José Francisco Castillo Badilla

Client Consultant Investment Analyst

Martom

Negotiate contracts with suppliers, retailers, and other partners.
Protect the company's intellectual property, such as trademarks, patents, and copyrights.
Represent the company in legal disputes, such as lawsuits and regulatory investigations.
Ensure that the company complies with all applicable laws and regulations.
Provide general legal advice to the company's management team and employees.

Legal Representative

Andersen

Conduct detailed analysis of clients' intercompany transactions to determine transfer pricing risks and opportunities.

Collaborate with cross-functional teams to gather financial and operational data necessary for transfer pricing documentation and analysis.

Assist in the preparation of transfer pricing reports, including functional and economic analysis, benchmarking studies, and comparability analyses.

Support in the development and implementation of transfer pricing policies, ensuring alignment with local regulations and global best practices.

Conduct research on transfer pricing regulations, international tax laws, and industry trends to provide up-to-date insights to clients.

Assist in the resolution of transfer pricing disputes and audits by analyzing financial data, preparing responses, and supporting negotiations with tax authorities.

Collaborate with senior consultants to deliver client presentations, training sessions, and workshops on transfer pricing concepts and compliance.

Associate

Schmalz

As a Finance Intern, I actively contributed to the financial operations of the organization, gaining valuable hands-on experience and expanding my knowledge in various areas of finance. I played a vital role in supporting the finance team and executing essential tasks that contributed to the overall financial health and success of the company.

Key Activities I Performed:

Financial Analysis and Reporting:

Assisted in analyzing financial data, preparing reports, and creating financial models to support decision-making processes.
Conducted research and gathered information to contribute to financial forecasts, budgets, and financial performance evaluations.
Helped identify trends, patterns, and opportunities through data analysis to support strategic financial planning.
Accounts Payable and Receivable:

Assisted in managing accounts payable processes, ensuring accurate and timely payment of invoices.
Supported accounts receivable activities, including generating invoices, tracking payments, and following up on outstanding balances.
Collaborated with internal stakeholders and external vendors to resolve any payment-related issues or discrepancies.
Financial Operations Support:

Assisted in maintaining financial records, updating databases, and organizing financial documents in compliance with company policies and procedures.
Contributed to the month-end and year-end financial closing processes, including reconciliations and journal entries.
Helped ensure adherence to financial regulations and internal controls.
Data Entry and Analysis:

Accurately entered financial data into relevant systems and spreadsheets.
Assisted in organizing and maintaining financial data and files for easy access and retrieval.
Conducted data analysis to identify trends, anomalies, or areas for improvement.

Finance Intern

PKF International

As an Assistant Accountant, I played a crucial role in supporting the financial operations of the organization, ensuring accurate and efficient financial record-keeping and reporting. I actively contributed to the day-to-day accounting tasks and collaborated with the finance team to maintain the financial health of the company.

Key Activities I Performed:

Financial Record-Keeping and Reporting:

Assisted in maintaining and updating financial records, including accounts payable, accounts receivable, general ledger entries, and journal entries.
Generated financial reports, such as balance sheets, income statements, and cash flow statements, to provide insights into the company's financial performance.
Supported month-end and year-end closing processes, including reconciliations and preparation of financial statements.

Financial Analysis and Reconciliation:

Conducted financial analysis to identify trends, patterns, and discrepancies, ensuring the accuracy and integrity of financial data.
Assisted in bank reconciliations, verifying transaction records and resolving any discrepancies or errors.
Contributed to the analysis of financial data for management reporting purposes, providing insights and recommendations based on findings.
Compliance and Documentation:

Assisted in ensuring compliance with financial regulations and internal policies, including proper documentation and record retention.
Supported the preparation of financial audit materials, providing requested information and assisting auditors during the audit process.
Assisted in maintaining internal controls to safeguard company assets and ensure financial accuracy.

During my role as an Assistant Accountant, I demonstrated strong attention to detail, analytical skills, and the ability to work effectively as part of a team. By actively contributing to various accounting tasks and collaborating with the finance team, I helped maintain the financial integrity and success of the organization.

Assistant Accountant

I am a highly motivated and experienced equity research analyst with a passion for the financial markets. I have over 2 years of experience in the equity research industry, and I have a proven track record of providing accurate and insightful analysis of companies and industries. I am proficient in using a variety of financial analysis tools and techniques, and I am able to communicate complex financial information in a clear and concise manner.
I possess strong analytical skills and a comprehensive understanding of equity valuation techniques, market trends, and industry dynamics. With a relentless drive for excellence, I am committed to providing accurate and actionable research to support investors in optimizing their portfolios and achieving their financial goals.

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