Purchase Order Financial Analyst in Chile Santiago –Free Word Template Download with AI
Professional Services Procurement — Financial Analyst Engagement
Issued for Operations in Chile Santiago
PO No. CS-FA-2025-04782| Field | Details |
|---|---|
| Purchase Order Number | CS-FA-2025-04782 |
| Date of Issue | June 12, 2025 |
| Required Delivery Date | July 1, 2025 |
| Place of Performance | Chile Santiago — Av. Apoquindo 4501, Las Condes, Santiago, Chile |
| Currency | Chilean Peso (CLP) / US Dollar (USD) |
| Valid Until | July 31, 2025 |
| Field | Details |
|---|---|
| Company Name | Andes Capital Advisory Group SpA |
| Registered Address | Av. Apoquindo 4501, Piso 12, Las Condes, Chile Santiago |
| RUT (Tax ID) | 77.123.456-8 |
| Contact Person | María Fernanda Rojas, Director of Procurement |
| [email protected] | |
| Phone | +56 2 2345 6789 |
| Field | Details |
|---|---|
| Company Name | Patagonia Analytics & Consulting Ltda. |
| Registered Address | Av. Providencia 1200, Of. 804, Providencia, Chile Santiago |
| RUT (Tax ID) | 78.987.654-3 |
| Contact Person | Carlos Eduardo Mena, Managing Partner |
| [email protected] | |
| Phone | +56 2 2876 5432 |
This Purchase Order is issued to formally procure the professional services of a qualified Financial Analyst to be deployed and performing all duties within the metropolitan area of Chile Santiago. The engagement covers a twelve-month contract period commencing on July 1, 2025, and concluding on June 30, 2026, with the option for a six-month renewal subject to mutual agreement.
The Financial Analyst shall be responsible for conducting comprehensive financial modeling, variance analysis, budget forecasting, and investment portfolio evaluation for Andes Capital Advisory Group SpA. All analytical work, reporting, and client presentations shall be produced in accordance with the regulatory standards established by the Comisión para el Mercado Financiero (CMF) of Chile and the accounting frameworks applicable in Chile Santiago.
| Item No. | Description | Qty | Unit | Unit Price (CLP) | Total (CLP) |
|---|---|---|---|---|---|
| 01 | Senior Financial Analyst — Monthly Professional Fee (includes financial modeling, forecasting, and reporting) | 12 | Months | 1,850,000 | 22,200,000 |
| 02 | Financial Analyst — Quarterly Investment Portfolio Review & Presentation (Chile Santiago office) | 4 | Quarters | 450,000 | 1,800,000 |
| 03 | Onboarding & System Integration Fee (ERP, Bloomberg Terminal, CMF compliance modules) | 1 | Lump Sum | 320,000 | 320,000 |
| 04 | Annual Compliance Audit Support — Financial Analyst documentation preparation | 1 | Lump Sum | 580,000 | 580,000 |
| 05 | Contingency & Overtime Provision (up to 10% of base fee) | 1 | Lump Sum | 2,220,000 | 2,220,000 |
| TOTAL AMOUNT DUE (CLP) | 27,120,000 | ||||
| TOTAL AMOUNT DUE (USD, approx. at 950 CLP/USD) | $28,547.37 | ||||
- Payment Terms: Net 30 days from the date of invoice receipt. All payments shall be made via bank transfer to the supplier's account in Chile Santiago. Invoices must include the RUT number and be issued in accordance with the SII (Servicio de Impuestos Internos) electronic invoicing requirements.
- Place of Performance: All services under this Purchase Order shall be rendered at the buyer's principal office located in Chile Santiago, specifically at Av. Apoquindo 4501, Las Condes. Remote work may be permitted for up to two days per week at the sole discretion of the buyer.
- Financial Analyst Qualifications: The Financial Analyst assigned to this engagement must hold a minimum of a Bachelor's degree in Finance, Accounting, or Economics from an accredited Chilean or international university, possess a CFA (Chartered Financial Analyst) designation or equivalent, and demonstrate a minimum of five (5) years of progressive experience in financial analysis within the Chilean market.
- Confidentiality: The Financial Analyst shall execute a Non-Disclosure Agreement (NDA) prior to commencing work. All financial data, client information, and proprietary models accessed during the engagement in Chile Santiago shall remain strictly confidential and shall not be disclosed to any third party.
- Regulatory Compliance: The supplier warrants that the Financial Analyst shall comply with all applicable regulations of the Comisión para el Mercado Financiero (CMF), the Banco Central de Chile, and all labor laws of the Republic of Chile as they pertain to professional services engagements in Chile Santiago.
- Termination: Either party may terminate this Purchase Order with thirty (30) days' written notice. In the event of termination, the buyer shall pay for all services rendered up to the effective date of termination.
- Governing Law: This Purchase Order shall be governed by and construed in accordance with the laws of the Republic of Chile. Any disputes arising herefrom shall be resolved by the competent courts of Chile Santiago.
- Force Majeure: Neither party shall be liable for delays or failures in performance resulting from events beyond reasonable control, including but not limited to natural disasters, government mandates, or systemic financial market disruptions affecting Chile Santiago.
By signing below, both parties acknowledge and agree to all terms, conditions, and specifications set forth in this Purchase Order for the engagement of a Financial Analyst in Chile Santiago. This document constitutes a binding agreement upon execution by both authorized representatives.
For Andes Capital Advisory Group SpA (Buyer)María Fernanda Rojas
Director of Procurement
Date: _______________ For Patagonia Analytics & Consulting Ltda. (Seller)
Carlos Eduardo Mena
Managing Partner
Date: _______________ ⬇️ Download as DOCX Edit online as DOCX
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