Summary
Overview
Work History
Education
Skills
Websites
Certification
Languages
Timeline
Generic

Sebastian Echeverry Clavijo

Bogota

Summary

Dynamic Financial Planning Manager with extensive experience spearheading initiatives in investment banking and corporate finance by building and analyzing financial models. Demonstrated success in developing and executing financial strategies that drive organizational growth and efficiency. Skilled in leading complex projects, enhancing planning processes, and fostering cross-functional collaboration to deliver high-impact results. Known for strong analytical capabilities and financial insight, supporting strategic decision-making, and optimizing financial performance. Eager to contribute to a forward-thinking organization in a challenging role that leverages deep expertise in financial management and investment strategy.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Financial Planning Manager

Rappi
02.2024 - Current

Currently leading strategic financial planning at Rappi, with a focus on ensuring long-term financial health, and supporting corporate growth objectives. Key responsibilities include:

  • Directing the end-to-end cash flow planning process, ensuring alignment with business strategy, and corporate objectives.
  • Developing robust financial models and dynamic forecasting tools to evaluate business performance and support data-driven decision-making.
  • Collaborating cross-functionally with key departments to integrate financial strategies across the organization.
  • Preparing comprehensive financial reports and analyses for senior leadership, providing actionable insights, and identifying areas for optimization.
  • Playing a pivotal role in aligning resource allocation with company-wide priorities, ensuring financial sustainability, and operational efficiency.

Finance Professor

Javeriana University
01.2018 - Current
  • Provided academic guidance and mentorship, supporting students in both personal and professional development, with a focus on improving academic performance, class engagement, and behavioral growth.
  • Delivered engaging lectures on finance topics, leveraging modern teaching technologies, and real-world examples to enhance student understanding and participation.
  • Designed and implemented course materials, assessments, and interactive learning strategies to foster critical thinking, and practical application of financial concepts.

Investment Banking Project Director

Metrix Finanzas
01.2023 - 01.2024

Led and executed high-impact investment banking projects, focusing on financial advisory, corporate valuations, and capital structure optimization for top-tier national clients. Responsibilities and achievements include:

  • Directed multiple complex transactions, including company valuations, debt restructurings, and strategic and financial advisory, ensuring high-quality deliverables and timely execution.
  • Managed cross-functional teams and client communications, aligning project objectives with stakeholder expectations, and strengthening long-term client relationships.
  • Developed advanced financial models in accordance with international standards, incorporating scenario analysis, sensitivity testing, and robust forecasting methodologies.
  • Conducted comprehensive market research and risk assessments, providing strategic insights that directly influenced client investment decisions.
  • Played a key role in enhancing the firm’s market position through consistent delivery of data-driven, strategic financial solutions across diverse industries.

Financial Planning Coordinator

Telefonica
10.2019 - 01.2023

As Financial Planning Coordinator at Telefónica, I was responsible for driving the company’s financial strategy through robust planning, cash flow optimization, and cross-functional collaboration. The role required a deep understanding of financial operations, performance indicators, and investment analysis to enhance organizational efficiency and support long-term growth initiatives.

  • Coordinated the company’s financial planning processes, ensuring cross-functional alignment and effective communication between departments to support corporate strategy.
  • Led working capital management initiatives, including detailed cash flow forecasting and KPI tracking to inform executive decision-making and maintain financial discipline.
  • Oversaw daily cash operations, implementing strategies to optimize free cash flow through liquidity management, yield enhancement, and risk mitigation.
  • Developed and maintained robust financial models for the evaluation of investment and expansion projects, performing valuations and scenario analyses to ensure strategic alignment and financial soundness.
  • Spearheaded operational cash generation initiatives by identifying opportunities for process optimization, cost reduction, and efficiency improvements across multiple business units.

Senior Investment Professional

Davivienda Bank
01.2016 - 09.2019
  • Prepared and presented financial reports to senior management that provided insights into the organization’s financial health.

Education

MSc - Corporate Finance – Emphasis in Investment Banking

Colegio De Estudios Superiores De Administración - CESA
Colombia
12.2020

Postgraduare degree - Capital Market

Rosario University
Colombai
07.2018

Bachelor’s Degree - Accounting

Javeriana University
Colombia
06.2016

Skills

  • Financial analysis
  • Forecasting
  • Financial modeling
  • Budget preparation
  • Cash flow management
  • Project management

Certification

  • Investment banking, Pontificia Universidad Católica Argentina, 2020
  • BMC, Bloomberg, 2021
  • FAST level 1 certification, FAST Standard Organisation, 2023
  • Advanced Financial Modeler, Financial Modeling Institute (FMI), 2023

Languages

Spanish
First Language
English
Advanced (C1)
C1

Timeline

Financial Planning Manager

Rappi
02.2024 - Current

Investment Banking Project Director

Metrix Finanzas
01.2023 - 01.2024

Financial Planning Coordinator

Telefonica
10.2019 - 01.2023

Finance Professor

Javeriana University
01.2018 - Current

Senior Investment Professional

Davivienda Bank
01.2016 - 09.2019

MSc - Corporate Finance – Emphasis in Investment Banking

Colegio De Estudios Superiores De Administración - CESA

Postgraduare degree - Capital Market

Rosario University

Bachelor’s Degree - Accounting

Javeriana University
Sebastian Echeverry Clavijo