgeting, Revenue Analysis, Market Research, Cash Flow Management, Cash Flow Modeling, Business Modeling, Pricing, Valuation Multiples, Business Models, Pricing Models, Three-statement Modeling, Business Plan Consulting, Fundamental Analysis, Reporting, Financing, Key Performance Indicators (KPIs), Transfer Pricing, Growth Strategy, Profitability Analysis, Revenue Projections, Controller, Private Company Valuation, Investment Analysis, Investments, CAPEX Budgeting & Inventory Management, Operating Expenses (OPEX), Business Analysis, CAPEX, Debt Restructuring, Financial Restructuring, Real Estate, P&L Analysis, Cash Flow, Profit & Loss (P&L), Inventory, Excel Expert, Accounts Receivable, Negotiation, Excel Macros, Cost Accounting, Business Planning, Business Strategy
2004 - 2007

Commercial Manager

Corporacion Azende
  • Optimized marketing expense by emphasizing marketing ROI for all activities. Created a reporting system and marketing ROI metrics mandatory to measure before any marketing activity was undertaken.
  • Created a marketing expense financial control model that allowed to properly track and authorize expenses while remaining under budget.
  • Successfully launched two product lines accompanied by adequate ATL and BTL activities, producing significant and sustained ROI.
Focus areas: Marketing, Sales, ROI, Business Modeling, Pricing, Business Models, Pricing Models, Business Plan Consulting, Fundamental Analysis, Analysis, Key Performance Indicators (KPIs), Revenue Projections, Investment Analysis, Operating Expenses (OPEX), Business Analysis, P&L Analysis, Cash Flow, Profit & Loss (P&L), Excel Expert, Accounts Receivable, Negotiation, Excel Macros, Business Strategy
2003 - 2004

CFO

Molino y Pastificio Ecuador MOPASA S.A.
  • Implemented standard corporate treasury practices in line with ISO 9000.
  • Created a series of financial reports which facilitated the analysis of financial statements for the CEO and executive committee.
  • Implemented receivables collection policies that allowed a reduction of employee fraud of nearly 90%.
Focus areas: Corporate Finance, Financial Planning & Analysis (FP&A), Treasury, Tax Accounting, P&L Forecasting, Financial Modeling, Forecasting, Business Cases, Microsoft Excel, Corporate Treasury, Microsoft PowerPoint, Tax Planning, Product Line Analysis, Office 365, Excel 365, Financial Reporting, Accounting, Budgeting, Cash Management, Revenue Analysis, Market Research, Cash Flow Management, Cash Flow Modeling, Business Modeling, Pricing, Business Models, Pricing Models, Three-statement Modeling, Small & Medium-sized Enterprises (SME), Business Plan Consulting, Fundamental Analysis, Reporting, Financing, Key Performance Indicators (KPIs), Revenue Projections, Controller, Investment Analysis, Investments, CAPEX Budgeting & Inventory Management, Operating Expenses (OPEX), Business Analysis, CAPEX, Debt Restructuring, P&L Analysis, Cash Flow, Profit & Loss (P&L), Inventory, Excel Expert, Accounts Receivable, Negotiation, Controllership/Accounting, Excel Macros, Business Planning
1999 - 2003

Regional Tax Audit Coordinator

Servicio de Rentas Internas (Internal Revenue Service)
  • Implemented and standardized tax audit practices in accordance with local accounting standards and best audit practices.
  • Hired and trained a team of ten tax agents to enforce tax regulations related to the retail trade.
  • Implemented a database system to track tax audit information compliance by tax audit subjects.
  • Became an active member of the headquarters tax audit committee.
Focus areas: Tax Audits, Financial Analysis, Microsoft Excel, Microsoft PowerPoint, Tax Planning, Office 365, Excel 365, Accounting, Budgeting, Revenue Analysis, Fundamental Analysis, Key Performance Indicators (KPIs), Investments, Business Analysis, P&L Analysis, Cash Flow, Profit & Loss (P&L), Excel Expert
1995 - 1999

Deputy Financial Manager | Treasurer

Banco La Previsora
  • Oversaw the execution of treasury transactions and implemented a financial analysis reporting system at the regional level.
  • Designed and created customer profitability models that allowed better profiling of most profitable customers and a redesign of below-average bank profit customers.
  • Introduced FOREX derivatives to corporate customers that allowed the issuance of currency-swap-based loans, increasing the bank's competitiveness in this customer segment.
Focus areas: Money Market, Forex Trading Room, Financial Planning & Analysis (FP&A), P&L Forecasting, Financial Modeling, Forecasting, Business Cases, Microsoft Excel, Corporate Treasury, Microsoft PowerPoint, Treasury, Derivatives, Capital Budgeting, Excel 365, Accounting, Budgeting, Revenue Analysis, Cash Flow Management, Cash Flow Modeling, Business Plan Consulting, Fundamental Analysis, Financing, Lending, Key Performance Indicators (KPIs), Revenue Projections, Controller, Investments, Operating Expenses (OPEX), Business Analysis, P&L Analysis, Cash Flow, Profit & Loss (P&L), Business Planning

Education

1993 - 1995

Master of Business Administration Degree (MBA) in Finance

Cameron University - Lawton, OK

1989 - 1993

Bachelor of Business Administration Degree (BBA) in Finance

Cameron University - Lawton, OK

Certifications

FEBRUARY 2021 - PRESENT

FMVA

CFI Corporate Finance Institute

JANUARY 2020 - PRESENT

Advanced Valuation

New York University