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Financial Analyst

Posted on: 2021-12-14

2019 – 2021    The Cathedral School of St. John the Divine                                                     New York, New York

Treasurer, Parents Association

  • Managed the reconciliation of all revenues and expenses
  • Responsible for year-end financial reporting
2013 – 2016    Montclare Children’s School                                                                            New York, New York

Treasurer, Parents Association

  • Board member of the MPA association
  • Managed the reconciliation of all revenues and expenses in QuickBooks
  • Led the most successful annual philanthropic event in school history
2005 – 2006    HSBC Mexico SA                                                                                              Mexico City, Mexico

Relationship Manager, Corporate Banking

  • Managed key accounts in the automotive and retail sectors including Toyota, Daimler-Chrysler, Ford Credit, Volkswagen Financial Services, and Wal-Mart
  • Delivered the bank’s suite of products and services to meet clients financial and strategic needs ranging from cash management, treasury, and trade services
  • Performed operational and financial risk analysis for credit origination
  • Responsible for the funding process of a revolving credit facility portfolio over US$450 million
2001 – 2004    Cemex SA                                                                                                          Monterrey, Mexico

Financial Analyst, Corporate Treasury

  • Managed global cash balances through In-House Banking (IHB) structures located in Ireland, Holland, Hungary, and Switzerland
  • Developed financial models to determine optimal levels of local currency cash balances in foreign subsidiaries
  • Implemented a global treasury management platform on-site for regional subsidiaries in Venezuela, Colombia, Puerto Rico, Spain, the Philippines, and Nicaragua
Skills

 

  • Creative problem solver with the ability to see a broad view with high attention to critical details
  • Team-oriented and self-starter with the ability to navigate complex organizations and work with cross-functional and cross-geographic teams, clients, and external advisors
  • Skilled in financial operations, analysis, and project management under tight delivery timelines
  • Experienced communicating complex banking products and services to a wide range of sophistication levels, from entry-level corporate treasury professionals to senior leaders
  • Experienced adhering to large financial institutions risk and control policies, regulatory guidelines, security measures, and code of conduct
  • Native Spanish speaker and fluent in English

 

Undergraduate: Instituto Tecnologico y Estudios Superiores de Monterrey (ITESM), Bachelor of Science, Economics