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Sergio
@sergio_lopegue
Vetted Pro
Top Rated
Business modelling and financial analysis
Spain
Spanish, English
Vetted by Fiverr Pro
Sergio was selected by the Fiverr Pro team for their expertise.
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Articles & Blog Posts
About me
I've been working in top financial companies (Big 4) as an auditor and consultant for 6 years. Projects included audit and advisory to local and international companies. Advisory included accounting, regulatory and financial advisory to financial institutions. Also, I have been working as a Senior Investment Analyst in an infrastructure company for 3 years.
I studied Law and Business Administration in Barcelona (Spain) and I achieved the CFA certification in 2022.
Value investing (analysing companies from US and Europe to invest in) is one of my multiple hobbies.
Skills
Sergio
Offline •
Average response time: 1 hour
See my services
Financial Modeling
I will do financial modeling and analysis
Bookkeeping
I will do any accounting and finance task
Portfolio
Work experience
Financial Modelling & Analysis
Kea Advisory • Freelance
Jan 2022 - Present • 4 yrs 8 mos
Creation of financial models, valuation models and investor presentations. Performing financial analysis. Financial classes and conversations.
Senior Investment Analyst
Saba • Full-time
Dec 2021 - Feb 2025 • 3 yrs 2 mos
Senior Investment Analyst in Business Development department at Saba Infraestructuras (car park sector). Analysis of investment opportunities (national and international car parks and companies) and demand forecasts. Financial modelling and company valuation. Preparation of presentations for the Board of Directors and Shareholders.
Financial Analyst
Caja de Ingenieros • Full-time
Jan 2020 - Oct 2021 • 1 yr 9 mos
Financial Analyst at Caja de Ingenieros (banking sector). Analysis and review of different financial reports (Management Discussion and Analysis Report, Annual Report, press releases, monthly and quarterly reports). Elaboration and review of financial forecasts. Review of reports required by the regulator.
132 Reviews
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Rating Breakdown
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- Quality of delivery
- Value of delivery
1-5 out of 132 Reviews
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Most relevant
morganmarquessa
United States
Ongoing collaboration
This is the third time that I'm working with Sergio. I highly recommend him if you need someone to create a financial plan for a startup. He is very quick, efficient, and has excellent communication skills. If I have other projects, I will come back to him for sure.
Helpful?
eamaricar
Japan
Helpful?
beatrizllopart
Spain
Helpful?
norellprojects
Netherlands
De expertise, nauwkeurigheid en proactieve communicatie tijdens dit project waren indrukwekkend. Dit is wat mij betreft dan ook het startpunt van een langdurige relatie. Ik kijk ten zeerste uit naar onze toekomstige samenwerkingen.
Helpful?
salim89877
United States
Wonderful job, I had high expectations, and he totally met it I highly recommend Sergio. Thank you for this quick and amazing hope to need your services again. I won't hesitate to call you again
Helpful?
