About Juan
- Full business planning and consulting services
- Robust 3-statement investment models
- Multi-scenario cash-flow forecasts with sensitivity analysis
- Project Finance and infrastructure modelling (tariffs, OPEX, debt structuring, regulatory impact)
English
Native or bilingual
Spanish
Native or bilingual
Experience
- Visa Business Plans,Senior Financial Analyst (Remote)January 2018 - March 2026 (8 years and 2 months)• • Designed and built more than 800 comprehensive financial models in Excel to support US visa applications, capital raising, and credit facilities across diverse industries.• • Conducted in-depth business and investment model analysis, developing assumptions, scenarios, and sensitivity testing to evaluate viability, optimize resources, and maximize return on investment.• • Partnered directly with clients to translate commercial and legal requirements into accurate, compliant financial projections, ensuring successful outcomes for immigration and funding objectives.• • Produced detailed model documentation and client reports, simplifying complex financial concepts for non-technical audiences.
- Global Utilities Consultants Inc.,Senior Consultant – Electricity SectorJanuary 2016 - January 2018 (2 years)Panama City, PM, Panama• • Advised UMEME (Uganda's primary electricity distributor) on organizational, financial, and regulatory matters, with a focus on tariff modelling and revenue optimization.• • Completed financial study that enabled the company to recover more than USD 25 million in previously unrecognized tariff revenue.• • Led comprehensive tariff review for the 2019–2025 regulatory period, including historical cost analysis, international benchmarking of similar utilities, optimal loss factor calculation, OPEX projections, and assessment of distribution price impact.
- Administración e Inversiones del Istmo S.A.,Operations – Managing DirectorJanuary 2013 - January 2016 (3 years)Panama City, PM, Panama• • Developed and executed the company's business plan, including full financial projections, cash flow management, budgeting, and balance sheet reconciliation.• • Prepared monthly and annual financial reports and stakeholder presentations.
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Education
- Bachelor of ScienceRider UniversityBachelor of Science
- University of San Francisco2011