Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

Michelle Campos Calderón

Zapopan,JAL

Summary

Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Financial Analyst

IBM
04.2024 - 08.2024
  • Weekly analysis of OPEX and Capex checkbooks of different business units to keep expenses aligned to budget
  • Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
  • Initiated process improvements that increased the efficiency of budgeting cycles while maintaining accuracy standards.

Financial Analys/Investment Analyst

Finexitus/Aurex Capital
06.2020 - 01.2024


  • Research and analysis of investment opportunities aligned with the fund's strategy
  • Fundamental, technical analysis and valuation of public companies, as well as monitoring their quarterly and annual reports
  • Boosted investment returns by identifying undervalued assets through rigorous valuation analyses.
  • Collaborated with cross-functional teams to identify new opportunities and optimize asset allocation strategies.
  • Reduced risk exposure through diligent monitoring of market trends and economic indicators.
  • Contacted potential clients to pursue sales and gather funds.
  • Assisted in preparation of presentations, data tables and other documents for investor meetings.

Accounts Payable Intern

Jabil
12.2018 - 07.2019
  • Supported the finance team in preparing accurate monthly reports by ensuring all accounts payable transactions were recorded promptly.
  • Supported month-end closing procedures, ensuring all relevant accounts payable entries were posted accurately and on time.
  • Facilitated a smooth transition during company software upgrade by providing input on accounts payable system requirements and participating in user training sessions.

Education

Bachelor's Degree - Administration and Finance

Universidad Panamericana
01.2020

Skills

  • Financial modeling
  • Communication skills
  • Microsoft Excel
  • Financial statement analysis
  • Research and data analysis
  • Excellent attention to detail
  • FactSet
  • SAP

Languages

Spanish
English

Certification

CENEVAL (2019)

EGEL-Administration

Outstanding performance

Timeline

Financial Analyst

IBM
04.2024 - 08.2024

Financial Analys/Investment Analyst

Finexitus/Aurex Capital
06.2020 - 01.2024

Accounts Payable Intern

Jabil
12.2018 - 07.2019

Bachelor's Degree - Administration and Finance

Universidad Panamericana

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Michelle Campos Calderón