Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
14
14
years of professional experience
1
1
Language
Work History
Treasury Manager
CCL Industries - Innovasense S De RL De CV
06.2018 - Current
Collaborated cross-functionally with other departments such as finance, accounting, tax, legal, and procurement to ensure seamless integration of treasury-related activities.
Developed strong relationships with banking partners for improved service levels and competitive pricing negotiations.
Managed foreign exchange exposures by developing a comprehensive hedging strategy to minimize currency risks.
Improved financial risk management by establishing policies, procedures, and internal controls to mitigate potential risks.
Optimized cash flow by implementing effective cash management strategies and monitoring daily liquidity positions.
Streamlined payment processes by implementing an electronic payment system that reduced manual errors and increased operational efficiency.
Improved financial reporting by creating customized reports that provided actionable insights into cash positions, investment performance, and exposure levels.
Investment Advisor
BBVA
01.2012 - 06.2018
Met with clients to generate new business and negotiate contracts.
Contacted potential clients to pursue sales and gather funds.
Increased client satisfaction by providing customized investment advice tailored to individual financial goals.
Assisted clients with retirement planning, ensuring a secure financial future through strategic asset allocation and consistent saving habits.
Analyzed market trends and economic data to make informed recommendations for clients portfolios.
Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
Helped clients make informed decisions about financial future.
Implemented exit strategies for clients to transition out of investments.
Business Banking Executive
Banamex
03.2010 - 01.2012
Fostered strong relationships with clients through effective communication and proactive problem-solving efforts.
Spearheaded initiatives to streamline loan approval processes, enhancing efficiency and expediting turnaround times.
Launched targeted marketing campaigns designed to attract new business clientele, boosting overall brand awareness.
Provided expert guidance on regulatory compliance matters, minimizing risks associated with non-compliance penalties or reputational damage.
Served as a trusted advisor to clients on matters related to financial planning, investment strategies, and overall business growth.
Education
Master in Business Administration in Finance
TecMilenio San Luis Potosí
San Luis Potosí City, San Luis Potosí, Mexico
05.2001 -
Financial Administration
ITESM (Monterrey Facilities)
Monterrey, Nuevo León, Mexico
12.2009
Skills
Cash Management Expertise
Bank Relationship Management
Foreign Exchange Management
Financial Reporting Abilities
Budget Planning and Control
Investment Portfolio Management
Internal controls implementation
Cash Flow Forecasting
Working Capital Optimization
Financial analysis proficiency
Credit Facility Management
Treasury Operations Efficiency
Cash Management
Investment strategy
Financial Analysis
Timeline
Treasury Manager
CCL Industries - Innovasense S De RL De CV
06.2018 - Current
Investment Advisor
BBVA
01.2012 - 06.2018
Business Banking Executive
Banamex
03.2010 - 01.2012
Master in Business Administration in Finance
TecMilenio San Luis Potosí
05.2001 -
Financial Administration
ITESM (Monterrey Facilities)
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