Roberto De Armas

Experience

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  Seguros Caracas de Liberty Mutual

  Jan 2016 - Oct 2017

  Insurance Broker Assistant

  • Coordinated weekly meetings with clients• Completed weekly inventory counts to verify stock levels, address discrepancies, and forecast needs• Responded on a daily basis to customer concerns with friendly and knowledgeable service

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  FIU Student Managed Investment Fund

  Jan 2020 - May 2020

  Analyst - Energy Sector

  • Invested over $350,000 in fixed income securities.• Analyzed profitability, liquidity, and solvency position of companies in the energy sector through financial statement analysis• Recommended fixed income securities to a board of directors that resulted in the purchase of said securities• Led a team of students, delegated tasks, and kept a timely schedule • Performed Bloomberg Terminal searches and analysis, creating and analyzing spread graphs and exporting financial data • Reviewed price offerings from a broker and compared them to data from Bloomberg and FINRA to make sure offerings were of good value Show less

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  Logica Services

  Jan 2022 - Jan 2023

  Financial Planning Analyst

  • Successfully identified process improvement opportunities that resulted in enhancing the financial planning and analysis processes. Including performing a full review and restructuring of the company bookkeeping system, transitioning to online software resulting in more accurate bookkeeping records and quicker production of financial documents.• Constructed budgeting cash flows reports for senior management. Budgeting for over $600,000 of revenue and over $400,000 of expenses.• Managed over $600,000 of accounts receivable. Including specialized invoice creation for construction services such as AIA G702 payment applications.• Prepared detailed financial reports and presentations for management review while ensuring the accuracy and integrity of financial data for better informed decision-making. Show less

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  Logica Services

  Mar 2023 - now

  Financial Planning Associate

  • Created ad-hoc financial models for multifamily, hospitality and retail real estate investments. Including, but not limited to forecasts for revenue, expense, capitalization rates, equity multiples and leveraged internal rates of return.• Led asset management activities for a portfolio of over $15M of transacted assets and ~150k Sq. Ft. of transacted real estate. Activities include loan raising through Fannie-Mae and Freddie-Mac agencies, private lenders, bridge loan lenders and support of the equity raising process.• Developed impactful, compelling presentation materials to effectively communicate financial projections, risks, and performance to investors.• Overview the process of creating monthly financial statements for upper management.• Led the financial planning and analysis for the construction services arm of the business. Including, but not limited to obtaining specialized insurance, analyzed variances between budgeted and actual financial results and overview of the whole financial operation. Show less