Julia Lima

Experience

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  Deloitte

  Jul 2014 - Apr 2016

  Financial Analyst

  Financial Advisory Services• Valuation and M&A projects• Advanced understanding of accounting and its connection with finance• Contributed to the creation of business plans and delivered presentations to clients• Researched market, benchmarks, and economic analyses

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  Self Employed

  Jun 2016 - Oct 2018

  Independent Consultant

  An independent financial advisor for small business. I used to guide my clients’ company through financial analysis and financial education for their small business. Also, built business plan to achieve the company’s goal. In general, I used to assist my clients with financial management and goal setting. Main Responsibilities:• Worked with financial statements to build business plan with opportunities identification; • Cash flow analysis and cash flow goals setting;• Monthly follow up to track the business and if it was walking accordingly to the business forecast;• Debt analysis and advise with debt negotiation. Show less

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  D'Amore-McKim School of Business at Northeastern University

  Nov 2018 - Jun 2020

  Country Representative and Special Projects Assistant

  • Built relationships with students in ESL schools and graduate school fairs• Prospected new students from a wide array of resources• Led lectures about courses for different degree programs

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  CIFC Asset Management

  Jun 2020 - Sept 2024

  • Support underwriting process• Build and sensitize financial models• Assist the due diligence process• Support portfolio managers and traders with monitoring, maintenance, and compliance activities• Complete credit deals and projects• Prepare amendments, waiver, and consent process for borrowers

  • Investment Research Associate

    Feb 2023 - Sept 2024

  • Investment Research Analyst

    Jun 2020 - Feb 2023
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  GLG

  Sept 2024 - now

  Finance Manager