Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic
Patricio Cohen O'Farrill O'Farrill

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, CDMX
12-2027

Bachillerato -

Northridge School México
Ciudad De México, CDMX
01.2023

Skills

Technical: Microsoft Office (Advanced); Excel (Advanced); Python (Intermediate); Power BI (Basic); Tableau (Basic); Minitab (Basic)

Accomplishments

    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.

  • 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.

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
Patricio Cohen O'Farrill O'FarrillFinancial Analyst