Patrick Brannan
Finance & Portfolio Management Professional
Spain
Summary
Ambitious bilingual finance professional specializing in portfolio management, financial analysis, and operational efficiency. Proven track record in managing diverse client portfolios, overseeing treasury operations, analyzing P&L statements, and maintaining cash flow control to drive profitability. Committed to giving 100% in every project, achieving results, exceeding expectations.
Overview
2
2
years of professional experience
4
4
Languages
Work History
Financial Asset Manager – International Compliance
Mail Boxes & More
10.2024 - 05.2025
- Managed an international client portfolio, ensuring contractual compliance and financial stability.
- Oversaw treasury operations, analyzed monthly and annual P&L, and maintained cash flow control.
- Conducted financial analysis, monitored repayment capacity, and developed risk mitigation strategies while coordinating with stakeholders for timely delivery and operational efficiency.
Property & Client Portfolio Administrator
BCN Dream Apartments
09.2023 - 05.2024
- Managed documentation for property purchases, leases, and client agreements, ensuring legal and contractual compliance.
- Served as primary client contact, resolving inquiries and coordinating viewings, inspections, and handovers.
- Maintained accurate records to support operational efficiency and risk mitigation.
- Implemented systems to improve document management, streamline workflows, and enhance client service.
International Sales & Compliance Assistant
Indele Ltd
11.2022 - 06.2023
- Assisted with sales development and provided basic guidance on compliance documentation.
- Coordinated with certification bodies and logistics providers to ensure smooth operations.
- Managed routine client communications, responded to inquiries, and prepared performance updates
Education
International Trade - Business
Euroaula
Barcelona 05.2001 -
Skills
Client Relationship Management
Treasury, P&L, and Cash Flow Management
Risk Assessment
Microsoft Excel
Timeline
Financial Asset Manager – International Compliance
Mail Boxes & More
10.2024 - 05.2025
Property & Client Portfolio Administrator
BCN Dream Apartments
09.2023 - 05.2024
International Sales & Compliance Assistant
Indele Ltd
11.2022 - 06.2023
International Trade - Business
Euroaula
05.2001 -
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