SIGLO
Fernando Cuesta Herrera
Treasury Analyst
San Pedro Garza García
Summary
Detail-oriented Treasury Analyst with a Business Administration and Strategy degree and extensive familiarity with modern treasury software. Analyst at a large banking treasury department and delivered diverse financial forecasts with high degree of accuracy. High-level analytical and strategic planning skills leading to impressive results.
Seasoned Entrepreneur with a solid background in business management, sales, operational planning and revenue generation. Hardworking, dedicated and resourceful leader ready to leverage experience and drive to pursue new professional challenges.
Overview
7
7
years of professional experience
5
5
years of post-secondary education
1
1
Certification
2
2
Language
Work History
Treasury Analyst
Bancrea Institutional Bank
09.2023 - Current
- Daily capture and generating of investment, transaction, liquidity, and flow reports
- Investment and liquidity report analysis for decision making
- Generation and capture of rates for financial products
- Analysis and authorization of rates for equity clients.
- Handled cash flow, debit and interest schedules and bank accounts.
- Analyzed financial patterns and made accurate predictions.
- Helped clients make optimal decisions on amounts and timing of capitalization.
Progress supervisor and Sales Development Representative
Grupo Valtec
02.2022 - Current
- Conglomerate dedicated to solar panel sales and installation in the business and residential sector, real estate, marketing agency and the manufacture and assembly of steel structures
- Concluded solar panel sales to international hotel chains and manufacturing plants (ongoing and future projects)
- Supervision of works in progress.
- Monitored workflow to improve employee time management and increase productivity.
Founding partner
BikeClub
11.2021 - Current
- Self-owned business that consists of a mountain bike rental and consumption goods sales establishment for the public at a metropolitan park, where I take part in the managing of inventory, personnel and financial administration
- Created organization's mission and vision statements for use by employees.
- Created and monitored promotional approaches to increase sales and profit levels.
Founding partner
JALA MX
07.2020 - 08.2023
- E-commerce brand where, alongside my partner, by managing daily sales, customer service, inventory of various products and shipments on Amazon, we accomplished a significant yearly sales average.
- Conducted target market research to scope out industry competition and identify advantageous trends.
- Developed key operational initiatives to drive and maintain substantial business growth.
Sales Representative
Ciisa & PSW Tech Consulting
02.2022 - 09.2022
- B2B sales in the SaaS industry
- Achieved multiple meetings with highly potential clients for the product, increasing the sales opportunities by 50% monthly
- Increased customer retention rates
- High level of expertise in cold calling.
- Won new business by articulating full value of company's capabilities to prospects.
- Utilized CRM to manage sensitive client information and update existing and new client profiles.
- Built and managed accurate sales pipeline to maintain high volume of activity.
Administrative Assistant Intern
CANO Structures
05.2021 - 12.2021
- Invoice management, order costing and quotes for a service company related to the field of metal structures
- Design, manufacture, assembly, installation and membrane reinforcement and joist
- Work with Different AE’s and SE’s by translating from Spanish to English, Account Deep dives, Negotiation, and others.
- Developed and updated spreadsheets and databases to track, analyze, and report on performance and sales data.
- Prepared and edited documents and reports for quality and accuracy.
Progress supervisor
San Fernando Pecan Company
11.2018 - 12.2020
- Supervise of the daily inventory register and the weighing of the harvest collected
- By analyzing the daily progress in the harvest process, I came up with financial decisions regarding the use of the machines and the irrigation system which optimized the operation.
- Achieved results by working with staff to meet established targets.
- Maintained compliance with company policies, objectives, and communication goals.
Quality Control Internship
Ramada Encore Hotel
06.2018 - 09.2018
- Mobility between different areas throughput the internship. (administration, finances, concierge, inventory, laundry, customer service, restaurant, management)
- I suggested budget changes based on administration, sales, and income analysis to increase company profits.
- Sorted and organized files, spreadsheets, and reports.
- Interacted with customers by phone, email, or in-person to provide information.
- Analyzed problems and worked with teams to develop solutions.
- Participated in workshops and presentations related to projects to gain knowledge.
Accounting and Administrative Assistant Intern
Grupo CUESTA
11.2017 - 05.2018
- Performed general ledger integrity maintenance
- I compiled general ledger entries on a very tight deadline with an accuracy of about 100%.
- Developed and updated spreadsheets and databases to track, analyze, and report on performance and sales data.
- Processed invoices and expenses to facilitate financial management.
Directive Assistant Intern
CEIAC
01.2017 - 10.2017
- I assisted the director of the non profit in emerging matters, mainly personnel and resource administration.
- Analyzed problems and worked with teams to develop solutions.
- Prepared project presentations and reports to assist senior staff.
Education
Bachelor of Business Administration - Operation & Supply Chain Management
Instituto Tecnológico y de Estudios Superiores de Monterrey (ITESM)
Monterrey, NL 08.2019 - 12.2022
Business Administration - undefined
Suffolk University
Boston, MA 09.2018 - 05.2019
High School Diploma -
Tec De Monterrey
Chihuahua, Chihuahua, Mx 05.2001 -
Semester Abroad -
Mountain Creek State Highschool
Mountain Creek, Australia 05.2016 - 12.2016
Language applied in business
Beijing Normal University
Beijing, China 06.2016 - 07.2016
Skills
GL Account Management
Forecasting
Statistical Analysis
Price Structuring
Business Tracking
Business Development
Business Planning
Relationship Building
Competitor Research
Customer Retention
Revenue Generation
Availability To Travel
Yes
Details And Contact Info
Avenida Aramberri 303, San Pedro Garza García, NL, 66278, +52 6141593946, fernandocuestah@outlook.com
Personal Information
- Date of Birth: 05/24/1999
- Marital Status: Single
Software
Microsoft Office
Salesforce
Microsoft Dynamics CRM
Sales Nav
Outreach
Slack
Webex
Certification
Financial Institutions and Money laundering prevention
Timeline
Financial Institutions and Money laundering prevention
09-2023
Treasury Analyst
Bancrea Institutional Bank
09.2023 - Current
Progress supervisor and Sales Development Representative
Grupo Valtec
02.2022 - Current
Sales Representative
Ciisa & PSW Tech Consulting
02.2022 - 09.2022
Founding partner
BikeClub
11.2021 - Current
Administrative Assistant Intern
CANO Structures
05.2021 - 12.2021
Founding partner
JALA MX
07.2020 - 08.2023
Bachelor of Business Administration - Operation & Supply Chain Management
Instituto Tecnológico y de Estudios Superiores de Monterrey (ITESM)
08.2019 - 12.2022
Progress supervisor
San Fernando Pecan Company
11.2018 - 12.2020
Business Administration - undefined
Suffolk University
09.2018 - 05.2019
Quality Control Internship
Ramada Encore Hotel
06.2018 - 09.2018
Accounting and Administrative Assistant Intern
Grupo CUESTA
11.2017 - 05.2018
Directive Assistant Intern
CEIAC
01.2017 - 10.2017
Language applied in business
Beijing Normal University
06.2016 - 07.2016
Semester Abroad -
Mountain Creek State Highschool
05.2016 - 12.2016
High School Diploma -
Tec De Monterrey
05.2001 -