Alfredo Ortiz Cartagena
@alfredo
Analytical finance professional skilled in financial modeling and M&A analysis.
What I'm looking for
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
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.
Business Analyst – Mortgage Servicing
Banco Popular de Puerto Rico
Jan 2022 - Oct 2023 (1 year 9 months)
Prepared monthly internal division financial reports and supplemental analysis for a mortgage servicing portfolio exceeding $900M, delivered executive-level snapshots with variance and five-year forecasts, and supported external regulatory reporting.
Education
Degrees, certifications, and relevant coursework
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
Bachelor of Business Administration, Finance & Investments
Completed a Bachelor of Business Administration in Finance & Investments, graduated May 2021.
Availability
Location
Authorized to work in
Salary expectations
Job categories
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