
Paloma Pérez Verdeja
Tax Consultant - Business Tax Advisory

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About me
Portfolio Management & Investments Associate @Beel Infrastructure Partners
Education

Universidad Panamericana
2016 - 2020Bachelor's degree AccountantActivities and Societies: - 80% Academic Excellence Scholarship - Social Service Leader - Served on the Student Council as President of Logistics
Experience

Ernst & Young
Apr 2018 - Feb 2021Tax Consultant - Business Tax Advisory- Review/construction of financial models for various clients including renewable energy projects, gas, oil, etc. - Tax due diligence: tax information review to support decision making for business to business transactions. - Analysis and preparation of memos/tax opinions regarding various issues: permanent establishment, limitation of interest deduction, etc. - Review and calculation of advanced payments for several clients including digital services, energy, insurance among others. - Analysis of corporate structures to determine the most appropriate way to distribute cash flows to the companies' shareholders and maximize their financial/tax capacity and to support decision making of several transactions (M&A). - Review and preparation of annual tax returns for various clients. - Attention to client's doubts through presentations, emails or calls (tax consulting). Show less

Rodina
Feb 2021 - Mar 2022Financial AnalystReal Estate/Hotels Private Equity/Family Officeo Administrative operations office managemento Creation of investing entities, treasury management and budget control.o Financial planning.o Cash flow analysis.o Forecasts o Monitoring and control of investments

Beel Infrastructure Partners
Apr 2022 - nowPortfolio Management & Investments Associate
Feb 2024 - nowPortfolio Management & Investments Analyst
Apr 2022 - Feb 2024
Licenses & Certifications

TOEIC
TOEIC® ProgramJan 2020
Especialista certificado en prevención de lavado de dinero CNBV
Cnbv Comision Nacional Bancaria Y De ValoresSept 2022
Chief Sustainability Officer
Social Value Institute®Apr 2023
TOEFL
The TOEFL® testJan 2017
Volunteer Experience
Global volunteer
Issued by AIESEC en Costa Rica on Jun 2019
Associated with Paloma Pérez Verdeja
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