Hire the Best Corporate Finance Analysts
in Uruguay
Punta del Este, Uruguay
I am a seasoned finance, fintech, and investment professional with a robust background in Economics and the CFA designation. Over a nearly 20-year career in the financial sector, my expertise has evolved from traditional asset management and institutional investment analysis to technical product management, AI-driven fintech QA, and private deal advisory. While I have a long, successful history on Upwork, my recent freelance availability has been selective due to my leadership roles in the fintech space and my local private advisory practice. Fintech, Technical Product Management & AI Quality Assurance From 2018 to 2025, I served as a Technical Product Manager for the Vanguard Direct Indexing investment platform, bridging the gap between technical functionalities and complex asset management requirements. Currently, my work focuses heavily on product management, testing, and quality assurance within fast-paced fintech startups. This involves technical verification, QAing, and system testing heavily rooted in coding, statistical analysis, and training AI models to ensure precision and institutional-grade system logic. Private Advisory & Financial Modeling (Uruguay) In recent years, I have maintained an active private practice outside of Upwork, structuring and auditing complex financial models for local corporate transactions and private deals in Uruguay. This hands-on deal experience ensures my corporate finance and valuation skills remain sharp, practical, and aligned with what real-world investors demand. Foundational Experience & Institutional Background During the first decade of my career, I spent over seven years as an Investment Analyst with top-tier US Broker-Dealers and Asset Managers, including Wells Fargo, Merrill Lynch, and UBS Financial Services. Since earning my CFA designation in 2016, I have applied this rigorous training globally, specializing in financial statement analysis, multi-variable valuation models, and dynamic scenario modeling for public equities, hedge funds, and private investments alike. Key Skills Defining My Professional Toolkit: - Product & Technical QA: Technical Product Management, System Verification & Testing, Coding Logic, AI Model Training - Advanced Financial Modeling: Meticulous Excel Mechanics, Proforma Projections, 3-Statement Integration, Dynamic Scenario/Sensitivity Analysis - Valuation & Advisory: Private Deals, Equity Analysis, Valuation Models (DCF, Comps), Earnings Data Extraction, Investment Advisory - Data Science & Systems: Python, Statistical Analysis, Machine Learning, Tableau, Bloomberg, Reuters, BarraOne - Compliance & Frameworks: ESG Metrics & Standards, SRI, GIPS Reporting & Calculations I selectively take on challenging Upwork projects that demand a rare combination of elite financial acumen (CFA), deep technical/product logic, and institutional-grade precision. Let's connect to discuss how I can bring this unique toolkit to your project.
- Corporate Finance
- Company Valuation
- Financial Analysis
- Financial Modeling
- Financial Projection
- Statistics
- Business Valuation
- Investment Research
- Asset Management
- Investment Banking
- Financial Reporting
- Quantitative Analysis
- Software QA
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