Open to opportunities

Raul Meza

@raulmeza

Message

Results-driven Finance Director with expertise in strategic financial planning.

Mexico

Message

What I'm looking for

I seek a challenging role in a dynamic organization that values strategic financial planning and offers opportunities for professional growth.

With over 15 years of experience in finance, I have successfully negotiated and managed more than $500 million in financing, demonstrating a proven track record in strategic financial planning, M&A consulting, and credit analysis. My expertise lies in leading teams, setting KPIs, and executing advanced financial modeling, which has consistently driven positive outcomes for my clients.

Throughout my career, I have held key positions in various financial institutions, including AGI Financial Services as a Credit Manager, where I developed comprehensive financial and strategic plans. My ability to assess risks and construct detailed financial models has been instrumental in securing favorable deals and ensuring compliance with financial regulations. I am bilingual in English and Spanish, with a working proficiency in German, allowing me to communicate effectively in diverse environments.

Experience

Work history, roles, and key accomplishments

Current

Credit Manager

Current

AGI Financial Services

Oct 2016 - Present (8 years 7 months)

As Credit Manager, I negotiated and managed over $500 million in financing, developed strategic plans, and provided consulting in valuation and M&A. I set KPIs and executed advanced financial modeling to support investment decisions.

Financial Modeling M&A KPI’S Risk Assessment Strategic Planning Financial Analysis Debt Management Communication Team Leadership

Senior Credit Analyst

Navistar Financial

May 2015 - Oct 2016 (1 year 5 months)

In my role as Senior Credit Analyst, I evaluated financial statements for $50M loans, assessed risks, and constructed financial models. I also managed restructuring efforts and developed compliant credit policies.

Financial Analysis Risk Assessment Credit Policy Development Financial Modeling Loan Evaluation Regulatory Compliance Communication Team Collaboration Excel Proficiency

Consulting Manager - Financial Software

Machintas Inc.

Jul 2014 - Apr 2015 (9 months)

Led the IT department to develop financial software for risk assessment and financial planning, enhancing business analysis and capital market transactions.

Risk Assessment Business Analysis Project Management Team Leadership Financial Planning Communication Client Management

Credit Manager

Delta Capital

Oct 2011 - Apr 2015 (3 years 6 months)

As Credit Manager, I managed a $100M+ portfolio, assessed risk, and approved loans through financial statement analysis. I implemented advanced risk assessment models to improve credit decisions.

Portfolio Management Risk Assessment Financial Statement Analysis Reporting Financial Modeling Team Leadership Communication

Credit & Collections Analyst

Hewlett Packard

Feb 2009 - Dec 2010 (1 year 10 months)

Managed a credit portfolio of $5 to $10 million, analyzed financial statements, and negotiated restructuring plans. Recognized for training over 100 employees in Microsoft Excel.