Ecotourism, Volleyball, Biking, Board games, Tutoring, Gardening
Natalia Orozco Urquijo
Finance Manager
Mexico City
Summary
Proactive and goal-oriented Finance Manager with 11+ years of expertise overseeing operations and reconciling monthly financial reports. Known for driving process improvements and implementing strategic financial planning with data analytics. Reliable team player with focus on collaboration and adaptability to changing business needs.
Overview
14
14
years of professional experience
6
6
years of post-secondary education
4
4
Languages
Work History
Finance Manager
Sofía
2023.08 - Current
- Increased financial efficiency by streamlining and automating financial reporting processes with advanced software solutions like Airflow.
- Developed comprehensive financial reports using data analytics for executive decision-making support.
- Collaborated with IT to develop secure, efficient operations data and electronic invoicing system, reducing processing times, time spent on manual tasks and human errors.
- Trained new and existing staff members in various financial and operations procedures fostering professional development and strong team dynamics.
- Delivered comprehensive financial training programs for non-finance managers, enhancing cross-functional understanding and collaboration.
- Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
Finance Associate
Sofía
2021.08 - 2023.08
- Enhanced financial accuracy by streamlining the monthly close process and reconciling account discrepancies.
- Applied best practices to align accounting processes with current laws and regulations.
- Resolved discrepancies in operations and financial data to increase accuracy and reduce potential backlogs.
- Input operations data to produce monthly financial reports and accounting policies using SQL with stringent adherence to data security protocols.
- Collaborated with other departments to implement cost-saving measures, resulting in 10% cost-reduction without sacrificing quality or service levels.
- Reduced reporting errors by implementing internal controls and standardizing financial procedures.
Financial Analysis Manager
Mexoil
2019.01 - 2021.07
- Generated executive presentations for C-level management and shareholders for regarding financial statements and operation results on a monthly basis.
- Created first annual budget from historical data and operation plan.
- Developed a financial model for a $450M project including sensitivity analysis.
- Managed insurance policies optimizing coverage and reducing primes in 12%.
- Provided analysis and performance report for total financial debt.
- Streamlined financial reporting processes by implementing automated systems and reducing manual data entry.
Business Strategy Manager
Citibanamex
2018.01 - 2018.12
- Planned and implemented strategies to meet profitability goals through agile methodologies to complete assignments in a timely, efficient manner.
- Implemented top banker model for platinum clients involving business and regional directors all over the country.
- Developed a detailed action plan for past-due portfolio.
- Managed pipeline for loans and cash departments while segmenting clients using data analysis.
- Collaborated with cross-functional teams to analyze market trends and identify opportunities for expansion.
Department Head of Oil Markets Analysis
Comisión Reguladora de Energía
2017.07 - 2017.12
- Developed an econometric model for forecasting gasoline and diesel prices.
- Created a report for daily prices analysis and medium term price estimation based on futures.
- Wrote papers about relevant events in the oil market.
- Analyzed anti-competition practices using data science.
Asset Management Analyst
O'Donnell
2015.07 - 2017.06
- Developed financial models for industrial real estate developments.
- Generated quarterly macroeconomic analysis report.
- Managed assets insurance reducing primes in 8% and improving coverage.
- Created reports for budgets, account management and leasing activity status.
Student Associate
AIG Insurance
2012.03 - 2013.04
- Projects by objectives in 4 different areas: Property, Marketing, Claims and Sales.
Investment Trainee
Towers Watson
2010.12 - 2012.03
- Generated quarterly investment retirement portfolios.
- Researched macroeconomic environment data to write quarterly report.
- Gathered, organized and input information to updated financial markets data base.
Education
Bachelor of Science - Applied Mathematics
ITAM
2009.01 - 2015.06
Skills
Financial analysis and reporting
Interpersonal communication
Problem-solving abilities
Basic Python and Airflow
Skilled in SQL and R
Data analysis
Strategic planning
Financial analysis and reporting
Extra-curricular activities
Dolphin Trainer, Dolphin Discovery - Quintana Roo, Mexico (2009-2010)
Au Pair, Au Pair Care - Naples, Florida, US (2008)
Interests
Timeline
Finance Manager
Sofía
2023.08 - Current
Finance Associate
Sofía
2021.08 - 2023.08
Financial Analysis Manager
Mexoil
2019.01 - 2021.07
Business Strategy Manager
Citibanamex
2018.01 - 2018.12
Department Head of Oil Markets Analysis
Comisión Reguladora de Energía
2017.07 - 2017.12
Asset Management Analyst
O'Donnell
2015.07 - 2017.06
Student Associate
AIG Insurance
2012.03 - 2013.04
Investment Trainee
Towers Watson
2010.12 - 2012.03
Bachelor of Science - Applied Mathematics
ITAM
2009.01 - 2015.06