Miguel Meza

Miguel Meza

Investment Supervisor

Followers of Miguel Meza7000 followers
location of Miguel MezaManagua, Nicaragua

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  • Timeline

  • About me

    Corporate Finance | Digital Entrepreneur | Financial Advisor | FP&A

  • Education

    • Universidad Thomas More

      2001 - 2002
      Executive master's degree in business management MBA
    • Universidad Centroamericana, Managua

      2004 - 2004
      Postgraduate degree in financial investment analysis Investments
    • UNICA - Posgrados y Educación Continua

      1993 - 1997
      Bachelor of business administration with a major in banking and finance Finance
    • UNICA - Posgrados y Educación Continua

      2011 - 2011
      Postgraduate degree in comprehensive logistics and supply chain management SCM and Logistics
    • OBS Business School

      2024 - 2025
      Master's degree Business Intelligence and Analytics
    • Universidad Americana (UAM)

      2018 - 2018
      Postgraduate degree in digital marketing. Digital marketing
  • Experience

    • Seguros Iniser Nicaragua

      Nov 1998 - Mar 2002
      Investment 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 2005
      Trust 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 2006
      Administrative Financial

      BudgetingAnalysis for financial statement consolidation.Fundraising.

    • Grupo Q

      Apr 2006 - Aug 2007
      Country Administrative Financial Manager

      Backoffice 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 2013
      Senior 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 2018
      • Financial Manager

        Feb 2013 - Feb 2018
    • Migma Investments

      Jan 2019 - Apr 2023
      Independent Financial Advisor
    • Convierten

      Apr 2023 - now
      CFO
  • Licenses & Certifications