Alfonso Egea, CFA

Alfonso Egea, CFA

Junior & Senior Analyst | Assurance

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  • Timeline

  • About me

    Senior Manager | Transactions & Corporate Finance at EY US | ESG Investing Certificate

  • Education

    • CUNEF Oficial (Colegio Universitario de Estudios Financieros)

      2013 - 2014
      Master's Degree Accounting and Finance
    • Universidad Pontificia Comillas

      2007 - 2013
      Double Degree in Law and Business Management (ICADE, E-3)
    • Fordham University

      2012 - 2012
      Business, Banking and International Relations
    • Tecnológico de Monterrey

      2013 - 2013
      Internship

      Active collaboration in the elaboration of the Business Plan of a new airline project in Mexico

  • Experience

    • PwC

      Sept 2013 - Jun 2016
      Junior & Senior Analyst | Assurance

      As part of the Assurance Team, based in Spain, we provided external Audit Services for Financial Sector (Banking and Insurance), reporting on the fairness with which Audited Financial Statements present, in all material aspects, financial position, results of operations and cash flows in accordance with the applicable financial reporting framework, performed in accordance with relevant professional or regulatory standards.

    • EY

      Jun 2016 - now

      Transactions and Corporate Finance | United States of AmericaAs a part of the Strategy and Transactions Team for US, we help corporate and private equity clients navigate transactions to maximize deal value. Our role is to ensure they make well-informed decisions every step of the way.When supporting clients in assessing a business for potential acquisition or investment, we address critical questions like:- What are the key value drivers and risks affecting the strategic rationale for the transaction?- How do historical and current performance trends impact the deal?- Are forecast assumptions grounded in historical evidence and aligned with current market conditions?- What protections should be built into the deal structure?- How can value and SPA considerations be integrated to address client-specific issues?We also offer Seller Support Services to minimize surprises during a transaction, freeing up management to focus on running the business. These services include:- In-depth analysis to support management’s assertions about the business trajectory- Detailed reviews of adjusted earnings and the quality of reported results- Critical assessments of forecasts to provide objective, evidence-based insights into assumptionsOur goal is to make the process as smooth and value-driven as possible for all parties involved. Show less

      • Senior Manager | Strategy and Transactions

        Aug 2023 - now
      • Manager | Strategy and Transactions

        May 2021 - Aug 2023
      • Manager | Strategy and Transactions

        Jun 2018 - May 2021
      • Senior Analyst | Transaction Advisory Services

        Jun 2016 - Jun 2018
  • Licenses & Certifications

  • Honors & Awards

    • Awarded to Alfonso Egea, CFA
      Distinction in High School Colegio Sagrado Corazón Jesuítas de León 2007
    • Awarded to Alfonso Egea, CFA
      Award for Academic Excellence Board of Education of the Community of Madrid