
Miguel Meza
Investment Supervisor

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About me
Corporate Finance | Digital Entrepreneur | Financial Advisor | FP&A
Education

Universidad Thomas More
2001 - 2002Executive master's degree in business management MBA
Universidad Centroamericana, Managua
2004 - 2004Postgraduate degree in financial investment analysis Investments
UNICA - Posgrados y Educación Continua
1993 - 1997Bachelor of business administration with a major in banking and finance Finance
UNICA - Posgrados y Educación Continua
2011 - 2011Postgraduate degree in comprehensive logistics and supply chain management SCM and Logistics
OBS Business School
2024 - 2025Master's degree Business Intelligence and Analytics.webp)
Universidad Americana (UAM)
2018 - 2018Postgraduate degree in digital marketing. Digital marketing
Experience

Seguros Iniser Nicaragua
Nov 1998 - Mar 2002Investment Supervisor-Portfolio Management: Construct and manage investment portfolios, selecting appropriate assets such as bonds, and alternative investments to achieve desired risk-return profiles.-Market Analysis: Stay abreast of economic and market developments, conducting research and analysis to identify investment opportunities and trends.-Risk Management: Assess and manage investment risks, utilizing diversification, hedging strategies, and other risk mitigation techniques to protect assets.-Client Communication: Communicate investment strategies, performance updates, and market insights to clients in a clear and timely manner, addressing any questions or concerns they may have.-Performance Monitoring: Monitor portfolio performance regularly, analyzing investment results against benchmarks and objectives, and making adjustments as necessary to optimize returns.-Compliance: Ensure compliance with regulatory requirements and internal policies governing investment management activities, maintaining accurate records and documentation.-Relationship Management: Cultivate and maintain strong relationships with clients, providing personalized investment advice and demonstrating a commitment to their financial goals. Show less

LAFISE Valores Nicaragua
Mar 2002 - Jun 2005Trust Manager-Client Relationship Management: Build and maintain strong relationships with trusted clients, understanding their financial goals and providing personalized service and advice.-Compliance and Risk Management: Ensure compliance with all relevant laws, regulations, and internal policies governing trust administration. Mitigate risks associated with trust management through thorough due diligence and adherence to best practices.-Investment Oversight: Develop and implement investment strategies that align with the objectives of the trust account.-Communication: Communicate regularly with clients, beneficiaries, and other stakeholders, providing updates on account performance, changes in regulations, and other relevant information.-Problem Resolution: Address any issues or concerns raised by clients or beneficiaries promptly and effectively, striving to achieve satisfactory resolutions while maintaining trust and confidentiality. Show less

Agropecuaria LAFISE
Jul 2005 - Apr 2006Administrative FinancialBudgetingAnalysis for financial statement consolidation.Fundraising.

Grupo Q
Apr 2006 - Aug 2007Country Administrative Financial ManagerBackoffice Manager: Leading accounting, treasury, supply, and import, warehouse, imports, human resources, IT, invoicing, maintenance, credit, and collection operations.Financial planning.Fundraising and warrants management.

LAFISE Global Solutions
Oct 2007 - Jan 2013Senior Financial Executive-Financial Analysis: Proficient in analyzing financial statements, performing ratio analysis, and evaluating key financial metrics to assess the financial health and performance of companies or investment opportunities.-Risk Assessment: Skilled in identifying, quantifying, and mitigating financial risks, including credit risk, market risk, liquidity risk, and operational risk, to protect assets and minimize potential losses.-Investment Evaluation: Expertise in evaluating investment opportunities, conducting due diligence, and performing valuation analysis using various methods such as discounted cash flow (DCF), comparable company analysis (CCA), and precedent transactions analysis.-Industry Knowledge: Comprehensive understanding of industry dynamics, market trends, and regulatory requirements within the financial services sector, enabling informed decision-making and strategic planning.-Financial Modeling: Proficient in building and maintaining financial models to forecast financial performance, simulate scenarios, and assess the impact of strategic initiatives on business outcomes.Data Analysis: Strong quantitative skills with experience in data manipulation, statistical analysis, and data visualization techniques to extract insights and inform strategic decisions.-Communication Skills: Excellent verbal and written communication skills, with the ability to effectively convey complex financial concepts and analysis to stakeholders at all levels of the organization.-Problem-Solving: Proven ability to identify financial challenges, analyze root causes, and develop innovative solutions to address issues and capitalize on opportunities.-Client Relationship Management: Skilled in building and maintaining strong relationships with clients, understanding their financial objectives, and providing tailored solutions and recommendations to meet their needs. Show less

LA PRENSA Nicaragua
Feb 2013 - Dec 2018-Business Development: Identify new business opportunities and revenue streams through market research, industry analysis, and relationship-building with potential clients, advertisers, agencies, and partners.-Strategic Planning: Develop and execute strategic plans and initiatives to achieve revenue targets, drive market growth, and enhance the company's competitive position in the media industry.-Client Relationship Management: Build and maintain strong relationships with key clients, advertisers, agencies, and partners, understanding their needs and providing customized solutions to meet their objectives.-Sales and Negotiation: Lead sales efforts, negotiate contracts and agreements, and close deals with clients and partners to maximize revenue and profitability while ensuring alignment with company objectives and values.-Financial Management: Oversee commercial activities, including budgeting, forecasting, and financial analysis, to ensure effective resource allocation, cost control, and optimization of financial performance.-Market Analysis: Monitor industry trends, competitive landscapes, and audience preferences to identify opportunities and threats, assess market potential, and inform strategic decision-making.-Contract Management: Draft, review, and negotiate contracts, agreements, and partnerships with clients, vendors, and partners, ensuring compliance with legal and regulatory requirements while protecting the company's interests.-Team Leadership: Lead and motivate cross-functional teams, including sales, marketing, operations, and finance, fostering a culture of collaboration, innovation, and excellence to achieve business objectives and drive results.-Performance Monitoring: Track and analyze key performance indicators (KPIs), financial metrics, and sales targets to assess business performance, identify areas for improvement, and drive continuous optimization and growth. Show less -Financial Planning and Analysis: Develop and implement financial plans, budgets, and forecasts to guide strategic decision-making and resource allocation.-Financial Reporting: Prepare and analyze financial statements, including income statements, balance sheets, and cash flow statements, to assess the organization's financial performance and communicate results to stakeholders.-Cash Management: Manage cash flow, liquidity, and working capital to ensure the organization meets its financial obligations and maintains adequate reserves.-Risk Management: Identify and assess financial risks, such as market volatility, credit risk, and operational risks, and implement strategies to mitigate them.-Financial Compliance: Ensure compliance with financial regulations, accounting standards, and internal policies, conducting audits and implementing controls to safeguard assets and maintain integrity in financial reporting.-Strategic Planning: Participate in strategic planning initiatives, providing financial insights and analysis to support decision-making on business expansion, acquisitions, and other growth opportunities.-Cost Management: Monitor and control expenses across various departments and projects, identifying opportunities for cost savings and efficiency improvements.-Financial Modeling: Develop and maintain financial models to assess the financial impact of business decisions, scenario planning, and forecasting.-Stakeholder Communication: Communicate financial performance, forecasts, and strategic initiatives to internal stakeholders, including senior management, board members, and department heads, as well as external stakeholders such as investors, lenders, and regulatory agencies. Show less
Commercial Manager
Feb 2018 - Dec 2018Financial Manager
Feb 2013 - Feb 2018

Migma Investments
Jan 2019 - Apr 2023Independent Financial Advisor
Convierten
Apr 2023 - nowCFO
Licenses & Certifications
- View certificate

Conviértete en profesional de ventas
LinkedInSept 2020 - View certificate

Cómo potenciar tus conversaciones de ventas
LinkedInSept 2020 - View certificate

Empathy for Sales Professionals
LinkedInSept 2020 - View certificate

Planning for Retirement
LinkedInSept 2021 - View certificate

Creativity: Generate Ideas in Greater Quantity and Quality
LinkedInSept 2020 - View certificate

Start Young for Your Best Retirement
LinkedInSept 2021 - View certificate

Digital Body Language
LinkedInSept 2020 - View certificate

Executive Presence on Video Conference Calls
LinkedInSept 2020 - View certificate

Cómo vender con storytelling, parte 2: Historias que narran los grandes vendedores
LinkedInSept 2020 - View certificate

Embracing Unexpected Change
LinkedInSept 2020 - View certificate

Delivering an Authentic Elevator Pitch
LinkedInSept 2020 - View certificate

Accounting Foundations: Managerial Accounting
LinkedInSept 2020 - View certificate

Cómo vender con storytelling, parte 1: Los elementos de una gran historia
LinkedInSept 2020 - View certificate

Economics for Business Leaders
LinkedInSept 2020 - View certificate

La ciencia de las ventas
LinkedInSept 2020 - View certificate

How to Succeed in Sales during Economic Downturns
LinkedInSept 2020 - View certificate

Finance Foundations
LinkedInSept 2020 - View certificate

Fundamentos de las ventas
LinkedInSept 2020 - View certificate

Selling with Authenticity
LinkedInSept 2020 - View certificate

Performing under Pressure
LinkedInSept 2020 - View certificate

Fundamentos de la negociación
LinkedInSept 2020 - View certificate

Thinking Creatively
LinkedInSept 2020 - View certificate

Gestión de clientes potenciales
LinkedInSept 2020 - View certificate

La escucha activa
LinkedInSept 2020 - View certificate

La venta persuasiva
LinkedInSept 2020 - View certificate

Persuadir a los demás
LinkedInSept 2020 - View certificate

Sales: Handling Objections
LinkedInSept 2020 - View certificate

Managing Your Personal Investments
LinkedInSept 2020 - View certificate

Finanzas personales: Trucos avanzados
LinkedInSept 2020 - View certificate

Strategic Planning Foundations
LinkedInSept 2020 - View certificate

Técnicas de Fechamento de Vendas
LinkedInSept 2020
Languages
- inInglés
- poPortugués
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