
Timeline
About me
Aspiring Financial Analyst & Wealth Manager | IFC Certification in Progress | Dedicated Volunteer | Passionate About Tech & Innovation
Education

Escuela europea de gerencia - eeg
-Master's degree science in banking and finance
Instituto tecnológico de santo domingo
-Bachelor's degree science in business administration
Lambton college
2024 - 2026Postgraduate degree financial planning & wealth managementIt's designed to equip me with all the essential skills and knowledge needed for a fulfilling career in the financial services sector. Throughout the program, I'll delve into specialized expertise, technical know-how, and even develop selling skills crucial for success in various financial institutions like banks, credit unions, and investment firms. What's really cool is that the program wraps up with a practical component like a co-op in the industry or an Applied Project, giving me hands-on… Show more It's designed to equip me with all the essential skills and knowledge needed for a fulfilling career in the financial services sector. Throughout the program, I'll delve into specialized expertise, technical know-how, and even develop selling skills crucial for success in various financial institutions like banks, credit unions, and investment firms. What's really cool is that the program wraps up with a practical component like a co-op in the industry or an Applied Project, giving me hands-on experience to kickstart my career. Show less
Experience

Frescaflor srl
Mar 2011 - Dec 2013Frescaflor, srlWhile serving as a Sales Agent Rep, I upheld high customer satisfaction standards through the delivery of exceptional service. I mentored new sales team members, nurturing their professional growth and success. Additionally, I conducted business consultations with current and prospective clients to identify needs and propose ideal solutions. Moreover, I provided training and guidance to new sales representatives, thereby enhancing team performance and knowledge.Selected achievements:• Amplified product sales by providing expert advice and promoting complementary items.• Surpassed monthly sales targets through effective product advocacy and client acquisition strategies.• Upheld outstanding service standards, resulting in high client retention and satisfaction rates. Show less

Banreservasrd
Jan 2014 - May 2021Cultivating and sustaining strategic relationships with C-level executives to support organizational objectives and increase client engagement was a key aspect of my role. I ensured adherence to rigorous banking protocols for loan processing, currency management, and legal compliance. Formulating and implementing critical operational procedures for team members in document preparation, financial modeling, and presentation development was also part of my responsibilities. Additionally, I actively participated as a key representative at community events, fostering relationships and promoting financial services. Directing team efforts to enhance efficiency and profitability, I provided leadership and guidance. Engaging with prospective clients to expand business and negotiate terms further contributed to my role.Selected achievements:• Initiated and closed negotiations with new clients, contributing to the bank's growth and financial stability.• Revamped documentation processes to maximize team productivity and minimize turnaround time for client services. Show less I addressed client inquiries regarding account details and banking services, ensuring the provision of accurate information to nurture trust. Furthermore, I aided clients in managing their accounts, including assisting with account openings and closures, processing loan applications, and facilitating service enrollment. Moreover, I provided guidance to clients on the utilization of online banking platforms and mobile applications to enhance their banking experience. Recognizing opportunities for cross-selling, I referred clients to appropriate financial service partners. I revamped loan application processes to enhance customer satisfaction and operational efficiency. I played a pivotal role in driving business development initiatives to support the bank's growth objectives. Show less In this position, I tackled and resolved customer inquiries by providing informed and efficient service, ultimately boosting client satisfaction and fostering loyalty. Employing robust strategies, I ensured that customer needs were met, maintaining a high standard of service and creating positive experiences. Additionally, I revamped customer service processes to enhance response times and reduce issue resolution duration. Serving as a bridge between customers and the bank, I facilitated clear communication and effective problem-solving. I forged and sustained productive relationships, contributing to an environment that promoted repeat business and customer referrals. Show less
Premier Banker
Sept 2018 - May 2021Financial Advisor
Mar 2015 - Sept 2018Customer Service Representative
Jan 2014 - Mar 2015

Legatec, srl
Sept 2020 - Mar 2024Chief financial officerAs Chief Financial Officer at Legatec, SRL, I led financial operations and strategic planning to drive efficiency, improve profitability, and enhance customer satisfaction.• Directed financial operations and supervised a team of 8 clerks and agents, resulting in a 15% increase in customer satisfaction by improving data accuracy and reducing response times.• Implemented and optimized operational schedules, leading to a 20% improvement in efficiency and significant enhancements in service quality.• Developed financial forecasts, budgets, and cost-reduction strategies, resulting in streamlined processes and increased profitability.• Trained and mentored staff on financial protocols and company policies to ensure high standards of performance, contributing to increased customer satisfaction and operational excellence.• Managed the integration of computer systems for financial data management, ensuring uptime and arranging necessary maintenance.• Prepared detailed financial reports for senior management, highlighting a 15% increase in overall operational efficiency and making strategic recommendations for continued improvement. Show less

Ministerio de medio ambiente y recursos naturales
Feb 2022 - Feb 2023AccountantAs an Accountant at the Ministry of Environment and Natural Resources, I focused on enhancing financial accuracy and improving accounting systems to support organizational efficiency.• Reduced recurring accounting errors by 30% through the implementation of a new error detection system, improving the accuracy of financial reporting.• Contributed to a 12% increase in revenue by identifying operational inefficiencies and suggesting strategic adjustments• Increased compliance with professional accounting standards, resulting in 100% audit accuracy during annual reviews.• Improved operational efficiency by 20% by automating manual accounting tasks, freeing up time for higher-value financial analysis. Show less

Lambton college ottawa
Aug 2024 - Sept 2024Student guideIn my role as a Student Guide at Lambton College Ottawa, I provided essential support and guidance to students, helping them navigate campus resources and enhancing their overall experience at the college. With a focus on customer service, I ensured a welcoming environment that allowed students to feel supported and informed.• Assisted students with campus-related inquiries, offering information about college services and resources.• Guided new students through orientation and provided support during campus events, helping them integrate smoothly.• Supported front desk administrative tasks, contributing to efficient campus operations.• Created a welcoming and efficient environment, fostering a positive experience for all students seeking assistance. Show less

Pathfinders club
Oct 2024 - nowPresidentAs President of the Pathfinders Club at Lambton College Ottawa, I lead a diverse team to foster community, cultural dialogue, and personal growth among students. My key responsibilities include:• Leadership and Representation: Serving as the primary spokesperson and setting a positive example to inspire member engagement and inclusivity.• Event Planning and Organization: Overseeing the development of a club calendar, coordinating events, workshops, and social activities aligned with our mission.• Effective Communication: Facilitating regular communication with members, faculty, and college administration to promote club initiatives and recruit new members.• Problem-Solving and Conflict Resolution: Managing any issues or conflicts within the club to maintain a positive and productive environment.• Financial Management: Collaborating with the Treasurer to track budgets, approve expenditures, and support fundraising initiatives.• Recruitment and Engagement: Actively promoting the club, organizing membership drives, and ensuring sustained member involvement through engaging activities.This role has honed my leadership, organizational, and interpersonal skills, enabling me to create an inclusive space where students feel valued and inspired to participate. Show less

Cci ottawa
Oct 2024 - nowAs a Housing Support Worker at the Catholic Centre for Immigrants, I assist newcomers, refugees, and immigrants in securing stable housing and navigating their integration into the community. My role involves:• Supporting clients in locating and applying for housing, and advocating on their behalf.• Providing guidance on lease agreements, tenant rights, and connecting clients to local resources.• Collaborating with landlords and community partners to create sustainable housing solutions.• Assisting clients in overcoming barriers to housing and offering crisis support when necessary.• Conducting follow-ups to ensure long-term housing stability and success. Show less As a Settlement Counsellor at CCI Ottawa, I am dedicated to supporting newcomers in their journey to integrate into Canadian society. My role involves providing personalized assistance, guiding clients through essential resources, and helping them build the skills and confidence needed to thrive in their new environment. With a compassionate and culturally sensitive approach, I work to ensure each client receives the support they need to feel empowered and self-sufficient.• Empower clients through personalized support, offering essential information, orientation, and referrals to foster independence in navigating Canadian systems.• Coordinate comprehensive case management through detailed needs assessments, customized action plans, and advocacy to address each client’s unique needs.• Assist over 50 clients monthly in accessing community resources, providing language support through interpreting and translating as needed.•Facilitate workshops and group sessions, helping clients build knowledge and confidence to thrive in their new environment.•Maintain meticulous records and documentation, ensuring accurate tracking of services and outcomes.•Thrive in a multidisciplinary and culturally diverse environment, bringing empathy and cross-cultural communication to every client interaction. Show less
Housing Support Worker
Jan 2025 - nowSettlement Counsellor
Oct 2024 - Jan 2025
Licenses & Certifications

Sales, negotiation and handling of objections
Academia reserve bank of the dominican republicJun 2018
Emotional intelligence and conflict management
Academia reserve bank of the dominican republicFeb 2018- View certificate

Learning pc maintenance and performance
LinkedinMay 2024 - View certificate

Learning excel 2021
LinkedinJun 2024 
General banking management
Escuela europea de gerencia - eegFeb 2016
Calculations of costs and determination of prices
Universidad nacional pedro henríquez ureñaJan 2023
High performance leaders
Escuela europea de gerencia - eegMar 2018
Marketing principles simternship
StukentJul 2024
Economy & finance
Escuela europea de gerencia - eegJul 2016
Financial management for decision making
Pontificia universidad católica madre y maestraAug 2023
Honors & Awards
- Awarded to Monica GalanOutstanding Achievement in Financial Management Program BHD BANK Aug 2023 Recognized for active participation, contributions, and achieving expected results as an outstanding advisor in the Specialized Financial Management Program 2023. This award was presented by BHD Bank and the MiPymes Innovation Center in Santo Domingo, Dominican Republic.
- Awarded to Monica GalanRecognition in 2nd Place for Greater Placement in the Active Portfolio in 2019 Reserve Bank of the Dominican Republic Jun 2019 The Regional Business Direction of the Central Metropolitan Zone awards her a recognition of “Good Job” in 2nd place for “Highest placement in active portfolio as of June 2019” to the Banking Officer Mónica Galán.
- Awarded to Monica GalanImmediate Recognition - Great Job! For the commitment to achieving goals for the year 2017 Reserve Bank of the Dominican Republic Dec 2017 The Botanika Plaza office recognizes the great work of Bank Clerk Monica Galan for her commitment to meeting the office’s goals throughout the year 2017. We acknowledge her passion for her work and her excellent service to the clients.
- Awarded to Monica GalanRecognition in Service Excellence Reserve Bank of the Dominican Republic Mr. Luis Rivas (Quality Assurance Director) recognizes her for the excellent work in attending to the Mystery Shopper, achieving a satisfaction index rating of 95% to 100%. During the interaction with the simulated customer, she complied with the face-to-face service protocol, attire, personal grooming, use of visible identification badge, and demonstrated an appropriate service attitude.
Volunteer Experience
Team Lead
Issued by CCI Ottawa
Associated with Monica GalanRegistration Volunteer
Issued by CCI Ottawa on Jun 2024
Associated with Monica GalanBus Transportation Volunteer
Issued by CCI Ottawa on Jul 2024
Associated with Monica GalanChildren's Trip to National Gallery of Canada Volunteer
Issued by CCI Ottawa on Aug 2024
Associated with Monica GalanRegistration Volunteer
Issued by The Terry Fox Foundation on Sept 2024
Associated with Monica GalanRegistration Specialist
Issued by CCI Ottawa on Sept 2024
Associated with Monica GalanSkating Program Volunteer
Issued by CCI Ottawa on Jan 2025
Associated with Monica Galan
Languages
- enEnglish
- spSpanish
- frFrench
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