Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Julio Gallardo Cendón

Mexico City

Summary

Finance and operations professional with a strong track record driving process improvement, cross-functional collaboration, and project execution in fast-paced environments. Solid analytical foundation and business acumen built through hands-on experience in fintech, corporate finance, and logistics. Skilled at aligning teams, managing complex workflows, and delivering results under pressure.

Overview

5
5
years of professional experience

Work History

Project Manager

Fairplay
04.2024 - Current
  • Led cross-functional projects to improve credit origination and collections across Product, Data, Legal, Analysis and Operations.
  • Coordinated two financial product launches for ecommerce clients, ensuring risk and regulatory compliance.
  • Standardized workflows across Customer Success, Collections, and Legal to boost recovery of overdue portfolio.
  • Partnered with Data to build KPI dashboards and support operational decision-making.
  • Executed daily fund disbursements by analyzing and prioritizing transfer requests for timely delivery.
  • Led migration of +1,000 credit contracts to new core banking system, coordinating Tech, Data, Ops, and Accounting teams.

Financial Specialist Jr.

Escala Capital
01.2023 - 03.2024
  • Prospected around 50 potential clients and successfully converted several into new clients, conducting initial financial analysis to access creditworthiness and business potential.
  • Handled direct client interactions and structured credit operations, ensuring documentation accuracy and timely execution.

Intern

Nestle Nespresso
01.2022 - 07.2022
  • Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
  • Gained valuable experience in a highly structured and large-scale corporate environment, developing a strong understanding of business processes, cross-functional collaboration, and financial reporting standards.
  • Sorted and organized files, spreadsheets, and reports.
  • Gained hands-on experience in Excel and Power BI, increasing proficiency and expanding technical skill set.

Manager

Casa Visconti
05.2020 - 12.2021
  • Lead a team to improve performance and teamwork.
  • Increased sales by 20% and similarly reduced costs through efficient inventory and supply management.
  • Handled cash management and sales reporting to maintain financial accuracy.

Education

Bachelor's Degree - Finance

Universidad Iberoamericana
Mexico City, Mexico

Skills

  • Project Management
  • SQL (Basic)
  • Power BI (Basic)
  • Microsoft Excel (Advanced – financial and operational analysis)
  • Trello & Notion (Project coordination tools)
  • Financial Analysis & Credit Risk Evaluation
  • Forecasting and Budgeting (Financial projections, variance analysis)
  • Strategic Planning & Process Optimization
  • KPI Monitoring & Reporting
  • Financial Modeling
  • Valuation techniques

Languages

Spanish
Bilingual or Proficient (C2)
English
Advanced (C1)

Timeline

Project Manager

Fairplay
04.2024 - Current

Financial Specialist Jr.

Escala Capital
01.2023 - 03.2024

Intern

Nestle Nespresso
01.2022 - 07.2022

Manager

Casa Visconti
05.2020 - 12.2021

Bachelor's Degree - Finance

Universidad Iberoamericana

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Julio Gallardo Cendón