Paul Plate

Experience

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  EY

  Jul 2015 - Jan 2018

  - Conducted business valuations, financial analyses, market research, capital market and cost of capital analyses.- Developed complex, integrated financial models.- Elaborated and review project finance modelling in the energy industry.- Participated in the financial structuring viability evaluation of Quito’s Metro Project with the World Bank and Quito’s Municipality.- Valuated one of the largest cement companies of Bolivia.- Reviewed the valuation methodology of a real estate funds for housing development. Weniger anzeigen

  • Financial Valuation & Modeling Senior Associate

    Jul 2017 - Jan 2018

  • Financial Valuation & Modeling Associate

    Jul 2016 - Jun 2017

  • Financial Valuation & Modeling Assistant

    Jul 2015 - Jul 2016
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  Urbanova Inmobiliaria

  Jan 2018 - Jan 2021

  Finance Senior Analyst

  - Responsible for planning & controlling the Financial Statements and strategic KPIs.- Prepared yearly budgets and quarterly forecasts, reflecting changes in market and business conditions.- Valuated the real estate office and retail portfolio of operating assets.- Prepared cash flow forecast and coordinated banking fundings.- Identified growth opportunities in the urban clusters.- Evaluation and implementation of the debt refinancing strategy for the company.- Member of the Value Creation Team Project, defining the strategy and opportunities for improvement in the urban clusters. Weniger anzeigen

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  SAP

  Jun 2023 - Aug 2023

  Master Thesis Consulting Project

  - Improved the digital engagement strategy between SAP and SAP partners during the delivery and adoption stages.- Identified partners pain point through 17 internal sessions, 13 external interviews, and 1 design thinking workshop.- Agile project methodology with daily standup meetings in collaboration with SAP Ecosystem Delivery Success Team.

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  Bedford Consulting

  Sept 2023 - now

  Customer Success Consultant

  - Deliver high-quality Anaplan solutions within expected timeframes and on budgets.- Take a consultative approach by listening to customer needs and crafting a shared vision for a solution.- Monitor progress, manage risk and ensure key stakeholders are kept informed of progress and expected outcomes.