Marcelo Adrian Roman
Financial Advisor at H Asesores Bienestar Financiero- Claim this Profile
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Inglés Native or bilingual proficiency
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Alemán Limited working proficiency
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Español Native or bilingual proficiency
Topline Score
Bio
Angel Bernardo Garza Arizpe
Marcelo es un profesional en el ramo de las finanzas personales. Desarrolló un particular interés por promover con sus clientes los programas de ahorro con beneficios fiscales, así como programas de inversiones individuales. Una persona muy recomendable.
Ana Cecilia A.
I am delighted to provide a heartfelt recommendation for Marcelo, who has been an esteemed colleague and a true asset to our organization as a senior controller. Marcelo's exceptional financial acumen, strategic thinking, and attention to detail have consistently impressed me. His expertise in budgeting, forecasting, and financial analysis has been instrumental in driving the success of our organization. Marcelo's ability to effectively communicate complex financial information to stakeholders at all levels is commendable. Moreover, his strong leadership and collaboration skills have fostered a positive work environment and encouraged cross-functional teamwork. Marcelo's dedication to excellence and unwavering commitment to achieving organizational goals make him an invaluable member of our team. I have no hesitation in recommending Marcelo for any senior-level financial role, as I am confident that he will continue to make significant contributions and thrive in his career.
Angel Bernardo Garza Arizpe
Marcelo es un profesional en el ramo de las finanzas personales. Desarrolló un particular interés por promover con sus clientes los programas de ahorro con beneficios fiscales, así como programas de inversiones individuales. Una persona muy recomendable.
Ana Cecilia A.
I am delighted to provide a heartfelt recommendation for Marcelo, who has been an esteemed colleague and a true asset to our organization as a senior controller. Marcelo's exceptional financial acumen, strategic thinking, and attention to detail have consistently impressed me. His expertise in budgeting, forecasting, and financial analysis has been instrumental in driving the success of our organization. Marcelo's ability to effectively communicate complex financial information to stakeholders at all levels is commendable. Moreover, his strong leadership and collaboration skills have fostered a positive work environment and encouraged cross-functional teamwork. Marcelo's dedication to excellence and unwavering commitment to achieving organizational goals make him an invaluable member of our team. I have no hesitation in recommending Marcelo for any senior-level financial role, as I am confident that he will continue to make significant contributions and thrive in his career.
Angel Bernardo Garza Arizpe
Marcelo es un profesional en el ramo de las finanzas personales. Desarrolló un particular interés por promover con sus clientes los programas de ahorro con beneficios fiscales, así como programas de inversiones individuales. Una persona muy recomendable.
Ana Cecilia A.
I am delighted to provide a heartfelt recommendation for Marcelo, who has been an esteemed colleague and a true asset to our organization as a senior controller. Marcelo's exceptional financial acumen, strategic thinking, and attention to detail have consistently impressed me. His expertise in budgeting, forecasting, and financial analysis has been instrumental in driving the success of our organization. Marcelo's ability to effectively communicate complex financial information to stakeholders at all levels is commendable. Moreover, his strong leadership and collaboration skills have fostered a positive work environment and encouraged cross-functional teamwork. Marcelo's dedication to excellence and unwavering commitment to achieving organizational goals make him an invaluable member of our team. I have no hesitation in recommending Marcelo for any senior-level financial role, as I am confident that he will continue to make significant contributions and thrive in his career.
Angel Bernardo Garza Arizpe
Marcelo es un profesional en el ramo de las finanzas personales. Desarrolló un particular interés por promover con sus clientes los programas de ahorro con beneficios fiscales, así como programas de inversiones individuales. Una persona muy recomendable.
Ana Cecilia A.
I am delighted to provide a heartfelt recommendation for Marcelo, who has been an esteemed colleague and a true asset to our organization as a senior controller. Marcelo's exceptional financial acumen, strategic thinking, and attention to detail have consistently impressed me. His expertise in budgeting, forecasting, and financial analysis has been instrumental in driving the success of our organization. Marcelo's ability to effectively communicate complex financial information to stakeholders at all levels is commendable. Moreover, his strong leadership and collaboration skills have fostered a positive work environment and encouraged cross-functional teamwork. Marcelo's dedication to excellence and unwavering commitment to achieving organizational goals make him an invaluable member of our team. I have no hesitation in recommending Marcelo for any senior-level financial role, as I am confident that he will continue to make significant contributions and thrive in his career.
Experience
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H Asesores Bienestar Financiero
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Mexico
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Financial Services
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1 - 100 Employee
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Financial Advisor
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Jun 2020 - Present
Updated on the trends and regulations of the financial industry, as well as the analysis of financial institutions and projects. I work closely with clients to assess their financial goals and objectives through a comprehensive analysis of their financial situation, taking into account income, expenses, assets, and liabilities. Additionally, I specialize in marketing, developing, and facilitating the understanding of personalized financial plans based on specific needs and objectives. I provide expert recommendations on investment strategies, retirement planning, tax strategies, and risk management. As a professional, I oversee and adjust clients' investment strategies as necessary. Show less
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Babcock & Wilcox
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United States
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Renewable Energy Power Generation
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700 & Above Employee
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Senior Controller
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Feb 2017 - Jul 2020
Provided regular reports on KPIs, project progress, corrective actions, and NCRs to corporate clients in the USA, effectively managing information from departments such as Finance, Production, Quality, and EHS, among others. Additionally, I handled the coordination of visits and meetings with directors, project managers, and international clients. Ensuring the availability of raw materials and managing the flow of information across the entire supply chain is also a crucial part of my responsibilities. Furthermore, I oversee international shipments of finished products to customers. Show less
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Crown Holdings, Inc.
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United States
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Packaging & Containers
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700 & Above Employee
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Process Engineer
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Sep 2014 - Oct 2016
As the responsible for the production and operation of four production lines, my role involved maintaining an average standard speed of 200 pieces per minute with a target efficiency of 90%, ensuring uninterrupted 24/7 operation. I effectively coordinated and managed the technical team's needs, ensuring smooth operations and addressing any challenges that arose. Additionally, I was accountable for the operation of 32 machines within critical process parameters and variables. I actively participated in planning process changes and conducted trials with new materials, aiming to optimize productivity. Moreover, I ensured compliance with quality management systems such as ISO, OHSAS, HACCP, and other relevant standards. Show less
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FRISA
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Mexico
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Primary Metal Manufacturing
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700 & Above Employee
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Ing. de Maquinados
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Sep 2013 - Jun 2014
Backend tester & production planner for a specialized software focused on production schedules to generate and meet customer delivery goals. Backend tester & production planner for a specialized software focused on production schedules to generate and meet customer delivery goals.
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Education
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Universidad de Monterrey
Ingeniero Industrial y de Sistemas, Quality Assurance -
2009 - 2010
Fachhochschule Aachen
Freshman Program, Ingeniería
Community
