Joseph Botbol Bendrihen
Financial Analyst
Huixquilucan, México,MEX
Summary
Organized Office Manager with noted experience in administrative management. Prioritize projects and multitask effectively to achieve project goals. Methodical and detail-oriented team player with expertise in team leadership. Offering these skills and strong work ethic. Analytical professional with strong background in financial modeling and risk management. Skilled in providing financial consultations and solutions for businesses of all sizes. Astute candidate develops new strategies and processes to optimize financial operations.
Overview
26
26
years of professional experience
3
3
Languages
Work History
Foundation Coordinator
Fundacion De Salvar Los Niños Pobres De Israel
06.2022 - 05.2024
- Provided exceptional administrative support to foundation staff, ensuring smooth daily operations and efficient use of resources.
- Resolved issues through active listening and open-ended questioning, escalating major problems to manager.
- Completed weekly payroll for employees.
- Provided technical data support to follow through with monthly/quarterly benefactors of foundation
Financial Analyst
GRUPO ROMANO S A DE C V
1 2011 - 10.2021
- Management and control of Accounts Receivables, Sales and Expenses
- Producing monthly, weekly and annual reports
- Sales support to company’s sales representatives providing them financial/accounting data.
- Worked effectively in fast-paced environments.
- Proven ability to learn quickly and adapt to new situations.
- Skilled at working independently and collaboratively in a team environment.
Distributer of Whole Grain Coffee
IKONO CAFÉ S A
01.2008 - 01.2010
- Developed relationships with supply chain growers of Arabica coffee in South Eastern regions of Mexico
- Established logistics in Mexico for transport procurements to Canada for wholesale and retail distribution
- Conceived business proposal/plans for the commercialization of Mexican coffee for the Canadian consumer.
- Collaborated with suppliers for timely product deliveries, ensuring client satisfaction.
Wealth Management
BANCO NACIONAL DE MÉXICO S A
01.2007 - 01.2008
- Development of new client relationships with the bank´s Wealth Management products
- Providing service to the bank branch´s existing wealth managements clients and adjusting their portfolios based financial needs
- Portfolio analysis, design of investment strategies, and the execution of client buy/sell orders.
- Enhanced client satisfaction by providing tailored wealth management strategies and solutions.
Financial Consultant
URBANI BIENES RAÍCES S. A. de C.V.
01.2005 - 01.2007
- Elaborated strategic proposals for sales optimization
- Performed Market Studies for a new project viability
- Developed financing tools for the Marketing department
- Training salespeople in the utilization of financing tools and sales strategies
- Cost accounting and analysis of urban developments,cash managent and projection of cash flows
- Review and Evaluation of new project proposals.
Sales Administrator
CONSTRUCCIONES Y SERVICIOS DE ASESORÍA, S.A. de C.V.
01.2000 - 01.2005
- Formulation of pricing mechanism of condo developments
- Accelerated sales cycles with effective coordination of product demonstrations between technical experts and prospective customers.
- Enhanced customer satisfaction by promptly addressing inquiries and resolving issues related to products and services.
- Facilitated smooth onboarding of new clients by preparing necessary documentation, scheduling training sessions, and conducting follow-up calls.
- As a Real Estate Broker sold 29 units in the urban development of Puerta del Lago
- Publicity coordinator of real estate projects.
Futures Floor Trader
DELTA DERIVADOS, S.A. de C.V.
01.1998 - 01.2000
- The execution of Futures contracts in “open cry system” on the floor of the MEXDER
- Designed and delivered presentations to the firm's clients on the Mexican derivative and equity markets
- Provided portfolio analysis and strategy for firm´s clients
- Certified as a Derivatives Broker, and Risk Management Officer.
Education
B.COMM - Finance
Concordia University
The Canadian Options Course - undefined
Canadian Securities Institute
The Canadian Operations Course - undefined
Canadian Securities Institute
undefined
Instituto SerFin
Skills
Multitasking
Database Administration
Self Motivation
Customer Service
Performance Improvement
Financial Modeling
Report Preparation
Bookkeeping
Comparative analysis
Data Analysis
General ledger accounting
Cash Flow Management
Flexible team player
Software Packages
MS Office,ZOOM,Drop-box,Google Sheets,Docx,MicrosoftTeams
Social platforms – Whatsaap Business, FaceBook Marketplace
Timeline
Foundation Coordinator
Fundacion De Salvar Los Niños Pobres De Israel
06.2022 - 05.2024
Distributer of Whole Grain Coffee
IKONO CAFÉ S A
01.2008 - 01.2010
Wealth Management
BANCO NACIONAL DE MÉXICO S A
01.2007 - 01.2008
Financial Consultant
URBANI BIENES RAÍCES S. A. de C.V.
01.2005 - 01.2007
Sales Administrator
CONSTRUCCIONES Y SERVICIOS DE ASESORÍA, S.A. de C.V.
01.2000 - 01.2005
Futures Floor Trader
DELTA DERIVADOS, S.A. de C.V.
01.1998 - 01.2000
B.COMM - Finance
Concordia University
The Canadian Options Course - undefined
Canadian Securities Institute
The Canadian Operations Course - undefined
Canadian Securities Institute
undefined
Instituto SerFin
Financial Analyst
GRUPO ROMANO S A DE C V
1 2011 - 10.2021