Mauricio Gerlein

Syndicated loans

Developed comprehensive financial models to assess liquidity and the financial health, aiding in strategic decision-making. Assisted in refining internal financial models, ensuring accuracy and enhancing the company's overall financial strategies.

Led the exploration of exporting roasted coffee to Florida, including establishing an LLC, performing market research, and collaborating with customs and logistics providers to streamline international trade operations Negotiated with transportation companies and customs brokers to devise a cost-effective logistics strategy, enhancing the company's ability to involve in profitable B2B transactions in the U.S. market

Managed and conducted in-depth research and comprehensive financial analysis of healthcare companies, evaluating financial statements and competitive landscape, to pinpoint informed investment opportunities Presented well-reasoned investment pitches to investment team, communicating value proposition of analyzed companies, leading to a significant investment representing 18% of the fund's portfolio

Applied financial modeling techniques to the planning and budgeting process for a 464-house lower-income housing project, enabling accurate resource allocation and cost projections Improved budgeting accuracy by incorporating sales team insights into financial planning, fostering better communication and promoting alignment between departments Collaborated with the sales team, sharing crucial financial insights and data, resulting in more effective sales strategies, contributing to the overall success of the project

Identified supply chain inefficiencies and proposed a strategic transportation solution for harvested coffee, removing a critical bottleneck, increasing efficiency of internal supply chain Conducted a comprehensive financial analysis for offering technical services such as processing and roasting for other farms, identifying new business opportunities, contributing to its growth strategy