Gerard Martinez
Barcelona
Summary
Highly efficient FP&A Associate well established in fast-paced and challenging start-up environments (from Seed to Series-A). Eager to learn with aptitude for applying new knowledge with skill and efficiency. With extensive experience collaborating with clients, promptly identifying needs and recommending products and services to accomplish clients' goals. Strong communicator focused on delivering outstanding customer care.
Overview
7
7
years of professional experience
Work History
FP&A Associate
Abacum Planning Inc
02.2022 - Current
- Leading implementation team, data and software integration to customers. Management of several internal and external projects
- Developing financial models to improve customer’s experience
- Work alongside product and engineering team to improve overall’s software experience
- Established strong relationships with key stakeholders, facilitating effective communication across departments and teams.
- Played integral role in launching successful projects by coordinating tasks among team members while adhering closely to established timelines and budgets.
Financial Reporting
Banco Sabadell
02.2021 - 02.2022
- Analyze Financial Statements, gathering data through Oracle SQL and report information to the ECB and Spanish institution
- Contribute to optimizing operational processes by enhancing analysis efficiency
- Provide implementation, design, and improvement support for the control process and reporting review, focusing on analytic controls, variances, and data quality
- Established internal audit procedures to validate and improve accuracy of financial reporting
Accounting & Financial Reporting
SANDEMANs NEW Europe
03.2019 - 10.2020
- Analyzed business processes to identify cost savings and operational efficiencies
- Designed and maintained financial models to identify and measure risks
- Prepared internal and regulatory financial reports, balance sheets and income statements
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports
- Established internal audit procedures to validate and improve accuracy of financial reporting
- Created financial dashboards to provide insights into key performance indicators
- Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities
- Improved overall financial reporting by streamlining control processes and reporting structures
Investment Analyst
CriteriaCaixa
05.2018 - 12.2018
- Analyze market trends from Bloomberg, press releases, analysis of sectorial value drivers and investment Banking research for decision-making purposes
- Developed Bloomberg Terminal Expertise and designing financial modeling
- Provided timely recommendations on buy, hold, or sell actions based on extensive company evaluations and industry research
- Reduced risk exposure through diligent monitoring of market trends and economic indicators
- Participated actively in board meetings by presenting insightful findings that informed strategic decision-making processes
Finance Consultant
Deloitte
10.2016 - 04.2018
- Developed various business models to forecast operating expenses and revenue based on market conditions
- Provided specialized financial planning support for clients with diverse portfolios and individual needs
Education
Master's in Financial Markets -
Universidad De Barcelona
Barcelona, Spain12.2018
Bachelor's in Economics -
Universidad Autónoma De Barcelona
Barcelona, Spain06.2016
Skills
- Project Management and team lead
- Process optimization and automation
- Product and Software development
- Financial Modeling
- Excel-VBA
- Oracle SQL
- Python
Websites
Additional
2 weeks notice period - negotiable
On-site/remote friendly
Availability to travel
Languages
English
Bilingual or Proficient (C2)
Spanish
Bilingual or Proficient (C2)
Catalan
Bilingual or Proficient (C2)
Timeline
FP&A Associate
Abacum Planning Inc
02.2022 - Current
Financial Reporting
Banco Sabadell
02.2021 - 02.2022
Accounting & Financial Reporting
SANDEMANs NEW Europe
03.2019 - 10.2020
Investment Analyst
CriteriaCaixa
05.2018 - 12.2018
Finance Consultant
Deloitte
10.2016 - 04.2018
Master's in Financial Markets -
Universidad De Barcelona
Bachelor's in Economics -
Universidad Autónoma De Barcelona
Similar Profiles
Khushboo KhojaKhushboo Khoja
FP&A Operations Associate at AbacumFP&A Operations Associate at Abacum
Sara PericSara Peric
Senior Customer Success Manager at AbacumSenior Customer Success Manager at Abacum
Aseel FaraAseel Fara
Community Development Assistant at San Francisco Planning Department, Community Equity Division, Tenderloin Planning TeamCommunity Development Assistant at San Francisco Planning Department, Community Equity Division, Tenderloin Planning Team