Experience

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  Zurich insurance company ltd

  Mar 2007 - Jul 2012

  Financial planning and accounting process manager

  Focus on supplying financial information, analysis, and recommendations to the CFO, CEO, and key directors and executives of each of the company's 12 lines of business, and regional directors in charge of consolidating financial information in Latin America to report home office in Switzerland.

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  Euler hermes

  Aug 2012 - Oct 2014

  Credit and markets risks expert

  Assessment of different financial statements of our client’s debtors to determine their capability to fulfill their short-term and long-term debt based on an analysis of profitability, cash generation capacity, liquidity, operational cycles, capital coverage, leverage, interest coverage, as well as projections of results, trends and discounted cash flows models.

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  Tip of mexico (a former ge capital business)

  Nov 2014 - Feb 2016

  Ric senior specialist

  Improved the company’s financial performance by assisting senior executives and support sales team to manage and analyze potential clients to build a profitable customers’ portfolio based on country and sectors’ risk and monitoring of existing portfolio through metrics and ratios. Awarded for building a low credit risk portfolio based on our customers’ financial performance, including main financial ratios, sector assessment, and economic environment.

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  Financial planning

  Dec 2017 - May 2023

  Financial advisor. financial markets trader. long-term investor. portfolio manager. finance manager

  Development of risk and reward analysis to achieve satisfying investment returns. Trader of financial assets (options and stocks) across countries and sectors. Valuations, Financial Models, Discounted Cash Flow Projections. Analysis of technical indicators (volume, trends, probability distribution, support and resistance levels, MACD, ROC, RSI, CCI, etc.). Identify areas of improvement and financial excellence that leads to strong bottom-line results. Financial risk assessment of Economics, Macroeconomics, Monetary Policies, Debt Cycles, and Economies of Scale. Show less

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  Rgp law group

  May 2023 - now

  Business development consultant

  Business Consultant at Citi Group.-Banamex IPO. Managing different teams through out Banamex IPO.-Separation Project. Creating successful strategies to separate Citigroup's businesses to increase profitability. -Creating financial models to measure profitability and efficiency. Establishing key performance indicators and metrics to measure each Citi Group's Business subject to sell in Banamex IPO. Evaluating metrics such as Efficiency Ratio, Capital Ratio, Loans to Deposit Ratio, Capital Adequacy, Cost-to-Income, Customer Satisfaction, Loan Yield, Cash Flow, Customer acquisition, among others to measure each subsidiary financial performance.Management, supervision, and definition of Local Regulatory reports requirements. Show less