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Wilbert Baez
@wbaezvel
Financial models that help you raise, price and plan with confidence
Puerto Rico
Englisch, Spanisch
Über mich
I build clean, formula-driven Excel models for startups and small businesses: investor-ready 3-statement forecasts, budgets and cash flow forecasts, and pricing and break-even analysis.
By day I'm an FP&A analyst at a global manufacturer, building forecasts, variance analyses and pricing models every month. Every model I deliver balances, is documented, and is designed so you can update it yourself.
Bilingual English and Spanish. Message me what you're trying to decide and I'll suggest the simplest model that answers it.
Kompetenzen
Wilbert Baez
offline •
Meine Dienstleistungen
Kostenanalyse
I will calculate your product pricing and profit margins
Finanzmodellierung
I will build an investor ready startup financial model
Portfolio
Arbeitserfahrung
Associate Analyst, Controllership and FP&A
Smurfit Westrock • Vollzeit
Nov 2025 - Present • 11 mos
• Build monthly and weekly forecasts and annual budgets, and explain variances against plan to plant and division leadership. • Prepare month-end close entries, account reconciliations, and balance sheet and cash flow flux analysis in JD Edwards (ERP). • Develop pricing and customer profitability models in Excel. • Document and test internal controls and prepare audit-ready workpapers. • Build executive presentations and Qlik Cloud dashboards tracking cost per unit, efficiency and margin trends.
Advisor, Retail Channels (Concierge Banking)
Oriental • Vollzeit
Jun 2025 - Nov 2025 • 5 mos
- Advised clients on deposit, lending and investment solutions within a centralized advisory channel. - Conducted portfolio assessments to identify growth opportunities across lending, deposit and treasury products. - Processed complex, high-value transactions under KYC, BSA/AML and OFAC requirements.
Financial Representative
Mutual of Omaha • Vollzeit
Jan 2024 - Oct 2024 • 9 mos
- Conducted financial needs assessments for a multi-state client portfolio across Puerto Rico, Florida and Texas. - Modeled long-term financial projections under different scenarios to guide client decisions.
