Karla Pérez
Zapopan, Jal
Summary
I am a hard-working financial engineer eager to learn and add value to the organization that I work for. Ready to take on added responsibilities and to help the team to goal completion.
Overview
6
6
years of professional experience
Work History
Financial Planning Leader
Piagui Group
11.2021 - Current
- Sales forecasting and planning for Shoe manufacturer and distribution company.
- Profitability analysis for the company and new projects.
- Collaborated with team to identify sales trends and propose initiatives to enhance revenue.
- Financial Reporting and Visualization to partners and top directors.
- Pricing Strategy.
House Executive
Finamex Brokerage Firm
01.2019 - 01.2021
- Support clients through their investment process (trading, withdrawing or investing).
- Prepared annual data to determine metrics for portfolios performance.
- Profitability analysis for client portfolios.
AMS Business Planning Intern
HP Inc
12.2017 - 01.2019
- Creation of a financial report providing data visualization, sales forecasting and KIP's for Americas Personal Systems.
- Gained hands-on experience in various software programs, increasing competence and technical skill set.
- Innovation employee committee staff.
Education
Master of Science - Business Analytics And Finance
University of Southampton
Southampton, United Kingdom02.2022
Bachelor of Science - Financial Engineering
ITESO
Tlaquepaque, Mexico05.2019
Semester Abroad -
ESSCA Budapest University
Budapest, Hungary06.2017
Skills
- Proactive
- Data Visualization
- Analytical Thinking
- Mathematical Skill
- Leader & Motivational
- Advanced Excel VBA
- Matlab
- R Studio
- Phyton
Languages
English
Bilingual or Proficient (C2)
Spanish
Bilingual or Proficient (C2)
French
Intermediate (B1)
Leadership Experience
- Speaker in "Talent: Imperative needs for a New Digital Era", Futuristic Minds 2020
- Risk Management and Trading Conference Staff 2019
- Alumni Society of Financial Engineering 2016
Projects
- Financial Economic Unit modelling for Sustainable Laundry Start up, Oxwash, University of Southampton, 10/2021-02/2022.
- Project of Professional Application in Financial Hedging, ITESO, 06/2018-12/2018
Timeline
Financial Planning Leader
Piagui Group
11.2021 - Current
House Executive
Finamex Brokerage Firm
01.2019 - 01.2021
AMS Business Planning Intern
HP Inc
12.2017 - 01.2019
Master of Science - Business Analytics And Finance
University of Southampton
Bachelor of Science - Financial Engineering
ITESO
Semester Abroad -
ESSCA Budapest University
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