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Bio

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Francisco Treviño is a seasoned professional with 20+ years of experience in auditing, accounting, and financial planning. He has worked as an insurance broker, financial audit manager, and finance manager for top companies like PwC, Vitro - GE, and Deloitte. Francisco holds a Bachelor's degree in Accountancy from Universidad de Monterrey and has certifications in Insurance Agent License and Mutual Fund Broker.

Credentials

  • Insurance Agent License B - Personal and Family Risks & Business Risks of People and Damage
    Comisión Nacional de Seguros y Fianzas
    Aug, 2018
    - May, 2026
  • Mutual Fund Broker (Figure 1)
    AMIB oficial - Asociación Mexicana de Instituciones Bursátiles
    Jun, 2013
    - May, 2026

Experience

  • Francisco Treviño
    • Monterrey Area, Mexico
    • Insurance Broker
      • 2010 - Present
      • Monterrey Area, Mexico

      • Identify clients' financial risks and select the instruments that best meet their protection needs.• Identify people's investment objectives in order to advise them and select the most appropriate financial instruments to increase their invesments.• Ensure customer satisfaction by respo...

  • Mozzarella Restaurant
    • Monterrey Area, Mexico
    • Owner
      • 2008 - 2010
      • Monterrey Area, Mexico

      • Design the restaurant's concept, evaluate and planning its financial viability, sales and profits;• Organize and plan the activities and needs of the restaurant and compliance of health practices.• Ensure that employees adhere to the restaurant standards, coordinate their work and providing...

  • PwC
    • Monterrey Area, Mexico
    • Financial Audit
      • 2000 - 2006
      • Monterrey Area, Mexico

      • Manage technical investigations, evaluate and correct the client position in accounting matters.• Identify and implement strategies to face difficult transactions contributing to the vision of the engagement through the design of procedures and the adaptation of those in the engagement.• Identi...

  • Vitro - GE (Joint Venture)
    • Monterrey Area, Mexico
    • Finance (Management Accounting)
      • 1998 - 1999
      • Monterrey Area, Mexico

      Responsabilities:• Maintain standard cost system on a timely basis• Work with purchasing, production and shipping departments to ensure a correct cost of sales.• Assist in monthly closing of accounting cycle and prepare periodical cost analysis.

  • Deloitte México
    • Monterrey Area, Mexico
    • Financial Audit
      • 1997 - 1998
      • Monterrey Area, Mexico

      Resposibilities:• Develop an understanding of the company’ business and to review customer practices in order to inform about possible problems and solutions.• Review customer practices of clients and inform to the leader project about problems and solutions.• Apply Mexican GAAP and audit standar...

Education

  • 1992 - 1997
    Universidad de Monterrey
  • 2014 - 2014
    Universidad Iberoamericana Monterrey
  • 2003 - 2003
    Concordia University
  • 1998 - 1998
    Instituto Tecnológico y de Estudios Superiores de Monterrey

Suggested Services

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Industry Focus. “Financial Services”

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