Experience

Alloy Capital

• United States
• Financial Services
• 1 - 100 Employee

• • May 2021 - Present

  Define strategy & SOPs for structured finance deals.Responsible for the whole Treasury & Operations processes in USA and Mexico.

• • Jul 2019 - May 2021

  - Leading the financial planning, treasury and corporate reporting functions.- Forecast, budget and economic scenarios.- Hedging strategy, intercompany funding and investors distributions.



GBM

• Mexico
• Investment Banking
• 700 & Above Employee

• • Jan 2018 - May 2019

  Responsible of valuation control, liquidity, administration, regulatory compliance, margins, P&L and financial statements of the onshore & offshore hedge funds. Acting as the connection between Back Office, Fund Managers, investors & third-party stakeholders so the diverse fund strategies are executed as planned.

• • Aug 2016 - Dec 2017

  Deal verification, confirmation and settlement with diverse custodians & clearing houses. Calculation of daily, monthly and annual AUM & review of financial statements and tax informative reports reflecting the gain/loss in diverse assets in the structure per investor.



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Analyst in Global Supplier Services

  • Oct 2014 - Apr 2016

  Work along with all local & international areas involved (tax, technology, compliance, accounting, etc.) during all phases of the system for third-party payments & employee reimbursements. Responsible of local and corporate ledger impact for all Mexican entities. Work along with all local & international areas involved (tax, technology, compliance, accounting, etc.) during all phases of the system for third-party payments & employee reimbursements. Responsible of local and corporate ledger impact for all Mexican entities.



KPMG

• Canada
• Accounting
• 700 & Above Employee

• • Aug 2014 - Sep 2014

  Issuance and review of tax consulting. Direct interaction with companies’ management in order to present final numbers.

• • Dec 2012 - Aug 2014

  Tax refunds, consulting, annual statements for diverse companies & industries.