Nuria Recio

Finance Manager @Heredium

AccountantData EntryBanking OperationsBusiness Analyst🧨 ConsultingFinancial Analyst🏦 Finance

Driven, resilient and proactive professional with over five years of experience in finance and risk management. Proven ability to translate complex data into actionable insights, driving strategic decision-making. Demonstrated leadership in managing teams and fostering collaboration to achieve business objectives. Fluent in English, Spanish, and Portuguese, with a passion for resourcefulness, cultural exploration and IT innovation and adaptability. • Led financial operations for an UHNW family-owned asset management firm, undergoing succession and expansion. • Identified and mitigated operational risks, resulting in increased efficiency and reduced costs. • Automated financial processes, enhancing productivity and accuracy. • Assessed $200M in property investment opportunities, contributing to strategic expansion. • Implemented risk control measures for End User Computing Applications, ensuring regulatory compliance. • Enhanced data visualisation and analytical capabilities by migrating dashboards to Power BI. • Conducted credit risk analyses, supporting strategic decision-making and regulatory compliance. • Improved and embedded governance frameworks, streamlining processes and enhancing compliance. • Managed relationships with the PRA, ensuring timely and accurate reporting. • Developed a Climate Change Risk assessment framework, integrating high-flood risk and EPC ratings. • Optimised statistical efficiency and quality through improved data analysis and collection systems. • Supported the sale of the Biopharma business to Danaher, tracking progress and ensuring accountability. • Recognised with three Impact Awards for significant contributions.

Feedback from Nuria’s ex-colleagues

Let me see

Keep in touch with meI'm using Intch to connect with new people. Use this link to open chat with me via Intch app

Work Background

HEREDIUM CH AGFinance Manager

Apr. 2023 - Dec. 2023Auckland, New ZealandHeadhunted and selected in the UK to lead the financial agenda of an UHNW family-owned asset management and investment Swiss firm expanding into New Zealand and undergoing a pivotal succession phase. Directed the gathering, interpretation, and analysis of internal and external financial data facilitating informed decision-making for management and stakeholders; Managing budgets, accounts payable, accounts receivable, and expenses, while developing strategies to mitigate financial risks and identify cost-saving opportunities.

HEREDIUM CH AGSenior Financial Analyst

Oct. 2022 - Apr. 2023Lugano, Ticino, Switzerland

Castle Trust BankGroup Risk Analyst

Mar. 2022 - Oct. 2022London, England, United KingdomSupporting the risk management agenda by setting, calculating, and tracking macroeconomic early warning indicators (incl. Covid-19, cost of living, inflation, recession, etc.). Reviewing and analysing group wide risk appetite statements and exposures, synthesising findings and insights into CRO overviews for Board and Risk Committees including economic overview, limit breaches, business units, and regulatory updates. Producing wide Risk Function risk control self-assessments to ensure comprehensive risk management framework across the organisation. Migrating management information dashboards from excel into Power BI enhancing data visualisation and analytical capabilities for informed decision-making. Conducted ad-hoc credit risk analysis such as mortgages performance, cost of living crisis impact to POS customers, various stress testing, GAP analysis against regulators thematic reviews, etc.

Nuria Recio ConsultingBusiness Development Consultant

Nov. 2016 - Oct. 2022LondonAs a self-employed consultant, I provided a broad range of services to businesses, from financial support to marketing and e-commerce management. I specialised in helping small businesses and startups adapt to market changes, grow their online presence, and improve their operational efficiency. Key Services -Collected and analysed financial and customer data to identify trends, understand client needs, produce forecasts, and set realistic targets. -Provided financing support and advised on capital allocation for business growth. -Improved website design and optimised SEO, creating and managing both organic and inorganic marketing strategies. -Conducted market research and leveraged business data to craft short- and long-term strategic plans in consultation with clients' management. -Supported the development of business and marketing plans for presentation to investors, including progress reviews with standardised metrics. -Managed full e-commerce operations, from customer service to order fulfillment. -Monitored sales and marketing trends to guide strategic decisions and ensure competitive positioning. -Created content for social media, websites, and newsletters to engage customers and boost online presence. -Delivered COVID-19 business support, including guidance for online transitions, assistance with funding access, regulatory compliance, and ongoing pandemic-related challenges. Key Clients -Landing Strip Jeans -CASAE -BodyMap Pilates -Ronnie Green Pilates In my role, I focused on providing actionable solutions and building long-term relationships with my clients. My diverse skill set allowed me to adapt to changing business needs and offer comprehensive support.

Castle Trust BankRisk Governance Analyst

Oct. 2020 - Mar. 2022London, England, United KingdomResponsible for improving, reviewing and embedding governance across the Risk Function, ensuring relevant frameworks, manuals, policies and terms of reference are aligned and updated on a timely manner. Managed three monthly sub-executive committees and supported other three bi-monthly committees. Responsible for managing the relationship with the PRA, including all communications, monthly review packs and capital, liquidity and credit risk visit assessments. First line responsible for Climate Change Risk. Responsible for the Risk Management and Governance sections of the ICAAP.