Patricio Cohen O'Farrill O'Farrill
Financial Analyst
CDMX
Summary
Dynamic professional passionate about finance, psychology, and strategy, recognized for analytical thinking and problem-solving skills. Driven by curiosity to understand the intricacies of people, markets, and systems. Committed to continuous learning and innovation, adept at creating effective solutions while embracing challenges with a critical and proactive approach. Proven ability to leverage diverse insights to enhance decision-making and drive strategic initiatives.
Overview
1
1
years of professional experience
Work History
Becario, Producto y Análisis Financiero
Finsus (SOFIPO)
09.2024 - Current
- Developed financial models and simulators in Excel.
- Automated credit and investment processes.
- Conducted data analysis and tracked financial product performance.
- Prepared operational and strategic reports.
- Monitored compliance with business rules and client behavior.
- Supported the design and structuring of digital financial products.
- Input financial data and produce reports using Power BI.
Becario, Administración y Recursos Humanos
Más Nómina (SOFOM)
04.2022 - 07.2022
- Conducted research on hiring profiles.
- Managed initial contact with job applicants.
- Performed credit analysis and supported loan approval processes.
- Analyzed problems and worked with teams to develop solutions.
- Sorted and organized files, spreadsheets, and reports.
Education
Bachelor of Science - Psychology
University of London
Remote 05.2001 -
Licenciatura - Finanzas
Tecnológico De Monterrey (ITESM)
Ciudad De México, CDMX12-2027
Bachillerato -
Northridge School México
Ciudad De México, CDMX01.2023
Skills
Technical: Microsoft Office (Advanced); Excel (Advanced); Python (Intermediate); Power BI (Basic); Tableau (Basic); Minitab (Basic)
Languages: Spanish (Native), English (C1), Italian (Basic)
Soft Skills: Effective Communication, Strategic Thinking, Analytical Problem-Solving, Attention to Detail
Certification's and training: Business Essentials Program, Online Harvard Business School, USA (2023), Oracle Cloud Infrastructure AI Foundations Oracle University (2025)
Accomplishments
- Designed a platform concept with membership system and client management.
- Proposed a payments solution including mobile terminal and online checkout.
- Integrated customized metrics for sales analysis and forecasting.
- Created the financial model and presented project viability.
Stripe-like Payments Project – SME Platform in Mexico
Developed a fintech business model for entrepreneurs and small businesses, focusing on memberships, sales control, and data analytics.
Timeline
Becario, Producto y Análisis Financiero
Finsus (SOFIPO)
09.2024 - Current
Becario, Administración y Recursos Humanos
Más Nómina (SOFOM)
04.2022 - 07.2022
Bachelor of Science - Psychology
University of London
05.2001 -
Licenciatura - Finanzas
Tecnológico De Monterrey (ITESM)
Bachillerato -
Northridge School México