Alvaro Trelles Farah

Alvaro Trelles Farah

Business Consulting Intern

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location of Alvaro Trelles FarahZürich Metropolitan Area

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  • Timeline

  • About me

    CFA Level 1 Candidate | Banking & Finance | Financial Analyst

  • Education

    • Universität Mannheim

      2022 - 2022
      Exchange Program Banking and Financial Support Services
    • Universidad del Pacífico (PE)

      2017 - 2022
      Bachelor of Business Administration - BBA Administración y gestión de empresas, general
  • Experience

    • EY

      Jan 2020 - Oct 2020
      Business Consulting Intern

      • Risk Management: Delivered consultancy services in risk management, internal control and process analysis, ensuring alignment with organizational goals and industry best practices.• Enterprise Risk Matrices: Designed detailed enterprise risk matrices to aid management in informed decision-making and proactive risk mitigation.• SOX Compliance Assessments: Performed SOX control tests to assess the operational effectiveness of accounting systems, ensuring compliance with regulatory standards and identifying improvement areas.• Process Workflows: Developed process workflows to enhance efficiency and ensure outputs consistent delivery of organizational objectives. Show less

    • Alicorp

      Sept 2021 - Feb 2022
      Logistics Intern

      • Financial Data Reporting: Compiled, analyzed, and delivered detailed monthly and quarterly performance reports to executive management, driving cost-saving initiatives and CAPEX optimization.• Data and KPI Monitoring: Oversaw the department’s data compilation processes and KPIs monitoring, implementing enhancements that improved the accuracy of insights.

    • Reiva

      Sept 2022 - Mar 2023
      Planning & Management Analyst

      • Comprehensive Business Plan: Collaborated with cross-functional teams in operations, accounting, sales, and HR to design the 2023 business plan, aligning financial goals with organizational strategy.• Client Profitability Analysis: Analyzed client account profitability by assessing resource allocation and customer needs, enabling the identification and prioritization of the most profitable client segments.• Relationship Management: Led commercial strategy meetings, prepared detailed business proposals, and secured new clients, contributing to revenue growth. Show less

    • Vivela.lat

      Apr 2023 - Jul 2024
      Financial Analyst

      • Portfolio Transfer Processes: Directed the execution of portfolio transfers to financial institutions, successfully transferring over $20 million in mortgages (more than 500 loans) in 2023.• Investment Strategy Leadership: Oversaw fixed-income investment strategies, driving a 17.2% year-over-year profitability increase through optimized cash allocation and market analysis.• Business Intelligence Development: Spearheaded the development and implementation of a Business Intelligence strategy, consolidating data and creating Power BI dashboards to enhance decision-making efficiency.• Strategic Financial Reporting: Prepared comprehensive management reports and financial analyses for Board of Directors meetings, evaluating performance against projections and presenting actionable recommendations. Show less

  • Licenses & Certifications

    • CFA Program Level I

      CFA Institute
      Jan 2025
      View certificate certificate
    • Certificate in Advanced English

      Cambridge Assessment International Education
      Jan 2017
    • Deutsches Sprachdiplom (C1 Niveau)

      Goethe-Institut e.V.
      Nov 2016
    • Diplôme d'études en langue française (B2 Niveau)

      Alianza Francesa de Lima
      Jan 2017
  • Volunteer Experience

    • Voluntario

      Issued by Proyecto Hogar on Jan 2015
      Proyecto HogarAssociated with Alvaro Trelles Farah