Middle Officer - Financial Controller

• May 2023 - Present

Financial Controller

• Mar 2022 - Sep 2022

Financial Controller within the Finance team Role: • Funds monitoring and reporting • Valuation and performance analysis • Financial and administrative portfolio monitoring • Answer to investors’ due diligences and queries • Working along the different departments of the company supporting and helping them with different requirements. Financial Controller within the Finance team Role: • Funds monitoring and reporting • Valuation and performance analysis • Financial and administrative portfolio monitoring • Answer to investors’ due diligences and queries • Working along the different departments of the company supporting and helping them with different requirements.

Wealth Management Relationship Banker

• Jan 2018 - Jun 2020

Role: -Financial advisory and investment services based on client’s investment profile and liquidity needs, with the objective of creating an effective investment strategy through setting a balanced/defensive and well planned portfolio with strategic asset allocation that adapts to economical conditions of domestic and foreign markets and enable to reach investment objectives. -Encourage investment to Bank’s clients and create valuable offers for them. -Building strong business relationships driven by the best recommendations and ethical principals. -Compliance and surveillance of the operating practices and proper sales. Skills: -Strong finance knowledge -Analytical ability -Relationship management -Strong operative experience in capital and money markets (Stock market trading, equity instruments, fixed income assets, FX and fund purchasing) -Banking software knowledge -Constant update on financial and credit solutions -Credit structures -Risk management Show less

Trainee in Corporate Banking

• Jan 2017 - Jun 2017

International Department within Corporate Banking of Banco Inbursa. In charge of manage all the companies of the CEO Carlos Slim. Role: -Operate and track products within the area: letters of credit, documentary collections and bonds. -Prepare reports analyzing each of the products in order to provide solutions and improve the performance of each one. -Generate records of all the arrivals of the documentation from the different companies within the group. In order to give them their bills once the payment was done. Moreover, keep a strong communication with the international banks via SWIFT, to confirm the status of the payment of each credit product. Show less

President of IMEF Universitario

• Jan 2015 - Dec 2015

President of the local board at the Mexican Institute of the Finance Executives (IMEF), in its chapter for universities, at ITESM campus Cuernavaca. Role: -Encourage financial education within the student population as well as marginate population of the state of Morelos, Mexico. Through workshops, conferences and classes of the importance of money, savings and credit. -Also organize some trips to visit the Mexican Stock Exchange, Mexico Central Bank and other financial institutuions and companies in Mexico City. -Provide accounting courses to small entrepreneurs of from the rural areas of Morelos state, to give them guidance of how to improve their businesses. Show less