Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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Andrés Kalifa Valdes

Monterrey

Summary

Finance professional with a Bachelor's degree in Financial Administration from Instituto Tecnológico de Monterrey. Solid experience in financial analysis, project coordination, internal controls, and risk assessment, with exposure to key industries including Automotive, Consumer Goods, Manufacturing, and Health Services. Proficient in leveraging data to support strategic decision-making and enhance financial performance. Collaborative and proactive, with a focus on delivering clear, actionable insights in fast-paced environments. Seeking opportunities to contribute to financial planning, investment evaluation, and strategic business initiatives.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Financial Consultant

Ernst & Young (EY)
07.2024 - Current
  • Lead Consultant for a manufacturing company, developing and reviewing financial procedures across fixed assets, AR, AP, and inventory.
  • Led over 10 client employee training sessions, resulting in the successful implementation of monthly balance sheet reconciliations across all departments.
  • Built strong relationships with clients through consistent communication and exceptional customer service.
  • Led a financial internal consulting project for an international manufacturing company regarding financial closure.
  • Led internal inventory audits for a global manufacturing firm, ensuring compliance and driving process improvements.
  • Applied SOX framework methodology by performing Tests of Design in internal Control

Financial Analyst

Toyota CLEBER
03.2024 - 06.2024
  • Worked in a project of monthly financial reports and data analisis
  • Worked in a project of internal audit regarding risk assesment and prevention

Business Development and Financial Analyst

INDUSTRIAS CRISMA
06.2022 - 08.2023
  • Worked in brand development and website creation.
  • Worked with the business finances and administration which entailed risk assessment in the company's investments.
  • Worked in client retention and new client’s relationship development.
  • Learned about the client's needs and offered the company's services through their needs.

Financial Analyst Intern

Vease Comercial
04.2022 - 06.2022
  • Evaluated projects to see if they are viable in the financial point of view.
  • Worked in the company's finance tracking automatization by creating a system in which the company's costs could be easily tracked and managed through results analysis.

Education

Degree - financial administration LAF

Instituto Tecnológico de Monterrey
Monterrey, N.L.
06.2024

Semester Abroad - undefined

Universidad Carlos III de Madrid
01.2024

Skills

  • Project Management
  • Risk Assessment
  • Problem Solving
  • Financial Analysis
  • Fast Learner
  • Leadership
  • Data Analysis
  • Excel
  • Proactive Leadership
  • Critical Thinker
  • Verbal and written communication

Certification

  • Excel
  • Power BI
  • SQL Concepts & Queries
  • Design Thinking
  • Certificate of Completion of Advanced Google Analytics
  • AI Now 1-2

Languages

English
Advanced (C1)
Spanish
Bilingual or Proficient (C2)

Timeline

Financial Consultant

Ernst & Young (EY)
07.2024 - Current

Financial Analyst

Toyota CLEBER
03.2024 - 06.2024

Business Development and Financial Analyst

INDUSTRIAS CRISMA
06.2022 - 08.2023

Financial Analyst Intern

Vease Comercial
04.2022 - 06.2022

Semester Abroad - undefined

Universidad Carlos III de Madrid

Degree - financial administration LAF

Instituto Tecnológico de Monterrey

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Andrés Kalifa Valdes