Summary
Overview
Work History
Education
Skills
Websites
ADDITIONAL INFORMATION
Accomplishments
Software
Interests
Timeline
Generic

Diego Armando Zaragoza Félix

MBA Candidate May 2027
Houston

Summary

Experienced professional in Finance with a knack for overcoming challenges. Possesses strong problem-solving abilities and a proactive attitude towards new projects. Recognized for adaptability, creativity, and a results-driven mindset. Dedicated to driving impactful results and furthering organizational objectives.

Overview

7
7
years of professional experience
2028
2028
years of post-secondary education

Work History

Project and Structured Finance Sr. Analyst

Grupo Financiero Banorte (Corporate & Investment Banking)
01.2024 - 06.2025
  • Company Overview: The largest Mexican financial institution and the second largest in the country.
  • Carried out thorough assessments over the economic viability of several EPC contracts and concession titles for financing purposes.
  • Conducted the financial modeling assessment of a governmental contract related to constructing the toll road “Macro Libramiento Sur Colima”, a project valued at USD 450 million.
  • Assisted in the successful structuring of fees and other financial terms in order to correctly price the financing deals to ensure the fulfillment of bank´s profitability standards.
  • Term sheet elaboration and assistance to the top management in several final negotiations with clients.
  • Enhanced team productivity by streamlining workflow processes between front office bankers and clients regarding compliance documentation requirements.
  • Nurtured strong working relationships with clients, ensuring their needs were met while exceeding expectations on deliverables.
  • Developed and maintained strong relationships with external financial institutions, streamlining loan syndication processes.
  • Carried out tracking and follow-up activities related to severla infraestructure proyects to ensure its repayment capability: budget reporting and construction milestones surveiliance.
  • Responsable of crafting from scratch ad-hoc presentation and disclousure to risk managment top executives.

Credit Risk Analyst

Santander Mexico Branch (Corporate & Investment Banking)
01.2020 - 01.2024
  • Debt and risk profile assessment over significant companies across industries such as Energy, Beverages &, and Retail.
  • Constant monitoring of a credit portfolio valued at USD 1.9 billion (energy sector) and fulfilled the corporation´s primary quali(among others delinquency rate lower than 2.0%).
  • Ensured compliance with internal policies and regulatory requirements through diligent documentation of all credit decisions.
  • Conducted financial review of customer lines of credit by assessing company financials and initiating credit application reviews.
  • Analyzed customer data such as financial statements to determine level of risk involved for extending credit.
  • Presented financing operations for top management approval in Mexico, including multiple deals totaling around USD 50 million plus, all approved.
  • Supported the front-office banking team in structuring financing deals, recommending a more profitable and less risky approach—specifically, implementing a Receivable Purchase Program (RPP) instead of a traditional factoring credit line.
  • Mentored junior analysts, sharing best practices and fostering their professional development in credit analysis techniques.
  • Developed customized financial models to assess borrower''s capacity, ensuring accurate credit evaluation.
  • Facilitated team-oriented approach to complex credit analysis projects, enhancing overall accuracy and reliability.

FP&A Analyst

Fieldwood Energy México E&P
01.2019 - 01.2020
  • Company Overview: The largest private oil and gas producer in the country. The company operates the project Ichalkil y Pokoch (Block 4, awarded during Mexican bidding round 1.2 under a Production Sharing Contract or PSC).
  • Tracked prices, yields and other trends to correctly interpret impacts on investment programs.
  • Planed and managed a budget about USD 25 million regarding oil services required for the year.
  • Created and maintained precise and accurate models, charts and reports.
  • Evaluated and analyzed variety of financial results and indicators such as capital expenditures, depreciation, proposal and investment opportunities to improve financial results.
  • Influenced strategic decisions by conducting industry trend analyses and presenting findings to senior leadership.
  • Optimized resource allocation by assisting in the annual budget planning process and identifying areas for improvement.
  • Facilitated cross-functional collaboration, sharing insights from financial analysis with key stakeholders to drive business growth.
  • Safeguarded company assets by monitoring capital expenditure requests against established budgets and ensuring proper approval protocols were followed.
  • Coordinated with tax and ERP implementation consultants to develop long-term investment strategies.

Jr. Consultant

EY Mexico Branch
09.2018 - 06.2019
  • Participated in client meetings to understand their challenges, offering specific expertise in developing action plans.
  • Analyzed contractual structures regarding oil fields development and exploitation in Mexico, such as license and production sharing for clients' intentions on bidding over oil projects.
  • Continuously sought professional development opportunities, staying current with industry trends and emerging best practices to provide clients with the most relevant advice and insights.
  • Conducted thorough market research to identify growth opportunities and drive business development initiatives.
  • Generated reports detailing findings and recommendations.
  • Developed tax and financial modeling skills.


Education

Master of Business Administration (MBA) - STEM-designated

RICE UNIVERSITY, JONES GRADUATE SCHOOL OF BUSINESS
HOUSTON, TX

B.A. - Accounting and Financial Strategy

INSTITUTO TECNOLÓGICO AUTÓNOMO DE MÉXICO (ITAM)

Semester Abroad Concentration in Finance

UNIVERSIDAD DE VALENCIA (UV)

Skills

Client management

Performance monitoring

Data-driven insights

Proficient in financial modeling

Cost evaluation skills

Budget planning

Business acumen

Critical thinking for problem-solving

Risk analysis

ADDITIONAL INFORMATION

  • Career Interests: Finance in the energy sector as an alternative investment and the economic relationship between the US and Mexico.
  • Activities: Interested in knowing more about astrophysics, chaos theory, quantum mechanics and giving back to the community. College volunteering at PERAJ ITAM (elementary school level classes) and current volunteer at Gatilandia (animal shelter).
  • Other Awards and Achievements: Represented Club Deportivo Guadalajara (Chivas Rayadas) in several international soccer tournaments in youth categories: 3rd place in the Dana Cup (Denmark), 7th place in the Gothia Cup (Sweden), and 10th place in the Norway Cup (Norway).

Accomplishments

Represented Club Deportivo Guadalajara (Chivas Rayadas) in several international soccer tournaments in youth categories: 3rd place in the Dana Cup (Denmark), 7th place in the Gothia Cup (Sweden), and 10th place in the Norway Cup (Norway).

Software

Excel

Power Point

Bloomberg Terminal

R Programming

Interests

Finance in the energy sector as an alternative investment and the economic relationship between the US and Mexico

Timeline

Project and Structured Finance Sr. Analyst

Grupo Financiero Banorte (Corporate & Investment Banking)
01.2024 - 06.2025

Credit Risk Analyst

Santander Mexico Branch (Corporate & Investment Banking)
01.2020 - 01.2024

FP&A Analyst

Fieldwood Energy México E&P
01.2019 - 01.2020

Jr. Consultant

EY Mexico Branch
09.2018 - 06.2019

B.A. - Accounting and Financial Strategy

INSTITUTO TECNOLÓGICO AUTÓNOMO DE MÉXICO (ITAM)

Semester Abroad Concentration in Finance

UNIVERSIDAD DE VALENCIA (UV)

Master of Business Administration (MBA) - STEM-designated

RICE UNIVERSITY, JONES GRADUATE SCHOOL OF BUSINESS

Similar Profiles

CREATE PROFILE
Diego Armando Zaragoza FélixMBA Candidate May 2027