Years of experience: 3
AccountantGas & ChemicalsFinTechOilBanking & Capital MarketsInvestment Management
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Jonathan's Career Path
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...
May. 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.
Feb. 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.