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Work Background
OEA Energy LLC.LATAM Risk, Financial and Project Analyst
May. 2024United States• Led the financial analysis to secure a $300K USD revolving credit line by justifying financial statements and cost structures.
• Optimized traceability processes and negotiations with key suppliers, ensuring operational efficiency and regulatory compliance through due diligence.
• Developed financial and operational models that enhanced profitability and supply chain continuity; later analyzed results using Power BI and SQL, achieving a 12% reduction in Cost of Goods Sold (COGS).
KloverInternship Trainee
May. 2023 - May. 2024MexicoManaged a 5M MXN client portfolio created from scratch.
I used Excel and Notion, communicated to the client about the alternatives to make the best decision.
Conducted research on capital risk management, protection through insurance companies and financial products.
I interviewed multiple professionals in the area.
BanBajío S.A. (Mexican Bank)Project Experience
Feb. 2023 - May. 2023MexicoWon 1st place nationally in a Treasury Management project for an SME, aiming to secure financing from BanBajío.
Performed all financial calculations and statements for treasury of the enterprise in Excel using automated formulas and led my team to maximize their performance by leveraging their individual strengths. This project was conducted in collaboration with Tecnológico de Monterrey.
Actinver (Mexican Bank and Brokerage House)Project Experience
Feb. 2022 - Jun. 2022MexicoWon 1st place at the regional level in an Investment Portfolio project by designing a customized portfolio under specific restrictions for a client with unique financial goals.
Calculated risk and expected return using Excel, ensuring optimal risk-return balance, while leading the team by leveraging individual strengths to maximize performance.
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