Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

KAREN LIZETH ROSALES GAONA

QUERÉTARO

Summary

I am a passionate, innovative, bold and results-oriented professional, with more than four years of experience in strategic planning, financial and macroeconomic analysis, and new business development. My mission is to generate value for organizations and clients through creative, efficient and sustainable solutions.


I am a results-driven data professional committed to achieving high standards. Leveraged analytical skills to enhance data quality and support key decision-making. Recognized for collaborative approach and flexibility in dynamic environments, ensuring reliable and timely data solutions.

Overview

12
12
years of professional experience
1
1
Certification

Work History

System Admin, Statistics & Static Data Specialist

Santander Corporate and Investment Banking
11.2024 - Current
  • Parameterize in Asset Control and Murex the necessary Market Data required. Specifically, rate curves, credit curves, volatilities, repo margin equity.
  • Price upload controls between AC and Murex, also called price reconciliation between the Asset system and Murex.
  • Follow-up of technological and operational incidents of the E2E process and proposal of action plans.
  • Coordination of teams involved in incident management until resolution, as well as reprocess management.



Strategic Planning Specialist

CEMEX Egypt & United Arab Emirates
07.2022 - 07.2024
  • Responsible for the macroeconomic and financial analysis of the company and the Middle East region
  • Support with analysis for strategic decision making: project valuation, analysis of comparable companies and development of reports requested by Upper Management
  • Assessed potential risks and opportunities, enabling the organization to make informed decisions regarding future investments.

Operational and Strategical Risk Executive

CFEnergía & CFE International
12.2019 - 04.2022
  • Responsible of the development of the PNL for both companies in different units and exchange rates, considering the limitations of the current system and proposing improvements
  • Development, automatization, and reporting of nominated and unscheduled quantities
  • Assisting Risk Management Department with the generation of different analysis, investigating root causes of operational risks, tracking and reporting data changes, providing support to mitigate risk working together with the Operations Department

Head of Risk Department

CFEnergía & CFE International
08.2019 - 12.2019
  • Responsible of the area and the creation and evaluation of credit and market risk analysis, as well as the development and implementation of a process to evaluate, identify, monitor, and manage risks
  • Follow up of the counterparty onboarding analysis, calculation of guarantees and administration of information systems

Head of Middle Office

CFEnergía & CFE International
03.2018 - 08.2019
  • Daily update of the Profit and Loss report (PNL)
  • Responsible of the estimation and update of gas indexes and exchange rates
  • Daily revision of natural gas and liquefied natural gas trades, tracking operational risk and supporting Risk and Back Office Departments

Trade Confirmation Associate

CFEnergía & CFE International
01.2018 - 03.2018
  • Creator and responsible for the Trade Confirmations Department for natural gas in both companies, supporting Risk and Back Office Departments
  • Established strong relationships with key stakeholders, facilitating effective communication across departments and teams.
  • Played an integral role in launching successful projects by coordinating tasks among team members while adhering closely to established timelines.

Investment Banking Jr. Analyst

Banco Multiva
01.2017 - 12.2017
  • Responsible of realizing the operations of the savings funds of all Grupo Empresarial Ángeles (Hotels, Hospitals and Grupo Imagen around Mexico), investing its remnants in Fixed Income

Trainee at the Purchasing Department

ITESM-CSF
01.2013 - 12.2017
  • Responsible of carrying out databases, making the contact with suppliers and conducting market research surveys

Education

Bachelor of Arts - Financial Management

Instituto Tecnológico Y De Estudios Superiores De Monterrey
Campus Santa Fe
12-2017

Faculty of Economics

Universidad Carlos III De Madrid
Madrid, Spain
08-2016

Skills

  • Microsoft Office Proficiency
  • Adaptability
  • Strategic Planning
  • Market Research
  • Risk Analysis
  • Decision Making
  • Leadership
  • Management
  • Assertive decision making
  • Problem resolution
  • Ease of speech
  • Research Capacity
  • Proactive
  • Committed

Languages

French
English
Spanish

Certification

  • Exercising Leadership: Foundational Principles- HarvardX
  • Accounting, US GAAPs and Tax Regime for Derivatives- RiskMathics
  • Market Risk- RiskMathics
  • Energy Derivatives: Pricing, Hedging and Trading- RiskMathics
  • Bloomberg Essentials: Fixed Income, Equities, Commodities, FX- Bloomberg

Timeline

System Admin, Statistics & Static Data Specialist

Santander Corporate and Investment Banking
11.2024 - Current

Strategic Planning Specialist

CEMEX Egypt & United Arab Emirates
07.2022 - 07.2024

Operational and Strategical Risk Executive

CFEnergía & CFE International
12.2019 - 04.2022

Head of Risk Department

CFEnergía & CFE International
08.2019 - 12.2019

Head of Middle Office

CFEnergía & CFE International
03.2018 - 08.2019

Trade Confirmation Associate

CFEnergía & CFE International
01.2018 - 03.2018

Investment Banking Jr. Analyst

Banco Multiva
01.2017 - 12.2017

Trainee at the Purchasing Department

ITESM-CSF
01.2013 - 12.2017
  • Exercising Leadership: Foundational Principles- HarvardX
  • Accounting, US GAAPs and Tax Regime for Derivatives- RiskMathics
  • Market Risk- RiskMathics
  • Energy Derivatives: Pricing, Hedging and Trading- RiskMathics
  • Bloomberg Essentials: Fixed Income, Equities, Commodities, FX- Bloomberg

Bachelor of Arts - Financial Management

Instituto Tecnológico Y De Estudios Superiores De Monterrey

Faculty of Economics

Universidad Carlos III De Madrid
KAREN LIZETH ROSALES GAONA