Gabriela Mosquera Perez
Performance and Risk Analyst at Sanlam Investments UK- Claim this Profile
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Portuguese Native or bilingual proficiency
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Spanish Professional working proficiency
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English Native or bilingual proficiency
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Bio
Eduardo Lima de Oliveira
Grabriela desenvolveu um grande trabalho de pesquisa durante seu mestrado. Com certeza uma estudante acima de tudo uma estudante organizada que cumpriu todas as etapas da pós graduação em tempo abil. Eduardo Lima de Oliveira
Eduardo Lima de Oliveira
Grabriela desenvolveu um grande trabalho de pesquisa durante seu mestrado. Com certeza uma estudante acima de tudo uma estudante organizada que cumpriu todas as etapas da pós graduação em tempo abil. Eduardo Lima de Oliveira
Eduardo Lima de Oliveira
Grabriela desenvolveu um grande trabalho de pesquisa durante seu mestrado. Com certeza uma estudante acima de tudo uma estudante organizada que cumpriu todas as etapas da pós graduação em tempo abil. Eduardo Lima de Oliveira
Eduardo Lima de Oliveira
Grabriela desenvolveu um grande trabalho de pesquisa durante seu mestrado. Com certeza uma estudante acima de tudo uma estudante organizada que cumpriu todas as etapas da pós graduação em tempo abil. Eduardo Lima de Oliveira
Credentials
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CPA - 20
ANBIMAJul, 2014- Nov, 2024
Experience
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Sanlam Investments UK
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United Kingdom
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Financial Services
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1 - 100 Employee
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Performance and Risk Analyst
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Mar 2023 - Present
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WeAreQIG
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United Kingdom
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Hospitality
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1 - 100 Employee
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Finance Executive (Global Network)
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Feb 2022 - Sep 2022
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WeAreQIG
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United Kingdom
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Hospitality
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1 - 100 Employee
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Finance Executive (Global Network)
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Oct 2020 - Oct 2021
• Analysed the monthly P&L for the Network business through strong accuracy and attention to detail. • Performed daily bank reconciliation, posting suppliers’ invoices into the system and billing clients. • Liaised with Supply Chain, Reservations, and Sales teams to solve clients’ and/or suppliers’ queries. • Assisted with the reorganisation and restructuring of the Finance team by improving reports for clients to guarantee the right amount was paid, contributing to a faster and more reliable process through the improvement of the aging report, and automating part of the monthly P&L analysis. • Developed tools for the Cash Flow management using Excel and VBA. • Trained new members of the team. Show less
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ACT London
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United Kingdom
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Financial Services
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1 - 100 Employee
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Client Relationship Coordinator
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Nov 2019 - Jul 2020
• Liaised with High Net Worth Individual (HNWI) clients to assist and resolve their requests regarding payments, invoices, and any business support, providing outstanding customer service. • Managed clients’ bank accounts in a number of currencies, providing billing support and collection. English and cultural exchange in London, UK with a focus on improving English language skills and studying for the CFA Level II from Feb 2019 to Jun 2019 • Liaised with High Net Worth Individual (HNWI) clients to assist and resolve their requests regarding payments, invoices, and any business support, providing outstanding customer service. • Managed clients’ bank accounts in a number of currencies, providing billing support and collection. English and cultural exchange in London, UK with a focus on improving English language skills and studying for the CFA Level II from Feb 2019 to Jun 2019
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Itau BBA
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Brazil
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Banking
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700 & Above Employee
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Credit Strategy Coordinator
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Feb 2016 - Sep 2018
• Managed a team of 5 Credit Analysts for 1 year, and 1 Analyst for another year.• Liaised and collaborated with other departments such as Commercial, Restructuring/Special Situations, Macroeconomic, and Credit Analysis.• Provided a formal assurance of the correct sectorial classifications for corporate clients based on their risk drivers, guaranteeing the correct parameters used for capital allocation.• Produced high quality and trusted reporting and analytics for specific economic (sub)sectors.• Developed and prepared weekly alerting reports on stock performance, bond spreads, Credit Default Swaps (CDS), and other corporate client’s financial data using Excel and VBA.• Created processes to calculate Economic Capital with the correct risk parameters, contributing to high volumes of savings every month.• Prepared high quality and trusted monthly presentations on the loan loss provisions to the Executive Committee. Show less
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Credit Monitoring Analyst
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Jan 2015 - Feb 2016
• Improved existing and created new reports for a better risk control and monitoring.• Monitored and reported bank’s Corporate Clients through a risk monitoring panel by identifying potential credit problems through a list of early-warning indicators (e.g. overdue debts), using Excel.• Monitored and followed up the “Watch list” clients and other critical clients, presenting the results monthly to a Watch List Committee and a Monitoring Committee, using Excel and VBA.
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Finance Analyst
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Jun 2013 - Dec 2014
• Monitored and explained every change in the level of loan loss provisions client by client, using Excel and VBA.• Assisted with process and tool optimization to increase productivity and efficiency. • Contributed to the improvement of interpersonal relationships with key areas in the bank which smoothed communication and critical data exchanges within Finance and other areas of the bank.
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Planning Analyst
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Jul 2011 - May 2013
• Simulating RARoC (Risk Adjusted Return on Capital) of new operations• Became involved in the activities related to provisions for bad debt and in less than one year I became an expert in this subject
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Rodobens
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Brazil
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Financial Services
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700 & Above Employee
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Product Analyst
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Dec 2010 - Jul 2011
• Calculating the financial results for the consortium groups created by us and analysing their feasibility• Organizing meetings with Management, the Law Department and the Marketing Department• Managing client database and building sales, retention and other kinds of analysis
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Administrative assistant - Product Management
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Aug 2008 - Nov 2010
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Trainee
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Jan 2008 - Aug 2008
• Eight months of job rotation through the main departments of the two companies (consortium and insurance broker).
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Condumax Fios e Cabos Eletricos
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Appliances, Electrical, and Electronics Manufacturing
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100 - 200 Employee
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Optimization Consultant
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Oct 2007 - Jan 2008
• Development of a Mathematical Model in order to optimize electrical wires and cables production planning and control, based on demand and inventory • Development of a Mathematical Model in order to optimize electrical wires and cables production planning and control, based on demand and inventory
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Pandin Móves de Aço
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São José do Rio Preto e Região, Brasil
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Intern
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Nov 2004 - Feb 2005
• Cronoanalysis in all production process steps in order to plan the steel furniture factory production • Cronoanalysis in all production process steps in order to plan the steel furniture factory production
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Education
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CFA Institute
Passed CFA Level II Exam -
Fundação Getúlio Vargas
Master of Business Administration (MBA), Project Management -
Universidade Estadual Paulista Júlio de Mesquita Filho
Master's degree, Applied Mathematics -
Universidade Estadual Paulista Júlio de Mesquita Filho
Bachelor's degree, Computational and Applied Mathematics