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Financial Analyst with 5 years of expertise in banking and investment
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Competencies
Performed detailed financial analysis to evaluate investment opportunities and support decision-making.
Built complex financial models to forecast performance and analyze scenarios for various portfolios.
Created dashboards and reports to present financial data insights to stakeholders.
Assessed and monitored risk metrics, ensuring compliance with regulatory standards.
Education
Summary
Experienced financial analyst with a strong background in portfolio management, financial modeling, and data analysis, dedicated to delivering insightful reports and supporting strategic investment decisions.
Key Achievements
- Led the analysis for a $2M portfolio rebalancing project, improving reporting accuracy and speed.
- Developed a financial modeling framework adopted across the department, streamlining decision-making processes.
- Progressed from entry-level analyst to senior financial analyst, expanding responsibilities in risk assessment and client reporting.
Experience
FREIGHT BROKER
Freight sales for the US, connecting with customers and transport agencies to close deals for heavy machinery.
LOGISTICS COORDINATOR
Facilitated smooth border crossings by ensuring 100% accuracy of Commercial Invoices, Packing Lists, and Certificates of Origin., Liaised daily with Customs Brokers on both sides of the border to ensure compliance with SAT (Mexico) and CBP (USA) regulations., Managed drayage and transloading operations at key ports of entry Laredo border., Audited freight bills and shipping documents to prevent costly compliance fines and detention fees.
MICROSOFT TECH SUPPORT
Managed an average of 30+ support tickets daily via CRM tools, ensuring all Service Level Agreements (SLAs) were met or exceeded., Streamlined the troubleshooting process for Windows-based environments, reducing average ticket resolution time by 15%., Identified recurring technical trends and provided feedback to product teams to improve software stability., Educated end-users on Microsoft best practices and security protocols to prevent future support needs.