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Alfredo Ortiz CartagenaAC
Looking for a job

Alfredo Ortiz Cartagena

@alfredo

Analytical finance professional skilled in financial modeling and M&A analysis.

Puerto Rico
Message

What I'm looking for

I am looking for a finance role focused on M&A, valuation, and strategic corporate transactions where I can apply financial modeling, collaborate cross-functionally, and support high-impact decisions.

I am a finance professional with over four years of experience in financial analysis and M&A, skilled at building sophisticated financial models and performing valuation analyses to support corporate transactions. I bring strong quantitative abilities, attention to detail, and bilingual communication in English and Spanish.

At Popular Inc., I contributed to financial narratives and valuation work for strategic initiatives, including supporting a $50 million divestiture with DCF and comparable company analyses, and preparing pitch books, executive summaries, and data-room materials. Previously, I managed monthly financial reporting and portfolio analysis for mortgage servicing at Banco Popular de Puerto Rico, overseeing reporting for a portfolio exceeding $900 million in assets.

I am collaborative and results-oriented, experienced coordinating cross-functional stakeholders (legal, tax, accounting) and delivering executive-level reporting. I seek opportunities where I can apply my modeling, valuation, and analytical skills to drive strategic finance decisions.

Experience

Work history, roles, and key accomplishments

PI
Current

Corporate Development Analyst

Popular Inc.

Nov 2023 - Present (1 year 11 months)

Built DCF and comparable company models and prepared pitch books and data-room materials supporting M&A, divestiture, and reorganization initiatives, including analysis for a $50M divestiture. Coordinated cross-functional teams (legal, tax, accounting) to ensure accuracy of transaction materials.

Education

Degrees, certifications, and relevant coursework

Ana G. Méndez University, Gurabo Campus logoAC

Ana G. Méndez University, Gurabo Campus

Master of Science in Accounting, Accounting

Completed a Master of Science in Accounting (MSA) at the Gurabo campus, graduated August 2024.

University of Puerto Rico, Río Piedras Campus logoUC

University of Puerto Rico, Río Piedras Campus

Bachelor of Business Administration, Finance & Investments

Completed a Bachelor of Business Administration in Finance & Investments, graduated May 2021.

Tech stack

Software and tools used professionally

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Alfredo Ortiz Cartagena - Corporate Development Analyst - Popular Inc. | Himalayas