Summary
Overview
Work History
Education
Skills
Additional Information
Languages
Timeline
Generic

Sergi Ocaña

Reading,United Kingdom

Summary

Results-oriented finance professional with 7+ years of experience in investor relations, corporate finance, and financial communication. Proven ability to build strong relationships with investors and financial stakeholders, effectively communicate complex financial information, and ensure regulatory compliance. Deep understanding of capital markets and extensive experience working with C-suite executives. Passionate about the energy sector and committed to supporting the transition to a sustainable future.

Overview

14
14
years of professional experience

Work History

Senior Strategic and Corporate Finance Manager

PPRO
02.2024 - Current
  • Lead investor relations activities, including preparing quarterly board presentations and investor updates.
  • Critically monitor and analyze the financial trajectory of the business, identifying opportunities for improvement.
  • Drive strategic automation, process improvements, and tool implementation to enhance financial reporting and analysis.

FP&A and Corporate Finance Manager

Stolt-Nielsen Limited (OSE: SNI)
02.2019 - 02.2024
  • Managed and monitored a $3 billion debt portfolio.
  • Participated and successfully raised $1.2 billion in debt since 2019 through various financial transactions, including bond issuances and private placements.
  • Ensuring compliance with Oslo Stock Exchange.
  • Oversaw the preparation and filing of regulatory disclosures, including annual reports, proxy statements, and the Financial Supervisory Authority of Norway (Finanstilsynet) fillings.
  • Developed and delivered investor and lender presentations, earnings releases, annual reports, and other IR-related materials.
  • Collaborated closely with the CFO and CEO to develop and communicate the company's equity story to investors and analysts.
  • Managed the investor relations calendar, including earnings conference webcasts and investor/lender conferences.
  • Prepared and delivered quarterly earnings presentations to investors and analysts, ensuring clear communication of financial results and strategic initiatives.
  • Conducted and organised regular investor roadshows and meetings, building relationships with key stakeholders and addressing their questions and concerns.
  • Monitored and analysed shareholder base.
  • Collaborated with internal teams (e.g., finance, legal, communications) to ensure consistent messaging and compliance with disclosure requirements.
  • Managed the company's investor relations website and online presence, ensuring up-to-date information and resources for investors.

Senior Operational Auditor

Stolt-Nielsen Limited (OSE: SNI)
11.2016 - 01.2019
  • Led, planned, and executed financial and operational audits across the Group's international operations.
  • Prepared detailed reports with recommendations for senior management and the Audit Committee.

Reporting Manager

Goldcar
09.2015 - 10.2016
  • Implemented new reporting tools and software, increasing efficiency in the report generation process.
  • Improved reporting accuracy by streamlining data collection and analysis processes.

Senior Associate - Transaction Services

EY
01.2015 - 09.2015

M&A and Due Diligence

Senior Associate

PwC (Spain)
09.2010 - 06.2014

External Auditor

Education

Certificate - Investor Relations Management Program

Euronext Academy Group
Milan
07.2023

MBA - Financial Management

Barcelona School of Management ( Pompeu Fabra Uni)
Barcelona
06.2012

BBA - Business Management And Administration

Pompeu Fabra University
Barcelona
06.2010

BBA - Business Science

Pompeu Fabra University
Barcelona
06.2008

Skills

  • Investor Relations Procedures & Guidelines - OSE
  • Building relationships with investors and lenders
  • Shareholder relations
  • Stakeholder Management
  • Data Interpretation
  • Corporate Governance
  • Industry analysis
  • Quality Assurance
  • Risk Assessment
  • Financial analysis and reporting
  • Capital Markets Knowledge
  • Investor Communication
  • Advanced presentations & skilled communications
  • Robust knowledge of Microsoft Office Suite
  • Organizational Skills
  • Team Building Leadership
  • Transparent & Ethical

Additional Information

Interests & Others

Rower - Captain of the Squad at Reading Rowing Club (Since 2022)

Director - Catalans UK (2021-2022) - Non profit

Director - Local Water Company EMAVSA (2012-2016) - State Owned

Languages

English
Proficient
C2
Spanish
Proficient
C2
Catalan
Proficient
C2

Timeline

Senior Strategic and Corporate Finance Manager

PPRO
02.2024 - Current

FP&A and Corporate Finance Manager

Stolt-Nielsen Limited (OSE: SNI)
02.2019 - 02.2024

Senior Operational Auditor

Stolt-Nielsen Limited (OSE: SNI)
11.2016 - 01.2019

Reporting Manager

Goldcar
09.2015 - 10.2016

Senior Associate - Transaction Services

EY
01.2015 - 09.2015

Senior Associate

PwC (Spain)
09.2010 - 06.2014

Certificate - Investor Relations Management Program

Euronext Academy Group

MBA - Financial Management

Barcelona School of Management ( Pompeu Fabra Uni)

BBA - Business Management And Administration

Pompeu Fabra University

BBA - Business Science

Pompeu Fabra University
Sergi Ocaña