Experience

Xepelin

• Chile
• Financial Services
• 400 - 500 Employee

• • Jan 2022 - Present

  Responsible for 5 main verticals within Ops:- Collections: definition of policies, strategies, and structured process for collections. Analytics and dashboard creation for 360° visibility of clients’ payment behavior. Periodic reporting to Buro de Credito and Circulo de Credito. - Legal Ops: Client Background Check, legal documentation, KYC’s, legal API’s integration with Xepelin Platform (e.g. MiFiel, SAT, Buro de Mexico, BIL, Compliance, etc). Generating and sending legal documents to clients. Constant optimization of legal process in conjunction with CNBV & CONDUSEF- Operations: Definition and constant optimization of operational process and roadmap for clients. End-to-end ops execution from initial client registration, background check, financing request, processing, transfer, and monitoring until payment deadline. Work in close collaboration with the leads of the product teams. Work closely with relevant stakeholders, such as Commercial teams and Customer Service, to improve, design, and review the customer experience- Treasury: In charge of Cash Management, investment strategies, and daily expenses forecast. Bank transactions- Normal bank, SPEI, SPID, Fideicomiso, STP, and others. Verification of bank details of clients, and daily conciliations of all inbound & outbound movements from Xepelin’s accounts. - Conciliations: responsible for the correct identification of clients' payments, and their correct application in our systemCurrently leading a 22-person team constantly growing Show less

• • Jan 2021 - Jan 2022

  Responsible for 4 main verticals within Ops:- Legal Ops: Client Background Check, legal documentation, KYC’s, legal API’s integration with Xepelin Platform (e.g. MiFiel, SAT, Buro de Mexico, BIL, Compliance, etc). Generating and sending legal documents to clients. Constant optimization of legal process in conjunction with CNBV & CONDUSEF- Operations: Definition and constant optimization of operational process and roadmap for clients. End-to-end ops execution from initial client registration, background check, financing request, processing, transfer, and monitoring until payment deadline. Work in close collaboration with the leads of the product teams. Work closely with relevant stakeholders, such as Commercial teams and Customer Service, to improve, design, and review the customer experience- Treasury: In charge of Cash Management, investment strategies, and daily expenses forecast. Bank transactions- Normal bank, SPEI, SPID, Fideicomiso, STP, and others. Verification of bank details of clients, and daily conciliations of all inbound & outbound movements from Xepelin’s accounts. - Conciliations: responsible for the correct identification of clients' payments, and their correct application in our systemCurrently leading a 16-person team constantly growing Show less



Tienda Pago

• United States
• Financial Services
• 100 - 200 Employee

• • Mar 2020 - Jan 2021

  - Analysis and Strategy Development for new Brand Partnerships & Expansion Plans- In charge of Relationship with Clients- Data Analysis for Business Decision-Making Processes- New Project Developments, and Operating Models- Process Standarizations and Simplifications

• • Nov 2019 - Mar 2020



Citibanamex

• Banking
• 700 & Above Employee

• Business Development Officer

  • Nov 2018 - Nov 2019

  Internal advice and expertise to the organisation to help improve business performance in terms of operations, profitability, management, structure and strategy. Major Project Participation: - Enterprise Content Management: technological development for digitalization of documents to construct a single customer-view file system - Paperless Branches: OCR, Biometric Signature, and tablets adquisitions for implementation in sales branches. Technological development for a paperless process for Account Opening. - AFORE Banamex Digital Strategy: Analysis, diagnosis, and strategy proposal for improvement in operations, sales, and profitability. - Remote Account Opening: end-to-end development and implementation process. Following-up new business opportunities FINTECH analysis and development. Digital technology. Project planning and innovation Process optimization, lean implementations, six sigma. Reengineering Projects. Communicating new product developments to prospective clients Business Case development Providing management with feedback Skills: - Strong leadership - Tolerance for Failure - Willingness to experiment - Psychological safety - Highly collaborative - Nonhierarchical perspective - Intolerance for incompetence - Rigorous discipline - Individual Accountability Show less



Coca-Cola FEMSA

• Mexico
• Food and Beverage Services
• 700 & Above Employee

• • Sep 2017 - Oct 2018

  Working capital, cash and liquidity managementEnsuring the organization's liquidity and smooth cash flowDaily registering and processing of payments in different online banks, accounts, and currenciesConstant monitoring of cash position of the company during the dayDaily follow-ups of important movements and payments (forwards, spots, unwinds, yankees, dividends, taxes, cross-currency swaps, etc)Monthly cash flow consolidation and forecasts for Mexico, South America, and PhilippinesMonitoring of exchange rates to make smart tradesConstant communication with different areas within the company and banks with whom we handle operations. Experience with solving inquiries and providing information in a timely manner Forecasts and constant monitoring of company cash flows and cash operations Show less

• • May 2016 - Sep 2017

  FX and Investment planning/strategies. Bloomberg spot and forward tradesPension Fund management (Commodities, Equity, Fixed Income Funds, Government Funds, etc)Cash Management Operations and PlanningModel development/programming for stop-loss strategiesInvestment Operations for Pension Fund Portfolio (Equity, Government, Fixed Income)Cash Management OperationsDerivatives Strategies/Planning and Risk Management (Commodities, FX)



Danone

• France
• Food and Beverage Manufacturing
• 700 & Above Employee

• Inventory & Distribution Management Intern

  • Aug 2015 - May 2016

  Replenishment Planning for Distribution Centers for regions 1, 2, and 6 in Mexico. Inventory management Broad utilization of Excel, SAP, and Frog. Distribution & Supply Chain planning for important regions of the country Replenishment Planning for Distribution Centers for regions 1, 2, and 6 in Mexico. Inventory management Broad utilization of Excel, SAP, and Frog. Distribution & Supply Chain planning for important regions of the country



PepsiCo

• United States
• Food and Beverage Services
• 700 & Above Employee

• Manufacturing Process Mapping Intern

  • Aug 2014 - Oct 2014

  Transformation Processes and Management planning Mapping of different manufacturing processes for various products Identify opportunities for improvement within processes Transformation Processes and Management planning Mapping of different manufacturing processes for various products Identify opportunities for improvement within processes



Kumon North America, Inc.

• United States
• Education Administration Programs
• 700 & Above Employee

• Math Teacher

  • Jan 2013 - Jan 2014

  Assistant and teacher in charge of grading homework and exams. Taught math courses to young students. Assistant and teacher in charge of grading homework and exams. Taught math courses to young students.