Fabrizio Balatti Juanto - WIZBII Fabrizio Balatti Juanto has published his/her professional profile on WIZBII. F B

Fabrizio Balatti Juanto

Finance Professional

33years • Madrid

Summary

I'm a Finance Professional looking for opportunities to develop further experience in Capital Markets, M&A, and Investment banking. Ownership, people orientation and entrepreneurial mindset are the three main competences that I consider as key to develop highest performing teams.

Skills

researchFinancial PlanningManagementControlPlanningHR

Experiences

Senior Tax Analyst

10-2016 - 06-2017 Accounting / Management controlAssistance of Clients executives Expatriates and Inpatriates on assignment to the United States. Buenos Aires office works remotely along with Houston office. Main tasks: - Reviewing of Assignment letters - Email and phone assistance to assignees - Review of Individual US Tax Returns and all associated forms preparated by Staff - Research of complex Tax Technical issues - Prepare compensation and tax calculations - Coordination of 2 accounts: work directly with the Manager to assign tasks effectively - Support on other main accounts - Training and coaching of Staff members of my team - Participation in New Hires Training Achievements: - Enrolled Agent Certification - Participation in New Senior Program - Orlando, FL - Change initiatives

Staff Tax Analyst

12-2014 - 09-2016 Accounting / Management controlPreparation of US Individual Tax Returns to clients executives. We were provided with a 3-month full immersion in the US Tax legislation, before joining to the teams. Main tasks: - Preparation of US Tax Returns and all associated forms - Request additional information to taxpayers - Prepare compensation and tax calculations - Research of tax technical issues

Social media

05-2014 - 12-2014 MarketingSaccone & Asociados is a marketing consulting company. We worked with the clients that had requested the Digital Marketing serivce. Main tasks: - Social media strategy - Online presence management - Content calendar and production

Customer Service pre

03-2014 - 12-2014 SalesSeguros Rivadavia is one of the most important Automotive insurance companies in Argentina. Main tasks: - Assistance to clients with policies and payment systems - Assistance to third parties with claims to the company - Listening to clients needs and deliver services properly Achievements: - Top number of calls - Service without complains

Organizer

02-2014 - 02-2015 Corporate governanceWith a group of 10 students from the cities of La Plata and Rosario we decided to host a TEDx Event in our home town. This kind of events are designed to promote the most interesting stories and innovating trends in Technology, Education and Design. I was responsible for: - Handling the event agenda - Contacting potential sponsors - Select the speakers - Generate traffic/content to the webpage

Education & training

Escuela De Negocios - Universidad Nacional De La Plata

2015 - 2015 La Plata, Buenos Aires Province, Argentina, La PlataAccounting / Management controlPortfolio Theory. Funds management worldwide. Principles of Active Management of Funds. Benchmarks, Assets classes & Alpha components. Case study: building of a Portfolio using Thomson Reuters Eikon.

Universidad Nacional de La Plata

2008 - 2015 La Plata, Partido de La PlataProject / Product management, Accounting / Management control, Sales

My soft skills

Persevering
Persuasive
Analytical
Flexible

Languages spoken

  • Spanish

    Native language

Make every future a success.
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