Juan Pablo Garcia Valencia
Financial Administrator
Summary
Self-motivated professional successful in seizing viable opportunities for expansion and innovation in business. Background in increasing profits, reducing costs and transforming customer service standards. Experienced in leading and supervising.
Overview
6
6
years of professional experience
1
1
Certification
2
2
Languages
Work History
Founder and CEO
Booker Cafe (Coffee Business )
07.2022 - Current
- Responsible for the development of the brand 'Booker Cafe'
- Responsible for the B2B and B2C relations
- Responsible for acquiring new customers through customer prospecting
- Responsible for building and establishing the brand presence at national level
- Responsible for the developing of the customers and suppliers network
- Shaped solutions and approaches by leveraging trends in customer marketplaces and industries.
- Represented organization at industry conferences and events.
- Developed innovative sales and marketing strategies to facilitate business expansion.
- Negotiated favorable contracts with suppliers, reducing costs while maintaining product quality.
Investment Manager
YUHU.MX
05.2021 - 07.2022
- Helped company grew its portfolio in 50 millions of pesos in less than a year
- Developed strategic plans for day-to-day financial operations.
- Developed comprehensive financial plans for clients, addressing both short-term and long-term objectives.
- Cultivated client relationships through high levels of direct communication to maintain customer loyalty.
- Acquired new customers through referral leads
- Provided periodically custom advisory, providing updating and revaluation of the portfolio
- Co responsible for creating the pitch deck (capital rounds Series A.)
- Advised clients on tax-efficient investing strategies that maximized after-tax returns while adhering to compliance regulations.
- Supported financial director with special projects and additional job duties.
- Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
- Managed a diverse range of portfolios, ensuring alignment with clients'' risk tolerance and financial goals.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Citigold Relationship Banker
Citibanamex
12.2019 - 05.2021
- Responsible for reviewing CG customer needs and asset allocation, proactively engage with the customer to validate the understanding of their needs
- Developed summaries to assess each client's participation level and determine targets for follow-up plans.
- Acquired new customers through converting referral leads
- Responsible for appropriately assessing risk when business decisions are made safeguarding Citigroup, its clients and assets.
- Maintained customer records and updated account information.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
- Enhanced reputation as a trusted advisor with clients through consistent delivery of high-quality financial guidance and support.
- Implemented strategies to increase customer retention, enabling investment growth.
- Activated new accounts and issued customer identification numbers.
Credit Analyst Jr
Banco Base
09.2018 - 07.2019
- Responsible for analyzing currency loans, simple and revolving line of credit, derivatives and fx loans
- Improved understanding of financial statements, which helped in assessing risk.
- Investigated and resolved customer disputes related to credit decisions.
- Contributed to the development of robust risk management framework by actively participating in policy reviews and updates discussions.
- Analyzed customer data such as financial statements to determine level of risk involved for extending credit.
- Gathered loan documentation for underwriting.
- Reduced delinquency rates with proactive monitoring of clients'' credit performance and timely communication.
Financial model Analyst
Consulta Management
07.2018 - 09.2018
- Responsible for the creation and analysis of financial models for real estate projects throughout the country
- Assisted in preparation of presentations, data tables and other documents for investor meetings.
- Participated in client meetings to discuss financial analysis and investment strategies.
Education
MBA - Business Administration And Management
EGADE Business School
Monterrey, Nuevo León, Mexico 05.2001 -
Financial Management Bachelor's Degree - Finance And Administration
Instituto Tecnológico Y De Estudios Superiores De Monterrey
Monterrey, N.L. 08.2013 - 2018.05
Finance
The University of Melbourne
Melbourne, Australia 07.2017 - 2017.05
Locations
- Monterrey, N.L.
- Melbourne
- Mexico city
- Monterrey
Entrepreneurship
Booker Cafe ( Coffee shop ), Responsible for the development of the brand " Booker Cafe ", Responsible for the B2B and B2C relations, Responsible for acquiring new customers through customer prospecting, Responsible for building and establishing the brand presence at national level, Responsible for the developing of the customers and suppliers network, 07/01/22
Extracurricular Activities
Foundations of Project Management by Google, Advanced Valuation and Strategy - M&A, Private Equity, and Venture Capital, Introduction to R by Great Learning, Data Visualisation in Tableau by Great Learning, Statistical Methods for Decision Making by Dr. P K Viswanathan Professor, Analytics and Operations, Predictive Modeling and Analytics - Regression by Great Learning, Spanish, Native, English, First Certificate 620, C language (currently studying), Data Analytics certification by Google (currently studying), SQL Basics, Power BI, member of Veracruz´s state swimming team (2009-2012), member of the waterpolo team at TEC (2015-2016), member of the mixed lacrosse team at University of Melbourne (08/01/17 - 12/01/17), Microsoft Office, Bloomberg Essentials certificate, Sibolsa, Thomson One Banker, Economatica, Infosel
Certification
AMIB Figura 3
Timeline
AMIB Figura 3
04-2024
Founder and CEO
Booker Cafe (Coffee Business )
07.2022 - Current
Investment Manager
YUHU.MX
05.2021 - 07.2022
Citigold Relationship Banker
Citibanamex
12.2019 - 05.2021
Credit Analyst Jr
Banco Base
09.2018 - 07.2019
Financial model Analyst
Consulta Management
07.2018 - 09.2018
Finance
The University of Melbourne
07.2017 - 2017.05
Financial Management Bachelor's Degree - Finance And Administration
Instituto Tecnológico Y De Estudios Superiores De Monterrey
08.2013 - 2018.05
MBA - Business Administration And Management
EGADE Business School
05.2001 -
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