Years of experience: 2

AccountantGas & ChemicalsFinTechOilBanking & Capital MarketsInvestment Management

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Jonathan's Career Path
LATAM Risk, Financial and Project Analyst May. 2024 -
Present
OEA Energy LLC.LATAM Risk, Financial and Project Analyst
United 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 analy...
Internship TraineeMay. 2023 -
May. 2024
KloverInternship Trainee
MexicoManaged 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.
Project ExperienceFeb. 2023 -
May. 2023
BanBajío S.A. (Mexican Bank)Project Experience
MexicoWon 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.

Jonathan's Posts

  • About myself

    With extensive experience in futures trading and financial analysis, I have excelled in designing commission models, negotiating international deals, and managing logistics in the energy sector. My achievements include managing a $100K trading account and building a 5M MXN client portfolio.

  • Job Description

    Eager to leverage my analytical skills and trading expertise in a Financial Analyst role, I seek a position offering growth and learning, with a focus on challenging projects and financial strategy. I value a balanced, supportive environment to enhance both my career and personal development.

  • How to contact

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  • About myself

    Finance graduate with expertise in financial analysis, accounting, and consulting. Managed $100K+ portfolios, automated processes, and advised on savings and debt reduction. Excel, SQL, Bloomberg skills; trilingual. Recognized for treasury projects and investment strategies.

  • Job Description

    Seeking a Staff Accountant role to enhance financial skills in a dynamic team. Eager to learn from experts, contribute to financial integrity, and drive innovation in a large-scale organization. Passionate about process improvement and setting industry standards.

  • How to contact

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